Summary
A comprehensive financial management platform designed for mid-to-large enterprises. Streamlined complex financial workflows including budgeting, forecasting, and real-time analytics into an intuitive dashboard experience.
Services
- User Research
- User Flows
- Wireframes
- Prototyping
- Usability Testing
My contributions
I designed this app from scratch which included doing user research and talking to the target audience, conducting competitive analysis, defining user flows, suggesting additional features based on users’ needs, creating wireframes and final UI, building a prototype and conducting usability testing, and improving the app based on the test results.
Finance teams were struggling with fragmented tools and overwhelming data. The challenge was to create a unified interface that could handle complex financial operations while remaining accessible to non-technical users.
Implemented a modular dashboard system with customizable widgets, progressive disclosure of complex features, and intelligent data visualization. Conducted extensive user testing with CFOs and financial analysts to refine the information architecture.
Financial Visibility
Every dollar tracked against contract in real time. Over-budget projects surface before they spiral, not after month-end close.
Faster decisions
Change requests move from submission to approval in 1.2 days on average. Reviewers have full context — cost, schedule, justification — in one screen.
Team clarity
PMs, site supervisors, and subcontractors see the same data. Assignments, milestones, and scopes are written down — not held in someone's inbox.
Risk reduction
Budget overrun alerts, CR audit trails, and subcontractor payment tracking significantly reduce financial and contractual risk exposure per project.
Admin hours back
Replacing manual spreadsheet compilation and email chains saves each PM an estimated 8.5 hours per week — nearly a full working day reclaimed.
Audit-ready records
Every CR, team assignment, and budget change is timestamped and tied to a project. Finance directors can pull a full audit trail in seconds, not days.
