OnPlan

Customized Data Visualization for Financial Modeling

Overview

OnPlan’s platform provides financial forecasting tools based on Google Sheets, including tailored financial models, data visualizations, integrated workflows, and more functionality. Its platform is differentiated from traditional spreadsheet financial models via its data integrations to ERP and CRM software and its modular modeling capability. Users can upload anything modeled in Excel to the OnPlan platform to incorporate their data into an existing model, which becomes a powerful tool for leveraging insights.

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Services

Research

Strategy

Design

Challenge

Momentum was challenged to streamline and improve OnPlan’s existing platform with the vision to enhance usability and incorporate new features and functionality.

Our Approach

Applying Strategy To Improve Workflow Modeling

Momentum partnered closely with the founder to understand their business and validate their vision. To dive deeper, we immersed ourselves in financial modeling and forecasting to fully understand business and user needs. We also conducted a usability test to gauge the current state of sheets as well as workflow modeling.

Research

Ethnographic User Study

Strategy

Workflow Modeling

Requirements Definition

Outcome

Re-design with Automation and Personalization

Through workflow modeling and requirements creation, we designed for streamlined task flows and increased functionality. This included automation to improve usability, personalization for both platform navigation and data visualization, more intuitive metadata management, and a help & chat function.