Client progress tracking system for a personal finance coach
- Location
- Maine, USA
- Year
- 2020
- Engagement
- Profitability Improvement: Reporting & Automation
Coach worked with several clients at once and required tracking of each one. While some apps and other tools were useful, a higher degree of customization was needed. Scope would convert outputs from a popular personal finance app and allow personalized projections.
Our team collected sample outputs from app that could be converted into Excel files. We created a list of business requirements from the lead coach and other stakeholders. We developed an analysis template file that would allow user to copy and paste app outputs and automatically generate necessary reports.
Measurable impact
1 wk
Tool created within one week with total client satisfaction
Financial Services
Case snapshot
Was further adapted to other popular finance apps used by clients
Financial Services
Measurable impact
1000+
Organized and streamlined financial tracking and goal setting for over 1000 clients in first 2 years
Financial Services