QuotaLab
QuotaLab
QuotaLab
Streamlining reporting for 4,000+ investors & startups
Streamlining reporting for 4,000+ investors & startups
Improved the business reporting process for 4,000+ investment firms and startups, reducing manual work by 54% and review time by 32%. These improvements also helped cut customer complaints by 85% and supported a 21% revenue increase from major investor contracts.
Improved the business reporting process for 4,000+ investment firms and startups, reducing manual work by 54% and review time by 32%. These improvements also helped cut customer complaints by 85% and supported a 21% revenue increase from major investor contracts.
Improved the business reporting process for 4,000+ investment firms and startups, reducing manual work by 54% and review time by 32%. These improvements also helped cut customer complaints by 85% and supported a 21% revenue increase from major investor contracts.
Role
Role
Led end-to-end user experience design from User interviews, IA, wireframes, prototypes, and user testing
Team
Team
Project Manager 1, Product Designer 1 (me)
Frontend Developer 1, Backend Developer 2
Project Manager 1, Product Designer 1 (me)
Frontend Developer 1, Backend Developer 2
Project Manager 1, Product Designer 1 (me), Frontend Developer 1, Backend Developer 2
Duration
Duration
2023.08 - 2024.06
2023.08 - 2024.06
objective
Improving reporting efficiency to enhance collaboration and save time
The investment managers were spending a lot of time on repetitive tasks and inefficient review processes at each stage of the sales reporting process. Especially as the number of invested startups increased, the process of report requests, reviews, and feedback became cumbersome, leading to a higher management burden. The goal of this project was to efficiently improve the sales reporting process, facilitate collaboration between investors and startups, and reduce work time.
Problems
Investors faced inefficiencies and inconveniences at each stage of the business reporting process.
Problems
Investors faced inefficiencies and inconveniences at each stage of the business reporting process.
Problems
Investors faced inefficiencies and inconveniences at each stage of the business reporting process.
1
Repetitive requests are inefficient
report requests follow the same format each season, but manually adding items each time is inconvenient.
2
Difficult to track report status
Assessing the status is difficult due to the inability to effectively filter requested and received reports.
3
Missing information causes delays
Errors or missing items in startup reports often cause significant communication delays.
Insights
Interviewed investors and startup managers to identify pain points in the business reporting process.
Insights
Interviewed investors and startup managers to identify pain points in the business reporting process.
Insights
Interviewed investors and startup managers to identify pain points in the business reporting process.
Investors
“The reporting process doesn’t actually save much time compared to using Excel.”
“During reporting season, I spend more time managing reports than my actual work.”
“Startups often submit reports with missing fields, requiring repeated correction requests.”
Investors
“The reporting process doesn’t actually save much time compared to using Excel.”
“During reporting season, I spend more time managing reports than my actual work.”
“Startups often submit reports with missing fields, requiring repeated correction requests.”
Investors
“The reporting process doesn’t actually save much time compared to using Excel.”
“During reporting season, I spend more time managing reports than my actual work.”
“Startups often submit reports with missing fields, requiring repeated correction requests.”
Startups
“The reporting page is difficult to navigate. I have to click through multiple sections instead of viewing everything at once.”
“There’s no way to double-check missing fields before submission, forcing me to fix errors later.”
“We often receive unclear instructions on what to include in reports.”
Startups
“The reporting page is difficult to navigate. I have to click through multiple sections instead of viewing everything at once.”
“There’s no way to double-check missing fields before submission, forcing me to fix errors later.”
“We often receive unclear instructions on what to include in reports.”
Startups
“The reporting page is difficult to navigate. I have to click through multiple sections instead of viewing everything at once.”
“There’s no way to double-check missing fields before submission, forcing me to fix errors later.”
“We often receive unclear instructions on what to include in reports.”
⏳ Slow review process
Hard to locate key information, delaying approvals.
⏳ Slow review process
Hard to locate key information, delaying approvals.
⏳ Slow review process
Hard to locate key information, delaying approvals.
🔄 Repetitive tasks
Excessive manual tasks slow down the reporting process.
🔄 Repetitive tasks
Excessive manual tasks slow down the reporting process.
🔄 Repetitive tasks
Excessive manual tasks slow down the reporting process.
⚠️ Lack of clarity
Frequent revisions due to missing or incorrect information.
⚠️ Lack of clarity
Frequent revisions due to missing or incorrect information.
⚠️ Lack of clarity
Frequent revisions due to missing or incorrect information.
Hypothesis
We hypothesized that implementing templates, automated feedback, improved filtering, and enhanced readability would reduce manual workload, decrease submission delays, and shorten review time.
Hypothesis
We hypothesized that implementing templates, automated feedback, improved filtering, and enhanced readability would reduce manual workload, decrease submission delays, and shorten review time.
Hypothesis
We hypothesized that implementing templates, automated feedback, improved filtering, and enhanced readability would reduce manual workload, decrease submission delays, and shorten review time.
Investors
Using templates will reduce repetitive tasks and speed up report requests.
Reduction in request tasks & time per request
Investors
Using templates will reduce repetitive tasks and speed up report requests.
Reduction in request tasks & time per request
Investors
Using templates will reduce repetitive tasks and speed up report requests.
