EPM² — Next Generation Cloud Financial Planning and Analytics Platform

Head of Design in the Funding Team

Contribution: Entire EPM² product design. Drive the direction of UI/UX.

About: SaaS EPM (budgeting, forecasting, modeling, reporting, BI) is the key to company’s success in today’s fast-pace and highly competitive business environment. EPM² is going to be a new Silicon Valley based B2B startup product, which is a combination of SaaS, PaaS, App, mobile, and collaboration architecture hosting on cloud. As the head of design in the funding team, I work closely together with our development team members and business analytics team members by providing intuitive user experience design and high quality visual design from pencils to pixels. We aim to launch this product in late 2018.

Visit EPM² Website

Core Features:

Business Planning and Forecasting

Financial Consolidation

Project Management

Statistics and Analytics

Competitors and Market:

Adaptive Insights has 3500 customers globally with full suite of  products and easy to use and implementation, but has architectural  and scalability issues – mainly for mid-size firms.

Anaplan has 600 customers globally and is powerful and scalable –  mainly for large companies, but also has architectural issue and is  difficult to use and implement.

Traditional on-premise EPM – Oracle Hyperion, IBM Cognos TM1 and SAP BPC try to move into the SaaS space.

There are no key SaaS EPM players in China yet, Kingdee and Yonyou have no SaaS EPM product.

Wireframes and UI Design

Case Study:Project Management as a Sample
Project Management section allows users to create/manage projects and check the projects that have been assigned to them. Additionally, as a manager role, user can initiate new project with the full control of due date, version, task assignment, etc. This is also a hub section that enable users to preview submitted sheets and assigned sheets before they move forward to approve or submit sheets. The design shows the project progress clearly and gives users an intuitive way to manage their sheet tasks.

Project Management / Project Progress

Project Management / New Project

Project Management / Sheet Preview

UI Design
Dashboard, Sheet Review

Dashboard (WIP)

Sheet Review

Role Permissions

Iterations of Main Sections
Last Version and the Latest Iteration

Sheet (Last Version)

Sheet (2nd Iteration)

Profile (Last Version)

Profile (2nd Iteration)

Exchange Rates (Last Version)

Exchange Rates (2nd Iteration)

Modeling (Last Version)

Modeling (2nd Iteration)