Client: Sage
Project: Sage View 2016 Redesign
Date: 2016
Service: Wireframe, Prototype, Interaction Design, Information Architecture, Visual Design, and Research
Sage View is a cloud application for accountant’s that gives them the ability to offer additional advisory services to their clients by importing their general ledger through connecting to their accounting software or uploading a csv export. By using Key Performance Indicators (KPIs), to measure a client’s progress towards specific goals, an accountant can use this information to help their clients run their business better. The purpose of the Sage View Redesign is to design a simpler experience that is intuitive for accountants with basic KPI knowledge to also being useful for accountants with more advanced KPI knowledge and a larger client base, to increase user adoption. The target would be to make it easier for Accountants to, connect with the client’s bookkeeping data, map the client data, create reports and if they choose to use Advanced features like creating custom Key Performance Indicators and Metrics to do more detailed analysis, the option is available.
The Challenges: The first version of Sage View had several challenges, onboarding a new client, connecting their data, and mapping their chart of accounts. Some customers clients use desktop applications while others are using cloud applications. We needed to be secure, up to date, and agnostic.
The Solutions: Value Analysis Survey with key stakeholders, Customer call observations, Usability Testing of a prototypes with customers, which led to the following solutions, agnostic upload of CSV version of general ledger in addition to connecting data from cloud applications like, Sage One, Xero, and QuickBooks. For mapping the data we simplified the way we complete the mapping by automate mappings to the closest match and giving the user less items to review vs. mapping all items by hand.
