Nicole Zhong

Oracle Expenses

Launched an Expense Approval UX across web, mobile, email, and chat powered by AI.

Overall satisfaction

3.2 → 4.5

Project Overview

Amazon have internal events and groups to create an engaging workplace. There are over 15k corporate events and over 258k site events in a year. We launched a 0-1 event and platform to help employees discover and RSVP to events, and admins to create/manage events efficiently.

Timeline

4 months, Sep 2024 - Feb 2025

Role

Design lead, UX Research

Team

Product, Engineering, Researcher

Pain Points & Solutions

We conducted 24 sessions of research to understand the pain points of approvers.

Pain Point 1

Email as the only channel is static and rigid.

→ A web experience to manage all approvals in a central place.

Pain Point 2

Hard to validate if an expense is policy.

→ Use AI to flag high risk items.

Pain Point 3

Lack of flexibility rejecting individual expense causes delay in the overall reimbursement.

→ Allow individual expense to be sent back.

Pain Point 4

Approvers get too many notifications.

→ Consolidate expense reports by person.

A central place for all expense approvals for your team

People-forward model streamline expense approvals

Spending insights that keep budget on track

AI-powered review for faster, cleaner approvals

Prioritize the high-risk items detected by AI

Sending back the individual expense and get paid for the rest

Approve from email with full spending context

Keep approvers in flow by enabling decisions within their inbox

Surface spending context and built-in policy

Oracle Open World

The early expenses vision was presented at Oracle Open World in 2019 by SVP of design Hillel Cooperman.

Check out the video below. (Expenses starting at 2:15)

Oracle Expenses

Launched an Expense Approval UX across web, mobile, email, and chat powered by AI.

Overall satisfaction

3.2 → 4.5

Project Overview

Oracle expenses has over 10200 large enterprise customers. In 2019-2020, we redesigned the whole Expenses ecosystem using the brand new design system called Redwood, and also upgraded to a prosumer-grade user experience.

I led the redesign of approver UX across web, mobile, email, and chat. The new experience streamlined the expense approval process with improved efficiency and accuracy via AI.

Timeline

4 months, Sep 2019 - Feb 2020

Role

Design lead, UX Research

Team

Product, Engineering, Researcher

Pain Points & Solutions

We conducted 24 sessions of research to understand the pain points of approvers.

Pain Point 1

Email as the only channel is static and rigid.

→ A web experience to manage all approvals in a central place.

Pain Point 2

Hard to validate if an expense is policy.

→ Use AI to flag high risk items.

Pain Point 3

Lack of flexibility rejecting individual expense causes delay in the overall reimbursement.

→ Allow individual expense to be sent back.

Pain Point 4

Approvers get too many notifications.

→ Consolidate expense reports by person.

A central place for all expense approvals for your team

People-forward model streamline expense approvals

Spending insights that keep budget on track

AI-powered review for faster, cleaner approvals

Prioritize the high-risk items detected by AI

Sending back the individual expense and get paid for the rest

Approve from email with full spending context

Keep approvers in flow by enabling decisions within their inbox

Surface spending context and built-in policy

Expenses presented at Oracle Open World

The early expenses vision was presented at Oracle Open World in 2019 by SVP of design Hillel Cooperman.

Check out the video below. (Expenses starting at 2:15)

Interested in learning more?

Due to confidentiality agreements, only a summary of this project is shown. Please reach out for a detailed discussion.