Enterprise Finance Transformation Platform
Replaced a fragmented, Excel-based finance reporting system across 1000+ companies with a unified digital platform — cutting reporting cycles from days to hours.
The Situation
A major division within a global conglomerate was managing financial reporting for over 1000 companies on Excel spreadsheets, email chains, and phone calls.
The Challenge
Three roles, three mental models
Financial Reporters, Controllers, and Admins each in fundamentally different modes.
Entrenched Excel culture
Platform needed to respect spreadsheet muscle memory while preventing errors.
Bilingual complexity
English and Japanese affecting layouts, navigation, terminology.
Enterprise-scale data integrity
1000+ companies feeding consolidated data — errors compound fast.
Our Approach
User Research
Research with Japanese finance teams. Key insight on rebuilding trust in financial data.
MVP Scoping
User scenarios, service blueprints for 60-person team, table-based input with validation.
Design System & Platform
Atomic Design methodology. Dashboards, Journal Entry tools, Balance Check, admin config, brand identity.
Usability Testing
Bi-weekly testing. Owned content and translation with UI glossary.