This project was at Sage Intacct, an accounting software company.
Project goal
Our UX team wanted to gain greater understanding of the personas and their steps in the procure-to-payment process to inform the design of new AI-driven capabilities in the accounts receivable module. This was a time-boxed endeavor; I was given the freedom to choose how I wanted to gather information but needed to wrap up the work within 60 days. I was asked to create a Journey Map to showcase my findings.
My role and tasks
I was the sole resource assigned to the effort. I chose to interview existing users remotely, conducting contextual inquiry. Tasks included:
- Developed a research plan.
- Recruited participants and scheduled interviews.
- Wrote a facilitator’s script, with prompts to ensure certain topics were discussed.
- Analyzed interviews and documented contextual information.
- Bookmarked significant moments in the interview recordings.
- Created a journey map.
- Created a video recording in which I walked through the journey map.
