All case studies

FinOps, enterprise SaaS

Budget management for teams running on many clouds

A FinOps feature that helps engineering leaders create, track and understand budgets across multiple cloud providers, so they can act before spend gets out of hand.

Role
UX designer
Team
Product manager, UI/UX designer, backend developer
Timeline
1.5 months
Scope
Product research, user research, product design
Budget creation flow and budget health table across cloud providers
  • +13%Monthly recurring revenue, up 11 to 13%
  • 86%Task success rate, above industry benchmark
  • 1.5Months from research to shipped design

Context

Organizations increasingly run on several cloud providers for redundancy, cost and capability. That makes tracking and managing budgets across providers genuinely hard.

Problem: DevOps managers need to forecast and allocate cloud budgets accurately in multi-cloud environments, but projections often miss critical factors.

Goal: design an experience that lets technical personas (FinOps leads, DevOps managers and CTOs) create, track and understand budgets across platforms.

Two modules: budget creation and budget management

Research

Client interviews pointed to three needs:

  • No clear read on budget health
  • Customizable thresholds for alerts
  • Trends that help stakeholders decide
User stories and tasks mapped for each module

Ideation

I mapped user flows, sketched layouts and identified core features, then split the experience into two sections: creating budgets, and managing them over time.

Paper sketches of budget layouts

Iteration one

A dashboard showing current spend, budget creation and alert configuration. Easy-to-read graphs and preset alerts help people judge budget health at a glance.

First iteration of the budget dashboard and creation flow

Iteration two

Feedback led to full multi-cloud support, a clearer budget period display, a dynamic preview while creating budgets, and refined alert configuration.

Budget creation with dynamic previewBudget list with health indicators
Multi-cloud budget view with spend by provider

Impact

  • Monthly recurring revenue grew 11 to 13%.
  • Adoption increased with both new and existing customers.
  • Task success reached 86%, above the industry benchmark.

The lesson: technical users don't need more data, they need a trustworthy signal and control over when they're alerted.

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