Procurify's AP Automation Vision
Overview
At Procurify, I led the design direction for a future-state vision of our Accounts Payable (AP) module, helping turn a set of disconnected feature ideas into a cohesive product story that leadership could understand and invest in.
The challenge
AP has always been central to Procurify’s Procure-to-Pay story, but needed stronger automation and a clearer future-state vision to become a more valuable part of the platform. The challenge was to adequately support the broader goal to improve core experiences that could drive adoption, expansion, and retention. Senior leadership wanted to see how a connected AP workflow could create more impact rather than isolated feature improvements.
My role
As Senior Product Design Manager, I helped redefine the right design outcome by reframing the ask by senior leadership from wireframes & flows to the vision work the team actually needed.
Framing: I set expectations, guided critiques, shaped the narrative arc
Craft: I pushed for stronger interactivity and presentation quality
Coaching: I helped the designer present with clarity and confidence
Alignment: I directed a story that could build confidence and justify investment
A major part of my role was helping turn static ideas into a stronger strategic narrative. I guided the team to connect separate AP improvements into one workflow story, using visual animation, storytelling pacing, and staged reveals to make the future state feel believable and worth backing.
Building the story
Automating the AP workflow meant individually and incrementally improving the workflow:
OCR Line Extraction: Invoice line item extraction powered by optical character recognition
Three-way Matching: Automated matching across invoices, purchase orders, and receipts
Exception flagging: Intelligent detection and surfacing of mismatches and anomalies
Each idea sewn together showed a stronger path to reducing manual effort and transforming time to completion. I helped the team and leadership see the compounding value was one of the most important parts of the work.
Outcome
The final output became a compelling AP vision package that aligned teams from Engineering and Product through Sales, Customer Support, and the C-suite during the Company Kickoff.
Buy-in: Generated stronger execution and cross-functional support
Roadmap: Secured dedicated roadmap time for phased AP delivery
Alignment: Created clearer cross-functional alignment across teams
North Star: Gave the pod a cohesive vision for connected AP improvements
The redirection from delivering wireframes to developing a high-level vision helped raise the design team’s bar for narrative thinking, executive communication, and packaging design work as a strategic story rather than handoff deliverables. It helped demonstrated how vision work can unlock investment in more connected, ambitious product thinking that rallies an organization.