Overview
CentreSuite is an online financial management platform offered by U.S. Bank that allows businesses to efficiently manage and monitor their corporate credit card programs. It provides tools for expense reporting, account reconciliation, transaction tracking, and customizable reporting.
CentreSuite is designed to help organizations streamline administrative processes, improve visibility into spending, and enforce company spending policies.
UX Methods
Content Auditing • Sitemap • Competitive Analysis • User Stories • User Personas • User Journey Maps • User Flows • Design System Creation • Wireframes • Prototypes • Usability Testing • User Interviews • Card Sorting • User Research Analysis • Affinity Mapping • Research Presentation
Tools
Figma • FigJam • Google Docs • Google Sheets
Project
CentreSuite, a commercial card management platform developed by TSYS, was first launched in North America in 2002 and later introduced to the European market in 2009.
As of 2024, CentreSuite continues to evolve, with updates focusing on cloud migration and enhanced search capabilities across various modules. I was brought on as a co-designer shortly after the new initiative began, helping to create the Design System, wireframes, prototypes, and user flows. I was also the main researcher for the project, creating the user testing script, taking notes during the interviews, and analyzing notes to present to design team and stakeholders.
This was the most challenging project I've worked on, and it was a great experience to learn about some of the most complicated banking applications and how users work with them. CentreSuite users had concerns over the legacy design and how confusing it made the work they needed to do, so my design partner and I did a lot of work in creating new and easier flows with a more beautiful and modern UI interface.
TSYS AP allows users to:
• View and Manage Transactions
• Monitor cardholder activity in real time
• Search, filter, and export transaction data
• Set alerts for specific types of transactions
• Statement Access and Reconciliation
• Access monthly card statements online
• Match transactions with receipts and categorize them
• Allocate expenses to specific cost centers or projects
• Custom Reporting
• Generate on-demand or scheduled reports
• Use dashboards to visualize spending trends
• Customize reports by department, user, date, or vendor
• Card Management
• Request new cards or changes to existing ones
• Set individual card limits and usage restrictions
• Suspend, cancel, or reissue cards when needed
• User Management
• Assign and manage roles and permissions
• Set up department-level or organization-wide hierarchies
• Control user access to different features or data
• Automated Workflows
• Route transactions for review or approval
• Automate policy enforcement and flag exceptions
• Customize workflows based on internal controls
• Mobile Access
• Access key features via mobile-optimized interface
• Approve transactions and view statements on the go
• Integration Capabilities
• Export data for ERP or accounting systems
• Support for integration with third-party financial platforms
• Alerts & Notifications
• Email and SMS alerts for activity or exceptions
• Notifications for statement availability and approvals
Process Overview
USERS & Usage Architecture
Personas
Site Architecture
New designs & User testing →
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