Apriworks
.Creating a scrutiny management web app for an accounting firm
Problem
The clients needed a platform that would guide their employees create professional quality income tax scrutiny responses
Solution
Created a web app which helped the employees fill out tax scrutinies efficiently by improving grammar, insights on latest laws etc.
My Role
Implementation of design and design processes from start to finish
Scope
3 months client project
Initial Research
To kick-off the project I researched on scrutinies and regulations surrounding it, so as to be better prepared with user interviews
Research
We conducted 11 user interviews to get a better understanding of what challenges they face while working on scrutiny. After the interview process we created 2 user personas 'Young Seeker' and 'The Veteran'. Creating personas helped me get into the skin of our target users
The Young Seeker: The one who does the hands-on work of drafting scrutinies
The Veteran: The CEO/founder/boss who manages the team
Unpacking Pain Points and Opportunities
I created a connected user journey for 'Young Seeker' and 'The Veteran'. Through this journey, I wanted to highlight the collaborative nature of filling a scrutiny which in turn revealed pain points and potential opportunities
Initial Iteration
From interview and user journey insights we created wireframes which included some key features such as scrutiny dashboard, response draft page, also a share feature which ensured responding to scrutiny in a transparent and collaborative manner
Visual Research
After finalizing our wireframes we proceeded with visual research where wanted to create visuals that made the product look professional, but also evoked a sense of comfort and ease
Streamlined, Goal-Oriented Dashboard
The Dashboard is very goal oriented in design clearly conveying the tasks at hand, and the deadline for responding to scrutiny.This will help the accountant prioritise his work better
Automated Response Generation
Depending on the question, Apriworks auto-suggests suitable responses with a high success rate. The accountant can choose from the options and adjust them accordingly
Transparency in Collaboration
The users can add comments and tag the relevant party such as their clients, their bosses etc. ensuring transparency at all times
Streamlined Adjournment Process
Due to technical, personal reasons a scrutiny may not be responded on time. In order to deal with this the accountant requests for an adjournment. On approval by the Income Tax Dept., they can then submit the scutiny response at a later date.
Key Takeaways
01.
It was important to be mindful of financial and legal constraints while finding opportunities for improving user experience
02.
Helping stakeholders who do not have a design background understand the design process