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Idwall | Invoice Center

📌 Idwall

About the project

The idBill product was born out of the need to centralize and automate Idwall’s billing process, aiming to improve its speed and reduce the occurrence of errors during invoice management — bringing more reliability to this sensitive process that directly impacts Idwall’s revenue.

To learn more, check out this presentation.

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Empathize

Mapping of stakeholders

To better understand the billing context, we started mapping stakeholders and users in order to map and align the expectations of each of them. For this, I used the Stakeholder Map.

First alignments on context

In addition to the stakeholder survey, it was necessary to understand some information related to the context such as

  • Flow of how the billing process currently works

  • Blueprint and journey of all users involved

  • Alignment of goals and vision for the future

Definir

Where do we want to go?

Design Challenge

How can we offer a billing center that allows for agility and ease in managing invoices and accessing customer information in an efficient and practical way?

Specific objectives

  • Centralize 100% of billing data in idbill

  • Have 100% of customers with consolidated invoices available in the first hour of the 1st

Benchmarks

Wireframes and user flow

To start sketching out the first ideas, it was necessary to involve stakeholders, the product team and engineering so that we could come up with some initial ideas.

Ideate and prototype

Let's go to the solution

With the help of stakeholders and the team and with the sketches of ideas we built, it was possible to bring a more robust solution to life.

Test, optimize and measure

Melhorias contínuas

This is a project that has had many improvements. One strategy that the team used to map the business and usability metrics of the Finance team was to develop a dashboard where we had accounted for all the team's processes.

Contact

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© 2024 By Ingrid Aquino

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