I tried combining the category and related tasks so users could review one focus area at a time, but this required an extra click to view other priorities.
Designing a 0-to-1 finance workflow that helps leaders focus on strategic decisions
Details
Timeline:3 months
Team:Product manager, engineers, and finance experts
Users:Finance leaders and accounting teams
Impact
I designed and shipped a financial workflow in Oracle NetSuite that replaced a static checklist with real-time financial data, so finance leaders could complete tasks throughout the month and prioritize the most important work based on financial impact. The final design was approved and moved into development, helping teams save ~50 hours per month to focus on strategic decisions.
Context
Finance leaders review company financials at the end of each month to make sure the numbers are accurate, risks are visible, and teams know where to act before the business makes decisions.
Problem
The current NetSuite interface was a siloed static checklist that lacked business insights, priority visibility, and clear next actions. As a result, finance leaders were stressed and overwhelmed at the end of each month, spending around 50 hours completing the checklist before the month closed.
“I have to work overnight at the end of each month to complete these tasks.”
I explored how to turn the static checklist into a workflow that helped finance leaders see which priorities needed attention, understand the related tasks, and act earlier in the month.
Users wanted to quickly scan all priorities, so I moved the categories outside of the tab. This improved visibility, but viewing related tasks still required an extra click.
Allowed users to view tasks related to their priorities and glance at all priorities at once, but the two-column UI did not scale once we realized the business required six categories.
Showing six categories in detail cluttered the UI and prevented users from quickly glancing at financial health.
I simplified the six cards into tabs to reduce clutter, then made each tab selectable so the related tasks stayed connected to the selected priority.
Surfaces real-time insights to support strategic decisions.
Highlights priorities based on business impact.
Enables a real-time, collaborative workflow with AI-driven insights.
End-to-end workflow
A workflow that gives finance leaders real-time financial data and priorities, so they can act on the right tasks throughout the month and save ~50 hours per month.
Learning
Highly specialized workflows require constant iteration and close collaboration with finance experts to understand how users work.