Web app

August 2025

The situation

A financial services team was running critical workflows on improvised Google Sheets. They needed a proper tool — scoped, clean, and easy to use.

My role

End-to-end, solo.

The challenge

The tool needed to be adopted by a non-technical team with no onboarding session, and no room for a learning curve. If it wasn't immediately intuitive, it wouldn't get used.

What I did

Web app dashboard
Each user lands on a dashboard scoped to their own work — no hunting, no irrelevant noise, just actionable items.
Before: Google Sheets workflow
After: Redesigned interface
Replaced an improvised Google Sheets workflow with a cleaner interface — same data, dramatically lower cognitive load for new team members.
A compact file manager to help team members find what they need without asking anyone.

The outcome

The tool was adopted immediately without formal training or documentation. The team reported it meaningfully reduced the time needed to get new team members up to speed.