Unifying PNC standalone products to create a seamless experience

CHALLENGE
A disjointed customer experience due to modules and products living on different platforms - increasing costs and lowering brand loyalty.
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SOLUTION
An interface developed from workflow focusing on three design principles: visibility, configuration and data-driven decisions.

Flux: Bringing it together

PNC l 7 months l 5 Members l Research & Design Strategy Lead; Designed Component Library

PROBLEM

Products live on separate platforms

To complete one cycle of invoice management to payment, a user needs to go in and out of 3 different platforms

Onboarding not meeting users needs

There is an abundance on secondary information given primary importance

Lack of feedback and system understanding

Users are unaware of the systems capabilities and don't know if an action has been completed or not

One product doesn't fit all

Novice and experts use products in different ways. Industries and company sizes also have different requirments

OUR SOLUTION

A unified experience on one platform with a workflow and interface that shows what's important, is configurable and provides future perks.

Design Principles

Show what's important

Visibility increases clarity and invites action

Tailor to Users Need

Configuration adapts the system to the users’ needs

Uncover the Hidden Perks

Data can help users be more effective

Workflow

Key Features

Easy invoice approval and payment

Users can easily identify where they are in the process. Photos of invoices and purchase orders are automatically matched.

4-step onboarding &configuration

Managers can configure workflows to their needs and set privacy setting for their teams.

Efficient internal communication

Users are able to communicate on each invoice independently at separate stages with a notification sent to the parties required to take action.

Prioritized to-do list

The list is prioritized by the preferred presets of the company allowing for consistency. Users, if allowed, can also customize the parameters.

Recommendations

Using existing data, the system provides recommendations to reduce business costs.

Style

WHAT USERS SAID

"This would make doing my job so much easier and faster."

- Heather Mangino, Accounts Payable, Shearer’s

"Seeing the history tree of an invoice is so incredibly useful."

- Jarrod McAdoo, Director of Procurement, CMU

"I actually like your prototype better than what we are currently using."

- Ashley Rich, Finance Department, Shearer’s

MORE INFORMATION

Blog

Protoype

Research Book

Screen Designs