Jorge de Lima - Senior Product Designer

Administration features: Team Management

Team size matters

Team size directly correlates with booking volume - companies with 100+ users generate 156 bookings/month vs 2.7 for single users. However, our team management experience is plagued by friction, confusion, and legacy technical debt. This initiative modernizes the entire team management experience to drive organic growth through easier team expansion.

1

Pain Points

Lack of efficiency in managing teams, “clunky” processes

Unexplained errors which cannot be overcome

Lack of clear information on how to use the tool

Out of date UI reduces confidence

2

Goals & Objectives

Improve Team Management functionality we will improve use of these functions and retention and activation of customers who use them, making B4B the obvious choice for team management for business travel.

3

Releases

Release 1 Goal: Improve navigation, remove redundant functions, and improve consistency with the rest of app to improve Administrators’ trust and engagement with the product. Upgrade OBP navigation infrastructure from the old OBP app to the new Eos platform.

Release 2 Goal: Simplify team and guest management, increasing trust and engagement with Administration functions. Upgrade OBP team management page and services to the new Eos platform.

The main value to Serko in this opportunity is to increase engagement and team members added, which has ultimately been associated with more bookings.

Reducing friction in the Manage Team through the following:

Improving the UI to make it easier to navigate eg. adding search and filter functionality ,reducing confusion eg. between Manage team and profiles, role confusion; Increasing trust with expected functionality; Improving/easing the invite process to increase team members invited; Enabling guest travellers to easily be converted to team members to increase team members easily and making the invite option more obvious in team management

Results

Overall, adding colleagues to the travel booking tool enhances efficiency and convenience for the organisation

MVP version stats:

Invite colleagues = 805% - Manage team 166%; Company details 161%; General settings 139%; Payments 189%; Countries/Reg 142%

Design

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Administration features: Team Management

Team size matters

Team size directly correlates with booking volume - companies with 100+ users generate 156 bookings/month vs 2.7 for single users. However, our team management experience is plagued by friction, confusion, and legacy technical debt. This initiative modernizes the entire team management experience to drive organic growth through easier team expansion.

1

Pain Points

Lack of efficiency in managing teams, “clunky” processes

Unexplained errors which cannot be overcome

Lack of clear information on how to use the tool

Out of date UI reduces confidence

2

Goals & Objectives

Improve Team Management functionality we will improve use of these functions and retention and activation of customers who use them, making B4B the obvious choice for team management for business travel.

3

Releases

Release 1 Goal: Improve navigation, remove redundant functions, and improve consistency with the rest of app to improve Administrators’ trust and engagement with the product. Upgrade OBP navigation infrastructure from the old OBP app to the new Eos platform.

Release 2 Goal: Simplify team and guest management, increasing trust and engagement with Administration functions. Upgrade OBP team management page and services to the new Eos platform.

The main value to Serko in this opportunity is to increase engagement and team members added, which has ultimately been associated with more bookings.

Reducing friction in the Manage Team through the following:

Improving the UI to make it easier to navigate eg. adding search and filter functionality ,reducing confusion eg. between Manage team and profiles, role confusion; Increasing trust with expected functionality; Improving/easing the invite process to increase team members invited; Enabling guest travellers to easily be converted to team members to increase team members easily and making the invite option more obvious in team management

Results

Overall, adding colleagues to the travel booking tool enhances efficiency and convenience for the organisation

MVP version stats:

Invite colleagues = 805% - Manage team 166%; Company details 161%; General settings 139%; Payments 189%; Countries/Reg 142%

Design

1

2

3

4

Administration features: Team Management

Team size matters

Team size directly correlates with booking volume - companies with 100+ users generate 156 bookings/month vs 2.7 for single users. However, our team management experience is plagued by friction, confusion, and legacy technical debt. This initiative modernises the entire team management experience to drive organic growth through easier team expansion.

1

Pain Points

Lack of efficiency in managing teams, “clunky” processes

Unexplained errors which cannot be overcome

Lack of clear information on how to use the tool

Out of date UI reduces confidence

2

Goals & Objectives

Improve Team Management functionality we will improve use of these functions and retention and activation of customers who use them, making B4B the obvious choice for team management for business travel.

3

Releases

Release 1 Goal: Improve navigation, remove redundant functions, and improve consistency with the rest of app to improve Administrators’ trust and engagement with the product. Upgrade OBP navigation infrastructure from the old OBP app to the new Eos platform.

Release 2 Goal: Simplify team and guest management, increasing trust and engagement with Administration functions. Upgrade OBP team management page and services to the new Eos platform.

The main value to Serko in this opportunity is to increase engagement and team members added, which has ultimately been associated with more bookings.

Reducing friction in the Manage Team through the following:

Improving the UI to make it easier to navigate eg. adding search and filter functionality ,reducing confusion eg. between Manage team and profiles, role confusion; Increasing trust with expected functionality; Improving/easing the invite process to increase team members invited; Enabling guest travellers to easily be converted to team members to increase team members easily and making the invite option more obvious in team management

Results

Overall, adding colleagues to the travel booking tool enhances efficiency and convenience for the organisation

MVP version stats:

Invite colleagues = 805% - Manage team 166%; Company details 161%; General settings 139%; Payments 189%; Countries/Reg 142%

Design

1

2

3

4