Nvoicepay was undergoing a re-brand and merging with four other companies under the Fleetcor’s Corpay line of business. The old UI was built by developers when no UX team was present and ux design was an afterthought. It was overdue for an update, and not mobile friendly.

BEFORE

GOALS

1. Improve the current interface and make it user friendly. 2. Target dashboards directly to customers through Power BI. 3. Use the Corpay branding guidelines to come up with a modern and clean look and feel. 4. Add notifications to header, to communicate processes with our customers. 5. Solve for less clicks when drilling down into batch payment information. 6. Create a lightweight UI that doesn’t overload search queries, and add filtering.

PROCESS AND STRATEGY

First, we reached out to sales and customer success departments who speak with customers regularly. Then captured new feature requests and current needs. After interviewing customers directly, we found that we can import dashboard data with Power BI, and please our customers with more targeted dashboards. We collected user feedback, and used Mural to capture internal feedback on our dashboard, and header, gaining valuable insights. We found that employees loved using Mural to give feedback, and collected more data with this tool. We used UserTesting.com to gather more data. Then, re-tested updated prototypes with our customers, and found they were really excited about our new solutions. Finally we handed off design files in Zeplin to development, and created user stories to fit front end work into sprints.

FINAL DESIGN

MOBILE DESIGN

PROJECT LINKS

View the desktop prototype

View the mobile prototype