A comprehensive project management and financial tracking system for research collaboration and grant management at Wright Brothers Institute.
WBI needed a unified platform to manage complex projects, track finances across multiple funding sources, coordinate between various stakeholders, and maintain visibility into project status and deliverables. The existing system was fragmented, requiring staff to use multiple disconnected tools for project management, financial tracking, and reporting.
The detailed project view provides comprehensive information about each project, including budget tracking, notifications, action items, and project activity. This centralized view eliminates the need to switch between multiple systems to gather project information.
I developed a comprehensive sitemap and mental model to understand how different modules connect and how users navigate between project management and financial systems. This helped identify opportunities to streamline workflows and reduce cognitive load.
The administration module provides powerful tools for managing vendors, agreements, and contracts. This ensures proper oversight and compliance across all organizational activities while maintaining detailed audit trails.
The Executive Director view provides high-level project status updates and notifications in one place. This allows leadership to quickly identify projects needing attention and monitor organizational priorities without diving into detailed project data.
The finance module allows teams to track modifications, reconcile accounts, and manage travel expenses. The dashboard provides real-time visibility into budget utilization across all projects and funding sources, with detailed reporting for compliance and auditing.
The unified platform dramatically improved daily workflows for teams, reducing the time spent switching between systems and increasing collaboration across team members.