Canaree

SaaS platform to help startups and scale ups to manage their finances better.

Type

B2B SaaS

Role

UX engineer

Year

2019 - 2021

My role in Huggg

  • Spearheaded the design of a B2B SaaS platform for companies to manage their financial models and get intelligent advice.
  • Led the inception and design of a B2B SaaS platform catering to startups and scale-ups to manage their finances.
  • Collaborated with founders and CFOs, extracting insights from their fundraising journey and formulating problem statements for resolution.
  • Designed and developed the marketing website on Webflow.
  • Launched a landing page CMS to run growth experiments and optimise conversion.
  • Partnered with the marketing team to establish growth channels, resulting in 800 users, with 4% converting to paying SaaS customers.
      Case study

B2B SaaS app design from scratch

Most startups and scale-ups need financial models to show the potential investors how they will generate revenue, build a team and budget expenses. This is traditionally done in spreadsheets and have a huge learning curve, especially for those who don't have a finance background.

Canaree, a SaaS startup, helps such businesses to manage their finances better. The platform lets users, mostly founders or CEOs, to create financial models that they can then share with investors.

The goal of the project was to speed up the process of creating a financial model, but also simplify the workflow. Not only that, ready-made templates for SaaS, Marketplace & E-commerce and an ability to choose a pricing models help users create their models in minutes. The platform is a budgeting software but smarter in that it generates automatic financial advices that users can easily understand by comparing their data with industry benchmarks.

Design process

Empathy

Market research

Competitive analysis

User interviews

Contextual enquiries

Define

Personas

Empathy maps

Problem statements

Ideate

Ideation

User flows

Wireframes

Prototype

Lo-fi prototypes

Hi-fi prototypes

Test

Usability testing

Affinity maps

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