Goal
The platform had to cater to different personas within the finance team, providing a user-friendly way to set up models, run scenario simulations, analyse results, and generate reports for approval. The ultimate goal was to empower users to efficiently manage complex financial models while maintaining clarity and ease of use.
User Personas
Based on the insights captured in the discovery workshop, I created three key personas to represent different user types within the finance team, detailing their role, tasks, goals, and pain points with how they currently do things.
Experience Map
To map out the user journey for each persona, I created a detailed experience map that highlighted their key tasks, pain points, and interaction points with the platform. The journey was divided into three key steps:
Step 1: Model Setup and Data Preparation
Goal: Set up a workspace, define key variables, and ensure all necessary data is imported.
Persona Focus: Sarah / Modelling Team
Feature ideas:An intuitive dashboard for workspace setup.Clear pathways for importing data and choosing model templates.Ability to define key variables and automate data updates.
Step 2: Model Setup and Data Preparation
Goal: Set up a workspace, define key variables, and ensure all necessary data is imported.
Persona Focus: Sarah / Modelling Team
Feature ideas:An intuitive dashboard for workspace setup.Clear pathways for importing data and choosing model templates.Ability to define key variables and automate data updates.
Step 3: Model Setup and Data Preparation
Goal: Set up a workspace, define key variables, and ensure all necessary data is imported.
Persona Focus: Sarah / Modelling Team
Feature ideas:An intuitive dashboard for workspace setup.Clear pathways for importing data and choosing model templates.Ability to define key variables and automate data updates.
Recommended Features
Key features were identified during this phase:
Intuitive Dashboards: Easy navigation and access to key financial variables and data inputs.
Real-Time Collaboration: Built-in features for version control and team feedback.
Data Visualisation: Charts, graphs, and sensitivity analysis tools to simplify complex financial information.
Approval Workflows: Clear, actionable steps for report finalisation and senior management approvals.
These were then broken down into features, prioritized, and categorised for further discovery.
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