ERP-Based Claim App: Simplify Reimbursements & Approval Workflow
Category
Case Study
Category
Case Study
Category
Case Study
Industry
Technology
Industry
Technology
Industry
Technology
Date
Jan 16, 2023
Date
Jan 16, 2023
Date
Jan 16, 2023
Team
Pascal Ismail (UI/UX) Bayuna Rama (UI/UX) Aditia Ilham Pambudi (UI/UX)
Team
Pascal Ismail (UI/UX) Bayuna Rama (UI/UX) Aditia Ilham Pambudi (UI/UX)
Team
Pascal Ismail (UI/UX) Bayuna Rama (UI/UX) Aditia Ilham Pambudi (UI/UX)
Project Overview
Project Overview
Project Overview
Simplifying Reimbursement Workflows for Teams of Any Size
In today’s fast-paced work environment, businesses of all sizes need a faster, more transparent way to manage claims and reimbursements. Claimo was developed as a comprehensive solution that digitizes and streamlines the entire reimbursement process—from submission to approval to tracking—helping teams reduce delays, cut manual work, and stay in control of expenses.
While many organizations still rely on paper-based or scattered systems, Claimo introduces a unified digital platform with user-centered design at its core. Employees can easily submit claims from any device, managers can approve with a single click, and finance teams gain full visibility into reimbursement activity.
This case study outlines how Claimo bridges the gap between traditional claim workflows and the modern need for speed, accuracy, and operational clarity—making it an essential tool for organizations looking to modernize without complexity.
😡 Problem Statement
Employees often face frustration when submitting requests, while managers and finance teams deal with cumbersome approval workflows. The need for an intuitive and streamlined solution is evident to enhance the overall experience for all stakeholders.
🎯 Goals & Objective
Simplify the reimbursement request and approval process
Ensure users can track their request status in real time
Minimize errors in expense claims
Improve the overall user experience of finance teams and employees
Simplifying Reimbursement Workflows for Teams of Any Size
In today’s fast-paced work environment, businesses of all sizes need a faster, more transparent way to manage claims and reimbursements. Claimo was developed as a comprehensive solution that digitizes and streamlines the entire reimbursement process—from submission to approval to tracking—helping teams reduce delays, cut manual work, and stay in control of expenses.
While many organizations still rely on paper-based or scattered systems, Claimo introduces a unified digital platform with user-centered design at its core. Employees can easily submit claims from any device, managers can approve with a single click, and finance teams gain full visibility into reimbursement activity.
This case study outlines how Claimo bridges the gap between traditional claim workflows and the modern need for speed, accuracy, and operational clarity—making it an essential tool for organizations looking to modernize without complexity.
😡 Problem Statement
Employees often face frustration when submitting requests, while managers and finance teams deal with cumbersome approval workflows. The need for an intuitive and streamlined solution is evident to enhance the overall experience for all stakeholders.
🎯 Goals & Objective
Simplify the reimbursement request and approval process
Ensure users can track their request status in real time
Minimize errors in expense claims
Improve the overall user experience of finance teams and employees
Simplifying Reimbursement Workflows for Teams of Any Size
In today’s fast-paced work environment, businesses of all sizes need a faster, more transparent way to manage claims and reimbursements. Claimo was developed as a comprehensive solution that digitizes and streamlines the entire reimbursement process—from submission to approval to tracking—helping teams reduce delays, cut manual work, and stay in control of expenses.
While many organizations still rely on paper-based or scattered systems, Claimo introduces a unified digital platform with user-centered design at its core. Employees can easily submit claims from any device, managers can approve with a single click, and finance teams gain full visibility into reimbursement activity.
This case study outlines how Claimo bridges the gap between traditional claim workflows and the modern need for speed, accuracy, and operational clarity—making it an essential tool for organizations looking to modernize without complexity.
😡 Problem Statement
Employees often face frustration when submitting requests, while managers and finance teams deal with cumbersome approval workflows. The need for an intuitive and streamlined solution is evident to enhance the overall experience for all stakeholders.
