Tokopedia
Corporate Travel.

Currently every employee business trip needs were being handled manually by Office Management Team. What's wrong with manual? 5 respondents express negative reaction towards the experience, especially those who travels frequently. My team was assigned to design an efficient and flexible system to enhance the experience in requesting for business trip. In the long-term this product has potential to be marketable.
Role
UX Designer
Product Type
Improvements
Timeline
2 Months
Skills Used
Design process experimentation - Research Synthesizing - Value Mapping - Product envisioning - Structured solution ideation - Design Principles - User Flow - Information Architecture - Wireframing - Visual Design.

The Design Process

Designing a product is never a stand alone process, a good design decision is a decision supported by everyone. In order to build the right things, we ought to find the right problem and solution hollistically and then we divide the design process into 3 parts : functionality - usability - comfortability, we only use 3 UX ladder because the 4th ( delightful ) and the 5th (meaningful) would need further data after the product is launched.

So, What's wrong with manual system?

Before mapping all user's need, we started from our primary users : the employee. We did a foundational research by interviewing 5 employee who frequently request for business trip and the office management team to find out their context and correlate it with their overall experience in requesting for business trip and here's what we found :

The Existing E-mail process

Pretty straightforward, right?
But here's what usually put headache to everyone

Requesting a business trip

The government partners were highly unpredictable so I always did last minute booking
in one trip I can go to more than one destination, but sometimes I have to separate it in different request
Sometimes we go in group for certain events, it'd be efficient if there's only one person who request for us, but if there's different leader, it needed to be done separately.

Leader's approval

Leaders tend to have busy schedule, sometimes we have to contact them personally through WA / slack to give written approval
There are cases when leaders didn't respond at all, so either the trip is cancelled or OM process without approval which is risky.

OM Process

Unlike usual OTA process, OM needs time to check availability with third party
The desired accommodation sold out, need back and forth communication

Ticket Issued

In crucial moments like boarding or such, I have to scroll through e-mails to find the ticket
There are lots of cases where partners rescheduling the meeting and we have to go through leader's approval again

Mapping out the value

Using Bain & Company's 30 elements of value, we'll be able to have a more concrete form of what better experience looks like for our users. So if the users had headache because of existing process, then this element of value will be the ingredients of painkillers we're going to prescribe them later.
After gathering the pain points and possible opportunities for new system, we map out the problem and categorise it to value elements to create principles for our solution. Meaning, our solution later need to have at least these values or more. I created a simple format to help me and the team transform problem into possible value.
Example :
The problem itself is more of process summary that users been having problem with. I use my own judgement as designers to identify which value was absent from a certain process. Of course, doing this to all problem, would've created a long list, and there's also possibilities one problem solved can create more than one value. Therefore I map out the correlation between the problem and the value in a more comprehensive mapping. Other than helping us seeing a more concrete form of value, this method should help us to keep in the right direction and always be problem oriented.

This value mapping surely can be improved and we should find a way to make it less bias at some part, but at least it can be the fundamental of our design principles later on.

Prioritise the problem

Since this is an internal company context, most of the user's problem are related to pain points and less about gains. The gains were mostly related to company's sustainability which we'll address later on in balancing stakeholder's needs.

We then prioritize the problem based on pain severity, it can be identified from the quantity of value or whether the value belongs to higher level of the pyramid. From the value correlation mapping we can see problems in leader's approval, communication with OM and accessing issued ticket provide the most pain to users as they will create lots of value if solved.

Propose ultimate solution

In order to craft the ultimate solution with the most impact on users, we sort of put aside stakeholder's limitation and tech feasibility first. By starting from this, we can at least envision the ideal situation where everyone's happy, especially the user and with those vision, we can make sure that the compromised final solution filtered by stakeholder's limitation and tech feasibility, will still have the values similar to the ideal situation. Therefore we propose :
"What if there's a predefined budget and employee can book their accommodation needs directly from Tokopedia Travel ?"

Seems tacky, right? Why we propose this solution anyway?

Based on in-depth interview, all users were already familiar with the famous OTA services including Tokopedia Travel. Whenever they found hassle, they always compared it to OTA services, such as in " in app X, we don't have to fill data everytime we purchase a ticket, or OM ticket's preference is actually more expensive as app X provide cashback, etc". So, we figure, why don't we use existing solution that already works? it also ticks every value checklist mentioned above. Of course we already predicted that the stakeholders wouldn't take this solution as the viable one, but we used it as bargaining strategy, because when we bargain, we tend to propose the highest/lowest value first so later we can meet in the middle value, where everyone wins.

