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 is the 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 is the 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 is the 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

80%

error rate

12%

trust sentiment

82%

location

Remote, US

0.67416`, 23.23451’

FEATURING ALL STARS CREW

DESIGNx1

ENGx3

PMx1

DSx3

CASE PASS

GHX

VIP

role

LEAD PRODUCT DESIGNER

from

2021

duration

3 MONTH

overview

Invoice Automation Dashboard & Strategy

efficiency

80%

error rate

12%

trust sentiment

82%

location

Remote, US

0.67416`, 23.23451’

FEATURING ALL STARS CREW

DESIGNx1

ENGx3

PMx1

DSx3

CASE PASS

GHX

VIP

role

LEAD PRODUCT DESIGNER

from

2021

duration

3 MONTH

overview

Invoice Automation Dashboard & Strategy

efficiency

80%

error rate

12%

trust sentiment

82%

location

Remote, US

0.67416`, 23.23451’

FEATURING ALL STARS CREW

DESIGNx1

ENGx3

PMx1

DSx3

CASE PASS

GHX

VIP

role

LEAD PRODUCT DESIGNER

from

2021

duration

3 MONTH

overview

Invoice Automation Dashboard & Strategy

efficiency

80%

error rate

12%

trust sentiment

82%

location

Remote, US

0.67416`, 23.23451’

FEATURING ALL STARS CREW

DESIGNx1

ENGx3

PMx1

DSx3

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. But when you 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. But when you 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. But when you 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-suit leaders? Turns out, a communication cadence beats any stories - repetition keeps people informed & engaged and built 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-suit leaders? Turns out, a communication cadence beats any stories - repetition keeps people informed & engaged and built 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-suit leaders? Turns out, a communication cadence beats any stories - repetition keeps people informed & engaged and built 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 caliberate 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 caliberate 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 caliberate towards the true north star.

AI Design Principles

Design for a Faulty System

AI has always been unreliable and requires human validating. By anticipating (or accepting) this reality, we can optimize the human validation process, for better efficiency, consistency and satisfaction - often with lower technical cost!

Design for a Faulty System

AI has always been unreliable and requires human validating. By anticipating (or accepting) this reality, we can optimize the human validation process, for better efficiency, consistency and satisfaction - often with lower technical cost!

Design for a Faulty System

AI has always been unreliable and requires human validating. By anticipating (or accepting) this reality, we can optimize the human validation process, for better efficiency, consistency and satisfaction - often with lower technical cost!

Design for a Faulty System

AI has always been unreliable and requires human validating. By anticipating (or accepting) this reality, we can optimize the human validation process, for better efficiency, consistency and satisfaction - often with lower technical cost!

Transparency leads to Trust

We can build trust by proactively expose AI reasons, confidence and understanding - and prolong engagement and efficiency without upgrading a model.

Transparency leads to Trust

We can build trust by proactively expose AI reasons, confidence and understanding - and prolong engagement and efficiency without upgrading a model.

Transparency leads to Trust

We can build trust by proactively expose AI reasons, confidence and understanding - and prolong engagement and efficiency without upgrading a model.

Transparency leads to Trust

We can build trust by proactively expose AI reasons, confidence and understanding - and prolong engagement and efficiency without upgrading a model.

Tailor AI Feedback for Human Inputs

Anticipate what user needs based on AI feedback, and provide actions or shortcuts instead of default to a chat conversation (or worse, ask user to prompt!).

Tailor AI Feedback for Human Inputs

Anticipate what user needs based on AI feedback, and provide actions or shortcuts instead of default to a chat conversation (or worse, ask user to prompt!).

Tailor AI Feedback for Human Inputs

Anticipate what user needs based on AI feedback, and provide actions or shortcuts instead of default to a chat conversation (or worse, ask user to prompt!).

Tailor AI Feedback for Human Inputs

Anticipate what user needs based on AI feedback, and provide actions or shortcuts instead of default to a chat conversation (or worse, ask user to prompt!).

From Automation to Tools

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

From Automation to Tools

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

From Automation to Tools

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

From Automation to Tools

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

Embrace Human Intelligence

Framer is a web builder for creative pros. Be sure to check out framer.com to learn more.

Embrace Human Intelligence

Framer is a web builder for creative pros. Be sure to check out framer.com to learn more.

Embrace Human Intelligence

Framer is a web builder for creative pros. Be sure to check out framer.com to learn more.

Embrace Human Intelligence

Framer is a web builder for creative pros. Be sure to check out framer.com to learn more.

Bias towards Test

Framer is the fastest tool to build sites with, because you can ship your design immediately, instead of having to rebuild your design in code or a second tool.

Bias towards Test

Framer is the fastest tool to build sites with, because you can ship your design immediately, instead of having to rebuild your design in code or a second tool.

Bias towards Test

Framer is the fastest tool to build sites with, because you can ship your design immediately, instead of having to rebuild your design in code or a second tool.

Bias towards Test

Framer is the fastest tool to build sites with, because you can ship your design immediately, instead of having to rebuild your design in code or a second tool.

Tailor UI for Human Inputs

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

Tailor UI for Human Inputs

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

Tailor UI for Human Inputs

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

Tailor UI for Human Inputs

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

Pick the Right Evaluation

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

Pick the Right Evaluation

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

Pick the Right Evaluation

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.

Pick the Right Evaluation

Framer is an end to end tool that lets everyone design and ship web sites. You don’t need a frontend team or web programming course. Just basic canvas skills.