Improving Usability to Drive $1.8B in Transactions

Overview

EY NetPay is a global internal finance tool used across Ernst & Young offices to manage invoice netting and financial reporting. As new features were added, layouts and flows became harder to use, affecting task completion and adoption.

I led the redesign of key areas like Reports and Netting Flows, working closely with our Technical Lead, BI, Business Analyst and Front-End and Back-End teams. By simplifying layouts and aligning content structure with EY’s global standards, we created a more usable and scalable experience for internal teams.

The Challenge

Complex layouts and unclear reports prevented users from completing tasks efficiently. New users struggled with orientation, and key reporting tools were underutilized.We needed to improve usability without disrupting backend logic or Power BI integrations.

• Offer a more intuitive way to complete key finance workflows
• Reduce time needed to interpret and act on reports
• Improve navigation clarity across Netting and Reporting features
• Align visual design with EY’s standards for global consistency

Before and After

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Before

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After

Process and Solution

My approach involved a comprehensive design process:

1

Research and Discovery

Audited user flows and simulated user behavior to uncover usability gaps. Partnered with the BI team to understand how reports were used and where breakdowns occurred. Key findings:

• Users lacked orientation due to missing titles or descriptions
• Reports were hard to read and inconsistent with other EY tools
• Layouts made tasks harder instead of easier

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2

Information Architecture

Introduced clearer content hierarchy and reduced the number of clicks in key flows. Simplified component structure across Netting and Reports.

3

Wireframing and Prototyping

Tested layout and microcopy changes internally to validate improvements in clarity and flow. Improved task visibility and data structure alignment.

• Added short section-level context for Reports
• Optimized filters and defaults to reduce hesitation
• Improved layout balance across dashboard components

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4

Visual Design

Updated UI components to reflect EY’s global visual language. Simplified the interface, added consistent typography, and improved input validation through microcopy.

Results and Impact

The redesign allowed global teams to navigate faster, act on data more confidently, and rely less on external guidance, all while remaining consistent with internal EY systems.

Learnings and Takeaways

• Dashboard clarity comes from strong hierarchy, not added features.
• Small content and layout improvements reduced support burden.
• Pre-selected filters helped users move faster and avoid errors.
• Working closely with Engineering and BI early led to better flow logic and faster implementation.