Web Application
CIS Inventory & Financial Management
Redesigning the enterprise financial and inventory management experience.
A comprehensive UX redesign initiative focused on streamlining financial operations, inventory management, and spend optimization for enterprise clients worldwide.
Project Overview
A fragmented enterprise system needed a clearer operating model.
Cass Information Systems provides payment and information services for organizations that manage and control expenses across telecommunications, utilities, and transportation. The redesign focused on making financial management, procurement, administration, and inventory workflows easier to understand and act on.
About Cass
The platform serves enterprise clients managing complex expense, payment, and operational data across multiple service categories.
Challenge
The existing system suffered from fragmented workflows, inconsistent UI patterns, and poor information hierarchy.
Project Scope
Six core modules, a unified component library, improved discoverability, and role-based dashboard personalization.
UX Design Process
A structured, iterative methodology from discovery to delivery.
The work moved through a simple five-step process: understand the operating context, define success, design reusable patterns, validate with users and stakeholders, then package the system for implementation.
01
Discover
Activities
Stakeholder interviews, user surveys, analytics review
Outcome
Problem definition and user personas
02
Define
Activities
Journey mapping, pain point analysis, prioritization
Outcome
Design principles and success metrics
03
Design
Activities
Wireframing, prototyping, design system creation
Outcome
High-fidelity mockups
04
Validate
Activities
Usability testing, A/B testing, stakeholder reviews
Outcome
Refined final designs
05
Deliver
Activities
Developer handoff, documentation, QA support
Outcome
Production-ready specs
User Research Insights
Pain points drove the redesign.
Interviews with 24 enterprise users across finance, procurement, and IT clarified where the existing experience created friction and where the redesigned system needed to reduce cognitive load.
Cognitive Overload
Users struggled to locate relevant data across disconnected modules with no unified search or contextual navigation.
Approval Bottlenecks
Invoice approval workflows required 5–7 manual steps with no inline status visibility.
Limited Data Visibility
Spend analytics were buried in static reports, preventing proactive decision-making.
Role Confusion
The interface did not adapt to different user roles, exposing irrelevant features and creating noise.
Principle
Clarity over density
Principle
Consistent interaction patterns
Principle
Role-aware personalization
Principle
Actionable insights
Home Dashboard
Personalized command center for every user.
A single place to understand KPIs, pending actions, spend trends, and requests.
Give users an at-a-glance view of their most critical financial KPIs, pending actions, and spend trends in one personalized workspace.
A modular widget layout allows users to customize their dashboard with the Manage control, supporting different roles.
A donut chart for invoice status provides instant categorical breakdown without requiring drill-down.
A dual-axis line chart tracks pending invoices across multiple vendor categories, while commissions bars support year-over-year comparison.
The Requests widget surfaces new, in-progress, and completed requests with color-coded status cards.
Self-Service Dashboard
Employee autonomy without admin dependency.
A personal workspace for service requests, expenses, notifications, and request history.
Enable individual employees to manage their own service requests, expenses, and profile data without requiring IT or admin intervention.
A personalized greeting establishes user context and role awareness immediately.
The My Notifications panel surfaces pending approvals and policy updates with direct action links.
The New Service Request panel provides a scannable list of available actions with clear regional labeling.
Expense widgets and service request history create a concise view of personal financial activity.
Inventory Management
Full visibility across enterprise assets.
A unified, filterable view of circuits, devices, and services with inline action support.
Provide procurement and IT teams with a unified, filterable view of all inventory items, including circuits, devices, and services, with inline action capabilities.
Persistent filter bars and active filter chips keep search context visible.
Column-level sortability supports power-user workflows across dense tables.
Inline action columns enable batch decisions directly from the list view.
A notes icon gives users an immediate visual cue for items with commentary.
Payment Management
Streamlined invoice review and approval.
Invoice workflows designed around search, status visibility, collaboration, and inline decisions.
Reduce the time and cognitive effort required to review, verify, and approve vendor invoices at scale.
Multi-criteria search combines filters for rapid invoice location.
Status icons communicate current charge health at a glance.
A notes column supports collaboration, while color-coded due dates signal priority.
Inline verify, approve, and decline actions keep decisions close to the data.
Bulk update and export support reporting workflows.
Sites
Global inventory mapped and quantified.
Spatial exploration and detailed data views stay connected for operations teams.
Give operations teams a geographic and quantitative overview of all active circuit sites worldwide, with the ability to drill down by region or location.
An interactive world map with clustered site markers provides immediate geographic context.
The Open Sites sidebar lists regional breakdowns as clickable filter cards.
Map and table modes stay synchronized, supporting both spatial exploration and detailed data review.
Site search, dropdown filters, site notes, new location creation, and export functions support daily operations.
Saving Recommendations
Turning savings data into action.
Finance teams can track opportunities from recommendation to realization.
Surface actionable cost-saving opportunities with full lifecycle tracking from recommendation to realization.
A status matrix table gives finance teams a pipeline view of savings opportunities.
The rejected column is highlighted in red to draw attention to lost savings.
A monthly savings table enables month-over-month performance tracking.
Allocated Expenses / Report Detail
Precise allocation and trend detection.
Dense reporting becomes more scannable through shared filtering and clear data hierarchy.
Provide precise cost allocation and trend identification across vendor categories.
A pending invoices multi-line chart tracks five vendor categories across twelve months, enabling anomaly detection.
The allocated expenses table maps Vendor, Account, GL Account, and Monthly Charges.
The shared filter bar pattern creates a zero-learning-curve transition between modules.
Design System & Key Outcomes
Consistency at scale made the redesigned platform easier to ship and use.
The redesign used shared navigation, data-table, filter, color, typography, and notification decisions so users could move between modules without relearning the interface.
67% → 94%
Task completion rate improved across core workflows
48% Faster
Average time-on-task reduced for invoice management
58 → 82
User satisfaction score increased into the good range
31%
Reduction in support ticket volume after launch