2020 web application

Account Management System.

CDW offers a web application for account management, enabling automation that allows account managers to prioritize critical customer needs over routine tasks.

ROLE

Associate Product Designer

timeline

6 Months (2020)

team

Design, Engineering, Operations

Problem

Account managers spend time on non-urgent calls about invoices, diverting focus from key tasks.

Solution

Unified invoice and receipt access into a single list view with sort, filter, and date range controls.

Outcome

83% increase in customer self-service for invoice and receipt reviews.

Overview

Our customers struggle to find their invoices and credits, turning a routine task into a customer service issue.

I designed a UI list view that allows visitors to access their product and subscription invoices in one interface.

Simplify invoice access for account holders through a unified self-service experience.

Problem

Before this project, purchasing account holders needed to perform the following steps below to view their invoices.

Needed to go to their order history.

Click view invoice, which takes them to an invoice list page for each order.

Then click “View Printable Invoice” to view a particular invoice.

When they needed a simplified way to view this information.

Click “Invoices and Receipts” on dashboard.

An invoice list appears with sort and filter capabilities.

Solutions

For our visitors to see their invoices and credits in one screen, we chose a grid list view showing an account's invoice date, number, purchase order, order number, amount, and current account status.

Sort and filter.

After determining the best layout to display both invoices and credits in a single location, we needed a method for our account to sort, filter, and search for information effectively. To achieve this, we added a dropdown menu and input components, along with modals that allow for custom date ranges.

Filter by account.

Date range.

Custom date.

Outcomes

0

% in automation increase of user's self-service account management.

0

Number+ of screens and states designed with features for invoices and credits.

Reflections

This project was an opportunity for me to work with an enterprise UI. I'm fortunate to have worked with a talented product design team from different concentrations. It allowed me to refine my workflow with greater accuracy and precision.

This project was quite involved for all its simple appearance as this experience lives in a different framework. Having an understanding of that framework helped inform my UI design choices.

Finally, I discovered that I delight in learning the subtle and nuanced intricacies in UI design. I found that my micro-decisions have a broad impact on the web app's overall performance. I was humbled with that knowledge and excited for more opportunities in designing enterprise UI.

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