RevUp
Saving days of time & thousands of dollars by converting a spreadsheet workflow into an automated product.
Web app
Summary
The revenue services team at the Wilson Elser law firm manages 12,000-15,000 bills per month across 9,000 clients. A spreadsheet was used to document billing rates and requirements for each client and as many as 16 attorneys representing them. We designed and developed a product that would automate almost the entire process.
Client
Wilson Elser
Year
2023-2024
Role
Lead Product Design, Art Direction, Design System Creation, Workshop Facilitation
Team
Shannon Hosmer, Creative Director
and more at Mindgrub
Our primary goals were to save time in their overly-involved day to day work flows and save money by ensuring billing compliance & decreasing non-compliance.
We determined 2 key solutions that leveraged automation to meet them.
Alerts
Changes to rates, timekeepers, and matters (cases) would be pulled from a database and flagged in the UI to notify users of new information, inconsistencies, & errors. These alerts would surface as banner and pill flags ranging in severity throughout the system that the user could take action on. The user had a single-pane view of alerts from the highest level that would allow them to drill down to where action was required.
Tasks
Actions would automatically be created for each flag and lumped into tasks. Team members could complete these actions, create a task for themselves, or a manager could delegate tasks out to their team. Relevant updates would cascade throughout the system so that they were updated one time in a single place.
Discovery
I needed to learn the ins and outs of an intensely nuanced process with exceptions to nearly every rule.
I began the project by watching client-provided training videos that were typically used to train new revenue services team (RST) members. I created a mental model of the new system, a site map, and high-level user flows based on these learnings and facilitated a workshop to prioritize user stories on a value-effort matrix.
I facilitated personality slider and 20:20 workshops to determine the visual direction the client envisioned for the product. I created 2 style tile directions using the feedback collected from the workshops.
The direction selected utilized the FluentUI library both based on visual preferences by the client and because users were already familiar with Microsoft products. I customized the library using Figma variables cutting weeks out of the design process. Leveraging the FluentUI components allowed me to move straight into product design without standard wireframing.
