Receiving
Helping employees within an organisation to quickly document the receipt of items or services that they have ordered.
The Problem
Receivers in an organisation often fail to record the receipt of the goods and services they ordered.
The lack of proper documentation raises audits in accounts payable like quantity mismatches, over billing etc.
Primary Research
Visual Design
Interaction Design
User Testing
8 Months
Current Experience
Primary Research findings
Casual Receiver who orders goods or services once in a while. For example an employee ordering stationaries, computer accessories etc.
For this simple task the existing desktop application is hard to use and the design is outdated.
Missing Bills/Over Billing issues raised by the accounts payable are sent to receivers frequently.
Advance Receiver who receives goods and services on behalf of someone else. For example someone in a mail room.
Receiving large volumes on behalf of others is laborious task.
Need to open multiple apps to perform receiving.
Managing the editing quantities for all items is challenging and time consuming.
Design Goal
Receivers want a effortless way record received items, so that they can complete the task and continue with their daily activities without interruption.
Final Designs
For the MVP the product team wanted to ship a redesign of the existing experience using readily available components
Casual and advance receivers opens the app and views a list of items arriving today, then proceeds to receive them.
Casual Receiver
Advance Receiver
Future Designs
I redesigned and proposed an better and easier user experience, without considering any constraint. The team will incorporate these designs in future.
Casual Receiver
Advance Receiver
The casual receiver gets an email notification and receives the item with just a single click.
The Advanced Receiver scans the shipments individually and receives them at once, instead of searching for and receiving each item separately.
Learnings and Impact
The newer experience increased user adoption by 70% compared to the existing desktop experience.
As the Lead Designer, I delivered two design solutions: one that met the MVP requirements by translating the existing experience, and a second that proposed an optimal user experience for future implementation by the product team.
Users said this solution was a significantly better and easier experience than the older experience and would use it more.
Let’s connect.