Overview
Introduction
Design Process
Design Process
Overview
This project is a redesign of Coupa’s Spend Benchmarking Dashboard, a tool that
helps procurement managers understand how their company is performing compared
to industry peers.
simplifying complex KPIs into scannable insights, reducing decision fatigue, and helping
procurement managers make informed decisions faster.
In this case study, I’ll walk through how I approached the problem from understanding
procurement KPIs to designing a human-centered, modern dashboard experience.
PRODUCT
Web
TIMELINE
3 weeks
MY ROLE
UX Research, UX/UI Design, Visual Design, Design Strategy
TOOLS
Figma, FigJam, Notion
INDUSTRY
B2B, Saas
What is Spend Benchmarking or Source-to-pay?
Spending Benchmarking is a way for companies to see how their spending
compares with others in the same industry. It’s like asking: Are we spending
more or less or about the same as our peers?
Source-to-Pay (S2P) is the full journey of company spending from finding
suppliers, to negotiating contracts, to paying invoices.
Current UI of Coupa's dashboard
Why is this important? Because procurement managers use these benchmarks
to find savings, improve efficiency, and prove the value of their work to leadership.
If the data is unclear or overwhelming, they can’t make confident decisions which
is exactly the problem I set out to solve.
Problem Statement
Despite the critical role of spend benchmarking in procurement, existing
dashboard of Coupa consistently frustrate users with unintuitive interfaces,
excessive navigation steps, and a steep learning curve especially for beginners.
Challenges
I had never worked on procurement dashboards or any kind of dashboard to be
honest and these terms like KPIs, Source-to-Pay, ROI even benchmarking were
pretty new to me. So, my first step was to research and understand the domain.
So i read some blogs and research about the domain just to get the understanding
of the concepts and how to design Data Heavy Dashboards while making them
user centric.
so these are the some resources that i have read & used during my learning process:
6 steps to design thoughtful dashboards for B2B SaaS products | by Rucha Abhyankar | UX Collective
Coupa reviews: What users really think about this procurement tool
User pain points identified (from Capterra reviews):
Recognizing these pain points, this redesign aims to deliver a modern, purposeful
dashboard experience tailored for procurement leaders reducing decision fatigue
and enabling faster, more confident choices through clarity, accessibility, and
actionable insights. This process is anchored around the needs and workflow of a
typical procurement manager persona.
User Persona
Goals
So now that I’ve got the pain points clustered, the Goals should feel like direct
responses to those problems. So I narrowed down to the main four goals as follow:
Improve Usability & Navigation
Reduce Learning Curve
Increase Efficiency in Key Workflows
Enable Personalization & Flexibility
User Journey Map
I created a journey map specifically around the most critical flow of the dashboard
how procurement managers interact with KPIs, drill down into details, and apply
filters to uncover insights. This flow reflects the moments where users typically
feel the most friction, so focusing here allowed me to deeply improve usability.
User Journey Flow