Stef Pi

Spend policies

Tripactions liquid Team
March 2020 – July 2020

macbook pro displaying tripactions policies mockups

Lead product designer of the Special Projects team, driving end-to-end design work from definition, through ideation, design, build, test, release, and maintenance.

Role

Product ideation & analysis, and design strategy & build of the core Policy feature, resulting in increased control for traveler spend, as well as lift in usability.

Private

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components

"Logging in as" is a security issue

Because Liquid is a small startup within a larger startup, we naturally inherited a lot of things from the larger TripActions organization. “Logging in as” was a workaround feature that TripActions implemented in order to make changes to a customer account. This was a feature that was a huge security issue—there was no way to know exactly who made what changes because it looked like it was all coming from the customer!

After much convincing for those who held the the “log in as” feature near and dear to their hearts, we decided to implement customer settings into the Control Panel. This would not only give us all the features “log in as” had, but also additional controls internally.

Learning after launch

Liquid is not efficient

Through the research, meetings, and project scoping I did, I immediately noticed that Liquid was not efficient enough. Through building an MVP of Control Panel, we’ve managed to save the operations team’s time by 50%—they can now spend their time doing more important tasks.

I’m excited to build out the rest of this tool, roll it out to the larger TripActions team, and see how it alleviates many areas of pain for various teams.

updated may 2020
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