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Simplifying complex, decentralised financial processes for Innsworth

Context

A litigation funding firm sought to modernise their financial management system, moving away from manual Microsoft 365-based processes that were causing inefficiencies in budgeting, reporting, and invoice handling across multiple law firms and contractors.

Related: see the supporting write-up on stakeholder collaboration at Innsworth: ‘How Might We’ drive efficient collaboration between Stakeholders at Innsworth?

Financial Management Platform shown on an Macbook, with the homepage analytics platform as users see it

Role & objectives

As UX Lead, I needed to validate and design an internal web application that would:

Automate manual financial processes
Integrate with Microsoft 365
Serve diverse user groups with varying permissions
Improve accuracy and speed of financial decision-making

Financial Management Platform shown on an Macbook, with the workspace/document platform as users see it

Approach

Led end-to-end UX strategy and implementation:

Conducted comprehensive user research with internal teams and external law firms to map complex financial workflows
Created data flow visualisations and interactive prototypes demonstrating seamless Microsoft 365 integration
Designed AI-powered invoice management systems and forecasting tools
Implemented iterative design process based on cross-stakeholder feedback
Collaborated with developers to ensure technical feasibility while maintaining user-centric design

Financial Management Platform shown on an Macbook, with the Budget Forecasting visualisation as users see it

Outcome / impact

The platform delivered significant operational improvements:

Automated key financial processes, reducing manual data entry and human error
Achieved high adoption rates through seamless Microsoft 365 integration
Accelerated decision-making through real-time data synchronisation
Created scalable foundation supporting portfolio growth
Improved financial oversight and transparency for all stakeholders