FIELD OPERATIONS / WORKFLOW AUTOMATION

Cendrol: Automating Expense Claims for Field Engineers

Role Lead UX Researcher & Designer
Timeline 3 Months (2024)
Deliverables Workflow Maps, Offline UX, Wireframes
Status 🔒 Protected under NDA

Case Study Discussed on Request Only

This project is protected by a Non-Disclosure Agreement (NDA). To comply with confidentiality obligations, the detailed design flows, internal operations workflows, and application interfaces cannot be displayed publicly.

Engineers were spending their own money on site materials.
And waiting weeks to get paid back.
/ THE IMPACT

High-Level Project Outcomes

Despite the confidentiality of the design layouts, the business and operational impact of the automation system can be shared. Re-engineering the expense validation process led to measurable improvements in efficiency:

3 Days
Reimbursement Cycle
(Down from 14 days)
-60%
Inventory Delays
(Improved site operations)
-50%
Audit Time
(Reduced financial overhead)
/ TALK POINTS

What We Can Discuss on a Call

If you are interested in the details of this project, I can walk you through the following topics during a private review session:

  • 1. On-Site Contextual Inquiry How I shadowed civil engineers on active construction sites in Bangalore to observe their daily billing challenges under dust, heat, and physical fatigue.
  • 2. Offline-First Design Strategy Building a robust upload system that handles extremely poor internet connectivity in basement construction levels without losing receipt uploads.
  • 3. Complex Status Ecosystems Mapping the 7 distinct approval states an invoice goes through between site engineer, site manager, auditor, and head office finance.
  • 4. Friction-Free Receipt Upload Leveraging intelligent OCR scan guidelines to prevent engineers from uploading blurred, cropped, or unreadable invoice pictures.