Before
After
Drag to compare: from dense layout to clean overview
UI/UX Design · Employee Expense Claim
EEC is a financial platform for managing expenses and payments. The existing UI was not user-friendly, making navigation confusing and financial data hard to understand. Our goal was to improve usability, clarity, and consistency across web and mobile platforms.
Before
After
Drag to compare: from dense layout to clean overview
The Problem
Users struggled with several critical pain points: cluttered layouts made navigation difficult, poor visual hierarchy confused priorities, navigation paths were confusing, and financial data was hard to read.
Research & Insights
I reviewed competitor platforms and conducted focus groups with potential users to identify patterns and opportunities.
Too much information at once feels overwhelming and reduces confidence.
Clear labels and simple layouts are crucial for user trust.
Visual summaries help users understand financial data faster.
Discovery & Research
Employee Expense Claim has two audiences pulling in different directions: the employee who wants to submit fast, and finance who wants clean, policy-compliant data. Research had to hold both.
Represents the frequent traveler who submits expense claims from the road, often against tight reimbursement deadlines.
Reviews and approves claims daily, and needs policy violations flagged before she has to catch them manually.
Second-level approver who checks claims against team budget, usually in batches at the end of the week.
Processes approved claims into payroll runs and fields escalations when reimbursements are delayed.
Early-stage assumption persona used to frame the approver side of the workflow before interviews.
Assumption persona for employees submitting their first claim, before onboarding research was done.
Used to frame compliance requirements ahead of interviews with the regional audit team.
Assumption persona representing field staff without office access, pending remote-user research.
Synthesized from interviews with 12 employees and 4 finance approvers.
Distinguishes the people directly using the claim flow from those governing policy around it.
Raw research notes clustered into themes during a synthesis workshop, surfacing the patterns behind user pain points.
Design Approach
Removed clutter and streamlined interfaces for cleaner, more focused experiences.
Established clear information hierarchy to guide users through critical actions.
Unified experience across web and mobile with predictable navigation patterns.
Redesign
Key improvements: removed 40% of non-essential elements, improved information hierarchy with better spacing, added visual indicators for key metrics, streamlined action paths from 5 to 3 steps, implemented consistent component design, and enhanced mobile responsiveness.
Journey & Flow
I traced the full lifecycle of a claim, from capture to submission, approval, and payout, to find where employees stalled and where approvers got stuck waiting on missing information.
End-to-end emotional curve across the expense submission journey, from first touch to task completion, mapped against satisfaction (1–5).
Frontstage actions, backstage operations, and supporting systems mapped against each other to expose handoff gaps.
Primary task flow through the product, including key decision points and drop-off risk areas.
Testing & Results
Users completed core tasks significantly faster with the redesigned interface.
Navigation errors and misclicks reduced dramatically with clearer visual cues.
Users rated the redesign as clearer and easier to use in qualitative feedback.
Outcome & Impact
The redesign transformed EEC from a confusing financial tool into an intuitive platform where users feel confident managing their expenses.
Impact
Scale and ownership across the Employee Expense Claim platform, from strategy through to delivery.
Strategy & Prioritization
Because this was a process fix more than a feature build, every satisfaction and effort metric here is tracked as a before → after pair against the pre-redesign baseline.
Share of support tickets and feedback tied to each theme, before the redesign shipped versus today.
Net Promoter Score moved from 9 to 38, made up of 51% promoters, 34% passives, and 15% detractors (n=340).
Customer satisfaction climbed from 58% to 91% across 260 post-task survey responses.
Effort score improved from 3.3 to 6.0 out of 7 across 245 responses. Lower effort correlates with higher retention.
Candidate initiatives scored on impact vs. effort to sequence the roadmap.
North-star and supporting metrics compared against their pre-launch baseline to show whether the redesign is actually working.
Operational metrics compared before and after launch to quantify the business case.
One-page leadership readout summarizing problem, approach, and measurable outcome.
Why This Works
By combining thorough user research with systematic design improvements, we transformed a complex financial platform into an intuitive experience where users understand their data and feel confident taking action, without sacrificing powerful features.