Oracle NetSuite Cash Forecasting
As part of NetSuite’s product team, Optimize Cash and Profits, I worked with researchers, product managers and UX designers to explore cash management and forecasting. The goal is for users to have a clear and simplified vision of their cash position with real-time integrations with financial institutions, automated and intelligent payments and tools to help users build a smart cash plan and future goals.
As the lead visual designer, my goal was to create clear data visualizations that helped the user understand a vast amount of financial data that contained both their current positions and future projections.
The landing page includes an overview of cash positions at the top, an alert, plus a graph showing past, present and intelligently projected cash data.
Here, intelligent projections show how upcoming transactions, sales and payroll will affect cash flow. Suggested solutions, powered by AI, show options for correcting cash flow issues.
Exploring further allows users to see details of how each suggested smart solution will affect cash flow and how each option is achievable.
Once the user deploys the AI-powered solutions, they return to their dashboard to see now there is significant growth projected in the coming weeks.
This workflow allows users to monitor their progress and indentify trends to course-correct as needed. Intelligent interation helps the user improve their cash plan and propel behavioral changes to build healthier financial habits.
Visually, my goal, in addition to making the data as easy to understand as possible, was to maintain brand standards and guidelines while also expanding the design library. I used a combination of existing components, both as-is and modified versions, and created net-new design components when needed.