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Data visualisation
Data visualisation
Award-winning cash flow and forecasting dashboard
Award-winning cash flow and forecasting dashboard
Payable is an payment operations platform that enables teams to consolidate their cash, optimise working capital and plan for the future in real-time. From payment operators completing daily financial tasks, to senior financial managers creating strategic financial plans — data is at the core of everything they do. Ensuring this data was clean, accurate and illustrative became a key pillar to the product's adoption and success.
Payable is an payment operations platform that enables teams to consolidate their cash, optimise working capital and plan for the future in real-time. From payment operators completing daily financial tasks, to senior financial managers creating strategic financial plans — data is at the core of everything they do. Ensuring this data was clean, accurate and illustrative became a key pillar to the product's adoption and success.
Overview
Overview
As the founding designer at Payable, I was responsible for conceptualising all our ideas, features and solutions from the ground up. Through vigorous user research, competitive benchmarking, collaborative workshops and endless design iterations, we were able to identify opportunities to innovate beyond traditional spreadsheet-based cash management tools. Some examples are illustrated below.
As the founding designer at Payable, I was responsible for conceptualising all our ideas, features and solutions from the ground up. Through vigorous user research, competitive benchmarking, collaborative workshops and endless design iterations, we were able to identify opportunities to innovate beyond traditional spreadsheet-based cash management tools. Some examples are illustrated below.
The home view provided a quick snapshot of key business metrics and a breakdown of balances
The home view provided a quick snapshot of key business metrics and a breakdown of balances
A weekly breakdown of inflows and outflows with the ability to drill down into categorised spending
A weekly breakdown of inflows and outflows with the ability to drill down into categorised spending
A weekly projected breakdown of inflows and outflows using a consistent layout from the cash flow view
A weekly projected breakdown of inflows and outflows using a consistent layout from the cash flow view
Additional charts used to view and investigate more detailed transaction information
Additional charts used to view and investigate more detailed transaction information
Outcome
Outcome
Learning and applying best practices for data visualisation can take time to master. And understanding the nuances of chart usage and when coupled with interaction design is also essential when building compelling and illustrative data-driven experiences. We were ultimately recognised for our approach by winning the Best Treasury Analytics Provider and Best Cash Forecasting Solution at the 2024 Global Finance awards in the Systems and Services category.
Learning and applying best practices for data visualisation can take time to master. And understanding the nuances of chart usage and when coupled with interaction design is also essential when building compelling and illustrative data-driven experiences. We were ultimately recognised for our approach by winning the Best Treasury Analytics Provider and Best Cash Forecasting Solution at the 2024 Global Finance awards in the Systems and Services category.