SAP Concur

Enhancing the expense report experience


SAP, which is headquartered in Germany, is SAP Concur’s parent company, and also a customer of its products. German law requires all business expenses to be documented in a single report. Once paid, reports in Concur Expense are locked. They can't be edited or synced with a company's financial system like Enterprise Resource Planning (ERP). 


Sometimes, new cost center associated codes are changed or created after a report is paid. Users are not able to edit a paid report and correct the new information so that the correct source is credited.


How might we better align with users' expectations and enable them to reopen and edit reports?

SAP Concur

Enhancing the expense report experience


SAP, which is headquartered in Germany, is SAP Concur’s parent company, and also a customer of its products. German law requires all business expenses to be documented in a single report. Once paid, reports in Concur Expense are locked. They can't be edited or synced with a company's financial system like Enterprise Resource Planning (ERP). 


Sometimes, new cost center associated codes are changed or created after a report is paid. Users are not able to edit a paid report and correct the new information so that the correct source is credited.


How might we better align with users' expectations and enable them to reopen and edit reports?

SAP Concur

Enhancing the expense report experience


SAP, which is headquartered in Germany, is SAP Concur’s parent company, and also a customer of its products. German law requires all business expenses to be documented in a single report. Once paid, reports in Concur Expense are locked. They can't be edited or synced with a company's financial system like Enterprise Resource Planning (ERP). 


Sometimes, new cost center associated codes are changed or created after a report is paid. Users are not able to edit a paid report and correct the new information so that the correct source is credited.


How might we better align with users' expectations and enable them to reopen and edit reports?

Role

Product Designer

Year

Q3 2019

Team

Product Manager
Fullstack Engineers

Deliverables

Stakeholder interviews
Journey maps
Wireframes
Prototypes

User testing

Walkthrough of the basic eDiscovery flow
Walkthrough of the basic eDiscovery flow

Walkthrough of the implemented feature!

USER FLOWS

Playing catch up

By the time that I joined this project, the basic technical constraints and business needs had already been determined. I worked with the Product Owner and developers to map out the user flows for each scenario. This helped us to gain a holistic picture of all scenarios: their similarities, differences, and potential paint points.

Based on these flows, I drew up and reviewed the preliminary designs with my colleagues from the product, development, and design teams.

Goals

Users should be able to reopen a paid expense report, edit cost center associated fields at all levels of the report, and resubmit it for auditing and payment.

Post-MVP, users will be able to reopen a report and inline edit all fields. Only light UX will be needed for the final version.

Constraints

The design of the MVP solution was constrained due to an incomplete API. This ultimately impacted the scope of the project as inline editing couldn’t be built without a more advanced infrastructure. 

Activities and outputs

Stakeholder interviews

Stakeholder interviews

Stakeholder interviews

User stories

User stories

User stories

User flows

User flows

User flows

Wireframes

Wireframes

Wireframes

Mapping user flows to get a broad picture of the scenarios to include in designs.

USABILITY TESTING

Determining the learning curve

Partnering with the UX Research team, I used Validately to conduct 6 remote moderated studies with German SAP employees.  

I created a prototype using Sketch and InVision to validate 4 tasks. Each task required the user to edit a reopened report at a different level (Report Header, Expense Entry, and Itemization Entry), and then finally submit the report for re-approval.

Testing Instructions + Test Plan.docx


Assumptions

  • Users would call out not being able to edit inline but would learn to look for and use the edit modal and successfully complete the task.

  • Users would benefit from a summary of changes made to the Report when they finalize/resubmit for payment.

Synthesis + Outcomes

To synthesize the interview findings, I mapped the participants' pain points, successes, and notes to a User Journey template. The diagram revealed a learning curve which demonstrated that users were able to complete edits without issues after the first or second task.

The participants’ desire to verify was the most obvious theme revealed by the synthesis. Many users were vigilant about checking whether the edited input had been applied, despite Copy Down messaging and success toasts.

My assumptions were validated in that the lack of inline editing would be called out, but that they would notice the Edit button in order to change their Project Code. A few commented on the Report Change Summary as a nice-to-have feature. However, they shared that it would be more beneficial if it described changes made to their personal reimbursement - something that will not be affected until the next phase when associated fields are editable.

Activities and outputs

Prototypes

Prototypes

Prototypes

6 moderated usability tests

6 moderated usability tests

6 moderated usability tests

Test synthesis

Test synthesis

Test synthesis

Synthesizing the research study results through user journey mapping.

DESIGN ITERATIONS

Putting it all together

Based on the user testing insights, the engineering team and I decided not to include the Report Change Summary as part of the MVP, as it will be most useful when a change in the submitter’s reimbursement can be described. This saved development time on the MVP delivery and will allow for more design and research to be conducted around this feature.

Activities and outputs

High fidelity wireframes

High fidelity wireframes

High fidelity wireframes

REFLECTIONS

Outcomes

Launch/Results

The MVP launched in September of 2019.

Phase II with full inline edit capabilities set to be released at a later date.

Retrospective

This project helped me to practice:

  • Managing expectations

  • Making tradeoffs with partner teams

  • Presenting a range of design options to stakeholders 

  • Scaling design to meet business, technological, and time requirements

  • Recording ideas and insights that may not make it into the final deliverable, but could be used in later phases or related projects

Next Steps

The upcoming phase of this project will comprise of an inline editing experience. Building on my findings from the MVP phase research, I will be investigating how to best present any changes to the users’ expense reimbursement post edit.

eDiscovery

eDiscovery

eDiscovery

Let's work

together.

lauradelmas.ux@gmail.com

Let's work

together.

lauradelmas.ux@gmail.com

Let's work

together.

lauradelmas.ux@gmail.com