Project Details
Full Time Project
11 Months
Conducted interviews & user tests. Created user flows, wireframes, & designs.
Figma, Figjam, Google Meet (for tests and interviews)
Work with product mangers to define and refine the concept and with developers to address technical limitations
Overview
Timeline
Discovery & Design: 3 months
Build: 8 months
Completed: May 2024
We tackled a major issue in our budgeting process: re-forecasting. Previously, our system couldn’t handle this, leading to slow workarounds and multiple budgets that were hard to manage. Re-forecasting is crucial for aligning budgets with the latest data, improving decision-making, and supporting our clients’ needs.
As I was new to accounting, I conducted thorough research and collaborated with internal experts to create a visual flow of the budgeting process. During wire framing, we faced architectural limitations, but through several iterations, we developed an intuitive solution.
The new tool received positive client feedback, particularly praising the new forecasting option and sliding bar feature.
Results
Hit Sales Projection
6 months before expected
53%
Increase in users
66,000
User Increase
“I just had an advanced budgeting consult with a client. They are excited about the forecasting option and they LOVED this sliding bar. Just wanted to pass this on!!”
Sales Engineer Feedback
