Financial Automation Platform Development
Taras
Overview
This case represents the full development cycle of a financial automation platform. The process covered research, UX strategy, user flows, interface design, and delivery of an interactive system ready for implementation. The platform allows companies to import, clean, and enrich financial data, visualize insights, automate approval flows, and monitor payments with real-time notifications.
Responsibilities
– Conduct user and market research to define product strategy
– Design end-to-end user journeys and workflows for finance teams
– Create a scalable design system and high-fidelity UI screens
– Develop dynamic dashboards, reporting modules, and approval flows
– Deliver interactive prototypes aligned with implementation standards
Deliverables
– Complete UX strategy and information architecture
– Interactive Figma prototype of the full platform
– Scalable design system with reusable components
– High-fidelity dashboards, analytics, and reporting modules
– Approval flow, notification system, and audit trail interfaces
Requirements
– Strong expertise in product design for SaaS/finance tools
– Advanced knowledge of data visualization patterns
– Experience in workflow automation UX
Collaboration
Close collaboration with product managers and finance stakeholders, iterative sprints, and design reviews with implementation focus.
