UX, UI, Project Management, Research, Growth
Head of Product
The Resource Allocation App is a tool to standardize and optimize the Resource Allocation across all Coca-Cola Company Operating Units.
The App for the Finance Team
An easy-to-use internal tool that allows Coca-Cola’s finance teams to focus on what's important: resource allocation.
Client
Finance Department of Africa, Latin America and Global.
Team
Arturo Gómez, Head of Product Rafael Sanchez, Power Apps Devs Julian C., Power BI Devs Alejandro Bernal, UI Designer Gustav Dybeck, Interaction Designer Camila Caputo, UX Researcher
The ask
Help The Coca-Cola Company's Finance teams to standardize and optimize the Resource Allocation efforts across the globe.
- Creating a tool that is intuitive, efficient, and tailored to enhance user engagement and productivity.
- Ensuring a standardized workflow across all Operating Units to facilitate seamless data consolidation and operational efficiency.
- Allowing for regional customizations and adjustments to meet specific needs and leverage best practices from different OUs.
The challenge
Develop a Power App for the Latin America, Africa and Global teams to run resource allocation activities.
Until 2022, the Latin American finance team managed its processes, such as budget request and management, with tools such as Excel. This required a large investment of time and the risk of a high margin of error.
Our team entered 2023 with the need to make these everyday tasks faster and easier to manage.
After the design and development was completed at the end of 2023, we were sought to make the Africa version and later a version that will unify all the existing processes by the 9 Finance Operational Units.
About the approach
Hand in hand collaboration to create a tool adapted to the available technology stack and current processes.
Immersion with existing tools and processes.
We discuss with users and stakeholders and run usability tests to detect new useful features and product requirements.
My role:
- Define and run interviews, usability testing and surveys.
- Support stack analysis: Power BI and Power Apps.
- Scope negotiation.
Validation of proposals with prototypes and familiar tools.
To ensure feedback recollection, we used tools like Excel and interactive prototypes in order to validate data collection and app navigation.
My role:
- Define information architecture.
- Align data recollection.
UX Design and documentation
We help establish a roadmap for team growth and train tool owners to facilitate adoption.
My role:
- Roadmap Definition.
- Hand-Off Documentation.
- Run Dev Sprints and QA .
Ensure tool adoption across multiple teams
Designed to adapt to each user’s responsibilities.
My role:
- Build and present up-selling business proposal.
- Negociate scope with stakeholders.
- App technical training.
- Design videotutorials script.
We introduce
The Coca-Cola Company’s Finance Team Tool
A tool created to standardize and optimize the Resource Allocation across all Coca-Cola Company Operating Units.
Create and manage applications
Create, edit and track budget requests created for the funding of each project
Analyze data to make decisions
To show in an understandable and attractive way information on budget management from the IC, allowing investment decisions to be made within TCCC.
Evaluate applications
Allow the qualification of the budget requests to evaluate the feasibility of the same.
A.I. as designer and experimentation environment
During the development stage we were immersed in exploring the tools that the Microsoft 365 environment had available to integrate into the application and we had great results.
Intelligent analysis that allows to have automatic insights about the requests and the success rate.
Wizard editor for parameter selection during the request form.
Evaluation of approval probability based on results of previous applications.
Results
We had a positive impact on the day-to-day work of our collaborators.
Across regions collaboration
Global Implementation
These new tools and assets are now included in the workflow of the Resource Allocation team.
Takeaways
Developing a tool with many technical limitations although at first limited the amount of ideas we could bring to the table, in the end it was a challenge to get the best out of the stack.
It was definitely enriching and challenging to see how a tool designed for a single department later got the interest of the organization worldwide.
Thanks for reading.
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