Featured Work
From inactive and dormant to 2800+ new and engaged AP and AR users in the platform.
Business Profiles
Summary
BILL invested on new member acquisition but did not present a clear path forward.
Business Profiles was an initiative to give users guidance and a clear path forward and an end-to-end experience for all AP and AR users.
Role
Lead Product Designer
Skills + Expertise
• User Experience
• Visual Design
• User testing/research
• Design systems
• Prototyping
• Mentorship
• Leadership
Team Members
Myself
Senior PM
Director of Product
Researchers
Content Designers
Engineering
DS Contribution
What We Heard
Overly Complex...
”Interface is overly complex… the setup process for creating and moving between organizations is not user friendly.”
Adam B.
Media Manager
Hidden Features...
”Platform is buggy and they keep taking away features or moving them around so you have to play hide and seek.”
Anne F.
Bookkeeping
No Real Guidance...
”There is absolutely no real guidance for a business coming in and it’s well overpriced for similar tools.”
Michael P.
Media & Marketing Manager
Not Clear Pricing...
”Pricing is not clear and I was overcharged after the first month, would be nice to receive proper communication on this”
Bianca Mund
APX Accounting
Unsafe...
”Wants too much information to setup an account in the system.”
Joshua D.
Digital Media Manager
Lack of Clarity...
”After rebrand, the product took a huge dip and now things are not clear at all.”
Mark Dun F.
Accounting
Starting Point
Approach V1
Approach V2
