Business planning meets powerfully simple three-way cash flow forecasting.
The project aimed to enhance Fathom's financial analysis and reporting offering by leveraging historical data to generate accurate future projections. The goal was to empower customers with transparent and reliable forecasts to make well-informed financial decisions.
During the early discovery phase, the team learnt that accountants in the advisory space were largely dissatisfied with existing forecasting products on the market. Common complaints included a steep learning curve, time-consuming forecast creation (taking days or even weeks), and underwhelming output quality. As customer demand for a forecasting feature increased, not having it was set to become a competitive disadvantage for Fathom. I joined Fathom following initial research, discovery, and information architecture stages, to form a close-knit design team of three. Our goal was fleshing out features, design QA, conducting user research and refining based on customer insights to deliver a best-in-class forecasting feature.
Building out features: Working on quick metrics, microforecast wizards, timing profiles, and settings pages to name a few.
Education/delight: Contributing to in-product education through producing videos and creating engaging illustrated and animated empty states.
Driving design quality: Standardising headers and panels, and conducting extensive design quality assurance across the entire feature set.
Customer research: Actively participating in user research sessions and utilising insights to continuously improve the product.
Marketing assistance: Creating mid-fi product images for promotional animations and blog visuals.
Mobile app designed to empower people to live happier and healthier lives through meal prep.
A design system aimed to improve efficiency and consistency as we gear up for the next major project.
