Overview

Calculum provides a web platform that empowers companies to optimize payment terms and cash flow, helping them stay competitive in an increasingly complex financial landscape.

My role was ensuring a structured, intuitive, and scalable design framework. Enhancing data visualization principles to improve engagement and comprehension. Overseeing the development of an evolving design system to support platform growth.

Financial Strategist – Mark Schwartz

"I need the right insights fast. I don’t have time to dig through endless tables—just show me what matters."

Behaviors

Goals

Quickly extract key insights on suppliers, payment terms, and financial impact.

Frustrations

Cognitive overload, inefficient data filtering, excessive scrolling in long tables.

Role: VP of Finance / Treasury Manager / Procurement Director
Industry: Large Enterprise, Manufacturing, Retail, or Supply Chain

Works in procurement, optimizing supplier relationships and payment terms. Visits the platform frequently but for short bursts (avg. 10 min per session).

Persona

Journey Map: Optimizing Payment Terms

The Problem: Improving Clarity, Efficiency, and Data Accessibility

Challenge: Context Architecture

Old platform mockup

⚠️ Alert & notification fatigue

This can have serious consequence as diminish attention. That defeats the purpose of the dashboard, which is to provide timely and actionable insights.

⚠️ Unite systems

Providing a global overview offers an at a glance snapshot of what's going on. A common pain point is navigating multiple data sources and disjointed systems.

✅ Map out user context

Dashboard: Global overview

Unifying dashboard systems and content hinges on prioritizing actionable information for Mark S. Let's analyze his current workflow to determine which data points are essential for his daily, monthly, and quarterly decisions, and streamline the dashboard accordingly.

⚠️ Hierarchy

Users struggled with interfaces lacks a clear hierarchy and layout.

⚠️ Data Accessibility

Optimize how user context understand the purpose and potential benefits. Large data use cases not supported in layout.

Ada platform before redesign.

Final mockup

According to heatmaps and gaze point, the new simplified layout effective for quick scanning.

✅ Key findings

Visually highlight key data points to improve usability.

Redesign

Challenge: Instant context for insights

Legacy Platform Design: Usability and Scalability Issues

⚠️ Layout

Platform's rigid layout limited scalability, hindering the inclusion of new metrics for deeper data analysis.

Old platform design

Final redesign mockup

The geolocation chart's visual dominance diverted attention from other essential data, demonstrating a poor visual hierarchy.

⚠️ Gaze tracking

Low contrast and incomplete labels ("Med") impeding accurate interpretation.

⚠️ Chart data accessibility

Inefficient Supplier Cards

Simplified layout for quick scanning and key insights

✅ Gaze point on screen

Z-Pattern: User focus on scanning the entity name and logo in a Z-pattern" as they scroll down the list.

Cluster of information takes longer for the user to scan and navigate. This does not optimize the flow.

⚠️ Difficulty readability

⚠️ Manage Complexity with Progressive Disclosure

Actions hidden until needed, reducing cognitive overload.

Supplier Info: Design Enhancements

Optimizations improved usability, reduced friction, and empowered procurement professionals to extract key financial insights quickly and effectively.

Design System

Data Visualization

Minimize visual clutter, effective use of color. Intuitive charts improved readability for a data-heavy audience accustomed to numbers and tables.

🚀 Takeaways

Optimizing working capital shouldn’t be a struggle. With better UX, smart data visualization, and intuitive workflows, businesses can make smarter financial decisions—faster.

Let's talk