Cashflow projections

Before moving into Design Systems I worked as the lead designer in the Banking team on a new cashflow feature.

Managing cashflow is a key challenge for any small business. A report stated that 82% of small business failures were partly due to cashflow problems, and so it’s vital that a small business has visibility on the health of their near term finances. 

With uncertainty as a dominant feature of the business landscape, tools to help navigate this are increasing in popularity as software platforms look to move beyond systems of record toward true systems of intelligence to assist their customers in making the right decisions at the right time.

The following are the areas we worked in to create a new Cashflow feature:

  • Discovery and research used

  • Ideation across the process

  • Developing the design

  • Validating our designs

  • Learning and iterating

  • Final build ready designs

  • Success measurements

Come back over time for more detail about the above areas.

Date
January 2020

Methods
Competitor research, Ideation, usability testing

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