Balancing users and stakeholder's needs

As we have predicted, the solution isn't viable in the stakeholders' perspective due to these boundaries :
Budget Concern
Employee Level Privillege
Leaders must approve
Afterwards, we propose another solution that could balance stakeholders and users need, as well as simplifying the process. The concept of this solution is to reward those who already met the stakeholder's criteria with fast and simple process, while edge cases with less frequency will have specific process. In example, if you're an external partnership leader, the kind of request you should approve is when your subordinates goes abroad or somewhere in east Indonesia because the cost will be higher then usual. As for business as usual request that you'd approve anyway, an auto approval procedure should be seen as an option. Therefore, we proposed a new solution :

It's a good idea! , but...

Redefining budget for every employee level might need lot of time and approval and the stakeholders afraid that the project will be on hold if it takes time too long to create new policy. So we decided on things we can control and we rework the flow a little bit and they agree to have an automatic realtime booking process with third party partners if employee request and already approved by lead.

Balancing with technical feasibility

After few alignments meeting with stakeholders, we continue our journey by seeking approval from tech, to see whether our solution can be implemented in a certain time or not. We discussed with the engineers and turns out there's also limitation in providing real time data as current Tokopedia Travel system can't differentiate general user with Tokopedia employee. Therefore, the stakeholder's proposed solution will be implemented in phase 2. Meanwhile in phase 1, we can only do small improvements for the moment, because converting e-mail system to web app based can't be done in a short time, it would need a solid foundation first and then we can scale later.

Let's start designing!

From the in-depth interview, value mapping, and stakeholders agreement, we then define design principles to help us create the design that actually gives value.
The problems above are the problem that's feasible to be tackled after alignment with stakeholders and engineers which leaves us with the remaining value that we can give through design. Afterwards, the value can be extracted to design principles, the sentence example will sound like this " the design will give value in reducing anxiety because it provides clear progress visibility & expectation, as well as ease at finding what the user's need. This principles help me and my team doing exploration without going out of context.

Design for functionality

To cater use cases, I started the design from information architecture to define how many elements that should be put in one screen, afterwards I translate it into wireframe and flow to visualize the touch points and step by step task that the user need to accomplish.

Design for usability & comfortability

After I figure out how the system should function by creating black and white wireframes, I discussed with the UI designer to colorize it as it should function. After testing it, the user's expectation about how the design works were not well maintained, but they were able to finish the task with little bit of help and explanation. This means, the design is already usable, but not optimise for independent learnability. The design in the middle might provide quick access to everything but it's still overwhelming and resulting cognitive loads instead. Therefore, in the next improvement, I reprioritise what matters and rework the interaction to be more seamless.

Final Solution for first phase

We ended up start small and that's okay

Even though we can't tackle big problems, I believe many small improvements can lead to better experience as well. So these are the final solution that we're able to craft to comfortable level. The actual project is actually on hold by the time we designed for usability phase, for this portfolio purpose, I reimagined what it would look like if Tokopedia Corporate Travel has become part of Tokopedia's business unit and redesign the user interface based on Tokopedia Corporate Travel specific brand.
Solution #1

Request and Monitor booking progress in one comprehensive dashboard

In the e-mail system, everything's scattered, there's no system visibility. In this dashboard, employee can easily track their travel request progress.
Solution #2

Who's travelling? yes, you'll need to fill data only once then book at ease

But we also give flexibility in case employee want to fill it for someone else, or there's a data that needed to be changed.
Solution #3

Book multiple accommodation in one request

Generate multiple form that suits your needs just in few clicks, then fill it in sequence.
Solution #4

Notes to accommodate request flexibility

Employee can have better communication with OM team through extra notes in almost every section.
Solution #5

Access issued ticket at ease

No need to scroll in endless e-mail anymore, employee can access all vouchers in one tap

Takeaways

Structured solution ideation help the team tackle one problem at a time, because in designing a product there must've been limitation that sometimes got in the way for us to provide the best experience for users, if we handle user's expectation, stakeholders and tech limitation all at once, it would be too overwhelming and it could prevent us to solve what really matters and feasible.

What I would've done differently

-Since it's an improvement project, it's important to audit the existing process into a more measurable metrics, such as time saving, user's satisfaction, etc.

-we could've measure the satisfaction process so we can know how much satisfaction is increased with our new design

-Perhaps after prioritising value, we could've conduct a simple workshop with stakeholders and engineers, synchronous or asynchronous, directly with the users so they can decide which value they expect to be given from corporate travel request improvement.

Hi! The mobile version is still on progress, in the mean time please view through desktop for optimised viewing, Thank you! :)