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American Express

 Transaction Management

UX Design, Prototyping, User Testing · At Moment

A tool by American Express to categorize and synchronize credit card transactions with a QuickBooks account.
I worked closely with the internal American Express UX group on improving the usability and feature set of a complex data management tool. Work included audits, conceptual and detailed design, HTML prototyping, user testing, and UX specs creation.

Case Study: Sync with Quickbooks

The Open team at American Express focuses on credit cards for small to medium-sized businesses. These businesses commonly use Intuit QuickBooks for accounting, requiring all business related transactions to be captured into QuickBooks. Instead of having to manually enter these, American Express allows for transfer of transactions from the American Express website to QuickBooks.

Project Goal

The project goal was to add specific new features to the existing system: Batch Edit, Split Transactions, Advanced Transaction States. Additional general usability enhancements were to be identified and carried out.

Problem Analysis & Ideation

I worked closely with the Amex Design Team on initial problem analysis. One key challenge was how to communicate a transaction status to the user: Due to technology requirements and sync issues, a transaction could be in a multitude of different states (e.g. not ready to send, automatically categorized, previously not sent, pending to be synced from cloud to desktop, ...). We collaborated closely on how to simplify these states and isolate the user from the technical details.

Anlaysis & Ideation
Analysis & ideation

Concept Development

A multitude of concepts were then developed and iterated over via sketches and wireframes.

Concept Devrelopment
Concept development

User Testing - Round 1

As part of the design development, two rounds of user testing were carried out. A third party carried out the actual testing. I provided screeners for initial user recruiting, as well as high-level test scripts and all used stimulus. Further, I was present during the user testing to observe the users first-hand as well as provide ongoing feedback to the moderator as needed.
The first round used printed, low-fidelity wireframes. We gained valuable insights into general concept understanding, as well as on nomenclature and affordances.

User Testing #1
User testing #1

User Testing - Round 2

For the second round, I implemented an interactive HTML prototype. This allowed the users to actively explore the interface. We received additional valuable feedback on some of the more detailed design decisions.

User Testing #2
User testing #2

UX Specs

The final deliverable was a UX specification. The Graphic Designer on the American Express team created the associated Graphic Design specification.

UX Specs
UX Specs

Screens

Expense Categories