Auto Text Feature Improvement
Overview
The Report Text Edit is a powerful feature in the Spotlight Reporting app. Once having the data imported and setting up the report layout, the user can respond to the business’ performance and to provide in-depth advisory insights using the Text Edit feature.
Target: Accountants, finance advisors, business owners, CFOs
Tools: Pen & paper, Post-it notes, Miro, Illustrator, Adobe XD.
My contribution
User Research User flow UX Improvements UI Improvements Prototype
The team
Designer: Hayley Wu Develop Team Product Specialists
Year
2020
Process
Challenge: How do we enable the user to intuitively navigate themselves with the Text Edit feature and feel confident to provide the in-depth financial report to their clients.
Business Requirements: The business required to add the new feature of AutoText to the existing Text Edit page. In addition, we also aim to propose improvements for the current interface and user flow of the whole Text Edit page.
Prototype: