Challenges in Extractly.ai

A product suite designed for accounting firms to audit financial statements and other documents.

Extractly.ai – Transforming the Audit Process

Extractly.ai is a SaaS platform that modernizes traditional auditing by making it more streamlined, automated, and efficient. Its product suite includes Validate and Extractly+.

My key contributions:

Built a comprehensive design system – Established branding and UI components from the ground up, ensuring consistency and scalability.
Optimized design processes – Developed a tailored workflow to maximize efficiency within our team’s resources.
Led cross-functional collaboration – Educated stakeholders and worked closely with developers to integrate user-centered design principles.
Drove product innovation – Helped launch Extractly+ from concept to market within six months, expanding our product suite.

Today, Extractly.ai continues to evolve, offering a growing range of tools that enhance the audit process for customers across Australia, New Zealand, and the UK.

Challenge 1: No Design Process in Place

What I have done :

the development of a design cycle

Established a structured design cycle to bring clarity and efficiency to the project.
Educated stakeholders through company-wide meetings and requirement-gathering sessions, ensuring alignment and engagement.
Identified key pain points in the development process, fostering a culture of proactive problem-solving.
Incorporated user feedback to validate design decisions and prioritize user needs.
Developed a tailored design process that optimized resources, improving efficiency and collaboration.

Design process based on the available resources

Challenge 2: Limited Style Guide & Resources

What I have done :

The development of a design system

Developed a full-fledged design system to expand beyond a basic style guide, incorporating colors, grids, icons, typography, components, and input fields for a cohesive design language.
Advocated for the design system’s value, highlighting its role in improving efficiency, enabling reusable components, and ensuring brand consistency.
Optimized Figma workflows to enhance collaboration and scalability, continuously refining the system for better usability and maintainability.

Challenge 3: Inclusive and accessible design

What I have done :

Be mindful of the inclusive design

Ensured accessibility compliance by meeting or exceeding WCAG 2.0 Level AA standards for color contrast.
Improved readability by refining typography and layout for better visibility and user-friendly navigation.
Enhanced differentiation by redesigning markup patterns beyond traditional color cues, making the product more inclusive for all users.