Final design delivery
Ultimately, after 4 months of joining the team, I was able to deliver the final v.1 design specifications to my product and dev team for implementation. The product was conveniently named AWS Profitability Tool (APT), and below are a few sample screens.
Generating a customer P&L - Summary view
For the v.1 release, we wanted to provide users with a simple seamless experience that would allow them to address most of the basic important use cases. Fortunately, these use cases all shared a mutual simple ask: Generate an end-to-end P&L for a single customer.
Given this requirement, the landing page was designed to offer users the ability to quickly generate a P&L through a few simple clicks. Starting with the single customer selection (where each customer is known as a Global Ultimate Company):
The following selection, the P&L view selection, gives users the option to pick between 2 possible views of the P&L: 1) Summary, or 2) Services breakdown. As the names suggest, while the former offers an aggregated bird-eye view, the latter provides essentially the exact same data but broken down by the individual AWS services consumed by the customer in question:
The majority of users would opt for the Summary view. This is the easier path to take, as the next step is simply to click on the Generate P&L button:
Accordingly, the full P&L for the selected customer will be generated and displayed right below:
Filtering the P&L by a single service
Once the P&L is generated, users can execute a number of actions. One of the most important actions is to further filter out this P&L by a single AWS service. This is where they can leverage the available Service filter - an advanced filter control that allows users to find and select any single AWS service used by the selected customer:
Selecting a time view
Users can also pick a different Time view, depending on what their unique financial analysis needs are. They can opt for a choice between the (default) last 13 months, last 5 quarters, last 3 years, or define a custom time period: