Case Study

Organization, Affiliates, Financial System

(A)

Building the AfterShip brand has always been one of the core strategies of the company. In addition to creating efficient and comfortable user experiences for our major products, finding like-minded enterprise partners is equally important. At the end of 2021, I joined the Open Platform (OPP) team and worked on creating efficient interaction experiences for partner projects such as technical APIs, commission programs, app markets, and plugin installations.

(B)

The projects showcased here mainly aim to help AfterShip develop partner projects. Given the wide scope of the projects and plans I was involved in, I found it challenging to summarize them comprehensively. If you would like to know more detailed information, I would be happy to discuss it with you personally.

(C)

- Role: UX Designer 2021-2023.

Playing a triple role

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As a UX designer at AfterShip, we always uphold the belief of embracing change and geek spirit. This belief is also reflected in the Organization (ORG) team. Although we are an internal team mainly responsible for supporting the development of various products of the company, more importantly, we constantly explore conversion channels while completing our job, becoming one of the core departments for business growth.
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Within the ORG team, in addition to being responsible for the traditional middle platform, there are also two small groups respectively responsible for business growth and the construction of the backend financial system. I am responsible for the interaction experience design in all three groups. Next, I will briefly introduce the roles I played and the efforts I made in these three groups.

ORG User Experience

ORG stands for the middle platform department. It is located between the front-end and back-end, connecting various business systems, data resources, and services within AfterShip. Through the middle platform architecture, AfterShip can achieve interoperability between different business systems and data resources, avoiding isolation and fragmentation between various products/business systems, and improving business synergy and efficiency.
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During my time in ORG, I have conducted a lot of user experience design work to improve the usability of middle platform components, including refining the SSO process and designing 2FA, as well as developing the product management architecture for the Company-Store provided to enterprise users. These efforts have played a crucial role in the development of the middle platform.

SSO & 2FA

For AfterShip, which has numerous products, requiring users to log in to different products with different account passwords can be inconvenient, including but not limited to increasing the burden of password management for users, reducing work efficiency, and potentially creating security risks. However, adopting SSO can effectively solve these problems, providing a more convenient, efficient, and secure login and work experience.
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SSO (Single Sign-On) is an identity authentication service that allows users to log in to multiple related but independent software systems or applications using a set of credentials such as a username and password. Through SSO, users and user members can achieve unified management and verification of user identity. This means that once users log in through the main system, they can access other related systems without having to re-enter account passwords or other credentials. This helps to reduce the risk of password leakage and abuse, and improves the overall security of the system.
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To ensure the security of user data, providing a more secure two-factor authentication (2FA) method is crucial. In the design, we not only consider a single SSO login, but also focus on the 2FA function. By providing 2FA capability to users, we can further enhance the security of their accounts and ensure that only authorized users can access their accounts. At the same time, we also consider the possibilities of loss or appeal that users may encounter and have included corresponding closed-loop mechanisms in the design to ensure that users can resolve problems promptly and effectively when they occur. Such design not only improves the user experience, but also provides an important guarantee for the security of user data.
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Provide a company-level management platform

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For many companies, leveraging various products from AfterShip to foster business growth is commonplace. Among these firms, major clients such as Dyson, wineshipping, GYMSHACK, and others are prevalent. When navigating between headquarters and various sales nodes, these significant clients may face the challenge of bulk managing numerous AfterShip ORGs. To address this issue, AfterShip has introduced a company-level management platform.
[fig 8]
For many companies, leveraging various products from AfterShip to foster business growth is commonplace. Among these firms, major clients such as Dyson, wineshipping, GYMSHACK, and others are prevalent. When navigating between headquarters and various sales nodes, these significant clients may face the challenge of bulk managing numerous AfterShip ORGs. To address this issue, AfterShip has introduced a company-level management platform.

In addressing cross-ORG management, it's imperative to consider the varied management needs of different types of clients. All clients require access to business and analytical data, encompassing data from individual ORGs as well as aggregated data from all ORGs. However, the configuration requirements for individual ORGs may differ among clients. Thus, offering comprehensive individual ORG configuration options is necessary to meet the diverse needs of different clients.

