The Problem
Donnelly Financial's tools handled SEC filings and Sarbanes-Oxley compliance for Fortune 500 companies. They worked, but they were slow. Filing cycles stretched across weeks, involving dozens of fragmented applications, manual handoffs, and function-based workflows that required users to move through every step regardless of relevance.
Then the regulatory environment changed. Reporting that had been annual shifted to monthly. The existing process wasn't just inefficient anymore. It was structurally incompatible with the new requirements. What took weeks now had to happen in days.
How We Knew
We conducted stakeholder interviews across business units and analyzed filing time benchmarks. The data confirmed what users were already telling us: the tools forced linear, function-based workflows that couldn't scale to monthly cadence. Teams were spending the majority of their time navigating the system rather than doing the actual compliance work.
What We Shipped
We designed enterprise-class responsive web applications built around exception-based workflows. Instead of walking through every function, users saw only what required their attention. The system surfaced exceptions, flagged anomalies, and let teams work in parallel on the sections that mattered.
Key capabilities included inline editing, real-time reporting, document redlining with compare modes, and personalized role-based workspaces. We consolidated dozens of applications into a streamlined experience using design thinking methodology.