Budget Flow

01

Client Context

A marketing agency working with car sales clients needed a faster way to prepare budget files. The old process depended on repeated manual downloads for each month and year.

02

Project Goal

Create one clear export flow where teams can choose client, budget type, year, and months, then export or print in seconds.

03

Main Problems

The previous workflow was repetitive and easy to get wrong. Teams spent too much time gathering files, and version mismatches were common.

04

Design Process

We mapped real user roles and their tasks with the client, then simplified the interface into a guided sequence with clear choices and fewer decisions per step.

05

Testing and Refinement

Adobe XD mockups were tested directly with the client's staff at the company. Based on their feedback, we simplified wording and step order so the export flow became clearer and faster to use.

06

Outcome

The final feature replaced fragmented manual steps with one streamlined export experience, reducing prep time and improving day-to-day workflow.