Finmas for Sparkasse
CSRD for Sparkasse: Turning Regulatory Complexity into Guided UX
Transforming an overwhelming Excel-based CSRD assessment process into a guided, audit-ready internal software solution.
Experience Principles
INDUSTRY
Fintech
PLATFORM
Web App, Figma
ROLE
UX/UI Designer
YEAR
205
TIMELINE
4 Months
TEAM
Specialists, 1 PM, 2 UX/UI Designers
Challenge
Many organizations were caught off guard by the CSRD regulations. In banking, relying on complex spreadsheets is not just inefficient — it is a compliance risk. The challenge was transforming an abstract, non-linear process into a guided, audit-ready digital system, while the underlying methodology had no dominant software solution to reference.
Role
As UX/UI Designer, I led the experience design to transform an overwhelming Excel-based process into an internal software solution. I ran expert interviews and stakeholder touchpoints to map the process, and redesigned the data visualization to prioritize insights over raw numbers.
Solution
The solution addressed four core pain points: Multi-role Collaboration — managing roles and permissions so each stakeholder sees only what's relevant; Guided Workflows — breaking down complexity into chapters with clear responsibilities; Audit-Ready Outcomes — transparent contributions and traceable history for every assessment; and a redesigned Results page that shows the 'why' behind every decision instead of replicating the Excel view.
