Find your perfect tax match
Creating lo-fi wireframe illustrations and visualizing the flows of C&I product layout and user journeys
FinTech - C&I Find your perfect tax match
Every customer believes they have a dedicated TS professional exclusively for them. Meanwhile, the TS gains value from the platform by being matched with multiple customers, effectively reducing their workload.
Client:
Innovation Refunds
Project:
C&I - Find your perfect tax match
My Role:
The entire product from research to conception, visualization.
Project Time:
2 weeks
Tools:
Figma, FigJam,
Methodology:
User Personas, Sitemap, Low-Fidelity, Interactive Prototype
DISCOVERY
Reviewed product requirements for MVP
RESEARCH
Conducted competitive analysis of Audi competition
UX DESIGN
Developed user flows and wireframes
UI DESIGN
Created visual design layer for hi-fidelity mockups & prototype
The UX Research
To enhance the UX of this SaaS application, we initiated an in-depth UX research phase. This involved delving into the product and overall business domain, evaluating the UX maturity of stakeholders, benchmarking against competitors, and gaining insights into user expectations.
Product Audit
Establish a marketplace connecting Small and Medium-sized Businesses (SMBs) with tax preparers specializing in R&D filing.
- Heuristic Evaluation
- Overall Findings
- Enterprise design validation
These activities allowed us to explore a wide range of aspects, such as comprehending the heuristics, recognizing the enterprise design framework crucial for designing this product, pinpointing problem areas in the enterprise solution, and formulating valuable recommendations.
In addition to delivering users a sleek design, we focused on ensuring a stellar experience. Our goal was not only to enhance their Annual Recurring Revenue and Customer Lifetime Value but also to reduce their Customer Acquisition Cost (CAC) through a seamless UX.
FigJam User Flow
We conducted qualitative user flow to validate assumptions regarding user problems. The insights gained took precedence and were subsequently integrated with findings from stakeholder insights and competitor analysis.
A low-fidelity (lo-fi) wireframe
A low-fidelity wireframe of C&I Find your perfect tax match Dashboard application.
Competitor Analysis
Examining the competitors identified by our stakeholders, we initiated an analysis. We scrutinized numerous applications within the Tax and FinTech domains throughout the evaluation.
We analyzed the user flow of competitors and investigated potential actions that users might need to take when interacting with their products.
We identified several common features found in all Tax and FinTech products designed for enterprises.
Building on this insight, we conducted an in-depth analysis to compare their user experience and functionality. No research is truly comprehensive without a qualitative research tool, and that became our next imperative step in the research phase.
A low-fidelity wireframe - Mobile
A low-fidelity wireframe of C&I Find your perfect tax match Dashboard application.
A low-fidelity wireframe - Desktop Visiuals
A low-fidelity wireframe of C&I Find your perfect tax match Dashboard application.
A low-fidelity wireframe - Simple Prototype
A low-fidelity wireframe of C&I Find your perfect tax match Dashboard application.
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About
Experienced and outcome-driven executive with 25 years of innovative involvement in the digital products sector. Skilled in utilizing front-end and diverse prototyping tools for swift sharing and testing of design concepts. A creative mind that values open-mindedness, consistently challenging assumptions to tackle problems from diverse perspectives.
Top Skills
- Figma
- Design Systems
- Design Libraries
- Prototyping
- User-Centric Design
- Artificial Intelligence
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