Automating Financial Reporting

An enterprise platform empowering partners with instant access to financial reports and real-time metrics.

Client

Kiwi.com - Tequila

Timeline

6 months

Services

Product Design

From Email Chaos to Self-Service Success: Revolutionizing Financial Reporting for Enterprise Partners

Challenge

How might we build a scalable reporting platform that can adapt to growing data and user demands?

Every Monday morning, our Account Managers would arrive to find their inboxes flooded with urgent report requests from enterprise partners. What followed was a time-consuming dance of email exchanges, manual report generation, and constant follow-ups.

Exploration Study - Comprehending the Human Component

For Partners:

  • Waiting up to 48 hours for basic financial reports

  • No visibility into report status

  • Frequently lost reports in spam folders

  • Limited access to historical data

For Account Managers:

  • 30% of the work-week spent on manual report generation

  • Constant context switching between accounts

  • Risk of human error in data handling

  • Limited time for strategic partner engagement

For Business:

  • Inefficient use of highly skilled Account Managers

  • Growing partner dissatisfaction

  • Scaling challenges with manual processes

  • Security concerns with email-based sharing

My Role

As a product designer, I:

  1. Co-owned the end-to-end design process

  2. Led user research and stakeholder interviews

  3. Created and validated design solutions

  4. Collaborated with engineering on the implementation

  5. Managed wireframe and prototype testing 

Building solutions

Research Insights & Opportunities

My Learnings

Partner Behavior:

  • 80% of reports were requested during Monday-Tuesday

  • Partners needed mostly standardized reports with minor customizations

  • Many partners were downloading similar reports weekly

Account Manager Workflow:

  • Unnecessary of time spent clarifying report requirements

  • Frequent duplicate requests from different stakeholders

  • Manual data verification adding significant overhead

Technical Considerations:

  • Existing API infrastructure could support automated reporting

  • Security requirements necessitated role-based access

  • Performance optimization needed for large data sets

This project transformed my approach to enterprise UX design in three key ways:

 Early user involvement, which I initially feared would undermine confidence in the product, proved invaluable – one Account manager's feedback about differences between marketing and financial reports during the early stages of wireframe testing, changes the reporting selection. 

I also learned to embrace progressive disclosure after seeing how our feature-rich initial interface overwhelmed users.

Finally, I discovered that security requirements, rather than constraining design, could enhance user trust when thoughtfully integrated through clear access levels and audit trails.

Challenges on the Way

Methods

As a product designer, I:

  1. Co-owned the end-to-end design process

  2. Led user research and stakeholder interviews

  3. Created and validated design solutions

  4. Collaborated with engineering on the implementation

  5. Managed wireframe and prototype testing 

The Solution

We developed a three-tiered access model based on user needs:

Partner Access:

  1. Company-specific data views

  2. Self-service report generation

  3. Scheduled report automation

  4. Historical report archive

Account Manager Portal:

  1. Multi-account management

  2. Oversight dashboard

  3. Bulk report capabilities

  4. Client activity monitoring

Admin Controls:

  1. User access management

  2. System configuration

  3. Audit trail monitoring

Expected Impact

  1. Reduced report generation time

  2. Eliminated weekly manual report requests

  3. Increased Account Manager capacity

Outcome


For Partners

Created an intuitive dashboard allowing partners to:

  • Generate reports in under 2 minutes

  • Schedule automated report delivery

  • Access historical data instantly

  • Customize metric combinations

For Account Managers

Developed a comprehensive management interface enabling:

  • Single-view oversight of all accounts

  • Proactive monitoring of partner activity

  • Bulk report generation and scheduling

  • Quick response to custom requests

My Learnings

Research Insights & Opportunities

This project transformed my approach to enterprise UX design in three key ways:

 Early user involvement, which I initially feared would undermine confidence in the product, proved invaluable – one Account manager's feedback about differences between marketing and financial reports during the early stages of wireframe testing, changes the reporting selection. 

I also learned to embrace progressive disclosure after seeing how our feature-rich initial interface overwhelmed users.

Finally, I discovered that security requirements, rather than constraining design, could enhance user trust when thoughtfully integrated through clear access levels and audit trails.

Partner Behavior:

  • 80% of reports were requested during Monday-Tuesday

  • Partners needed mostly standardized reports with minor customizations

  • Many partners were downloading similar reports weekly

Account Manager Workflow:

  • Unnecessary of time spent clarifying report requirements

  • Frequent duplicate requests from different stakeholders

  • Manual data verification adding significant overhead

Technical Considerations:

  • Existing API infrastructure could support automated reporting

  • Security requirements necessitated role-based access

  • Performance optimization needed for large data sets

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