Digital product & workflow design
NTI
- System strategy
- UX & workflow design
- Implementation
I connected travel records, reusable proposals, reviewed invoices and financial reporting in one system for a small team.
- Reported proposal time saved
- Up to 45%
- Records structured
- 3,000+
- Proposal to invoice
- One workflow
At a glance
- Challenge
- Connect scattered travel records and repetitive document work in a system a small team could manage.
- Pivotal decision
- Build on shared data and reusable proposals, retaining human review before invoice finalization.
- Outcome
- Reported up to 45% less proposal preparation time, 3,000+ structured records and a connected proposal-to-invoice workflow.
- My role
- Digital Product & Experience Designer: workflow strategy, UX, implementation, testing and training.
- Engagement
- System strategy and setup.
- Team / collaborators
- Project manager and CEO for strategy and implementation; Shreyas supported migration. Codex was a development copilot; I retained implementation responsibility.
01 / The challenge
Complex operations.
A small team.
Scattered information, repetitive manual work and inconsistent proposals made everyday tasks harder. The main platform also did not support the company’s required German invoice format and process.
- Scattered records
- More manual effort in proposal editing
- Inconsistent document generation
- Disconnected reporting
Clear records. Reusable content.
Connected steps.
Handle complex travel information.
Keep everyday work simple.
02 / What I designed
Four parts.
Designed to work together.
The design connected a reliable data foundation to the documents and views the team needed day to day.
01 / Data foundation
Structure the information.
Make it reusable.
I helped organise more than 3,000 operational records into a consistent structure for the new CRM and its connected workflows. This gave the team a reliable starting point for proposals and the steps that followed.
- Hotels
- Activities
- Transport
- Restaurants
- Clients
02 / Dynamic proposals
Adapt the content.
Keep the experience consistent.
I designed reusable, responsive HTML templates powered by variable data. Dates, travellers, accommodation, transport and activities could change for each proposal while the visual and content structure stayed consistent.
Reusable content + project variables → a tailored proposal.
03 / Custom invoicing
Bridge the platform gap.
Keep review in the workflow.
The platform’s invoice process did not fit the company’s needs. I designed an API-connected workflow for structured review, controlled finalization and consistent document generation in the company’s required German format.
- Review
- Finalize
- Generate document
04 / Financial reporting
Make the information useful.
Keep the view focused.
I created reporting views that turned operational data into clear financial information. The interface prioritised quick review, simple navigation and long-term maintainability for a non-technical team.
The right information for the task, without overwhelming the people using it.
03 / Simplified system flow
One thread through
the entire workflow.
The team moves from structured operational data to proposals, reviewed invoices and financial reporting within one connected setup.
- 01
Structured data
Organise the records the team works with.
- 02
Dynamic proposal
Bring reusable content into a tailored proposal.
- 03
Client approval
Agree the project with the client.
- 04
Invoice review
Review the document before finalization.
- 05
Finalization
Generate the final invoice document.
- 06
Reporting
Make financial information available to the team.
04 / The outcome
Less repetition.
A more consistent way to work.
The completed setup connects data, proposals, invoicing and reporting. Reusable, variable-driven templates reduced proposal generation time by up to 45%.
- Less time preparing proposals
- Up to45%
- Operational records structured
- 3,000+
Illustration of the maximum reported saving: a 45% reduction leaves 55% of the original preparation time. The previous process is normalised to 100%; no absolute time measurement is implied.
Tested with the team
From setup to handover.
I tested real scenarios with the project manager and CEO, then prepared documentation and team training.
My contribution
Strategy through implementation.
I led the workflow audit, system architecture, UX, proposal templates, invoice and reporting implementation, testing and training.
Shreyas supported data migration. I used Codex as a development copilot and retained responsibility for system logic, design decisions, validation and final implementation.
He is able to translate complex operational requirements into clear, user-friendly and visually consistent solutions.
A closer look
Walk through
the system.
Explore how the data, proposals, invoices and reporting connect, and the design decisions behind them.
Arrange a time by email.