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Billing Portal
Users use this web app to pay for invoices, manage their subscriptions and account information.
Bullhorn is the leading ATS (Application Tracking System) and CRM (Customer Relationship Management) software for staffing agencies.
Before this billing portal, physical checks and phone calls to accounting are the predominant way of paying for invoices for Bullhorn's clients.
This project was outside the product roadmap. It was part of a billing practice overhaul led by our internal finance and IT teams.
With the help from the project manager from the IT team, I functioned as both the PM and designer on the team. I collected requirement from internal stakeholders, interviewed users, researched similar solutions, designed the site, worked with an offshore development agency to implement the design, and collected feedback after launch.
With both business needs and users needs in mind, I created a feature list and site map. I used mostly components from the design system to quickly prototype the site, and tested with users. I iterated the design based on both internal and user feedback, and finalized the design.
Recruiters and account managers use the mobile app to work on the go.
I owned the redesign of the CRM record overview, where users locate and edit all information related to a record.
Salespeople use this product to develop new relationships in potential client companies.
CRM System admins create automations with this tool, to eliminate human errors, keep data in CRM clean and up-to-date.
