Optimized stock option management, reducing workload by 28% for smarter tracking.
Optimized stock option management, reducing workload by 28% for smarter tracking.
Refining stock option exercises is key to aligning a startup’s growth, team engagement, and financial success. At QuotaBook, I streamlined an inefficient process, reducing manager workload by 28% and enabling faster, more accessible compensation tracking—boosting efficiency and satisfaction.
Refining stock option exercises is key to aligning a startup’s growth, team engagement, and financial success. At QuotaBook, I streamlined an inefficient process, reducing manager workload by 28% and enabling faster, more accessible compensation tracking—boosting efficiency and satisfaction.
Role
Role
Led the initial design and crafted an end-to-end user experience from research, to delivery Stakeholder interviews, user testing
Team
Team
1 Project Manager, 1 Product Designer (me), 2 Frontend Developer, 2 Backend Developer
Year
Year
2024
Why I joined this team?
Why I joined this team?
Curious about how the capital ecosystem between investors and startups works
Curious about how the capital ecosystem between investors and startups works
While working at a startup, I realized how deeply capital and relationships shape the startup ecosystem. I became curious about how investment deals are made, how equity is managed, and how all the moving pieces connect behind the scenes. That curiosity led me to join QuotaBook — a team building infrastructure that supports those very relationships and capital flows at scale.
While working at a startup, I realized how deeply capital and relationships shape the startup ecosystem. I became curious about how investment deals are made, how equity is managed, and how all the moving pieces connect behind the scenes. That curiosity led me to join QuotaBook — a team building infrastructure that supports those very relationships and capital flows at scale.
Objective
Objective
Optimizing stock option management to reduce workload and improve efficiency
Optimizing stock option management to reduce workload and improve efficiency
Optimizing inefficient stock option management and exercise processes to reduce administrative burden, allowing managers to focus on more strategic tasks.
Optimizing inefficient stock option management and exercise processes to reduce administrative burden, allowing managers to focus on more strategic tasks.
Problems
Problems
Lack of price clarity led to hesitation, questions, and delays
Lack of price clarity led to hesitation, questions, and delays
Inefficient email-based requests
Text-based email requests led to missing information, higher communication costs, and reduced efficiency.
Inefficient email-based requests
Text-based email requests led to missing information, higher communication costs, and reduced efficiency.
Inefficient email-based requests
Text-based email requests led to missing information, higher communication costs, and reduced efficiency.
Manual data processing
Managers had to collect and manage data manually, causing inefficiencies, extra workload, and error risks.
Manual data processing
Managers had to collect and manage data manually, causing inefficiencies, extra workload, and error risks.
Manual data processing
Managers had to collect and manage data manually, causing inefficiencies, extra workload, and error risks.
Cumbersome documentation & verification
Manual paperwork and data checks made exercise completion slow and inefficient.
Cumbersome documentation & verification
Manual paperwork and data checks made exercise completion slow and inefficient.
Cumbersome documentation & verification
Manual paperwork and data checks made exercise completion slow and inefficient.
Insights
Insights
Interviewed startup managers to identify pain points in the stock option exercise process.
Interviewed startup managers to identify pain points in the stock option exercise process.
User Interview
User Interview
"The process involved excessive paperwork and manual verification, leading to errors and repeated reviews, consuming significant time."
"The process involved excessive paperwork and manual verification, leading to errors and repeated reviews, consuming significant time."
"The process involved excessive paperwork and manual verification, leading to errors and repeated reviews, consuming significant time."
"Exercise documents were scattered, requiring manual organization. Missing signatures or information meant tedious follow-ups."
"Exercise documents were scattered, requiring manual organization. Missing signatures or information meant tedious follow-ups."
"Exercise documents were scattered, requiring manual organization. Missing signatures or information meant tedious follow-ups."
"A quick review and verification system would be ideal. Reducing manual data checks would free up time for important tasks."
"A quick review and verification system would be ideal. Reducing manual data checks would free up time for important tasks."
"A quick review and verification system would be ideal. Reducing manual data checks would free up time for important tasks."
Hypothesis
Hypothesis
How might we simplify the stock option application process for faster, clearer decision-making?
How might we simplify the stock option application process for faster, clearer decision-making?
Ensuring data consistency with event templates
Predefined templates let administrators standardize requests, ensuring complete and consistent data collection.
Ensuring data consistency with event templates
Predefined templates let administrators standardize requests, ensuring complete and consistent data collection.
Ensuring data consistency with event templates
Predefined templates let administrators standardize requests, ensuring complete and consistent data collection.
Automated data collection & management
Automatically organizing applicant data into a single table reduces manual sorting, improving efficiency.
Automated data collection & management
Automatically organizing applicant data into a single table reduces manual sorting, improving efficiency.
Automated data collection & management
Automatically organizing applicant data into a single table reduces manual sorting, improving efficiency.
e-Signature & automated approval
Applicants can submit documents with e-signatures, enabling instant approvals and reducing repetitive requests.
e-Signature & automated approval
Applicants can submit documents with e-signatures, enabling instant approvals and reducing repetitive requests.
e-Signature & automated approval
Applicants can submit documents with e-signatures, enabling instant approvals and reducing repetitive requests.
Solutions
Solutions
Solving Repetition and Delay in Stock Option Workflows
Solving Repetition and Delay in Stock Option Workflows
As-is
As-is
To-be
Impacts
Impacts
28% reduction in manual work, 500+ users managed with ease
28% reduction in manual work, 500+ users managed with ease
28% reduction in manual work
A 28% reduction in average administrative workload was achieved by improving the manual input and management process.
28% reduction in manual work
A 28% reduction in average administrative workload was achieved by improving the manual input and management process.
28% reduction in manual work
A 28% reduction in average administrative workload was achieved by improving the manual input and management process.
Efficient management of 500+ recipients
Manual tasks and communication time were significantly reduced, enabling seamless and efficient management of over 500 recipients.
Efficient management of 500+ recipients
Manual tasks and communication time were significantly reduced, enabling seamless and efficient management of over 500 recipients.
Efficient management of 500+ recipients
Manual tasks and communication time were significantly reduced, enabling seamless and efficient management of over 500 recipients.