Projected Financial Workbook
Role
Lead Designer, End-to-end UX/UI and interaction designer
Team
Large cross-functional team spanning Business Analysts, Product Management, UX/UI, front-end and back-end engineering, Systems Integration, QA, leadership, and business stakeholders.
Scope
11 modules · Admin platform · 150+ screens.
Timeline
Multi-phase delivery over 16 months
Impact and UAT Validation
Operational Efficiency
Digitized and optimized approval
workflows, reducing manual coordination
and approval cycle time.
Governance and Audibility
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Enterprise Stability and Scale
Replaced unstable Excel workflows witha high-performance platform capable of handling large financial datasets reliably.
Unified Platform
Consolidated forecasting, change management, workflow configuration, and field-related processes into a single, trusted system—replacing fragmented tools and disconnected processes.
Multi - User Collaboration
Enabled concurrent access across teams, supporting real-time collaboration without version conflicts or data loss
Industries
Infrastructure
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Technology
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Energy
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Logistics
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Building & Architecture
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02
Research & Technology
01
Hypersonic Propulsion Systems
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02
Autonomous Navigation for Spacecraft
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03
Advanced Materials for Defense Applications
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Selected Work
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ToolWatch Power BI Report
In Production
A Power BI–based equipment and tool accountability solution that provides clear visibility into tool location, job assignment, and custody across projects. The system supports operational control by tracking usage, transfers, loss, and return timelines across teams.
Project Overview
The Projected Financial Workbook (PFW) was created to replace fragile, Excel-based financial workflows that had become increasingly unstable as the organization scaled. Teams relied on large, shared spreadsheets for forecasting, change management, and approvals—resulting in performance issues, version conflicts, limited auditability, and high operational risk. Bulk actions, multi-user collaboration, and traceable approvals were either inefficient or impossible to support within the existing model.
PFW was designed as a centralized, role-based enterprise web application that consolidated these workflows into a secure, governed platform. The system supports complex financial planning, forecasting, and change management across multiple roles while enabling concurrent usage, faster execution, and clearer accountability. Administrative controls were introduced to manage configuration, ownership, and workflow behavior—reducing dependency on engineering and strengthening long-term governance.
As one of the organization’s largest and most complex initiatives, PFW required close collaboration across business analysts, product management, engineering (front-end and back-end), finance leadership, and operations. The result was a scalable foundation for enterprise decision-making that improved performance, reduced error risk, and replaced fragmented spreadsheet workflows with a system designed for trust, visibility, and sustained adoption.
Business Requirements
The Projected Financial Workbook was designed to meet a set of enterprise-grade requirements focused on governance, performance, usability, and scale. These requirements guided design decisions across all modules and workflows.
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Industries
Infrastructure
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Technology
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Energy
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Logistics
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Building & Architecture
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Our
Solutions
Strategy
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Execution
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It’s all about a dialogue
A few words from our clients. See client stories for more.
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Maria Goncavales, CFO
Laderate
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Michael Soveign
Seven Energy
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Jeffrey Cohen, CEO
Nato Productions
Our Clients
UAT Validation
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High user satisfaction during UAT across finance and operations teams, with feedback describing the platform as intuitive, well-structured, and exceeding expectations
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Improved performance and approval clarity, giving users confidence in tracking and auditing changes
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Strong adoption driven by clear usability improvements over prior Excel-based workflows