Modernizing financial data access for a global manufacturer
We modernized how a global corporation's financial division accessed essential data and insights — creating user personas and a human-centered future-state prototype grounded in 50+ employee interviews.
Annotated wireframe
Executive summary
Transform how users request, obtain, and use financial data analytics — identifying gaps and informing an employee-centric future-state design.
We facilitated more than 50 employee interviews to build empathy and understand how different job functions within the financial division access and use data. That research directly informed and shaped nine user personas and the future user experience.
Source: Leadership IQ. To modernize and prevent turnover, we built a human-centered process for data analysis.
Nine employee personas in a design playbook
Capturing how distinct job functions across the division access and rely on financial data.
Annotated wireframe ready for development
A human-centered future-state design for the analytics experience, specified for hand-off.
Executive summary for leadership buy-in
A concise case for fast implementation, built to secure sponsorship and momentum.
"The team brought great ideas and sparked smart conversations. They were able to put all the ideas we discussed into the final deliverable. Overall, great work!"
After collaborating to innovate and elevate the client's capabilities, they fast-tracked development of the analytics hub we designed. Implementation has been mobilized on a global scale to support company-wide initiatives that benefit long-term growth and increase engagement — equipping teams with the data to deliver business results, and enabling global collaboration and effectiveness.