Recurring Spend — Nnenna Uduh

Context

Emburse Spend’s mission is to help companies better manage their Card-Based Vendor Spend by automating the reconciliation of as many of these transactions as possible. Due to the predictable nature of subscriptions and other recurring spend, these are the simplest types of spend that we have an opportunity to make easier to manage.

This project aims to facilitate configuring automation for this type of spend while offering customers the ability to confirm or ignore suggestions our ML model picks up on based on transaction history and spending patterns.

Goals & Success Metrics

Provide proactive management of recurring spend
Enable automation for subscription/recurring transactions
Allow admins to quickly Identify Cost-Saving Opportunities wherever possible
Differentiate ourselves as a “Vendor Card-Spend” solution

Users

Admins

Inspiration Explored

Lofi Wireframes

Proposed Solution

Final Design & Key Screens

Research & Testing Methods

Usability Testing

Key Insights & Findings

Recurring spend icon intended purpose not clear
Creating a new card had a 100% success rate
Users easily found where to manage their recurring spend
Marking expenses as recurring and finding the next payment date were both highly successful

Recommendations For Next Iteration

More clearly indicate discoverability of recurring spend icon with hover effect, eg. Upon launch, utilize Pendo guide to point out the ability to click to confirm or deny.
Include a link to Transactions for the payments from the Recurring Spend page, indicating the status of the transaction.
Clarify the language of buttons. “Edit” should only say “Edit” if there is something that is truly editable.
Tool-tip to explain expectations around card chargeability, and ability to re-activate moving forward.

Reflection

What worked: Overall discoverability of this new feature. Admins were overall excited about the feature and would be comfortable using it today.
What didn’t: Some options seemed buried to users and didn't seem to have a clear path.