SaaS

SaaS

SaaS

B2B

B2B

B2B

AI/ML

AI/ML

AI/ML

Product Strategy

Product Strategy

Product Strategy

Helping Frequent Travelers submit expenses faster and more accurately

Complete project walkthrough available during interviews

Complete project walkthrough available during interviews

Win business customers who value expense automation

Expense automation was important to current and potential customers looking to reduce manual effort in expense reporting. The product needed to be updated to stay competitive and support future revenue growth.

From Consultant to Mobile Lead

  • Led mobile design for hotel expenses

  • Mentored two web designers on mobile best practices

  • Built collaboration across siloed teams

Impact

56% to 11% Reduction in Submission Failures During Usability Testing

30,000 Hours Estimated Annual Time Savings

$1.4M Estimated Annual Productivity Value

Established Design as a Decision Maker for the First Time

A task no one wants to spend time on

Current expenses submission form

A frequent traveler trying to finish an expense report between meetings, in an airport, or at the end of a long trip could spend 10–20 minutes submitting expenses for a standard hotel stay. Navigating the submission experience while referencing receipt details often led to mistakes, creating correction loops with managers and turning what should be a quick task into a frustrating process.

Automation can’t solve everything

EXECUTION

Machine learning can automate parts of the expense reporting process, but automation is only as reliable as the data behind it. The challenge was reducing effort while maintaining confidence in the outcome as transaction and receipt data varied in quality and completeness.

Travelers needed to focus on what matters

EXECUTION

With automation handling routine matches, I focused on helping travelers understand what required attention in context, making review and submission easier.

EXECUTION
Early concept
Iteration 1
EXECUTION
final direction

A clearer path to submitting hotel expenses

With the help of machine learning, travelers no longer need to review every piece of information. Instead, they focused on what required attention, helping reduce errors, avoid unnecessary rework, and complete expenses with less effort and greater confidence.