Overview

Summer internship 2023 - B2B Project: I designed the Bosch AP Automation Tool, a 0-to-1 solution for automating invoice and contract matching, centralizing data storage, and improving cross-department communication.

The project achieved a user satisfaction rate of 4.5 and a UI satisfaction rate of 4.3.

My role

UI/UX designer, Interviewing, Wireframing

Teams

2 Designers, 2 Engineers

Duration

Mar - July 2023

Tools

Figma, Adobe Ae

CONTEXT

CONTEXT
CONTEXT

Our Client: Account Payable(AP) Department

Our Client: Account Payable(AP) Department

Our Client: Account Payable(AP) Department

The Account Payable (AP) department processes hundreds of invoices monthly, matching them with existing contracts to ensure timely payments.

The Account Payable (AP) department processes hundreds of invoices monthly, matching them with existing contracts to ensure timely payments.
The Account Payable (AP) department processes hundreds of invoices monthly, matching them with existing contracts to ensure timely payments.

THE PROBLEM

THE PROBLEM
THE PROBLEM

AP clerk frequently made payment delays.

AP clerk frequently made payment delays.

AP clerk frequently made payment delays.

AP clerks often spend too much time manually matching invoices with contracts and managing documents spread across multiple platforms.

OUR SOLUTION

OUR SOLUTION
OUR SOLUTION

Over 12 weeks, we executed an end-to-end design process, addressing pain points across three main user groups to deliver a unified platform.

Over 12 weeks, we executed an end-to-end design process, addressing pain points across three main user groups to deliver a unified platform.

Over 12 weeks, we executed an end-to-end design process, addressing pain points across three main user groups to deliver a unified platform.
Over 12 weeks, we executed an end-to-end design process, addressing pain points across three main user groups to deliver a unified platform.

IMPACT

IMPACT
IMPACT

DISCOVER

DISCOVER
DISCOVER

Understand Our Users

Understand Our Users

Understand Our Users

Conducted stakeholder workshops and 8 interviews to help us map the current workflow, roles, and cross-departmental challenges.

Conducted stakeholder workshops and 8 interviews to help us map the current workflow, roles, and cross-departmental challenges.
Conducted stakeholder workshops and 8 interviews to help us map the current workflow, roles, and cross-departmental challenges.

Click to view entire Personas/User Journey Maps

Click to view entire Personas/User Journey Maps

Click to view entire Personas/User Journey Maps

PRIORITIZE PROBLEMS

PRIORITIZE PROBLEMS
PRIORITIZE PROBLEMS

Root causes of payment delays

Root causes of payment delays

Root causes of payment delays

In the interview process, we dig into the reasons of payment delays and prioritize the problems for our main client, AP clerks.

In the interview process, we dig into the reasons of payment delays and prioritize the problems for our main client, AP clerks.
In the interview process, we dig into the reasons of payment delays and prioritize the problems for our main client, AP clerks.

SOLVING PROBLEM 1 &2

SOLVING PROBLEM 1 &2

SOLVING PROBLEM 1 &2

Too many contract storage platforms and inefficient manual matching

Too many contract storage platforms and inefficient manual matching

Too many contract storage platforms and inefficient manual matching

IDEATION

IDEATION

IDEATION

Remove the clogs

Remove the clogs

Remove the clogs

After discussions with the AP department and engineers, we identified the feasibility of implementing an automation tool, estimated to achieve an 85% accuracy rate.


Therefore, in the platform, we decide the implementation of automation tools to achieve 3 features:

  1. Auto-matching invoices and contracts

  2. Centralized storage of contracts and invoices

  3. Prioritize tasks through different status

After discussions with the AP department and engineers, we identified the feasibility of implementing an automation tool, estimated to achieve an 85% accuracy rate.
Therefore, in the platform, we decide the implementation of automation tools to achieve 3 features:
  1. Auto-matching invoices and contracts
  2. Centralized storage of contracts and invoices
  3. Prioritize tasks through different status
After discussions with the AP department and engineers, we identified the feasibility of implementing an automation tool, estimated to achieve an 85% accuracy rate.
Therefore, in the platform, we decide the implementation of automation tools to achieve 3 features:
  1. Auto-matching invoices and contracts
  2. Centralized storage of contracts and invoices
  3. Prioritize tasks through different status

ITERATION

ITERATION
ITERATION

Rapid Prototyping and Feedback Collection

Rapid Prototyping and Feedback Collection

Rapid Prototyping and Feedback Collection

We developed three prototype versions and gathered iterative feedback from AP clerks and engineers. (Hovering on images to view the feedbacks)

We developed three prototype versions and gathered iterative feedback from AP clerks and engineers. (Click on images to view the feedbacks)
We developed three prototype versions and gathered iterative feedback from AP clerks and engineers. (Click on images to view the feedbacks)

FINAL PROTOTYPE

FINAL PROTOTYPE
FINAL PROTOTYPE

SOLVING PROBLEM 3 & 4

SOLVING PROBLEM 3 & 4
SOLVING PROBLEM 3 & 4

Low Cross-Department Communication Efficiency

Low Cross-Department Communication Efficiency
Low Cross-Department Communication Efficiency

IDEATION

IDEATION

ITERATION

ITERATION
ITERATION

Rapid Prototyping and Feedback Collection

Rapid Prototyping and Feedback Collection

Rapid Prototyping and Feedback Collection

We quickly iterate prototypes and gather feedbacks from AP and UD clerks. (Hovering on images to view the feedbacks)

We quickly iterate prototypes and gather feedbacks from AP and UD clerks. (Click on images to view the feedbacks)
We quickly iterate prototypes and gather feedbacks from AP and UD clerks. (Hovering on images to view the feedbacks)

FINAL PROTOTYPE

FINAL PROTOTYPE
FINAL PROTOTYPE

Let’s connect!✨


Thanks for visiting me website! If you are interested in any project, feel free to connect me to discuss more.

Connect

cguochenxi@gmail.com

Let’s connect!✨


Thanks for visiting me website! If you are interested in any project, feel free to connect me to discuss more.

Connect

cguochenxi@gmail.com

Let’s connect!✨


Thanks for visiting me website! If you are interested in any project, feel free to connect me to discuss more.

Connect

cguochenxi@gmail.com

Let’s connect!✨


Thanks for visiting me website! If you are interested in any project, feel free to connect me to discuss more.

Connect

cguochenxi@gmail.com

Let’s connect!✨


Thanks for visiting me website! If you are interested in any project, feel free to connect me to discuss more.

Let’s connect!✨


Thanks for visiting me website! If you are interested in any project, feel free to connect me to discuss more.

IDEATION

Bosch AP Automation Tool

Bosch AP Automation Tool

Overview

Redesign the APP and successfully launched MVP in APP store. I focused on streamlining the UX workflow, upgrading the branding, reduce the development time by 50%.

→ Download the App

My role

UI/UX designer, Interviewing, Wireframing

Teams

2 Designers, 2 Engineers

Duration

Mar - July 2023

Tools

Figma, Adobe Ae

Overview

My role

UI/UX designer

Interviewing

Wireframing

Teams

2 Designers

3 Engineers

Duration

Mar - July 2023

Tools

Figma, Adobe Ae


Summer internship 2023 - B2B Project: I designed the Bosch AP Automation Tool, a 0-to-1 solution for automating invoice and contract matching, centralizing data storage, and improving cross-department communication.


The project achieved a user satisfaction rate of 4.5 and a UI satisfaction rate of 4.3.