Case study · Client work · Federal finance
Financial Intelligence System (US Senate)
A proof-of-concept dashboard that put the US Senate's budgets, spending and contracts in one place.
Methods
6 methods across 3 steps · choose one to see where it did its work
- $3M+multi-year contract the prototype won
- 80%of the process on paper at the start
- 5core tools: overview, departments, vendors, search, compare
Asked2020
Show the paper process working as one system.
Show how the Senate's mostly paper financial process could work as one digital system.
Learned2020
No one had a current picture of the money.
Interviews and feedback sessions with CFOs and agency heads: fragmented data, no current picture, commitments and spending tracked by hand.
- Executive stakeholder interviewsCFOs and agency heads · led
- Stakeholder feedback sessionsexecutives reacting to the concept · led
Made2020 to 2021
One dashboard, five tools, every screen size.
A proof-of-concept dashboard with overview, department insights, vendor analytics, global search and side-by-side comparison, for phone, tablet and desktop.
- Proof-of-concept prototypeone digital system for a paper process · led
- Information architecture5 tools, overview to comparison · led
- Responsive designphone, tablet and desktop · led
Landed2021
The prototype won a $3M+ contract.
The prototype led directly to a multi-year $3M+ federal contract.
- Prototype-led pitchled to a multi-year $3M+ contract · led
Details
- My role
- Directed research and design. Team: Kelly Tetrault, Anna Stapor.
- Team
- Kelly Tetrault, Anna Stapor
- Proof
- Interviews and feedback sessions with CFOs and agency heads; iterative usability testing of the prototype.
- Where it landed
- The prototype led directly to a multi-year $3M+ federal contract win.
More exhibits1 · show all
ThreadsPublic systemsLegible data
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