Microsoft Partner Network Payment Tool

Problem Space

As was commented by the recent CI audit, the current Partner Incentives platform does not automate operational compliance validations on payments, resulting in a highly manual and lengthy processes prior to payment release.  This puts the proposed payment scale for FY15H2 at high risk if not remediated.  Since on-time/accurate payment and compliance are #1 priority of Partner Incentives, a new investment into creating this payment compliance automation and management is requested as a priority.

Key Problem areas

  • Tables and widgets are visually overwhelming creating high cognitive load on the user by giving them too much information.
  • Alignment and display of information is confusing.
  • Too many primary and secondary functions on pages that result in user confusion.

Success Metrics

  • PI tool can automate all payment compliance requirements, reducing manual work to target of 1,000 payment validations per hour, or less.  This represents an estimated 98% reduction in manual Ops work.
  • Operations can easily be aware of manual overrides due, budget deficiencies, metrics, etc., and track the same for audit purposes easily in the tool.
  • Operations no longer needs separate SAP access to manage payments, and reduces the risk of potential human error having to maintain 2 separate tools.
  • Support can easily facilitate payment queries and trace payment rejections and remediate.
  • Partner can see their expected payment date.

My Role:

My role was the Product Owner and contributor of this user experience from end-to-end. I was the key liaison between stakeholders and engineering that helped to illustrate the process as it was experience was designed and built. That included research, validation and testing.

Outcome:

The project cut down on a lot of manual payment validation saving time and productivity.

My Role
User Experience Designer
Co-Contributor
Mathius Walsh
Project Duration
15 Months
Tools of the Trade
Adobe Illustrator, Adobe Dreamweaver, Axure, HTML, CSS