Extractly.ai - Validate
A B2B product to enhance the efficiency and accuracy of the audit process in financial statement reviews
Tool
Miro, Figma, Usersnap
My role
End to end design process
Team
Managers
Devs
Project summary :
Traditional financial statement auditing faces challenges due to its time-consuming, error-prone nature, and difficulty in handling large volumes of data. Validate is one of the core products of Extractly.ai. It's a SaaS platform that transforms the traditional audit process into a more streamlined, automated, and effective practice. Because of Non-Disclosure Agreement, I will only share the challenges I encountered and the strategies I employed to solve complex problems. For a deeper insight or further details, please feel free to contact me directly.
In this project, I led the development of a comprehensive design system from the ground up, creating a customized design process tailored to our available resources. This significantly improved efficiency and coherence across our product suite. Furthermore, I played a key role in educating and collaborating closely with stakeholders and developers, advocating for and implementing user-centered design principles. This collaboration not only streamlined our development process but also resulted in more intuitive and user-friendly products.
Now the Validate has become a flagship product, garnering widespread adoption by prominent firms globally, including BDO, PKF, RSM, and Grant Thornton. This innovative tool has not only received an overwhelmingly positive response from its users but has also achieved an impressive Net Promoter Score (NPS) of over +45, reflecting its high customer satisfaction and strong recommendation likelihood.
Challenge 1: 0 design process on the project when Started
What I have done :
the development of a design cycle
Educated stakeholders through diverse channels, including company-wide meetings and requirement gathering sessions, to ensure comprehensive understanding and engagement."
Identified and clearly articulated existing problems and concerns within the current development process, fostering an environment of proactive problem-solving and continuous improvement.
Systematically gathered user feedback to substantiate design decisions, ensuring that user needs and preferences are central to the design process.
Devised and proposed a practical design process, meticulously tailored to optimally utilize available resources, thereby maximizing efficiency and effectiveness."
Design process based on the available resources
Challenge 2: Limited resources in style guide
What I have done :
The development of a design system
Spearheaded the development of a comprehensive design system, expanding upon a basic style guide. This involved customizing a unique palette of colors, grids, icons, shades, typography, input fields, components, and more to create a robust and cohesive design language.
Championed the significance of the design system, emphasizing its crucial role in enabling reusable components, streamlining communication efficiency, and ensuring brand consistency across various platforms and mediums.
Actively working towards leveraging the advanced features offered by Figma to further enhance and innovate within our design system, aiming for superior functionality and user experience.
Customised design system
Challenge 3: Stakeholder management and education
Survey for the updates
What I have done :
Involved stakeholders in the design process
Successfully conducted and led design workshops and brainstorming sessions, effectively guiding stakeholders through the rationale and processes underlying key design decisions.
Documented concerns and queries from users’ points of view to meticulously inform and define project requirements.
Actively collected user feedback to refine and enhance the design, thereby increasing its persuasiveness and user-centric appeal.
Articulated design principles and shared expert knowledge throughout the design process, fostering a deeper understanding and collaboration among team members and stakeholders.
Challenge 4: Inclusive and accessible design
What I have done :
Be mindful of the inclusive design
Prioritize inclusive design principles, ensuring that the product's color contrast adheres to or exceeds WCAG 2.0 Level AA standards for accessibility.
Conduct a thorough examination of typography visibility and the interrelation of each section, ensuring optimal readability and user-friendly navigation.
Initiate a redesign of the product's markup, incorporating distinct patterns to enhance differentiation beyond the traditional green and red color scheme, catering to a wider range of users.
Redesign the product's markup
More goals:
Enhance user metric analysis and augment feedback collection, aiming to inform and solidify the design framework more effectively.
The design system represents a dynamic, ongoing project, offering the potential for seamless integration with larger, more complex systems collection to inform a more solid design.
Feedback from real users after the new design