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eBooks & Whitepapers
Human-Centered Finance Workbook
Are you tired of chasing down receipts, reopening last month’s books, or having awkward conversations with employees to reconcile expenses? Your purchasing process may be to blame.
It’s time to design a purchasing process that works for all employees
Most employees who make business purchases day-to-day aren’t accounting experts. If you want them to comply with company policies, you need to make their spending experience as easy as possible—from request, to purchase, to receipt upload. By putting the users at the forefront of our purchasing process design, we’re eliminating manual work and making it easier for finance to reconcile expenses each month.
Download our Human-Centered Finance workbook to:
- Understand why business purchasing needs have changed
- Practice adopting a people-first mindset with your finance team
- Learn how to apply human-centered design principles to your purchasing process
- Empathize with non-finance employees at your organization
- Visualize your purchasing journey from a non-finance employee’s perspective
- Connect the dots between flaws in the employee purchasing process and your finance team’s roadblocks
Download the exercises:
Exercise 1: Empathizing with employees
Exercise 2: Mapping the employee purchasing journey
Exercise 3: Identifying pain points
Do More, With Less
Try the intuitive software built to simplify spend and scale with your growing needs.
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© 2024 Teampay Corporation. Teampay is a financial services platform, not a bank. Banking services are provided by Teampay's bank partners. The Teampay Card is issued by Sutton Bank pursuant to a license from Visa USA Inc. The Teampay Card is also issued by Choice Bank, which is a division of Choice Financial Group, Member FDIC, pursuant to licenses from Mastercard.
FDIC insurance is available on customer funds through pass-through insurance at Choice Financial Group, Member FDIC where we have a direct relationship for the placement of deposits and into which consumer funds are deposited. Pass-through insurance is only available if certain conditions have been met, and there may be a risk that pass-through deposit insurance is not available because conditions have not been satisfied. In such cases, funds may not be fully insured in the event the insured depository institution where the funds have been deposited were to fail.
For clients based in the United States, payment services for Teampay Corporation are provided by The Currency Cloud Inc. which operates in partnership with Community Federal Savings Bank (CFSB) to facilitate payments in all 50 states in the US. CFSB is registered with the Federal Deposit Insurance Corporation (FDIC Certificate #57129). The Currency Cloud Inc is registered with FinCEN and authorized in 39 states to transmit money (MSB Registration Number: 31000206794359). Registered Office: 104 5th Avenue, 20th Floor, New York , NY 10011. Please find a link to Currencycloud’s terms of use here.
FDIC insurance is available on customer funds through pass-through insurance at Choice Financial Group, Member FDIC where we have a direct relationship for the placement of deposits and into which consumer funds are deposited. Pass-through insurance is only available if certain conditions have been met, and there may be a risk that pass-through deposit insurance is not available because conditions have not been satisfied. In such cases, funds may not be fully insured in the event the insured depository institution where the funds have been deposited were to fail.
For clients based in the United States, payment services for Teampay Corporation are provided by The Currency Cloud Inc. which operates in partnership with Community Federal Savings Bank (CFSB) to facilitate payments in all 50 states in the US. CFSB is registered with the Federal Deposit Insurance Corporation (FDIC Certificate #57129). The Currency Cloud Inc is registered with FinCEN and authorized in 39 states to transmit money (MSB Registration Number: 31000206794359). Registered Office: 104 5th Avenue, 20th Floor, New York , NY 10011. Please find a link to Currencycloud’s terms of use here.
