Overview
Problem Statement
To transform company's global finance data and analytics ecosystem with Data Platform integration and enable faster and actionable financial data services with digital enablement.
Contribution
UI Design
Interaction Design
User Interview
Ideation
Team
User Experience Consultant
Sr. UX Designer
Director of Product
Skills
Figma
Material Design
Prototyping
Consumer Healthcare
A centralized and connected Finance Datahub with integrated artificial Intelligence
Figma
AI Integration
User Research
Research
User Survey
Conducted user surveys to gain a comprehensive understanding of user needs, behaviors, and pain points at scale. The goal was to identify patterns in user challenges, prioritize features that users found most valuable, and quantify their satisfaction with the current system.
Survey Design
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Platform Used: Google Forms, Typeform, or SurveyMonkey.
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Number of Participants: Reached out to 50 users, with 38 completing the survey (76% response rate)
Survey Sections:
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Demographics: Role, experience with financial tools, and comfort with AI.
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Current Pain Points: Challenges with existing platforms, such as navigation, task management, or data overload.
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Feature Wishlist: Preferences for new features like AI insights, customized dashboards, or predictive analytics.
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Usability: Ratings on ease of use and satisfaction with the current system.
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Key Findings
Generic site with basic dashboards, some forms and limited cross team collaboration
Offline & highly manual business processes via emails and attachments
Offline collaboration, majority via phone calls and email
Limited understanding of user activity and interactions and personalization of the site
Limited reporting, analytics and tracking of KPIs, SLAs and vendor queries. Manual and time intensive data collection
Time intensive to search for information on resolving issues related to reconciliation, financial close and other financial process
Branding
Typography
Aa
Neue Haas Grotesk Display Pro
Aa
Helvetica Neue
Branding
#1A6AFF
#BEE5DF
#9C4CFA
#FA854F
#FF96A7
#D2E4C7
#F9EBB2
#AEEFC5
Moodboard
Design
Personalized Experience
I designed a dashboard experience tailored to finance users, integrating key components such as a calendar to manage meetings, report deadlines, and task reminders. The platform incorporates AI-powered insights and alerts, offering personalized recommendations and real-time updates on critical reports. This ensures users stay informed and proactive while fostering seamless cross-team collaboration by centralizing key tasks and shared data within an intuitive interface
Team Insights
I focused on creating systems that not only enable users to track their progress seamlessly but also provide visibility into team activities and overall workflow efficiency. Integrating capabilities to monitor KPIs, such as the number of tasks left, ensures stakeholders can align priorities effectively while facilitating strategic decision-making. The ability to assign tasks in real-time enhances collaboration and promotes accountability within teams. By designing for clarity and efficiency, this approach shifts the user experience from reactive to proactive, enabling users to focus on impactful, high-value activities. This human-centered design approach ensures that the platform evolves to meet the growing demands of dynamic teams and fosters seamless collaboration across departments."
See your day or week at a glance to
plan ahead for important tasks
Search across reports, resources, and
other integrated systems
Key notifications across System of Engagement are surfaced up front, including AI insights and suggestions
AI Integration
I designed and integrated an AI-driven chatbot to help teams quickly access actionable insights by answering key business questions. This chatbot empowers users to explore trends, identify root causes, and make data-driven decisions without needing advanced analytics expertise. Here's how it works:
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The chatbot leverages AI to process large datasets and surface relevant answers in real-time.
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It is tailored to support a wide range of queries related to sales, performance, and customer behavior.
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It enables users to drill deeper into metrics, uncover anomalies, and understand the “why” behind trends.
This tool was designed to reduce reliance on analysts for everyday queries, enabling faster decision-making and improving efficiency.
A few AI questions useful for gaining insights:
Sales and Market Performance:
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Why have sales decreased by 2% in a specific region?
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What areas within the region show the sharpest sales decline?
Customer Behavior:
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Are there shifts in customer preferences in this region?
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What are the most common reasons customers cite for switching to other brands?
Marketing and Campaign Insights:
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Did recent marketing campaigns underperform in the region?
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Are there any promotions running for competitors in the market
Collaborate with your team and easily
see tasks and status information to
ensure smooth deliverable planning
The system recognizes monthly close
process is coming up and auto-creates
tasks so you can assign owners
Assign tasks to your team members to notify them in real time
Performance Analysis
To address the lack of effective KPI tracking and reporting for finance teams, I designed a streamlined dashboard that provides a clear, at-a-glance view of key metrics and trends. AI-powered insights highlight actionable data and potential business impacts, helping users focus on what matters most. With intuitive drill-down functionality, users can click on any metric to access detailed reports and deeper analytics, enabling data-driven decisions and improved workflow efficiency. This solution empowers finance professionals to track performance, analyze trends, and take timely action, all in one place.
AI analyzes key data and reports to surface actionable insights and impact to the business
System learns based on user feedback content they want
to see
Ability to drill into more detailed reports by clicking on a metric
Trend at a glance to provide insights on underperforming brands with a geographical overview
Favorite reports to easily access them at a later time
Give feedback to automatically generated AI insights to tailor suggestions to user preferences
Reply inline to comments from colleagues and business partners
Improvement Highlights
Janelle is feeling empowered because she can view key highlights for the day and build an action plan.
Janelle is confident and assured because she has visibility into her team's project progress.
Janelle is feeling knowledgeable because she can easily identify problems and drill down to learn more.
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Janelle has foresight because data is served up to her via AI reports and insights