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MY ROLE

As the Founding Product Designer, I orchestrated every aspect of Zyprova's design, from research to final implementation. I worked closely with stakeholders to define the product vision, led usability testing sessions, and collaborated with engineering to ensure seamless execution of features.

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the challenge

The challenge was to create a solution that simplified complex processes while offering advanced functionality and seamless collaboration for teams of all sizes.

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Business Needs:

Establish a competitive edge by offering a faster, easier-to-use tool.

Improve retention rates by simplifying the onboarding process.

Enable seamless scalability for growing organizations.

User needs

Clear and intuitive workflows that reduce the cognitive load.

Robust real-time collaboration tools for teams.

Flexible customization to adapt to various business models.

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  • The Solution

    Zyprova redefined forecasting with consolidated view of HR, Finance and CAP Table data of an ORG

Intuitive Dashboards: A clean, modular interface that prioritizes clarity and flexibility.

Real-Time Collaboration: Synchronous editing and integrated comments for seamless teamwork.

Smart Forecasting: AI-powered suggestions that adapt to historical data and business trends.

Customizable Workflows: Tailored setups for businesses of any size or industry.

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Uncovering Pain Points with Finance Teams

During user research, I spoke with finance teams at mid-sized companies. One CFO shared that their current tool required significant manual setup and lacked clear visualizations for presenting to stakeholders.

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Action & Impact

Developed an interactive dashboard with drag-and-drop widgets, enabling users to quickly customize reports. Reduced setup time by 40% and enhanced presentation clarity for executive stakeholders.

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Action & Impact

Designed a real-time collaboration feature, allowing multiple users to work on the same forecast simultaneously

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Collaboration Challenges in Legacy Tools

A recurring theme was frustration over version control in existing platforms. Teams frequently lost progress due to manual file sharing.

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Forecast revenue, expenses, and burn

With human-readable formulas and over a hundred integrations, modeling key financial metrics is easier and more accurate than ever before.

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Level up your financial plan

Eliminate busywork with powerful automation and a joyful modeling experience that’s designed for scale.

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Analyze different scenarios and possible outcomes

Remove yourself as the bottleneck and empower your stakeholders with the tools they need to answer “what if?” and make enlightened decisions faster.

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Reduced by 50%

Onboarding time

Increased by 60%

Team efficiency

4.7/5 in Testing

satisfaction score

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Reflection

Designing Zyprova was a transformative experience that emphasized the importance of empathy and collaboration. I realized financial planning tools aren’t just about functionality—they empower users to make informed decisions. Engaging with users, from CFOs to startup founders, revealed frustrations with complexity in existing tools. This drove us to prioritize clarity, scalability, and seamless collaboration. Balancing user needs with technical feasibility and business goals pushed me to think critically and creatively. Zyprova reinforced how thoughtful design can simplify workflows, enhance teamwork, and create meaningful impact for organizations.

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<20%

Post-Launch Market share

18-25%

Customer churn decreased

Grew by 25%

Average customer lifetime value