In implementing cross-ORG management, it is essential to consider data isolation and security to ensure that data from different ORGs does not interfere with each other. At the same time, providing flexible configuration and permission controls is necessary to ensure that only authorized personnel can engage in cross-ORG management. This approach enables us to meet the diverse needs of various clients, offering them comprehensive and customized management services.

To assist users in better understanding their permission levels, we have designed multiple permission levels based on Role-Based Access Control (RBAC). RBAC is a widely used access control strategy in information security management, allowing organizations to manage permissions based on roles assigned to users.
When users search for orders that require return services, we will reorganize the modules and utilize card design to differentiate between different modules. This will help users to visually distinguish between order information and statuses more intuitively, enabling them to quickly initiate return actions. This approach will enhance user experience and reduce the likelihood of confusion during operations. Additionally, the card design will add depth to the overall page layout, making it easier for users to comprehend and navigate through order information.
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OPP User Experience

The Open Platform (OPP) is an open environment that allows third-party developers to participate, utilizing the platform's interfaces and data for development purposes. Open platforms typically provide open APIs (Application Programming Interfaces) for developers to create applications, which can be shared and used by other users through the platform's sharing mechanism.
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During OPP, finding target users or partners to engage with is crucial. To achieve this, we've devised a Partner Recruitment Program and offer Plugin content and an App Store integration. This initiative aims to expand our reach, attracting more users and partners to join our ecosystem. By providing diverse Plugin content and an App Store, we can meet the needs of various users while enticing more partners to collaborate with us, collectively driving the platform's growth and expansion.

Starting from the Link, Helping Partners Engage Better

The app marketplace and partners are crucial components of the open platform. The app marketplace serves as a platform for users to access various applications and services, while partners play a key role in providing content and services to the app marketplace. By closely collaborating with partners, the open platform can enrich the content of the app marketplace to meet user needs. Partners can develop a variety of applications, including plugins, extended functionalities, and customized services, providing users with more choices and enriching the platform's ecosystem. This collaborative relationship not only helps the platform attract more users but also promotes the business development of partners, collectively driving the prosperity and growth of the entire platform ecosystem.
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In regards to Integration & plugin, different pricing and trial methods may apply, as well as different ways of accessing and installing them from WWW to Admin and within Admin. Therefore, we need to develop different pricing plans for different situations and collaborate with WWW for user experience design and user feedback to enhance user experience and satisfaction.
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In order to help the team better understand the specific process, we have also prepared an integration guide for internal use. The integration guide is crucial for all teams at AfterShip, as it provides a shared component library and ensures consistency in our product design.
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Perk & Partner

With the increasing number of partners, they request us to demonstrate to them to prove they are our official partners. By redirecting users to partners, they will receive additional discounts, which can help us and our partners gain more traffic.
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To achieve this, we have chosen to insert a Perk module on our website to help drive traffic to our partners and increase AfterShip's brand exposure.
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In order to maintain consistency on the website and showcase the brand image of our partners, I have created the Perk Logo component library. This library is specifically designed to store the brand logos of various partners and outline usage guidelines for them. As a result, we can integrate the logos of our partners on the AfterShip website while maintaining a consistent presentation style, ensuring a clean and unified website appearance.
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Financial User Experience

Providing a financial system for the team to address the collaboration issues between overseas sales and domestic finance might sound unconventional, but it indeed offers many benefits. Through a collaborative platform, the sales and finance teams can communicate and work together more efficiently, resolving issues and making decisions promptly. This system enables the sales team to submit sales orders and contracts, which the finance team can then approve and process through the system, enhancing both efficiency and accuracy.
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Improving Internal Team Efficiency

While the X system effectively manages enterprise contracts and regular subscriptions, the inability to fully track usage results in the finance department being unable to account for usage beyond the allotted amount, leading to significant losses. Clearly documenting user usage and providing timely notifications is a crucial aspect of the management module. Building upon the financial management framework, we have designed corresponding management processes.
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Coupon Manager

Sales personnel often create a large number of product coupons to promote products, such as during Black Friday or other promotional holidays. Streamlining the process of creating coupons for sales personnel can improve sales efficiency.
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Payment Link

When sales personnel want to send new invoices and payment links to contract users, they have to go through multiple team processes before sending, which is very complex. However, once the payment links are online, sales personnel can directly send invoices and payment links to contract users, simplifying the process.
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