Project Approach

Our team was using a google spreadsheet to run all our deal and investor approvals. I worked with my team’s PM to identify what our internal team needed to be successful with their workflow.

I watched and interviewed the teams who were going to use the new tool. With the help of the PM, we created a specification with all fields they needed to edit and view in order to do their jobs more efficiently.

I created a clickable prototype and watched the teams and took notes on areas in need and improvement.

Once we had all the feedback we started a beta tool.