Financial System Integration
VENDOR IMPORT FUNCTIONALITY
the PROBLEM
DEFINED
Acquired clients are currently working within two systems. The system integration platform is in need of functionality that allows users to import vendors from their ERP into our platform. Users currently manually transfer vendors which is causing duplicate vendors and incorrect vendor selection on items and invoices.
the GOAL
DEFINED
Provide an importing solution that offers intuitive importing and vendor mapping functionality. The solution should prevent duplicates and allow the system to create new vendors if they do not currently exist.
the DESIGN PROCESS
SUMMARIZED
Conducting competitor research, producing high-fidelity mockups, iterating on designs and conducting usability research validation.
the FINDINGS
RESEARCH SUMMARY
I conducted usability testing to validate the designs prior to development and implementation. I discovered that many users found the process seamless and simple. However, certain section titles were not as clear to users as anticipated. This caused what should be simple matching and mapping to be overlooked rather than vetted.
the FULL DESIGN & CASE STUDY
XD & PDF Versions
Below you can view the full design via XD Share Link or PDF.
