Customer Billing (Advantage Fee) Experience Redesign

Advantage Fee™ is a comprehensive customer billing and revenue management solution, which helps financial services organizations worldwide to support flexible, highly complex and fast-changing fee structures with efficient, controlled invoicing.

It is mostly used by investment banks. More than 60 of the world’s leading financial services firms are live on Advantage Fee!

UX Design Considerations

1. Task Based Approach

• Identifying key user tasks and task flows
• Identifying key entities within the application
• Establishing relation between entities and user actions

3. Defining Navigation – Simplified menu structure

• Proposed meaningful Dashboard and Hub spoke navigation to accomplish task.

5. Screen Designing

• Supporting the data with meaningful data visualization to support decision making

2. Defining the Information Architecture

• The way the functionalities would be organized
• Persistent tabs, closable tabs, overlays panels, Active tabs

4. Wireframing

• Introducing intuitiveness through identifying the most logical actions user would perform on the screen. Showing meaningful information to the user within the context

Design Layers

Product Owner Account On Boarding Persona : Jamie Murray

“Based new client data, I will create new accounts and maintain existing accounts for billing. I will generate invoices for my account setups .”

User Connect Program

Advantage Fee Flow

Navigation Flow Method

Advantage Fee - Current UX Sample

Rethinking of Experience

Account Dashboard

Account Dashboard provides holistic view along with graphs, important information and snapshots of Account progress. Which user can get clear direction and quick access to proceed to complete the task.

Relationship Manager Dashboard

Relationship Dashboard provides holistic view along with graphs, important information and snapshots of operations done recently. Which user can get clear direction and quick access to proceed to do required action.

Operational Dashboard

Operational Dashboard provides holistic view along with graphs, important information and snapshots of operations done recently. Which user can get clear direction and quick access to proceed to do required action.

Billing Management Dashboard

Billing Dashboard provides holistic view along with graphs, important information and snapshots of Billing Status. Which user can get clarity to take required actions to accomplish task.

System Settings

System Maintenance

User / Client Testimonial

"New UX the feedback was very positive – their words were that it was “very impressive”. They could see the Advantages immediately and are also going to discuss if there are some use cases that they would like to see addressed in the new UI and come back to us – I will let you know if we receive any feedback on that."
Jenny Blake
Senior Client Manager, Investment Services
"I wish to truly thank you for the commendable job in developing and contributing in the delivery of the new Advantage Fee GUI The new product launch has been possible due to your strong commitment and passion."
Kashyap
(Director, Product Strategy Management, Investment Services, Investment Services)
"Thanks Mr. Kapasi for your concepts and UI team to materialize into working model, all well appreciated !!! "
Siddharth Jain