Custom Software
UX/UI Design
company
The company is a prominent Tax Management Company, sought to revolutionize tax assessment and automation for their tax agents. They envisioned a powerful SaaS dashboard that would streamline processes, enhance productivity, and provide a seamless experience for their users.
Industry:
FINTECH (TAX SYSTEMS)
Location:
ıreland
My Role:
product desıgn
product management
Goals and objectives
To create an SaaS platform for tax management and automated workflow in an internal software.
01/
Simplify the tax assessment process for tax agents
02/
Improve tax agents’ productivity
03/
Empower stakeholders and tax agents with actionable insights
Solution
SOLUTION
Development of a complex Tax Management system tailored to the company’s existed workflow and business specifics
desıgn process
I adopted a user-centric approach, ensuring that every design decision aligned with tax agents’ goals. The dashboard needed to be their trusted companion throughout their daily tasks.
I conducted extensive user research, including interviews and usability tests with tax agents within the company. Here are the key insights:
Diverse User Base: Tax agents have varying levels of expertise and preferences.
Task Complexity: Tax assessment involves intricate processes, deadlines, and document management.
Data-Driven Decisions: Tax agents rely on data analytics for accurate assessments.
Dashboard Objectives
Our objectives were clear:
Tax Assessment: Provide tools for efficient tax assessment.
Automation: Automate repetitive tasks.
Collaboration: Facilitate collaboration among tax agents.
I proceeded to create a visual map of dashboard components, aligning each component with its corresponding objective.
This mapping ensures a cohesive design that directly addresses the goals we’ve set for our Tax Management SaaS dashboard.
OUTCOME
OUTCOME
The software led to an impressive 80% improvement in tax agents’ performance. It fostered better collaboration among tax agents and streamlined the tax management workflow, ultimately reducing processing time.
Result
A convenient SaaS service for
tax management
The software led to an impressive 80% improvement in tax agents’ performance
It fostered better collaboration among tax agents
streamlined the tax management workflow, ultimately reducing processing time
The client currently has tons of plans for further expansion of the solution, so we will
continue developing it up until the level of a complex HR ecosystem.
Team
developers team
Dev contractor
operatıons team
product desıgner(Me)