GritFirst : Streamlining Spend Management for Businesses

Role

Lead UX/UI Designer

Tools

Figma

Team

Design Team

Duration

July 2020 to June 2021

GritFirst : Streamlining Spend Management for Businesses

Role

Lead UX/UI Designer

Tools

Figma

Team

Design Team

Duration

July 2020 to June 2021

GritFirst : Streamlining Spend Management for Businesses

Role

Lead UX/UI Designer

Tools

Figma

Team

Design Team

Duration

July 2020 to June 2021

GritFirst

GritFirst

GritFirst

Design Team

Design Team

Lead UX/UI Designer

Lead UX/UI Designer

About

About

GritFirst is a SaaS spend management tool designed to help businesses manage and administer expenditures across various departments. Our software simplifies the process of tracking expenses for business-related purposes, such as purchasing tools, team lunches, or freight costs. Users can generate virtual credit cards, assign them to team members, and capture all spending within the app. We also offer physical cards for special occasions, making spend management seamless and efficient.

GritFirst is a SaaS spend management tool designed to help businesses manage and administer expenditures across various departments. Our software simplifies the process of tracking expenses for business-related purposes, such as purchasing tools, team lunches, or freight costs. Users can generate virtual credit cards, assign them to team members, and capture all spending within the app. We also offer physical cards for special occasions, making spend management seamless and efficient.

The Problem

The Problem

The Problem

The existing spend management processes within organizations were often fragmented and cumbersome. Users struggled to keep track of expenditures across departments, leading to confusion and inefficiencies. The lack of a centralized system made it difficult for institutions to monitor spending accurately, resulting in potential oversights and mismanagement of funds.

The existing spend management processes within organizations were often fragmented and cumbersome. Users struggled to keep track of expenditures across departments, leading to confusion and inefficiencies. The lack of a centralized system made it difficult for institutions to monitor spending accurately, resulting in potential oversights and mismanagement of funds.

Solution

Solution

Solution

Our design solution involved developing a user-friendly interface that centralizes all spending activities, making it easier for users to track and manage their expenses.

Our design solution involved developing a user-friendly interface that centralizes all spending activities, making it easier for users to track and manage their expenses.

Key Features

Key Features

Intuitive Dashboard Design

Intuitive Dashboard Design

Intuitive Dashboard Design

The dashboard provides users with a clear overview of their spending across departments, enabling quick access to spending records and virtual card management.

The dashboard provides users with a clear overview of their spending across departments, enabling quick access to spending records and virtual card management.

Empowering Financial Control

Users can easily generate virtual credit cards, assign them to specific team members, and set spending limits, allowing for better financial control and accountability.

Empowering Financial Control

Empowering Financial Control

Users can easily generate virtual credit cards, assign them to specific team members, and set spending limits, allowing for better financial control and accountability.

Users can easily generate virtual credit cards, assign them to specific team members, and set spending limits, allowing for better financial control and accountability.

Versatile Spending Solutions

Versatile Spending Solutions

Versatile Spending Solutions

Users can order and manage physical cards for special occasions, ensuring they have the flexibility to make purchases while maintaining control over spending.

Users can order and manage physical cards for special occasions, ensuring they have the flexibility to make purchases while maintaining control over spending.

Transparency at Your Fingertips

Transparency at Your Fingertips

Transparency at Your Fingertips

The app captures all spending activities, providing detailed records that can be accessed anytime, ensuring transparency and ease of reporting.

The app captures all spending activities, providing detailed records that can be accessed anytime, ensuring transparency and ease of reporting.

Detailed Transaction Insights

Detailed Transaction Insights

Detailed Transaction Insights

Users can view comprehensive details of each transaction, including date, amount, and purpose, enabling effective tracking and management of expenses.

Users can view comprehensive details of each transaction, including date, amount, and purpose, enabling effective tracking and management of expenses.

Streamlined User Management

Streamlined User Management

Streamlined User Management

The user list view displays all active users, allowing administrators to easily monitor and manage team members.

The user list view displays all active users, allowing administrators to easily monitor and manage team members.

Simplified User Onboarding

Simplified User Onboarding

Simplified User Onboarding

The add user screen enables administrators to quickly onboard new team members by entering necessary information and assigning roles.

