Appraisal Tool

Enterprise software  |  Data visualization  |  UX Strategy   |  Journey mapping  |  Workflow management  |  AI Driven |  Novel application

An AI focused tool that calculates and validates the accuracy of a company’s valuation based on complex data inputs.

Strategic modeling

The customer dashboard allows users to track the status of data at different stages of a workflow and drill down into specific funds for detailed financial analysis.

Users can create custom scenarios to forecast changes in their data based on varying factors.

A user interface designed to simplify complex data hierarchies, helping users stay oriented through deep nested navigation.

Working smarter

  • Persona-based workflows streamline handoffs to maintain momentum and ensure role-specific reviews are properly embedded.

  • AI integration allows users to understand their data by generating custom prompts.

  • Rule based data checklist derived from machine learning, identifies the most relevant metrics to include based on the customer’s profile.

Bulk action updates streamline productivity.

Mapping the user workflow journey results in a UI designed to optimize workflow management, tailored to personas and guided by rule-based checklists.