Silvia Casagrande
Financial Reporting
/25
The Problem
The platform carrying the group's financial reporting launched in 2024. Within months, the people who owned the reports had a consistent list of complaints: navigation settings were lost from one report to the next, filters moved position each time, layouts were cluttered, and visual styles were inconsistent.
Constrains & Approach
SAP Analytics Cloud sets hard limits on what can be customized, so every decision had to be expressible in the platform's own features and implementable by a single developer.
Execution & Key Decisions
1:1 Sessions with around ten people, each responsible for a different section of the same report. The priorities came back identical across all ten, simpler navigation, a consistent visual language, fewer steps to reach a figure, and the removal of filters no longer in use.
UI Kit for Handover: Typography, color and components documented as guidelines for the developer, scoped to SAC's available features so nothing specced was unbuildable.
One Navigation Model: A single navigation bar across the whole suite, where the old version had no equivalent at all.
Filters as a Fixed Block: Unlabelled chips scattered along the top of each report became labelled dropdowns, grouped in one block, in the same position on every report.
Changed What Charts Open On: The PVFCF chart now opens on the full waterfall, already split by driver, with increase, decrease, subtotal and total color-coded and totals shown alongside.
Think-Aloud Validation: Took the redesign back to the same users on an interactive prototype.
Impact
The redesigned reports are live.
The deliverable outlived the project: the UI defined here is now the standard for SAC reports produced by EY for this client, so the work sets the baseline for reports beyond the ones in scope.
Full process notes & deep-dive wireframes available on Notion