AI integration in Invoice-making software

Case study

Project background
Odoo is a Belgian suite of business management software tools that include customer relationship management, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.
It also helps to streamline the invoicing process, manage billing cycles efficiently, track payments, and generate professional-looking invoices tailored to the specific needs of businesses.
Odoo aims to integrate AI solutions in order to stay at the forefront of the rapidly evolving AI landscape, enhancing its capacity to streamline various processes.

company: Odoo
role: product designer
duration: 1 month

Problem
Plumbers struggle with record-keeping due to limited access to electronic devices, impacting productivity, customer satisfaction, and business efficiency, leading to time-consuming processes and potential errors.

Plumbers face several challenges when it comes to record-keeping, which can significantly impact their productivity, customer satisfaction, and overall business operations.
They often work in environments where access to laptops or other electronic devices is limited or impractical, such as tight spaces or outdoor locations. This can make it difficult to update records or access necessary information while on-site.
This can be a time-consuming process, especially when they need to input data after completing a job back at the office. It increases the likelihood of errors and delays in updating records.

Appproach
We work hard every day to make life of our clients better and happier
  • 1
    Research
    Primary research includes competitor analysis, user research, and interviews.
  • 2
    Discovery
    A workshop to define MVP and create wireframes.
  • 3
    Ideation
    Persona development, creating the integration strategy.
  • 4
    Design
    Collaborative iteration, user flows, wireframes, HiFi screens.
  • 5
    Usability testing
    ;;;
Competitors research
Output: PDF for the researh
https://www.youtube.com/watch?v=w3oO4YVkdPA

User research (interviews)
Interview of Odoo customers, to find out what they are struggling with.

Discovery workshop
Stakeholders:
Objectives:
Tools:

  1. Problem:
  2. Facilitate discussions to explore the problem space further. Encourage participants to share their perspectives, experiences, and insights related to the problem.
  3. Share any existing user research findings, personas, or user journey maps to provide context and insights into the target audience. Discuss key insights from the research and how they relate to the project goals.
Review and prioritize the ideas generated during the ideation phase. Use techniques like dot voting or prioritization matrices to identify the most promising solutions.
Refine the selected ideas into more detailed concepts or prototypes. Encourage collaboration and iteration among participants to develop robust solutions.
Document the outcomes of the workshop, including any insights, ideas, and decisions made

Discover dependencies, constrains, AI

Discovery workshop
Stakeholders:
Objectives:
Tools:

  1. Problem:
  2. Facilitate discussions to explore the problem space further. Encourage participants to share their perspectives, experiences, and insights related to the problem.
  3. Share any existing user research findings, personas, or user journey maps to provide context and insights into the target audience. Discuss key insights from the research and how they relate to the project goals.
Review and prioritize the ideas generated during the ideation phase. Use techniques like dot voting or prioritization matrices to identify the most promising solutions.
Refine the selected ideas into more detailed concepts or prototypes. Encourage collaboration and iteration among participants to develop robust solutions.
Document the outcomes of the workshop, including any insights, ideas, and decisions made

Discover dependencies, constrains, AI

User persona
Persona 1 "...."
Persona 2 "...."
Persona 3 "......"