Aim: Revenue and growth

This project focused on transitioning from beta to live version of a financial KPI measurement platform designed to automate KPIs and manage investor reporting. It aimed to offer a smart financial dashboard, an investment and runway tracker, and a dynamic newsletter builder for investor updates. The digital infrastructure and core functions were in place when I joined, with a few beta users providing enough feedback to conceptualize the workflows and prototype the interface to convert early traction into a momentum.

Work done:

Being a complex financial platform, modeling how to communicate data was at the center of my work, including both hierarchy of data and translation of data into business information. Complexity reduction was also a fundamental need for quick adoption and long-term engagement, achieved through clear value hierarchy, gradual disclosure of tasks, and contextual guidance. The main workflow was designed to lead customers through the platform’s core offerings and was tested through on-site moderated sessions. Opted for an emotion-driven branding for the platform that aligned with the target demographic expectations and lowered emotional barriers of adoption.

• Adaptation & onboarding optimisation
• Complexity reduction
• Product–engineering collaboration
• Decision transparency
• Shipping at pace