Project Management
Zero → One
Company: FloQast
A centralized space for tracking and completing tasks across teams
Problem
Seeing next steps currently requires one to enter each module separately. There is an opportunity here for a centralized to-do list.
Solution
A centralized hub that organizes tasks by due date, displays associated comments, and enables users to dive into each item in detail.
Result
The feedback on the to-do list has been exceptionally positive. Users are visiting the page and using it as a check in each day they sign in.
Context
FloQast is an accounting workflow management system designed to streamline the end-of-month 'close' process.
The product is made up of several different modules, each addressing a different step in the accounting process.
The Problem
Currently, viewing open tasks and next steps requires navigating into each module individually. There’s an opportunity to streamline this with a centralized to-do list.
Business Goals
Improve user engagement
Implementing a clear and centralized to-do list can greatly improve the app’s overall usability by making it easier for users to understand what actions are required and when. This added clarity not only streamlines the user experience but also encourages more consistent interaction with the platform, ultimately driving higher levels of user engagement and retention.
Increase NPS score
This core feature is expected to significantly enhance the overall user experience, which in turn will have a positive impact on our Net Promoter Score (NPS) — one of the primary metrics we use to track user satisfaction and loyalty over time.
User Needs
Currently, it is challenging to determine what to prioritize and what tasks are upcoming across all modules and task types within the app.
This pain point was highlighted by numerous users in interviews and feedback.
- Productivity - It is currently difficult to know when items are due soon and what to work on first, lowering productivity - a key aspect of a workflow management system.
- Difference usage patterns - Different user types (accountants vs managers) have different needs from a to-do list.
- Current experience decreases trust in the app - With the confusion of looking for things, and items falling through the cracks, trust decreases.
Challenge
How can we boost our NPS score and users’ productivity by enabling accountants to quickly identify their next tasks?
