ModelDrive

Product Design

Marketing Design

Modeldrive is an all-in-one workspace that replaces your Excel models.

Overview

Financial professionals face increasing complexity in building accurate and efficient models. The goal of this project was to design a flexible and intuitive platform that streamlines financial modeling, minimizes errors, and enhances collaboration among users.

We designed a next-generation financial modeling tool that enables users to:

Build error-free models with structured workflows and intuitive interfaces.
Efficiently manage variables and financial data without cumbersome spreadsheets.
Streamline collaboration and access essential components in a centralized hub.
Replace multiple Excel files with a scalable, folder-based structure.

Key Contributions:

UX/UI Design for Financial Modeling SaaS – Created an interface that balances complexity with usability.
User Research & Testing – Conducted in-depth research sessions with financial experts to address real-world challenges.
Model Management & Organization – Designed a folder-based structure for seamless access to essential model components.
Enhanced Data Handling – Developed an intuitive system for variable management and structured financial workflows.

We designed a next-generation financial modeling tool that enables users to:

Build error-free models with structured workflows and intuitive interfaces.
Efficiently manage variables and financial data without cumbersome spreadsheets.
Streamline collaboration and access essential components in a centralized hub.
Replace multiple Excel files with a scalable, folder-based structure.

Key Contributions:

UX/UI Design for Financial Modeling SaaS – Created an interface that balances complexity with usability.
User Research & Testing – Conducted in-depth research sessions with financial experts to address real-world challenges.
Model Management & Organization – Designed a folder-based structure for seamless access to essential model components.
Enhanced Data Handling – Developed an intuitive system for variable management and structured financial workflows.

We designed a next-generation financial modeling tool that enables users to:

Build error-free models with structured workflows and intuitive interfaces.
Efficiently manage variables and financial data without cumbersome spreadsheets.
Streamline collaboration and access essential components in a centralized hub.
Replace multiple Excel files with a scalable, folder-based structure.

Key Contributions:

UX/UI Design for Financial Modeling SaaS – Created an interface that balances complexity with usability.
User Research & Testing – Conducted in-depth research sessions with financial experts to address real-world challenges.
Model Management & Organization – Designed a folder-based structure for seamless access to essential model components.
Enhanced Data Handling – Developed an intuitive system for variable management and structured financial workflows.

We designed a next-generation financial modeling tool that enables users to:

Build error-free models with structured workflows and intuitive interfaces.
Efficiently manage variables and financial data without cumbersome spreadsheets.
Streamline collaboration and access essential components in a centralized hub.
Replace multiple Excel files with a scalable, folder-based structure.

Key Contributions:

UX/UI Design for Financial Modeling SaaS – Created an interface that balances complexity with usability.
User Research & Testing – Conducted in-depth research sessions with financial experts to address real-world challenges.
Model Management & Organization – Designed a folder-based structure for seamless access to essential model components.
Enhanced Data Handling – Developed an intuitive system for variable management and structured financial workflows.

Client

ModelDrive LTD

Industry

SaaS

Website

https://www.linkedin.com/company/modeldrive/

James Carter, Head of Financial Strategy

This solution has completely transformed the way our financial teams build models. The intuitive design and structured approach eliminate errors and significantly improve efficiency.

Problem Statement

Financial modeling processes were fraught with inefficiencies and prone to errors due to outdated tools and scattered workflows:

Fragmented Data – Multiple Excel files and tabs made it difficult to track changes and ensure accuracy.
Error-Prone Workflows – Lack of structured variable management led to inconsistencies.
Inefficient Collaboration – Teams struggled with version control and model organization.

Without an integrated and structured solution, financial professionals wasted valuable time troubleshooting errors instead of focusing on strategic decision-making.

Financial modeling processes were fraught with inefficiencies and prone to errors due to outdated tools and scattered workflows:

Fragmented Data – Multiple Excel files and tabs made it difficult to track changes and ensure accuracy.
Error-Prone Workflows – Lack of structured variable management led to inconsistencies.
Inefficient Collaboration – Teams struggled with version control and model organization.

Without an integrated and structured solution, financial professionals wasted valuable time troubleshooting errors instead of focusing on strategic decision-making.

Financial modeling processes were fraught with inefficiencies and prone to errors due to outdated tools and scattered workflows:

Fragmented Data – Multiple Excel files and tabs made it difficult to track changes and ensure accuracy.
Error-Prone Workflows – Lack of structured variable management led to inconsistencies.
Inefficient Collaboration – Teams struggled with version control and model organization.

Without an integrated and structured solution, financial professionals wasted valuable time troubleshooting errors instead of focusing on strategic decision-making.

