Debtsreconciliation System

Debts Reconciliation System

We designed the app, which automates time-consuming manual steps during debt reconciliation.

FinTechUI/UXWebDesign System
Capabilities
  • Product Strategy and Road Mapping
  • Market and User Research
  • UX/UI Design
  • Design System and documentation
Duration
  • One year, ongoing
Team
  • Lead product Designer
  • Business Analyst
  • Client Partner
Co-op model
  • Dedicated team
The story behind the task

Product

The story behind the task

Rollsoft helps businesses to stabilize their liquidity by reconciling debts with uncollected claims. It allows companies to increase debts collection and pay obligations without cash, reduce collection cost, and improve client-supplier relationships.

But…

Manual approaches in Rollsoft got in the way of scaling the business.

  • Sending files and waiting for them to be processed
  • Fixing errors in the provided files
  • Making changes and receding files
  • Keeping track of previous results

All of these took a lot of time and effort.

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The perfect decision was to build a new web app to automate services.
PROJECT PRIMARY POINTS

Project

The Challenge

We needed to design a system from scratch, which would meet such requirements:

  • Keep the previous experience of using such services
  • Have an informative interface
  • Simplify user flow
SOFTWARE PRODUCT DESIGN

How we started

And so… we started
Image Block

The flow

Image 374
It was crucial to keep the core service's flow. This consisted of 4 stages per cycle that existing clients were already familiar with.
Rollsoft Image Section

Simple experience for a complex system

We decided to use a Carbon design system as the base to minimize design and development time. A client provides the list of collectibles and payables via dragging and dropping files / uploading or manual entry.

Like Excel. Unlike Excel

Like Excel. Unlike Excel
Users are used to using Excel or similar products in their work. So we decided to design the app, which could implement a similar experience. This gave users the ability to manually edit each cell directly in the table, add new rows, turn on/off a detailed view and quickly filter highlighted mismatches.
Fewer Actions. More Results

Fewer Actions. More Results

After the elaborated algorithm finds collectibles and payables that can be settled, the user receives an approval request. All the data becomes settled, and the user receives a settlement document at the end of the cycle.

Responsive and efficient, Temy quickly implemented all requests for changes that came up during peer review discussions. Their comprehensive experience, coupled with their proactive approach, made for a fruitful partnership.

Engagement model

Dedicated
dev team

Started

The product development from the scratch

Project management

On Client’s side

Hiring time

2 Months

Allocation

Full-time

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