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
UAT Validation
-
High user satisfaction during UAT across finance and operations teams, with feedback describing the platform as intuitive, well-structured, and exceeding expectations
-
Improved performance and approval clarity, giving users confidence in tracking and auditing changes
-
Strong adoption driven by clear usability improvements over prior Excel-based workflows
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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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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Design Strategy and Key Decisions
The Projected Financial Workbook was designed as a modular, role-based enterprise platform, replacing spreadsheet-driven workflows with structured, auditable systems built to scale. The design decisions below shaped the platform across all modules.
Job Listing
Problem
Users relied on rigid Excel lists that made it difficult to scan, prioritize, or tailor views to their role.
Solution
A customizable, role-aware job listing allows users to control columns, grouping, and density for faster orientation and decision-making.
Projected Financials
Problem
Financial data was fragmented across fragile spreadsheets, limiting visibility, validation, and approval governance, while preventing reliable version control and structured draft review.
Solution
PFW centralized financial workflows into a role-based enterprise platform with built-in version control, draft review, and structured approvals. Automated workflows, auditability, and administrative governance replaced fragile spreadsheets, enabling reliable collaboration and scalable decision-making.
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Problem
Change approvals were manual, fragmented, and difficult to track across teams and leadership.
Solution
Embedded change workflows provide bulk approvals, status visibility, audit history, and transparent tracking end to end.
Change Management
By Month Forecasting
Problem
Teams lacked a clear way to analyze cost performance over time and at a monthly granularity.
Solution
Time-based forecasting and cost-type visualizations support monthly planning, trend analysis, and refined decision-making.
Job Maintenance
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Problem
Job configuration and cost-code management were previously fragmented, risky to change, and difficult to review—often requiring manual updates and informal validation before leadership approval.
Solution
A structured job maintenance workflow separates job metadata from cost-code management, enabling controlled edits, draft saving, template uploads, and leadership review to reduce errors and operational risk.
Problem
Financial and contractual changes were difficult to track over time, with limited visibility into change status, version history, and impact across jobs—making review, auditing, and decision-making slow and error-prone.
Solution
A centralized change log provides a structured summary of job-level change data, contract details, and financial values, paired with a versioned table that surfaces change numbers, revisions, and status—enabling clear traceability, controlled edits, and confident review at scale.
Change Log
System-Wide UX Enhancements
Early discovery and initial user reviews consistently surfaced the need to see more meaningful data at once without sacrificing clarity or performance. In response, the platform prioritized interaction patterns that maximize usable screen real estate while preserving context and control. The capabilities below reflect deliberate design decisions made to surface high-value information, reduce unnecessary navigation and scrolling, and support efficient analysis across large, data-dense workflows.
View Customization
Users can tailor how data is presented by adjusting row density, controlling column visibility and order, and expanding or collapsing sections. These controls were designed to maximize screen real estate and surface high-value data based on individual scanning preferences, with consistent behavior across modules.
Users can control column visibility, order, and density to match how they scan data, reducing friction in repeat workflows.
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Collapsible sections were used both at the page level and within screens—allowing job details and summary data to expand on demand while preserving context, maximizing visible data, and reducing cognitive load in data-dense views.
Row height customization allows users to adjust data density, balancing readability and information volume based on their scanning preferences.
An “Expand All” control allows users to reveal all grouped details in a single action, supporting rapid review without repetitive interaction.
Industries
Infrastructure
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Technology
Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust.
Energy
Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust.
Logistics
Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust.
Building & Architecture
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What this Enabled
By replacing spreadsheet-driven workflows with a centralized, role-based platform, PFW enabled teams to operate with greater confidence, transparency, and consistency at scale. The system reduced operational risk, improved cross-functional alignment, and established shared interaction and governance patterns that could be extended across future enterprise applications. More importantly, it shifted the organization from managing financial data in isolation to making decisions within a trusted, auditable system.