Financial modeling processes were fraught with inefficiencies and prone to errors due to outdated tools and scattered workflows:

Fragmented Data – Multiple Excel files and tabs made it difficult to track changes and ensure accuracy.
Error-Prone Workflows – Lack of structured variable management led to inconsistencies.
Inefficient Collaboration – Teams struggled with version control and model organization.

Without an integrated and structured solution, financial professionals wasted valuable time troubleshooting errors instead of focusing on strategic decision-making.

Process & Methodology

To create a solution that enhances accuracy and efficiency, we adopted a research-driven and iterative design approach:

Discovery & Research

Conducted UX research sessions with finance professionals to identify pain points.
Mapped out workflows to understand data organization and model-building challenges.
Analyzed existing tools to benchmark best practices in financial modeling.

Experience Design & Prototyping

Developed wireframes and prototypes to visualize key financial modeling workflows.
Designed an intuitive interface with an emphasis on usability and structured data management.
Integrated model organization features that simplify navigation and improve efficiency.

User Testing & Iteration

Ran usability testing sessions to refine the user experience.
Incorporated feedback from financial experts to optimize variable management and error reduction.
Ensured seamless transition from traditional spreadsheet-based workflows to the new platform.

To create a solution that enhances accuracy and efficiency, we adopted a research-driven and iterative design approach:

Discovery & Research

Conducted UX research sessions with finance professionals to identify pain points.
Mapped out workflows to understand data organization and model-building challenges.
Analyzed existing tools to benchmark best practices in financial modeling.

Experience Design & Prototyping

Developed wireframes and prototypes to visualize key financial modeling workflows.
Designed an intuitive interface with an emphasis on usability and structured data management.
Integrated model organization features that simplify navigation and improve efficiency.

User Testing & Iteration

Ran usability testing sessions to refine the user experience.
Incorporated feedback from financial experts to optimize variable management and error reduction.
Ensured seamless transition from traditional spreadsheet-based workflows to the new platform.

To create a solution that enhances accuracy and efficiency, we adopted a research-driven and iterative design approach:

Discovery & Research

Conducted UX research sessions with finance professionals to identify pain points.
Mapped out workflows to understand data organization and model-building challenges.
Analyzed existing tools to benchmark best practices in financial modeling.

Experience Design & Prototyping

Developed wireframes and prototypes to visualize key financial modeling workflows.
Designed an intuitive interface with an emphasis on usability and structured data management.
Integrated model organization features that simplify navigation and improve efficiency.

User Testing & Iteration

Ran usability testing sessions to refine the user experience.
Incorporated feedback from financial experts to optimize variable management and error reduction.
Ensured seamless transition from traditional spreadsheet-based workflows to the new platform.

To create a solution that enhances accuracy and efficiency, we adopted a research-driven and iterative design approach:

Discovery & Research

Conducted UX research sessions with finance professionals to identify pain points.
Mapped out workflows to understand data organization and model-building challenges.
Analyzed existing tools to benchmark best practices in financial modeling.

Experience Design & Prototyping

Developed wireframes and prototypes to visualize key financial modeling workflows.
Designed an intuitive interface with an emphasis on usability and structured data management.
Integrated model organization features that simplify navigation and improve efficiency.

User Testing & Iteration

Ran usability testing sessions to refine the user experience.
Incorporated feedback from financial experts to optimize variable management and error reduction.
Ensured seamless transition from traditional spreadsheet-based workflows to the new platform.

Results

Our solution revolutionized financial modeling by providing a structured, error-free, and efficient platform:

✅ Error-Free Modeling – Structured workflows reduce calculation errors and inconsistencies.
✅ Improved Efficiency – Folder-based model management replaces scattered Excel files.
✅ Seamless Collaboration – Teams can access, modify, and share models without version control issues.
✅ Scalable & Future-Proof – Designed to evolve with the growing complexity of financial models.

With this next-generation financial modeling tool, professionals can now focus on strategic insights rather than troubleshooting errors, leading to better financial decision-making and enhanced operational efficiency.

Our solution revolutionized financial modeling by providing a structured, error-free, and efficient platform:

‹ Research Hub

RCAD ›

Let's collaborate today!

We’re here to help. Whether you have a project in mind or just want to chat, feel free to get in touch.

Book Discovery Call

Let's collaborate today!

We’re here to help. Whether you have a project in mind or just want to chat, feel free to get in touch.

Book Discovery Call

Let's collaborate today!

We’re here to help. Whether you have a project in mind or just want to chat, feel free to get in touch.