Finance and related teams at Navitaire can now navigate, search for and edit invoices, contracts, and related items more intuitively.
OVERVIEW
NCI (Navitaire Customer Invoicing) is an updated and redesigned web application that allows Finance, Customer Accounts, and other teams to create and manage all the complexities customer contracts and invoicing.
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An overhaul of the original NCI is needed because the user work flows, navigation and over all usability is becoming unnecessarily complex and outdated.
My Role
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Lead Designer
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Partner with PM to discover pain points from original NCI work flows
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Create simplified work flows and high-fidelity designs
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Collaborate with developers as I create Figma component library
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Promote UX process and role
Date
January 2024 - Present
DISCOVERING
PAIN POINTS
To start the project off, my PM and I did walk-throughs of each module and work flow with the appropriate users.
This allowed us to understand the users':
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Context
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Pain points
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Needs​​
Pain Points:
Navigation is overly complex
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Some components serve multiple purposes--making their interaction confusing
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Unnecessary input fields
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Vague labeling
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Similar workflows lack consistency
Solutions:
Revamp the information architecture
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Simplify navigation​
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A clear purpose for each screen and component
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Persistent labeling
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Consistent patterns within workflows
Revamping the
information
architecture
Initial Sitemap
Basic wireframes for workflow patterns
that are found in all modules of NCI
Create
Search with Search Results
Search Result Selected
GETTING INTO
THE DETAILS
Collaboration is key
Before I began designing each module, my PM would start on the workflows, review them with me, and then make adjustments as needed.
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This helped the team to see that a UX designer cares about how the application works--and not just looks.
A FEW FINAL SOLUTIONS
A look at how some customer contracts are created
A look at the details section of a customer contract
