Integrating Atlassian ecosystem in one invoice
nov 2020 - present
design Lead
Duration
Responsibilities
A/B Testing, UI Design, Visual Design, Prototyping, User Testing, Interaction Design, QA
Overview
Ramp is a corporate card and expense management platform that helps companies spend less and save more time. As the corporate card industry's first Slack integration, we enabled teams to manage company spend and issue cards directly in Slack.
As the PM and designer on the project, I led a team of 3 from idea to launch in less than 3 months.
"We can approve new cards without leaving the conversation and I'm at ease knowing that any questionable transaction will instantly be brought to my attention." - Wes, COO at ClickUp ($1B+ valuation).
Problem
Speaking with finance teams and employees, we identified two pain points with the Ramp platform today.
As an employee, I ask for permission to spend money on software, travel, or benefits directly in Slack but once verbally approved, I have to log into the Ramp dashboard to fill out the details and formally request a card.
As an admin, I receive lots of emails in my inbox and it's easy to overlook requests for new cards. I want to easily approve cards and unblock company spending directly where I do work – Slack. I also want to receive other important business alerts so that I can triage and discuss with my finance team.
How might we...
Provide peace of mind by sending alerts where finance teams and admins do work?
Make it dumb easy to use Ramp features without having to log into the Ramp dashboard?
Encourage discussions and create urgency around finances in channels to save companies money?
Business Value
Increases activation – make it super easy for anyone at the company to request a card from Slack.
Promote sense of control – finance teams can see real-time notifications they have configured.
Promote saving time – we integrate directly where teams do work / discuss so that conversations are centralized.
Stickiness – this will become part of the company's norm and will be harder to move away from something that you are used to.
Customers want it – customers have asked for this and it's been a blocker for some sales conversations.
Team
We were a small team of 3:
Timeline
We had the kickoff meeting in mid-May and launched publicly on the Slack Marketplace on August 13, 2020.
Outcome
Usage metrics have been redacted for this work. If you'd like to learn more, message me at tk@tkkong.com