Coupa Spend Guard

2023

Project Title:

Suspicious Spend Preview

Enhancing Visibility and Engagement for "Suspicious Spend Preview" - Coupa Spend Guard

Objective:

To redesign the "Suspicious Spend Preview" feature within Coupa's Spend Guard to increase its discoverability and provide more compelling data, thereby encouraging customers to upgrade their plan.

Challenge:

The feature was initially difficult to locate within the suite and did not offer enough enticing data to convince customers of its value.

Approach:

User Research: Conducted interviews and usability testing to understand customer navigation patterns and identify the barriers to finding and using the feature.
Data Analysis: Evaluated the types of data customers found most compelling and which details were crucial to incentivize the upgrade.
Design Iterations: Developed wireframes and prototypes to test different layouts and content structures that highlight the feature's benefits.

Solution:

Enhanced Navigation: Streamlined the suite's information architecture to make the "Suspicious Spend Preview" more accessible.
Data-Driven Design: Refined the user interface to showcase key data points that demonstrate the potential impact of Spend Guard on customers' spend management.

Outcome:

Post-implementation analytics showed increased engagement with the preview feature, a higher rate of discovery, and a measurable uptick in customer upgrades to include Spend Guard in their plans.

Reflection:

The importance of visibility in software suite features.
The power of well-presented data to drive decision-making.

Visuals:

(more coming soon)

Testimonials/Feedback: