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Financial

From Spreadsheets to Enterprise-Grade Budgeting

8 months modernizing JPMorganChase’s BNFE & SDM. Next Starts Here

Legacy budgeting system interface and workflow diagrams used by JPMorganChase.

Results

Re-architected and delivered two enterprise systems: BNFE (Budget & Expense Management) and SDM (Strategic Dimension Management).

Designed and implemented an enterprise web application with a modern interface.

Completed full product design and front-end development in 8 months with a $400K budget.

Highlights / Intro

JPMorganChase manages millions of assets across 100+ global markets. Yet, critical budgeting and expense processes were still running on spreadsheets—manual, error-prone, and unable to scale.

unosquare was engaged to replace this outdated approach with enterprise-grade systems capable of supporting global operations.

Challenge

To ensure scalability without interrupting day-to-day operations, JPMorganChase needed to:

Eliminate reliance on manual, spreadsheet-based workflows.

Integrate budgeting (BNFE) and approval chains (SDM) into one cohesive system.

Deliver a modern, user-friendly web application that could scale globally.

Solution

unosquare re-architected BNFE and SDM into a single, integrated enterprise platform:

Scope

Full product design, front-end development, enterprise web application.

Tech Stack

HTML, CSS, JavaScript, JSP, Ajax.

Delivered a streamlined interface that simplified budgeting and approvals.

Ensured accuracy, efficiency, and consistency across 100+ markets.

It was the power of our Centers of Excellence that elevated delivery: the Design COE turned clunky spreadsheets into a modern, scalable experience, the Business Strategy COE aligned workflows with JPMorganChase’s global scale, the Data & Analytics COE secured financial accuracy across every market, and the QA COE safeguarded reliability in mission-critical processes.

The result: a platform built for clarity, consistency, and growth at global scale

If your core business processes still run on spreadsheets, it’s time for a smarter foundation. Next Starts Here.

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