Building Calculator Tools for Cat Financial




When making a decision about adding equipment to their fleet, Cat customers have a variety of options from purchasing, leasing to financing. To assist customers, Caterpillar Finance needed to create several easy-to-use self-service calculator tools that allow customers to run the numbers.


  • Improve customer experience and make the financing process/experience less intimidating
  • Increase engagement and enable interactions
  • Increase lead generation, offering up request a quote options where it makes sense.


  • The tools would be placed in multiple Caterpillar experiences. On one hand, they had to live on Caterpillar Finance pages, but they would also be embedded into product pages on
  • The tools needed to work across all Caterpillar Finance websites, so the scope included 24 websites, 13 languages, and more than 7 currencies.
  • The content and calculations within the tool needed to be directly managed by Cat Finance professionals. Often times, changes could not wait for a product release. We decided to build these tools as a component within Adobe Experience Manager, our CMS.
  • The tools needed to be integrated into Eloqua, our marketing automation platform. Most immediately, this was to allow users to express interest in taking the next step. Long-term, the purpose was to capture data that could be used to build intelligence.
  • A significant portion of Caterpillar Financial users leveraged mobile devices. We needed the mobile experience to equal that of desktop. Because of the tools complexity, we had to create a mobile version of each.



For this project:

  • I helped Caterpillar Finance create Affordability and Payment Calculators which helped customers research different payment options and make sound decisions.
  • I reused the design elements to start a forms design library that could be repurposed in future projects.



This tool was launched in 2018 and continues to live on Caterpillar experiences today:








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