The Statement Builder is a core tool for creating financial statements off of historical data. Despite strong demand from customers, our analytics platform showed us the original version had low adoption and poor success rates due to a confusing UI and limited functionality. I led the redesign to improve usability, expand functionality, and future-proof the experience. The new design increased success rates by over 3x and enabled ongoing expansion into new statement types.

I reimagined the Statement Builder around a simple principle: one UI per goal.

Streamlined entry point: Instead of forcing multiple workflows into one screen, users now start by choosing their goal.

Dedicated flows: Each goal leads to a focused UI tailored to that task.

Rapid iteration: With limited time for external testing, I created quick mockups, validated flows with internal subject matter experts, and got stakeholder buy-in.

Phased rollout: We launched two redesigned flows, gathered feedback, refined them, and then expanded with additional flows.

This approach gave us both immediate usability improvements and a structure that could scale to new statement types in the future.

This redesign transformed the Statement Builder from an underperforming, high-demand feature into a scalable, results-driving tool. By reframing the experience around user goals, adoption and success rates improved dramatically, setting the foundation for continued expansion and long-term value.

AI opportunities: Early exploration with ChatGPT and Copilot shows promise for efficiency gains, but inconsistent accuracy poses downstream risks.

Usability testing needed: Success rates improved significantly, but more testing can uncover how to increase it further.

Technical debt: Validation system was simplified at launch to meet deadlines; proper field-level validation will improve usability.