Reduction in request tasks & time per request
Startups
Feedback on comments and missing items will decrease late submissions.
Decrease in submission delays & resubmission rate
Startups
Feedback on comments and missing items will decrease late submissions.
Decrease in submission delays & resubmission rate
Startups
Feedback on comments and missing items will decrease late submissions.
Decrease in submission delays & resubmission rate
Investors
Filtering will help investment managers find key information faster, reducing review time.
Reduction in review time
Investors
Filtering will help investment managers find key information faster, reducing review time.
Reduction in review time
Investors
Filtering will help investment managers find key information faster, reducing review time.
Reduction in review time
Investors
Startups
Displaying all report items on one page will help startups understand what to complete, while making review faster for managers.
Shorter time from creation to submission & reduced review time
Investors
Startups
Displaying all report items on one page will help startups understand what to complete, while making review faster for managers.
Shorter time from creation to submission & reduced review time
Investors
Startups
Displaying all report items on one page will help startups understand what to complete, while making review faster for managers.
Shorter time from creation to submission & reduced review time
Explorations
Explorations
To validate the hypothesis, we conducted quick usability testing using low-fidelity wireframes.
Explorations
To validate the hypothesis, we conducted quick usability testing using low-fidelity wireframes.
Explorations
To validate the hypothesis, we conducted quick usability testing using low-fidelity wireframes.
Reducing repetitive work
Gained insights from interviews with startup and investor managers that templates and previous request retrieval effectively reduce repetitive manual input.
Reducing repetitive work
Gained insights from interviews with startup and investor managers that templates and previous request retrieval effectively reduce repetitive manual input.
Reducing repetitive work
Gained insights from interviews with startup and investor managers that templates and previous request retrieval effectively reduce repetitive manual input.
Ensuring accurate submissions
Discovered through interviews with startups that improving UI readability, auto-save, and missing item feedback is key to increasing submission accuracy and convenience.
Ensuring accurate submissions
Discovered through interviews with startups that improving UI readability, auto-save, and missing item feedback is key to increasing submission accuracy and convenience.
Ensuring accurate submissions
Discovered through interviews with startups that improving UI readability, auto-save, and missing item feedback is key to increasing submission accuracy and convenience.
Streamlining review & feedback
Learned from investor manager interviews that filters and bulk actions improve report management, while comments enable faster feedback, enhancing overall efficiency.
Streamlining review & feedback
Learned from investor manager interviews that filters and bulk actions improve report management, while comments enable faster feedback, enhancing overall efficiency.
Streamlining review & feedback
Learned from investor manager interviews that filters and bulk actions improve report management, while comments enable faster feedback, enhancing overall efficiency.
Solutions
We eliminated inefficiencies and reduced repetitive tasks in the reporting request, submission, and review process by improving templates, tables, feedback features, and layout—enhancing collaboration between investors and startups.
Solutions
We eliminated inefficiencies and reduced repetitive tasks in the reporting request, submission, and review process by improving templates, tables, feedback features, and layout—enhancing collaboration between investors and startups.
Solutions
We eliminated inefficiencies and reduced repetitive tasks in the reporting request, submission, and review process by improving templates, tables, feedback features, and layout—enhancing collaboration between investors and startups.
1.Request
As-is
As-is
To-be
To-be
As-is
To-be
2.Submit
As-is
To-be
To-be
As-is
3.Review, Verification
As-is
To-be
As-is
To-be
Impacts
Reduced inefficiencies in collaboration between startups and investors, helping teams focus on critical tasks.
Impacts
Reduced inefficiencies in collaboration between startups and investors, helping teams focus on critical tasks.
Impacts
Reduced inefficiencies in collaboration between startups and investors, helping teams focus on critical tasks.
54% reduction in manual work
Improved the business reporting process, reducing managers’ monthly workload by over 5 hours during the reporting season.
54% reduction in manual work
Improved the business reporting process, reducing managers’ monthly workload by over 5 hours during the reporting season.
54% reduction in manual work
Improved the business reporting process, reducing managers’ monthly workload by over 5 hours during the reporting season.
32% reduction in review time
Decreased error rates in the submission process by 16%, leading to faster feedback. As a result, report review time was reduced by 32%.
32% reduction in review time
Decreased error rates in the submission process by 16%, leading to faster feedback. As a result, report review time was reduced by 32%.
32% reduction in review time
Decreased error rates in the submission process by 16%, leading to faster feedback. As a result, report review time was reduced by 32%.
85% reduction in customer complaints
Optimized the entire reporting process from request to validation, helping reduce customer complaints by 85%.
85% reduction in customer complaints
Optimized the entire reporting process from request to validation, helping reduce customer complaints by 85%.
85% reduction in customer complaints
Optimized the entire reporting process from request to validation, helping reduce customer complaints by 85%.
21% increase in revenue from large-scale investor contracts
Enhancements in the business reporting process facilitated new major investor contracts, helping drive a 21% increase in revenue.
21% increase in revenue from large-scale investor contracts
Enhancements in the business reporting process facilitated new major investor contracts, helping drive a 21% increase in revenue.
21% increase in revenue from large-scale investor contracts
Enhancements in the business reporting process facilitated new major investor contracts, helping drive a 21% increase in revenue.