Design Doc
Proposal
WN
Strategy: We’re migrating customers to our new superapp where an abundance of choice and feature discovery is at the forefront to encourage them to “land and expand” across a growing number of use cases. That said, it’s crucial that we maintain the streamlined usability our existing customers know and love. Getting the balance right is important for both the success of reunification, and the long term usability of our superapp.
Problem: We’ve over indexed Global Create to optimise for feature discovery, at the expense of our core use cases. Put plainly, it takes more steps to scan a receipt in NewDot than it does on the OldApp. This is important to address now as migration plans are in progress, to avoid the “first look” of our new app being one that adds more time and effort to perform an action taken a thousand times before, increasing the likelihood to return to Classic. Needless to say, this is already coming up with our employees as early adopters.
Solution: Add a quick action button to the bottom of global create. The button will record the last action you took (i.e Request Money > Scan) and the destination for it (i.e To: Duraflame, Inc.). When used for submitting receipts to a workspace like this example, we’ll also stop showing the confirmation page to enter additional expense details unless the workspace has required categories or tags for coding, a la “fire and forget” in OldApp.
Tasks
Implementation Issues
Design Doc
Proposal
WN
Strategy: We’re migrating customers to our new superapp where an abundance of choice and feature discovery is at the forefront to encourage them to “land and expand” across a growing number of use cases. That said, it’s crucial that we maintain the streamlined usability our existing customers know and love. Getting the balance right is important for both the success of reunification, and the long term usability of our superapp.
Problem: We’ve over indexed Global Create to optimise for feature discovery, at the expense of our core use cases. Put plainly, it takes more steps to scan a receipt in NewDot than it does on the OldApp. This is important to address now as migration plans are in progress, to avoid the “first look” of our new app being one that adds more time and effort to perform an action taken a thousand times before, increasing the likelihood to return to Classic. Needless to say, this is already coming up with our employees as early adopters.
Solution: Add a quick action button to the bottom of global create. The button will record the last action you took (i.e Request Money > Scan) and the destination for it (i.e To: Duraflame, Inc.). When used for submitting receipts to a workspace like this example, we’ll also stop showing the confirmation page to enter additional expense details unless the workspace has required categories or tags for coding, a la “fire and forget” in OldApp.
Tasks
#whatsnextstrategy@expensify.comand paste in the Proposalstrategy@expensify.com(continue the same email chain as before) with the link to your Design Doc#expensify-open-sourceto discuss any necessary details in public before filling out the High-level of proposed solution section.stategy@expensify.comagain with links to the doc and pre-design conversation in SlackDesignDocReviewlabel to get the High-level of proposed solution section reviewed#expensify-open-sourceto ask for engineering feedback on the technical solution.DesignDocReviewlabel to this issuestrategy@expensify.comone last time to let them know the Design Doc is moving into the implementation phasestrategy@expensify.comonce everything has been implemented and do a Project Wrap-Up retrospective that provides:Implementation Issues