The add user screen enables administrators to quickly onboard new team members by entering necessary information and assigning roles.

Customized Access Control

Customized Access Control

Customized Access Control

Administrators can define roles and permissions for each user, ensuring that access to features aligns with their responsibilities within the organization.

Administrators can define roles and permissions for each user, ensuring that access to features aligns with their responsibilities within the organization.

Seamless Access for Users

Seamless Access for Users

Seamless Access for Users

The mobile app allows users to sign up and log in easily, providing them access to their virtual cards and management features right from their devices.

The mobile app allows users to sign up and log in easily, providing them access to their virtual cards and management features right from their devices.

Centralized Card Management

Centralized Card Management

Centralized Card Management

The mobile home screen offers users a card view that displays their virtual cards with essential management functions. Users can easily track their transactions and manage card settings from a single interface.

The mobile home screen offers users a card view that displays their virtual cards with essential management functions. Users can easily track their transactions and manage card settings from a single interface.

Secure and Convenient PIN Management

Secure and Convenient PIN Management

Secure and Convenient PIN Management

The change PIN flow screen guides users through the process of updating their PIN, ensuring enhanced security while maintaining ease of use.

The change PIN flow screen guides users through the process of updating their PIN, ensuring enhanced security while maintaining ease of use.

Instant Card Security

Instant Card Security

Instant Card Security

The Lock Card feature allows users to immediately deactivate their virtual cards in case of loss or suspicious activity. This provides peace of mind by preventing unauthorized transactions and allows users to unlock the card when they are ready to use it again.

The Lock Card feature allows users to immediately deactivate their virtual cards in case of loss or suspicious activity. This provides peace of mind by preventing unauthorized transactions and allows users to unlock the card when they are ready to use it again.

Comprehensive Transaction Management

Comprehensive Transaction Management

Comprehensive Transaction Management

The Transaction Detail View provides users with in-depth information about each transaction. Users can manage their expenses efficiently with options to:


  • Send reminder

  • Add Receipt

  • Add as Personal expense

The Transaction Detail View provides users with in-depth information about each transaction. Users can manage their expenses efficiently with options to:


  • Send reminder

  • Add Receipt

  • Add as Personal expense

Effortless Receipt Management

Effortless Receipt Management

Effortless Receipt Management

Users can easily upload and attach receipts to their transactions, ensuring that all expenses are documented for accurate record-keeping. The intuitive interface allows for quick uploads, making expense management seamless and efficient.

Users can easily upload and attach receipts to their transactions, ensuring that all expenses are documented for accurate record-keeping. The intuitive interface allows for quick uploads, making expense management seamless and efficient.

Clear Expense Categorization

Clear Expense Categorization

Clear Expense Categorization

This screen enables users to categorize a transaction as a personal expense. By clearly differentiating between business and personal spending, users can maintain better financial organization and reporting accuracy.

This screen enables users to categorize a transaction as a personal expense. By clearly differentiating between business and personal spending, users can maintain better financial organization and reporting accuracy.

Conclusion

Conclusion

Conclusion

The new GritFirst platform significantly improved the efficiency of spend management for organizations. By centralizing and streamlining the process, users experienced enhanced visibility over their expenses, leading to more informed decision-making and better financial health for their institutions.

The new GritFirst platform significantly improved the efficiency of spend management for organizations. By centralizing and streamlining the process, users experienced enhanced visibility over their expenses, leading to more informed decision-making and better financial health for their institutions.

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Β©2024 SURUTHI THAARANI RAJENDRAN

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Suruthi.

Thanks for stopping by, let’s chat! πŸ‘‹

CONTACT ME πŸ’Œ

s@is5.in

s@is5.in

LET’S CONNECT 🀝

|

|

|

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Β©2024 SURUTHI THAARANI RAJENDRAN

Made with πŸ’œ, 🎡 , β˜•οΈ &

Suruthi.

Thanks for stopping by, let’s chat! πŸ‘‹

CONTACT ME πŸ’Œ

s@is5.in

s@is5.in

LET’S CONNECT 🀝

|

|

|

|

Β©2024 SURUTHI THAARANI RAJENDRAN

Made with πŸ’œ, 🎡 , β˜•οΈ &