Removing billing complexity for Cloud Service Providers

WEB | B2B SAAS PLATFORM

PROJECT OVERVIEW

METHODS

Information Architecture
Rapid Prototyping
Material Design

TEAM

2 Product Designers
Chief Product Officer
Head of Engineering
Lead Architect

TIMELINE

8 Weeks
(Apr - May 2020)

CHALLENGE

Aquila Clouds needed to simplify the bill creation process for Cloud Service Providers (CSP) in hopes of securing a deal with a major player in Managed Cloud Services in the Asia-Pacific region.

RESULTS

  • End-to-end re-design (login, onboarding environment, user management, customer settings, and review bill screens)

  • Developed October 2020

 PROBLEM

An unwieldy workflow preventing customer buy-in

While the existing product had all the functionalities needed for a CSP Administrator, its confusing interface prevented customers from signing on to the product. Common issues across screens included “filler data” within data tables, columns without logical order, and a lack of visual indicators to alert the user on important information.

CONTEXT

CSP BillOps Analysts must correctly apply different pricing models to each bill item

It was our job to simplify and improve the process of applying pricing models so that CSP Administrators bill the customer correctly. But first, we needed to answer: what business are we in?

ITERATIONS

As the Aquila Clouds team is international, we held weekly remote meetings with the Chief Product Officer, Head of Engineering, Lead Architect, and developers. The leadership team would relay new information about the potential customer’s product requirements. While I was able to advocate for usability and keep some features the same, I worked with the engineers to adjust to new requirements and churn out new designs each week.

Example Feature: Creating and Applying a Rate Pack

Rate Lines are essentially prices for a resource based on consumption. A Rate Pack is a bundle of Rate Lines that are frequently used by a customer or group of customers.

Low Fidelity: Rate Pack Association

Mid Fidelity: Rate Pack Association Drag and Drop

DESIGN SYSTEM

Adapting Google’s Material Design to build a brand new design system

We built a new design system for Aquila by using the Material Design system as a starting point and customizing it according to branding guidelines and interaction elements unique to the product.

Design System Preview.png

 FINAL SCREENS

Redesigning core usability across the login, onboarding, environment setup, user management, customer settings, and bill review flows

Overview of Bills

Redesigned the customer billing dashboard to replace an unclear, status-less bill list with a scannable overview featuring visual progress indicators for each customer's billing cycle.

Before - 3.png
Final - Overview.png

Editing a Bill

Made prices visible on screen by displaying a price on every line item, color coded by item type.

Before - 4.png

RESULTS AND LEARNINGS

“Her work was instrumental in us acquiring one of our marquee customers ”

— Desmond Chan, Co-founder and CPO at Aquila Clouds

In addition to the three features shown above, my design partner and I created new screens for the entire BillOps platform. This included login, onboarding environment, user management, customer settings, and review bill screens. Due to an aggressive timeline and constantly changing product requirements, I became skilled at learning technical concepts and churning out new designs quickly.


Our role as designers went beyond improving usability - a large part of our contributions was asking the tough questions. We had joined this project after the engineers had created version 1.0 of the product, so we injected a fresh perspective to the re-design, resulting in a practically new product designed for scalability, usability, and importantly, attracting future customers. Our design was shipped by October 2020.

Curious for more? Read how I helped Aquila Clouds with their Cloud Cost and Performance dashboard.

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