LSQ is an invoice finance platform that purchases and collects invoices.
I was one of two product designers on this project. This was a redesign of an existing platform.
The goal of the redesign was to reduce the burden on LSQ’s customer service team by improving their platform’s usability and adding new functionality. This required a complete rebuild of the user experience.
Working closely with LSQ’s VP of Product and arsenal of engineers allowed me to work effectively and access a wealth of knowledge from some of their most valuable customers. I incorporated many changes based on feedback from these sources.
I also observed and recorded user interactions with prototypes during User Testing sessions conducted throughout the design process.
To get started, we built out user flows of the existing platform to better understand its intricacies.
Because of the nature of the business processes, onboarding is a multi-day procedure. The old onboarding flow was linear and didn’t allow for any natural stopping points. I transformed the onboarding procedure into a process with natural breakpoints between major tasks.
The original invoice upload process was cumbersome and confusing. I created an easy to understand system that makes uploading those documents simple and streamlined, by guiding the user through easy step-by-step instructions.
Based on user feedback, I added the ability for users to preview their supporting documents before submitting to ensure that they’ve uploaded the correct files.
The key concept of the mobile design was to include only the features that made sense for users on a mobile device.
Data-driven screens like Invoice Detail and Dashboard are important for a user to be able to view on-the-go. I emphasized key metrics and incorporated mobile gestures to create an intuitive user experience.
Working with LSQ taught me the importance of usability when dealing with large amounts of data and how organization is a must when designing a platform with many moving parts.