Servli Billing
COMPANY
Servli LLC
date
2017
ROLE
Product Design
EXPERTISE
UX Research and UI Design
IMPACT
Established a User-Friendly Billing Management Experience
Servli foodservice inventory app billing user flow
Billing: Make it easy to select and manage my plan
As part of our beta launch for the Servli food inventory and ordering app I researched, planned, and designed the billing user flow and screens. My goal was to make it easy to understand the implications of each plan tier, switch tiers, and manage billing. I was supported in this work by another design colleague and a well-established design library based on Google Material.
Get in the field
User research, in restaurants, with owners and chefs was the critical piece of this project. It really informed every part of the mobile app experience, pipo device experience, and especially the ordering and inventory management architecture.
Design is often the easiest part of the job. Much harder is to know what to design, why, and for whom. Many a pretty design was completed with nary a consideration for any of those three.
Really, the billing flow was pretty much done once we the research told us the basics of what they need to do in this part of the app. Pick a plan, management their account information and credit card, and do it securely.
A simple flow
The screens you see in the flow map above and in the screens below represent the total of the billing experience on the app. Mostly happy path is represented here. I no longer have access to the working files and the screens representing error or warning states.
Ahead of its time
The larger Servli project, as mentioned in the Servli Onboarding page, was a startup within a larger organization, BI Worldwide. Very early on in Servli's life, despite the progress the team made, with promising reviews and early results, was put to bed in favor of bringing our team in to salvage the remains of FoodService Rewards.
Unfortunate end, but I still feel good about the experiences I gained and what I learned in the project.
