Helping Frequent Travelers submit expenses faster and more accurately

Workday Expenses
5M+ expense reports processed each month.
Role
Senior Product Designer
Team
5 Designers | 5 Product Managers | 7 Engineers | Content Designer | Accessibility Specialist
timeline
5 quarters
Win business customers who value expense automation
Organizations increasingly expected automation to reduce manual entry, time, and effort. The redesign focused on helping travelers complete hotel expenses faster and with fewer errors.
From Consultant to Mobile Lead
Led mobile redesign for hotel expenses
Guided product direction from early concepts through validated designs.
Mentored two designers throughout delivery.
Impact
Reduced task failure in usability testing by helping travelers focus on what required attention.
Estimated annual time returned to employees to focus on work.
Conservative estimate based on productive hours returned to customer organizations.
No One Wants To Spend 20 Minutes Submitting Hotel Expenses

Submitting a hotel expense could take up to 20 minutes or more. Travelers had to compare receipt details while entering hotel stay information, often causing mistakes and rework.
Understanding the Receipt Matching Process
Automation can’t solve everything
Automation handled routine matches. My focus was helping travelers understand what required attention and what needed review.
Travelers needed to focus on what matters
Joining an existing direction
The initial direction was established, but I identified areas for improvement.

In addition to improving the information layout, two hypotheses were tested to see if the workflow would be easier to follow.

Learning from Testing
Testing validated what worked, revealed what didn’t, and informed the next iteration.

Helping Travelers Complete Hotel Expenses Faster, With Fewer Errors
The foundational experience reduced task failure from 56% to 11% in usability testing and reduced expense submission time by up to 50%. Together, these improvements would return an estimated 30,000 productive hours annually.