2026

Incentive Tracker

One screen where finished work, the target and the bonus finally sit together.

Accounting, Incentive & Bonus, Internal Tools

Product Design, UX, UI Design, Interactive Prototype

Opzer, an AI and automation agency, set a paid trial brief: redesign the experience of an incentive tracker used inside an accounting firm. Finished jobs arrive from the firm's practice system, specialists claim the ones that are theirs, and a bonus is worked out against a target for each pay period. The product already did all of that. What it did not do was make the money legible, so that is what the redesign is about.

A 48-hour trial brief: an incentive tracker rebuilt so the money is legible before anyone has to ask for it.

67

Screens delivered

48h

Brief to handover

2

Sides, employee and manager

A paid trial brief, delivered as a prototype you can click rather than a deck you have to be walked through.

UI / UX Design

Web Design

Client

Opzer

Challenge:

The home screen was one dense table. Every number a specialist needed was on it and none of it led: the pay period, the target, the bonus estimate and the list of claimable jobs all carried the same weight, so the question people actually open the app with, am I going to hit my bonus, took reading rather than looking.

The manager's side had the same flatness. Clearing a pay period meant checking a claim against the job behind it somewhere else, which is slow work to do fortnightly and easy to wave through.

Approach:

I rebuilt the employee home around the order a specialist actually reads in: the last five pay periods as a chart, the target as a bar they are moving along, the bonus estimate priced three ways, and only then the finished work, with a running total on the claim button itself. Nothing is typed, because the jobs arrive on their own.

The manager's side was built as its mirror: review work, approve bonuses, close and reopen a period, with setup for people, targets, clients, fees, rates and pay periods behind it. The states that usually get skipped were drawn rather than assumed, so empty, loading, failed, late, withdrawn and closed-period all exist.

Results:

67 screens across sign-in, my work, my clients, review work, approve bonuses, setup and account, covering both sides of the product, plus a style guide and the user flow behind it. It went over as a clickable prototype rather than a deck, so the brief could be read by using it.

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