SEMI PROGRAM

A net-new B2B SaaS feature replacing spreadsheet-driven incentive payouts with a structured compliant workflow.
4 Minutes read
TEAM
1 Product Designer
2 Software Developers
1 Program Manager
1 Product Manager
PROJECT FOCUS
Workflow Design
System Architecture
TIMELINE
4 Months
Disclaimer! The figures used in all images are placeholder texts.
OVERVIEW Research & PROBLEM Solution FEATURES Impact

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OVERVIEW

SEMI (Strategic Energy Management for Industry) supports industrial facilities in improving energy performance and accessing incentive funding. The SEMI portal acts as a B2B platform where participants, program teams, finance staff, and external administrators manage applications and approvals.

While most workflows were already digitized, incentive payments were still handled outside the platform using spreadsheets and email threads. As participation increased, this started creating reconciliation delays, unclear ownership between teams, and growing compliance risk. To address this, I designed and implemented a fully integrated Incentive Payment workflow inside the portal, bringing banking collection, approval logic, and reconciliation directly into the product.

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Incentives Processed
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Reduction in Manual Reconciliation Time
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System-Logged Approval Traceability

Research & PROBLEM

Through interviews with program managers, finance stakeholders, and technical reviewers, I found that many payment validation steps depended on informal processes. Duplicate checks were done manually, approval decisions were often tracked in conversations, and preparing for audits meant pulling information from multiple spreadsheets.

Initially, we assumed a straightforward approval flow would work. However, feedback quickly showed that the process needed more flexibility. Applications could be rejected after recommendation, responsibilities between program and finance teams were not always clearly defined, and banking data visibility had to be carefully controlled. This shifted the project from being a workflow improvement to designing a more structured governance system inside the product.

Messy figjam workflow mapping

Solution Overview

I designed a multi-workflow incentive payment platform embedded directly into the SEMI portal. The solution introduced role-based verification, banking detail encryption, structured approval tiers, and reconciliation reporting.The feature was organized into four interconnected workflows.

Workflow Sections (Features)

1. Secure Banking Information Collection

Participants submitting banking information

Once participants complete all the applications and its approved by the admins the banking details button automatically appears on the application page for participants to submit banking info
They proceed to this page where they have to accept the terms and conditions before proceeding to submitting the banking details
This is the page participants submits banking information
When they hit the submit button, a modal appears for them to verify banking details before finally submitting

ADMINS reviewing banking information

From the Action menu, Enerva admins select “Review Banking Details,” which opens a popup allowing them to review the participant’s submitted banking information.
A review modal opens displaying the participant’s banking details alongside a preview of the uploaded supporting document. Reviewers can validate the information and either approve it or reject it if inconsistencies are found.

2. INCENTIVE REVIEW BOARD

This board is used by Enerva Program Managers. After Technical Reviewers verify banking information, the application moves to the Draft Incentive Approval Report (DIAR). Program Managers then review each application and approve or reject the payout using the checkbox beside the Application ID. Rejected applications are sent back to Technical Reviewers for further review.
When Approve is selected, a modal appears displaying the list of selected applications along with a text field where Program Managers can enter the Incentive Payment Note and formally recommend the payout.

3. Tiered Verification & Approval Logic

4. PAYOUT DASHBOARD

Once Program Managers recommend payout for a group of applications, an Incentive Payment Note (IPN) is generated. Enerva Finance then uses the available action buttons to verify that funds have been received, perform spot checks on the payment details, confirm that the funds have been disbursed, and finalize the payment confirmation.

IMPACT

The introduction of this feature:

  • Eliminated spreadsheet-based payment tracking

  • Reduced reconciliation time

  • Improved audit traceability

  • Reduced operational risk

  • Enabled scalable incentive disbursement