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.

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

Led end-to-end UX strategy and implementation:

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

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