SmartAdvisor
Enterprise billing for SmartAdvisor: multi-account budgets, clear payments, audit-ready.
Overview:
SmartAdvisor needed billing that mirrors real org structures. I designed Billing Entities, three budget types (Shared, Split, Individual), bulk actions, and explicit payment controls, so admins set up faster and manage one audit-ready view of balances, activity, and status.
Approach:
Lead Product Designer: discovery → flows → wireframes → hi-fi; states + microcopy.
IA & workflows: journeys for Finance, Sales Ops, and Account Managers.
System patterns: tables, filters, bulk selection, status badges, modal architecture.
Outcome: Fewer reconciliations and more predictable multi-account billing: create entities in minutes, allocate budgets that match reality, and resolve payments in-product.
Key Flows
Overview
Entity health: totals, recent budgets, latest payments.
Create Billing Entity
Emails, manager, method & timing in one modal.
Billing Details
Update method/timing; clear success & error states.
Budgets
Configure Shared / Split / Individual with per-account status and balances.
Budget Actions
Search, select many, then Activate / Pause / Move / Close with confirmations.
Payment History
Filter by date/status; surface Outstanding, Apply Payment; handle declines.
Wireframes
Early wireframes mapped the entity model, budget types, payment controls, and bulk states before moving to hi-fi.