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
{G}lobal {H}ealth e{X}change aims to be the Amex for enterprise hospitals, handling over $2B transactions each year. It partnered up with Method Inc. to embark on an ambitious, multi-year plan to transform its digital platform.
As the design lead, I led the discovery, definition, execution & validation of the next-generation invoice-platform, for better efficiency & customer satisfaction, but also to define a clear roadmap, align cross-functional stakeholders and to enable a more ambitious enterprise sales strategy.
{G}lobal {H}ealth e{X}change aims to be the Amex for enterprise hospitals, handling over $2B transactions each year. It partnered up with Method Inc. to embark on an ambitious, multi-year plan to transform its digital platform.
As the design lead, I led the discovery, definition, execution & validation of the next-generation invoice-platform, for better efficiency & customer satisfaction, but also to define a clear roadmap, align cross-functional stakeholders and to enable a more ambitious enterprise sales strategy.
{G}lobal {H}ealth e{X}change aims to be the Amex for enterprise hospitals, handling over $2B transactions each year. It partnered up with Method Inc. to embark on an ambitious, multi-year plan to transform its digital platform.
As the design lead, I led the discovery, definition, execution & validation of the next-generation invoice-platform, for better efficiency & customer satisfaction, but also to define a clear roadmap, align cross-functional stakeholders and to enable a more ambitious enterprise sales strategy.
CASE PASS
GHX
VIP
role
LEAD PRODUCT DESIGNER
from
2021
duration
3 MONTH
overview
Invoice Automation Dashboard & Strategy
efficiency
23%
processing time
20 Days to 2
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
23%
processing time
20 Days to 2
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
23%
processing time
20 Days to 2
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
23%
processing time
20 Days to 2
REVENUE PROJECTION
ARR 20M+
location
Remote, US
0.67416`, 23.23451’
FEATURING ALL STARS CREW
DESIGNx1
ENGx1
PMx3
Case Study Bites
Designed for Clarity
New Invoice portal provided an updated dashboard that reduced clutter and tailored to AP specialist's priorities - not only work faster, but smarter.
New Invoice portal provided an updated dashboard that reduced clutter and tailored to AP specialist's priorities - not only work faster, but smarter.
New Invoice portal provided an updated dashboard that reduced clutter and tailored to AP specialist's priorities - not only work faster, but smarter.
Design for Trust & Validation
Adding AI is easy, passing the field test is hard. OCR is unreliable even for frontier LLM models. When we anticipate the unreliability and optimize for validation and human-in-the-loop, we can best leverage what technology can offer without surprises or false-promises.
Adding AI is easy, passing the field test is hard. OCR is unreliable even for frontier LLM models. When we anticipate the unreliability and optimize for validation and human-in-the-loop, we can best leverage what technology can offer without surprises or false-promises.
Adding AI is easy, passing the field test is hard. OCR is unreliable even for frontier LLM models. When we anticipate the unreliability and optimize for validation and human-in-the-loop, we can best leverage what technology can offer without surprises or false-promises.
Workshop & Roadmap
How do you align a vision across sales, customer success, engineering and c-suite leaders? Turns out, a communication cadence beats any stories - repetition keeps people informed & engaged and build trust as my team demonstrated progress, validation and most importantly, a will to listen.
How do you align a vision across sales, customer success, engineering and c-suite leaders? Turns out, a communication cadence beats any stories - repetition keeps people informed & engaged and build trust as my team demonstrated progress, validation and most importantly, a will to listen.
How do you align a vision across sales, customer success, engineering and c-suite leaders? Turns out, a communication cadence beats any stories - repetition keeps people informed & engaged and build trust as my team demonstrated progress, validation and most importantly, a will to listen.
The final deliverable is a multi-year roadmap. It is not perfect, but it is a start so the team can learn, iterate and calibrate towards the true north star.
The final deliverable is a multi-year roadmap. It is not perfect, but it is a start so the team can learn, iterate and calibrate towards the true north star.
The final deliverable is a multi-year roadmap. It is not perfect, but it is a start so the team can learn, iterate and calibrate towards the true north star.
