Disclosure Checklist is a web app designed to streamline and enhance the financial reporting process. The platform offers a tailoring wizard and interactive checklist that is customized to an organization's specific needs, incorporating the latest requirements from regulatory bodies such as FASB, GASB, SEC, AICPA, and IASB®. Disclosure Checklist helps users easily navigate complex disclosure requirements, access references, and links to underlying guidance available in Viewpoint, helping to ensure compliance and efficiency in financial reporting.

When I joined this project the first portion (checklist tailoring wizard) had already been started by the team. The project itself was a ravamp of an existing PwC application. Picking up where the previous designer had left off, my role was to collaborate closely with the team to design the remaining MVP of the app.