BILL Spend & Expense formerly Divvy
BILL Spend & Expense is the all-in-one expense management solution that combines free software with corporate cards to provide you with real-time visibility and customizable control over your business finances.
I worked as a Design Lead on the team, running design sprints, workshops, carrying out market research, developing a conceptual framework, defining a product vision, developing metrics, creating a roadmap, designing MVP flow diagrams, functional prototypes, and completing usability tests.
I collaborated closely with PM, UX researcher, engineers, sales team and data analysts. We were able to publicly launch 2 high impact projects in a rapid timeline of under 6 months, from idea to implementation.
Streamlining BILL Spend & Expense Onboarding with Self-Serve Delight
Remember the days of endless phone calls with Account managers, and waiting for getting your spend accounts set up? In today's digital world, that shouldn't be the reality.
That's why we designed a self-serve onboarding experience transforming BILL a breeze to adopt. Empowering account admins to get up and start spending for your business intuitively, and without friction.
Track Your Card Like a Pro
No more "where's my card?" anxieties and CX tickets. Track card delivery in real-time with estimated arrival dates, keep everyone informed and eliminate anxiety at onboarding.
Activation at Your Fingertips
No more waiting on hold or navigating complex instructions. BILL's intuitive interface allows users to activate their physical cards instantly with just a few clicks. Say goodbye to delays and hello to immediate spending power.
Virtual Cards in a Flash
Need immediate access to your credit line? worry not. All new users are provided with a secure virtual card during onboarding. This card can be used both online and offline to place purchases using your phone. You can create as many virtual cards as you like after onboarding.
Guided account setup for self-serve customers
We believe that a fundamental overhaul of the new user experience flow would result in higher activation rates for new self-serve customers. Our hypothesis was that an assisted account setup would enable users to quickly and easily spend on their business while ensuring more effective use of our expense management tool than our existing passive tooltip/feature-based approach.
This is supported by our user research showing that users commonly express the desire and need for BILL to more effectively help them quickly and easily setup their cards and budgets.
Guided First Payment
We are hand hand-in-hand with you, helping you use your BILL card for the first time. That's exactly what this feature feels like!
Easily assign your shiny new BILL card to the perfect budget, ensuring expenses stay organized and on track.
Contextual learning
Real-time tips and guidance embedded within the flow help users avoid errors and navigate features confidently.
Virtual Cards in a Flash
Need immediate access to your credit line? worry not. All new users are provided with a secure virtual card during onboarding. This card can be used both online and offline to place purchases using your phone. You can create as many virtual cards as you like after onboarding.
Seamless Integration
Direct two-way sync runs automatically or on-demand with leading accounting systems or use CSV template import and export for effortless data synchronization and expense reporting.
Invite team members with a click
Just enter email addresses and roles, and boom! Your team receives personalized invites to join BILL.
Ditch manual entry and upload your team roster via pre-formatted CSV templates.
Connect BILL with your existing HR software for automated team member addition and data updates.
Budgets management made simple
Start with pre-defined budget templates for common business needs or craft your own budget categories and limits to perfectly match your company's spending habits.
The Impact
BILL's self-serve onboarding experience has simplified the way businesses manage spend and expense accounts. This intuitive and user-friendly approach has led to
Increased employee satisfaction: Faster access to cards and simplified activation eliminates frustration and empowers employees.
Reduced administrative burden: Streamlined processes automate tasks, freeing up valuable time for HR and finance teams.
Improved operational efficiency: Real-time tracking and instant virtual cards ensure seamless transitions and eliminate logistical delays.
