Rethinking admin experience for a travel management system

Re-designed the information architecture and dashboard, UX and UI to reduce the administrative burden.

Industry

Enterprise Travel management | SaaS

Client

Ok Roger

My role

Product Designer, solo.

Research methods

Market research, user analisys

Deliverables

Information Architecture, Dashboard wireframes and prototype re-design

Project Overview

OK Roger is a B2B web application aimed at simplifying Travel Management for organizations. The application implements workflows that allow Team Administrators to have visibility and exercise control over various travel related activities within their team, such as setting up Approval Processes and Travel Policies. The experience is very much a set-it-and-forget-it, meaning that admins will set up their company’s account, invite team members, create travel policies, and that’s it. They might log in again to view reports and analytics, but there won’t be much else to interact with once their company’s policies have been established.

My Contributions

The current version of the application did not go through a professional design process and is difficult to understand and use. Furthermore, capabilities were added along the way and those were bolted on without a comprehensive design process.
I re-designed the information architecture of this site so that users can easily understand how to manage team members and travel policies. I worked as well on a dashboard for the admin highlighting the most important aspects for them to feel in control of their company’s travel management.

Key Findings

• I started by breaking down the users to get a basic understanding of their roles, their needs, and their motivations. What activities they shared and at which frequency they needed to perform. This was fundamental to ease the implementation experience.
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• I recreated the current workflow to identify gaps and pain points. I came up with a new information architecture that simplifies the user workflow.
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•To came up with the right set of metrics, I had no access to actual users, but I was able to read some reviews and feature requests. I did extensive market research to see how competitors kept users informed and connected and gain inspiration from more refreshing and easy-to-read layouts.

• Lead to action. Identified the action points that would help users keep the system updated and gave them more visibility.
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• Improved the tracking experience to empower users to make more accurate and faster data-informed decisions‍