Billing Archive and Compensation Creation Solution on Salesforce
An internal billing archive and compensation creation solution on Salesforce to simplify the workflow and reduce the number of software systems used by employees.
My role: Senior UX Designer
Project: Inhouse @Telia
Timeline: 2021 – March 2023
Tools: Adobe Xd
As a Senior UX Designer at Telia, I was solely responsible for designing and building a prototype for an internal billing archive and compensation creation solution on Salesforce. The project aimed to improve efficiency and accuracy by streamlining the workflow and reducing the number of software systems employees needed to use. The modern and intuitive user interface was designed using Salesforce Lightning Components to ensure consistency and alignment with the brand. I collaborated closely with analysts, business owners and compensation users to ensure that the design met their needs.
As a result of my work, the billing archive and compensation creation processes were simplified, leading to a significantly improved user experience. Although the solution was not implemented due to my departure from Telia, the prototype was thoroughly tested and validated and provides a solid foundation for future development and implementation.
Telia employees were using multiple software systems to complete their daily tasks, including many third-party softwares for billing archive and compensation creation. This created a complex and inefficient workflow that resulted in time-consuming and error-prone processes.
- Create an internal billing archive solution on Salesforce to replace the third-party softwares.
- Create a compensation creation workflow that is integrated with the billing archive to simplify the process.
- Design a modern and intuitive user interface that is consistent with Salesforce’s branding and provides clear visual cues to guide employees through the process.
- Streamline the workflow and reduce the number of software systems that Telia employees need to use.
- Improve efficiency and accuracy in the billing archive and compensation creation processes.
- How might we streamline the compensation creation process to reduce the time and effort required by employees?
- How might we make it easier for users to search and retrieve archived billing information?
- How might we ensure a smooth transition from existing systems to the new solution to minimize disruption and maximize adoption?
- How might we ensure that the user interface is intuitive and easy to use for all levels of employees?
To better understand the needs of Telia employees and identify pain points, I conducted user interviews with various individuals who worked with the current billing and compensation solution. Using the insights gained from these interviews, I analyzed user data to identify common tasks and challenges. I also studied the current software systems used for billing and compensation to understand the key features required.
Through my research, I discovered that the current solution was overly complex, leading to errors and delays. By identifying these pain points and analyzing user data, I was able to design a solution that simplified the billing archive and compensation creation processes, significantly improving the user experience for Telia employees.
The project began in 2021 but experienced delays for various reasons. Throughout the project’s lifecycle, the design underwent several iterations, with the latest resulting in a complete overhaul of the user interface to incorporate Salesforce’s dynamic forms. As a result, I decided to replace the initial “compensation wizard” design with dynamic forms to leverage their capabilities, which had a significant impact on the UI.
During the project, I gained extensive knowledge about Salesforce, which enabled me to design a more consistent and improved UI for the billing archive and compensation processes. After two years, I was able to implement these learnings, resulting in an effective compensation workflow that streamlined the user experience.
During the project, I gained extensive knowledge about Salesforce, which enabled me to design a more consistent and improved UI for the billing archive and compensation processes. After two years, I was able to implement these learnings, resulting in an effective compensation workflow that streamlined the user experience.
First version in 2021
Final version in 2023
To solve the problem, I created a compensation creation workflow that was simplified and designed to use Salesforce’s dynamic forms. The user interface was modern and intuitive, featuring a clean design with consistent fonts, colors, and icons to ensure alignment with the Salesforce brand. The interface was built using Salesforce Lightning Components, providing a smooth and seamless user experience. The solution included the following features:
- A centralized billing archive that allowed employees to quickly search and retrieve billing information on Salesforce.
- A compensation creation workflow that was designed to utilize Salesforce’s dynamic forms and simplified for an improved user experience
- A modern and intuitive user interface that was consistent with Salesforce’s branding and provided clear visual cues to guide employees through the process.
- Customizable compensation types to fit various employee roles and compensation structures
- Quick and easy access to compensation history for employees and managers
- Integration with existing Telia software systems for seamless data transfer and synchronization.
I utilized Adobe XD to develop a clickable prototype that served as a foundation for the design. The prototype was not only utilized in the design process, but also presented to users and analysts to demonstrate the new user interface. Moreover, the prototype played a crucial role in the user testing phase, where we assessed the UI’s usability and ensured consistency in the design, as well as tested the ease of understanding of the flows.
Billing Archive
Creating new Compensation Request
Compensation Request Record Page
Prototype Demo Video
In conclusion, the project aimed to streamline the billing archive and compensation creation processes for Telia employees. Through user research, I identified pain points and designed a solution that simplified these processes, resulting in a significant improvement in the user experience. The solution was designed using Salesforce’s dynamic forms, ensuring consistency and alignment with the Salesforce brand.
Although the project experienced delays, the final product was a clickable prototype that underwent rigorous testing and validation by analysts, business owners, and compensation users. While I left Telia before the solution was implemented, the prototype provides a solid foundation for future development and implementation.
Overall, the project demonstrated the importance of user-centered design and the value of understanding user needs and pain points. The solution I designed improved efficiency and accuracy, and ultimately, provided a better experience for Telia employees.
Although the project experienced delays, the final product was a clickable prototype that underwent rigorous testing and validation by analysts, business owners, and compensation users. While I left Telia before the solution was implemented, the prototype provides a solid foundation for future development and implementation.
Overall, the project demonstrated the importance of user-centered design and the value of understanding user needs and pain points. The solution I designed improved efficiency and accuracy, and ultimately, provided a better experience for Telia employees.