🎯 Goals & Objective
Simplify the reimbursement request and approval process
Ensure users can track their request status in real time
Minimize errors in expense claims
Improve the overall user experience of finance teams and employees
Design Process
Design Process
Design Process
Pain Point
The primary issues users face revolve around inefficiency, lack of transparency, and cumbersome workflows. Employees struggle with complex forms and receipt uploads, causing delays and frequent resubmissions. These pain points highlight the urgent need for a digital solution that streamlines the reimbursement process, reduces errors, and provides real-time updates for all stakeholders.
Key Feature
The core features of Requestia focus on making the reimbursement process more efficient, transparent, and user-friendly.
These features ensure that employees can submit expense claims with minimal friction, while managers and finance teams can process approvals more effectively.
User Flow
The user flow in Claimo is designed to be simple, intuitive, and efficient. Employees can quickly submit requests, while managers receive timely notifications to approve or reject them.
Pain Point
The primary issues users face revolve around inefficiency, lack of transparency, and cumbersome workflows. Employees struggle with complex forms and receipt uploads, causing delays and frequent resubmissions. These pain points highlight the urgent need for a digital solution that streamlines the reimbursement process, reduces errors, and provides real-time updates for all stakeholders.
Key Feature
The core features of Requestia focus on making the reimbursement process more efficient, transparent, and user-friendly.
These features ensure that employees can submit expense claims with minimal friction, while managers and finance teams can process approvals more effectively.
User Flow
The user flow in Claimo is designed to be simple, intuitive, and efficient. Employees can quickly submit requests, while managers receive timely notifications to approve or reject them.
Pain Point
The primary issues users face revolve around inefficiency, lack of transparency, and cumbersome workflows. Employees struggle with complex forms and receipt uploads, causing delays and frequent resubmissions. These pain points highlight the urgent need for a digital solution that streamlines the reimbursement process, reduces errors, and provides real-time updates for all stakeholders.
Key Feature
The core features of Requestia focus on making the reimbursement process more efficient, transparent, and user-friendly.
These features ensure that employees can submit expense claims with minimal friction, while managers and finance teams can process approvals more effectively.
User Flow
The user flow in Claimo is designed to be simple, intuitive, and efficient. Employees can quickly submit requests, while managers receive timely notifications to approve or reject them.
High Fidelity - Mobile
High Fidelity - Mobile
High Fidelity - Mobile
The core features of Requestia focus on making the reimbursement process more efficient, transparent, and user-friendly.
These features ensure that employees can submit expense claims with minimal friction, while managers and finance teams can process approvals more effectively.
The core features of Requestia focus on making the reimbursement process more efficient, transparent, and user-friendly.
These features ensure that employees can submit expense claims with minimal friction, while managers and finance teams can process approvals more effectively.
The core features of Requestia focus on making the reimbursement process more efficient, transparent, and user-friendly.
These features ensure that employees can submit expense claims with minimal friction, while managers and finance teams can process approvals more effectively.
High Fidelity - Website
High Fidelity - Website
High Fidelity - Website
Claimo incorporates AI-powered document checking, which automatically verifies uploaded receipts and expense documents for accuracy. This feature helps detect errors, missing information, or potential fraud, ensuring that claims are processed correctly and efficiently. The AI system provides real-time feedback, allowing users to correct mistakes before submission and reducing the workload for finance teams.
Conclusion
Conclusion
Conclusion
Results
🚀 40% faster reimbursement process
📉 25% reduction in manual errors
✅ 90% positive feedback from users
Key Takeaways
A simple, clear user flow significantly improves efficiency.
Real-time notifications reduce delays in approvals.
Continuous testing ensures usability improvements.
Results
🚀 40% faster reimbursement process
📉 25% reduction in manual errors
✅ 90% positive feedback from users
Key Takeaways
A simple, clear user flow significantly improves efficiency.
Real-time notifications reduce delays in approvals.
Continuous testing ensures usability improvements.
Results
🚀 40% faster reimbursement process
📉 25% reduction in manual errors
✅ 90% positive feedback from users
Key Takeaways
A simple, clear user flow significantly improves efficiency.
Real-time notifications reduce delays in approvals.
Continuous testing ensures usability improvements.
