Complex travel requests
Simplify travel submission and approval for employees and administrators while helping existing users adopt the redesigned application.
05 / Morgan Stanley · Travel Approval
eReq: Travel and Approval.
An enterprise application that helps employees submit travel requests and administrators review and approve them.
01 / About the Project
Project overview.
Help employees submit travel requests and managers review policy requirements and approve travel in one application.
Clear approval steps
Help employees submit complete travel requests and give approvers the booking and policy details needed to make decisions.
Faster requests & approvals
Testing showed shorter submission times, faster management approvals, and increased adoption, with positive feedback from staff.
02 / User research
User needs.
Extensive stakeholder interviews and user testing identified three priorities: clearer travel requests, easier approval reviews, and stronger adoption among managers.
Employee needs
Guide employees through a simple process for submitting complete, detailed travel requests.
Administrator needs
Help administrators review travel requests and policy exceptions, then quickly approve or decline.
Maximize adoption
Help managers become familiar with the application and build confidence through continued use.
03 / UX & Interaction Design
Workflow design.
The design connected booking details, employee input, and approval actions.
Travel requests
Employees could review and edit their trip’s purpose, itinerary, fares, and any policy exceptions in clearly organized sections. A traveler summary and step-by-step navigation helped them complete the request.
Request review
The request queue sat beside traveler details, policy exceptions, and approval controls so administrators could review and act in one workspace.
Approval decisions
Approvers could compare fares without leaving the request, then approve or decline with a reason for the employee.
Mobile approval
Mobile views kept traveler, itinerary, and policy details available through review and approval, dividing dense information into manageable screens.
I developed an innovative left–right swipe interaction for declining or approving travel requests.
04 / Usability testing
Faster requests & approvals.
Testing showed shorter submission times and faster travel approvals for management.
Adoption increased, and staff responded positively to the redesigned application. Working closely with management helped refine the workflow for employees and approvers.