Project: UNIFY Budgeting Tool • 2014 • Role: UX Lead
The enterprise application team asked us to help with a budget tool used by the advertising department at TBS. The team calculated sensitive financial information on one spreadsheet and shared this file amongst themselves via email. They wanted to create a single, secure, source of truth that could allow for edits, history tracking and budget variations to project and reflect different creative expenditures.
I served as a UX Lead on this project, managing a UX Designer and coordinating between our team, product and engineering.
The project took about 3 weeks.
We wanted the home page to be a dashboard of annual budgets and budget variants. Each year was presented as an accordion folder in which different versions of the budget (referred to as projects) were displayed. We chose an interaction model that required distinct, intentional progressive steps to reduce the potential for user error. Budget planners often created multiple versions of a budget to socialize with stakeholders across Turner because advertisements had variable revenue and expense dependencies. For example, the creative expenditures of producing a commercial might have variables such as the cost of talent or locations. Budget teams wanted the flexibility to model different versions without losing iterations.
Rather than entering the project details all at once (as one might in an Excel spreadsheet), novice users could input the data consciously, one step at a time so as to avoid any errors or confusion.