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RARobert Andersson
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SG Budget Intelligence

Connecting affordability insight to real purchasing decisions.

Category
Personal Finance · Product Discovery
Role
Product strategy · User research framing · UX architecture
Status
Concept Validation
Timeline
2025 — concept validation
Product StrategyUser ResearchUX ArchitectureAI-Assisted DevelopmentEcosystem Integration
Budget Dashboard — Functional Prototype

The Opportunity

Budgeting tools describe what has already been spent. They rarely help at the moment a decision is made, when a cheaper equivalent option would matter most.

The Product Concept

A discovery-led budgeting concept that pairs spending context with comparison of lower-cost alternatives, feeding insight back into the wider ecosystem.

My Role

Product strategist and UX architect. I ran the problem framing, defined the user journeys and information architecture, and produced the concept interface.

Product Process

  1. 01

    Opportunity identification

  2. 02

    Concept definition

  3. 03

    User journey planning

  4. 04

    Information architecture

  5. 05

    Interface design

  6. 06

    AI-assisted development

  7. 07

    Responsive implementation

  8. 08

    Testing and iteration

  9. 09

    Deployment preparation

Key Features

Comparison view

Alternatives presented next to the current choice, not in a separate tool.

Affordability context

Decision support framed by the user's own budget rather than generic advice.

Ecosystem hand-off

Insights designed to connect with other ShapGenius tools.

Challenges and Decisions

Avoiding another dashboard

The concept deliberately avoids charts-first design and starts from a decision the user is about to make.

Maintaining design consistency

Reused ecosystem tokens and components so a new concept did not require a new visual language.

What I Learned

  • · Framing the moment of decision is more valuable than more reporting.
  • · A concept is worth validating on paper before any implementation cost.

Current Status and Next Steps

This is at concept validation. User journeys and interface direction are defined; no functional application has been built yet.

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