Allocatr Dashboard view
Allocatr Worksheet view
AI Allocation feature
Allocatr Filter and Audit features
Empowering merchants and analysts to drive strategic financial decisions through data-driven forecasting - reducing planning cycle time by 24% while increasing accountability by 38%.
Merchant and financial teams printed forecast documents weekly with constant back-and-forth communication. Managing adjustments in offline Excel sheets lacked audit trails, causing teams to lose track of adjustments and undermining data accuracy.
No audit trail for forecast adjustments leading to accountability gaps
Intuition-based projections without scientific guidance from corporate finance
Manual data re-entry causing version control issues and lost visibility
Through design workshops with merchants, finance teams, and leadership, we mapped the intricate approval hierarchy and identified critical friction points in forecast management.
Conducted collaborative sessions to understand users, their processes, and identify opportunities for creating better product experiences.
Mapped existing workflows to identify gaps between reporting and financial forecast visualization, revealing Excel-based pain points.
Discovered adjustment flow from ASM → SM with performance rolling up through VPMM → NM → NVPMM, requiring flexible design for multiple approval paths.
Established strategic approach focusing on Excel-familiar interfaces while introducing audit trails, real-time validation, and cross-functional collaboration features.
How might we empower Category Managers and Finance teams to harness reporting and business intelligence for strategic category growth?
Dashboard for data visualization with read-only insights, plus Worksheet for editable forecast adjustments with full audit history and reasoning capture.
Retained Excel-style format based on user feedback while following UDS Design guidelines
Created dual-table system: Dashboard (view-only) and Worksheet (editable with audit trail)
Explored AI-powered budget allocation using historical trends for future implementation
Designed hierarchical view from Quarter to Desk level with timestamp tracking, action bar for secondary actions, and advanced filtering by timeframe, division, department grouping, and desk.
Created adjustment drawer for line item updates with alerts, reason selection, and comments. Enabled forecast adjustments across multiple lines with full audit history.
Implemented comprehensive audit history capturing all divisional changes with clear highlighting of impacted vs. non-impacted desks by department.
Explored AI-powered aggregator for automatic budget allocation using historical trends and prediction of adjustment reasons using market data.
Allocatr Dashboard view
Allocatr Worksheet view
AI Allocation feature
Allocatr Filter and Audit features
Quantifiable improvements across planning efficiency, data visibility, accountability, and digital transformation of manual workflows.
Created first-of-its-kind Excel-style table within APP ecosystem using core UDS components. Developed hybrid components tailored to business needs with AI assistance.
Balanced business requirements with user experience. Empowered offshore engineering team autonomy while maintaining quality through design audits.