Deal intelligence for global energy operations
A unified control hub—The Pacific Platform—that consolidated multiple separate trackers and hundreds of active regional deals into a single, workflow-aligned interface, shifting finance from manual reconciliation to active performance management.
The challenge
Stitch together fragmented active deal data, time bookings, and budgets scattered across separate regional teams into a single workflow cockpit.
In brief
Spreadsheet Chaos
Gather regional time bookings and live opportunity budgets into a singular pipeline.
Unified Cockpit
Design a high-density, tabbed workspace prioritizing compliance tracking and metadata scanning.
In-Flight Checks
Move from retrospective offline slides to active burn-rate analysis and early risk resolution.
The story
Regional energy deals lived in separate spreadsheets, making status and budget tracking hours of manual work.
The bet
We bet on clean, high-density legibility—putting key opportunity metadata and compliance checklists directly on the primary deal cards.
The cockpit
The dashboard cockpit organizes the highly complex deal pipeline into five workflow-aligned views.
01 / Budget Cockpit: Live actual vs. planned cost tracking with burn-rate alerts.
02 / Detailed View: Core opportunity details and metadata.
03 / Historic Dashboard: Historical margins and status compliance pipelines.
04 / Activity Log: Audit trails tracking gate clearances.
05 / Portfolio Manager View: Executive dashboard with burn and compliance trends.
Insight.AI
A conversational assistant built directly into the platform to guide finance leaders through deal performance and predictions.
- Conversational Guidance: Chat prompts let leaders query burn rates, budgets, and forecasts in plain language.
- Proactive Risk Checks: Flags anomalies and queries security metrics before they become critical.
Business outcome
What we didn't ship
- Complex scenario modeling. Excluded to focus phase-1 on a single source of truth.
- Custom report builders. Standardized review taxonomy to keep dashboards unified.
- Full editing permissions. Capped inputs in v1 to keep data entry lightweight.