Objective
Design a new task management page in the Bill Accountant Console for users to resolve all client tasks, avoiding penalties and improving client relations.
Team Breakdown
Product Manager, Engineer Lead, Product Designer, Researcher
Success Metrics
Decrease unresolved tasks, Increase task resolution per session
Duration
2 month(s)
Objective
Design a new task management page in the Bill Accountant Console for users to resolve all client tasks, avoiding penalties and improving client relations.
Team Breakdown
Product Manager, Engineer Lead, Product Designer, Researcher
Success Metrics
Decrease unresolved tasks, Increase task resolution per session
Duration
2 month(s)
Objective
Design a new task management page in the Bill Accountant Console for users to resolve all client tasks, avoiding penalties and improving client relations.
Team Breakdown
Product Manager, Engineer Lead, Product Designer, Researcher
Success Metrics
Decrease unresolved tasks, Increase task resolution per session
Duration
2 month(s)
Task #1: Educational Badging
SNAP EBT provides low-income households with funds on an EBT card to purchase eligible food items. Starting in 2026, the USDA approved 12 state waivers that introduce new restrictions—such as limiting soda and energy drink purchases. The design ask is to ensure customers in restricted states can clearly understand which products are SNAP-eligible when shopping on Amazon.
Task #1: Educational Badging
SNAP EBT provides low-income households with funds on an EBT card to purchase eligible food items. Starting in 2026, the USDA approved 12 state waivers that introduce new restrictions—such as limiting soda and energy drink purchases. The design ask is to ensure customers in restricted states can clearly understand which products are SNAP-eligible when shopping on Amazon.
Task #1: Educational Badging
SNAP EBT provides low-income households with funds on an EBT card to purchase eligible food items. Starting in 2026, the USDA approved 12 state waivers that introduce new restrictions—such as limiting soda and energy drink purchases. The design ask is to ensure customers in restricted states can clearly understand which products are SNAP-eligible when shopping on Amazon.
Background
Bill is a platform that automates payments, invoicing, and approvals, with most customers being small to midsize accounting firms. To support them, Bill built the Accountant Console, a dedicated portal tailored to their workflows. However, medium to large firms still struggle with late fees and incomplete client tasks because managing invoices and approvals requires navigating into each client profile, creating unnecessary friction and inefficiency.
Background
Bill is a platform that automates payments, invoicing, and approvals, with most customers being small to midsize accounting firms. To support them, Bill built the Accountant Console, a dedicated portal tailored to their workflows. However, medium to large firms still struggle with late fees and incomplete client tasks because managing invoices and approvals requires navigating into each client profile, creating unnecessary friction and inefficiency.
Background
Bill is a platform that automates payments, invoicing, and approvals, with most customers being small to midsize accounting firms. To support them, Bill built the Accountant Console, a dedicated portal tailored to their workflows. However, medium to large firms still struggle with late fees and incomplete client tasks because managing invoices and approvals requires navigating into each client profile, creating unnecessary friction and inefficiency.
Research
I conducted three 45-minute one-on-one interviews with Console Ambassadors to understand better their pain points regarding task resolution in the current experience.
Research
I conducted three 45-minute one-on-one interviews with Console Ambassadors to understand better their pain points regarding task resolution in the current experience.
Research
I conducted three 45-minute one-on-one interviews with Console Ambassadors to understand better their pain points regarding task resolution in the current experience.
Feature Roadmap
To get leadership buy-ins, I suggested a two-phase approach, with phase 1 focusing on trial and data collection to minimize risk and development resource.
Feature Roadmap
To get leadership buy-ins, I suggested a two-phase approach, with phase 1 focusing on trial and data collection to minimize risk and development resource.
Feature Roadmap
To get leadership buy-ins, I suggested a two-phase approach, with phase 1 focusing on trial and data collection to minimize risk and development resource.
Phase 1 Prototype
Phase 1 Prototype
Phase 1 Prototype
Phase 1 Results
I conducted three 45-minute one-on-one interviews with Console Ambassadors to understand better their pain points regarding task resolution in the current experience.
Phase 1 Results
I conducted three 45-minute one-on-one interviews with Console Ambassadors to understand better their pain points regarding task resolution in the current experience.
Phase 1 Results
I conducted three 45-minute one-on-one interviews with Console Ambassadors to understand better their pain points regarding task resolution in the current experience.
Phase 2 Task Layout Exploration
Phase 2 Task Layout Exploration
Phase 2 Task Layout Exploration
User Reactions From Phase 2
User Reactions From Phase 2
User Reactions From Phase 2
Phase 2 Prototype
Phase 2 Prototype
Phase 2 Prototype
Results in 1 month
Results in 1 month
Results in 1 month