SAP Expense Insight
SAP EPM OnDemand Expense Insight empowers department managers to understand details of anything charged to their departmental profit and loss statement (P&L). Department managers can dispute and resolve miscoded, incorrect, or duplicate expenses.
Currently, department managers do not have any solution which provides a consolidated view of department expenses. In order to plan better, mangers need full transparency into their expenses anytime and anywhere. They need to easily find potential spending issues including incorrect expenses and have the ability to resolve those issues on timely manner.
Mangers need to view spend trends, predict spending for future budget cycles and make better decisions and plans by simulating different plans via What-if-Scenarios simulation.
SAP Expense Insight is a web application, which runs on the desktop and mobile devices.
And I did...
...lead the design, conduct user research, define user interaction, design the user interface and visual design, as well as usability testing. I did work very closely with end users, the product owners, the development team and other designers.
This role was very holistic, and I enjoyed covering the whole product and design cycle.
Most SAP EPM users are hardcore Excel users. Presenting them a completely new design didn't fly. When validating the first mockups they had problems to find the totals. We had to rearrange information and hierarchy to accommodate the users.
It was very helpful to use a heat map (image 2) to show the travel expense breakdown. This way users can see immediately where most money went.
Paper or low-fidelity sketches (image 1) are great for early validation.
SAP EPM Balsamiq mockup for the expense overview
SAP EPM travel expense breakdown heat map
SAP EPM - visual design for expense overview