Invoice Automation & Transformation
Invoice Automation & Transformation
Invoice Automation & Transformation
Strategy & Validation of a Payment Juggernaut's Digital Transformation
Strategy & Validation of a Payment Juggernaut's Digital Transformation
Data Viz
B2B
Strategy
0 to 1
GHX aims to be the Amex for enterprise hospitals, but its manual, email-based invoice processing took 70+ days to process with a 8%+ error rate, resulting in 5 million in lost rebates for hospitals on average.
GHX’s disconnected product suites also made it costly and inefficient to build client-facing data applications.
As lead product designer, I led discovery, stakeholder alignment, and MVP validation for a unified invoice platform that addressed both problems and set the foundation for future growth.
GHX aims to be the Amex for enterprise hospitals, but its manual, email-based invoice processing took 70+ days to process with a 8%+ error rate, resulting in 5 million in lost rebates for hospitals on average.
GHX’s disconnected product suites also made it costly and inefficient to build client-facing data applications.
As lead product designer, I led discovery, stakeholder alignment, and MVP validation for a unified invoice platform that addressed both problems and set the foundation for future growth.
CASE PASS
GHX
VIP
role
LEAD PRODUCT DESIGNER
from
2021
duration
3 MONTH
overview
Invoice Automation Dashboard & Strategy
efficiency
70%+
processing time
56 to 17 Days
REVENUE PROJECTION
ARR 20M+
location
Remote, US
0.67416`, 23.23451’
FEATURING ALL STARS CREW
DESIGNx1
ENGx1
PMx3
CASE PASS
GHX
VIP
role
LEAD PRODUCT DESIGNER
from
2021
duration
3 MONTH
overview
Invoice Automation Dashboard & Strategy
efficiency
70%+
processing time
56 to 17 Days
REVENUE PROJECTION
ARR 20M+
location
Remote, US
0.67416`, 23.23451’
FEATURING ALL STARS CREW
DESIGNx1
ENGx1
PMx3
CASE PASS
GHX
VIP
role
LEAD PRODUCT DESIGNER
from
2021
duration
3 MONTH
overview
Invoice Automation Dashboard & Strategy
efficiency
70%+
processing time
56 to 17 Days
REVENUE PROJECTION
ARR 20M+
location
Remote, US
0.67416`, 23.23451’
FEATURING ALL STARS CREW
DESIGNx1
ENGx1
PMx3
CASE PASS
GHX
VIP
role
LEAD PRODUCT DESIGNER
from
2021
duration
3 MONTH
overview
Invoice Automation Dashboard & Strategy
efficiency
70%+
processing time
56 to 17 Days
REVENUE PROJECTION
ARR 20M+
location
Remote, US
0.67416`, 23.23451’
FEATURING ALL STARS CREW
DESIGNx1
ENGx1
PMx3
Impact
The new platform increased invoice processing volume by 70%+ and reduced average time to pay from 56 to 17 days, unlocking significant rebate revenue.
My work led business persona definition, cross-functional alignment (executives, marketing, customer success & engineers) and prioritization halved projected MVP discovery time from 8 to 4 weeks, and informed actionable, validated and aligned product directions.
The new platform increased invoice processing volume by 70%+ and reduced average time to pay from 56 to 17 days, unlocking significant rebate revenue.
My work led business persona definition, cross-functional alignment (executives, marketing, customer success & engineers) and prioritization halved projected MVP discovery time from 8 to 4 weeks, and informed actionable, validated and aligned product directions.
Case Study Bites
Invoice Dashboard Redesign
Restructured the interface to match how users prioritize tasks—decluttering layout, reorganizing sections, and improving scannability. Integrated search and filters directly into the workflow to support faster triage and exception handling without added friction.
Invoice Dashboard Redesign
Restructured the interface to match how users prioritize tasks—decluttering layout, reorganizing sections, and improving scannability. Integrated search and filters directly into the workflow to support faster triage and exception handling without added friction.
Triage
Alerts, comments, and key invoice details were designed for quick recognition and minimal cognitive load—supporting high-efficiency triage without sacrificing scalability or readability at volume.
Triage
Alerts, comments, and key invoice details were designed for quick recognition and minimal cognitive load—supporting high-efficiency triage without sacrificing scalability or readability at volume.
Workshop / Roadmap
An outcome-driven roadmap framed risk, cost, and ROI to align teams. It supported a milestone plan that enabled short-term delivery and long-term learning.
Workshop / Roadmap
An outcome-driven roadmap framed risk, cost, and ROI to align teams. It supported a milestone plan that enabled short-term delivery and long-term learning.
Design System
A flexible, built-as-you-go system delivered a polished and accessible UI while allowing for experimentation and future scaling.
Design System
A flexible, built-as-you-go system delivered a polished and accessible UI while allowing for experimentation and future scaling.
Design for AI Trust
OCR can carry a 10–20% error rate—even with state-of-the-art models. I envisioned a more collaborative AI tool that prioritizes transparency, builds trust, and knows when to ask for human help. By planning for failure modes early, we created a system that feels assistive—not automated and brittle.
Design for AI Trust
OCR can carry a 10–20% error rate—even with state-of-the-art models. I envisioned a more collaborative AI tool that prioritizes transparency, builds trust, and knows when to ask for human help. By planning for failure modes early, we created a system that feels assistive—not automated and brittle.
Design for AI Trust
OCR can carry a 10–20% error rate—even with state-of-the-art models. I envisioned a more collaborative AI tool that prioritizes transparency, builds trust, and knows when to ask for human help. By planning for failure modes early, we created a system that feels assistive—not automated and brittle.
