2024 · Pineapple Design
2024 · Pineapple Design
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KAT Compliance · GST Filing
KAT Compliance · GST Filing
through financial innovation.
through financial innovation.
GST Compliance
GST Compliance
Transforming
Transforming
KAT Compliance, led by Kevin Shah of Mumbai-based legal firm KSA, specialises in Indirect Taxation and International Trade. They seek to revolutionize GST filing and financial management for Fortune 500 clients. The task was to design a customer experience-driven solution for this transformation.
KAT Compliance, led by Kevin Shah of Mumbai-based legal firm KSA, specialises in Indirect Taxation and International Trade. They seek to revolutionize GST filing and financial management for Fortune 500 clients. The task was to design a customer experience-driven solution for this transformation.
Role
Role
Product designer
Product designer
Team
Team
2 designers · 1 PM
2 designers · 1 PM
Duration
Duration
4 months · 2023 — 2024
4 months · 2023 — 2024
Surfaces
Surfaces
GST Compliance Web-app
GST Compliance Web-app
Stack
Stack
Fintech · Core UI & UX Design
Fintech · Core UI & UX Design
Client’s Vision:
Client’s Vision:
Computation and filing of GST returns:
• The software computes and files GST returns for large-scale organizations with 100% accuracy.
Standardization and automation of financial data:
• The software guides users to store their data in an organized and standardized manner.
• It saves 50% of effort, time, and money.
Simplification of tax compliance:
• The software demystifies the perception around taxes.
• It simplifies taxation filing for corporate customers.
Computation and filing of GST returns:
• The software computes and files GST returns for large-scale organizations with 100% accuracy.
Standardization and automation of financial data:
• The software guides users to store their data in an organized and standardized manner.
• It saves 50% of effort, time, and money.
Simplification of tax compliance:
• The software demystifies the perception around taxes.
• It simplifies taxation filing for corporate customers.
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99% of the GST Filing softwares in the market only save and upload your financial data for you. GST filing is still your responsibility. What use is it to you, if your financial data is just stored differently on different softwares?
99% of the GST Filing softwares in the market only save and upload your financial data for you. GST filing is still your responsibility. What use is it to you, if your financial data is just stored differently on different softwares?
-Kevin Shah, Founder of KAT Compliance
-Kevin Shah, Founder of KAT Compliance
Current GST Filing Landscape:
Current GST Filing Landscape:
Imagine collecting tax on sales (output) and claiming it back on purchases (input). You report these details regularly (monthly/quarterly) and settle the difference with the government.
Imagine collecting tax on sales (output) and claiming it back on purchases (input). You report these details regularly (monthly/quarterly) and settle the difference with the government.
Design Brief:
Design Brief:
To offer a seamless and personalized filing journey, ensuring compliance with laws while simplifying the process.
To offer a seamless and personalized filing journey, ensuring compliance with laws while simplifying the process.
To provide a user-friendly experience tailored to the needs of individuals and businesses.
To provide a user-friendly experience tailored to the needs of individuals and businesses.
To make it accessible to users of all educational backgrounds, eliminating the need for extensive knowledge of tax laws.
To make it accessible to users of all educational backgrounds, eliminating the need for extensive knowledge of tax laws.
User Grouping:
User Grouping:
A complex product requires breaking down into parts and so does its users. We took an example of the Tata Group to understand how a company that big would be filing GST on KAT.
A complex product requires breaking down into parts and so does its users. We took an example of the Tata Group to understand how a company that big would be filing GST on KAT.
Personas:
Personas:
Features and its access
Features and its access
Core of the platform
Core of the platform
Repository
Repository
Repository is a safe place to store all your financial information related to GST, that helps with standardization. The repository guides you step-by-step through organizing your data, prompting you for specific information at each stage.
Repository is a safe place to store all your financial information related to GST, that helps with standardization. The repository guides you step-by-step through organizing your data, prompting you for specific information at each stage.
Files Mapping
Files Mapping
Filing GST returns can be complex, and even small mistakes can lead to issues. This files mapping feature ensures your data is mapped correctly to the government’s filing format, minimizing the risk of errors.
Filing GST returns can be complex, and even small mistakes can lead to issues. This files mapping feature ensures your data is mapped correctly to the government’s filing format, minimizing the risk of errors.
GST Filing
GST Filing
The objective while designing this entire process was to bring transparency and progressive navigation. We’ve designed a user-friendly interface that automates most of the filing process, saving you valuable time and effort. Additionally, the platform allows for seamless collaboration, meaning team members in different locations can work together efficiently to complete the filing process.
The objective while designing this entire process was to bring transparency and progressive navigation. We’ve designed a user-friendly interface that automates most of the filing process, saving you valuable time and effort. Additionally, the platform allows for seamless collaboration, meaning team members in different locations can work together efficiently to complete the filing process.
User Flow:
User Flow:
Production Mapping
Production Mapping
The backend of this platform was built first to check if the idea, automation and validation of data would even be feasilble in the first place. Hence, production mapping was a technique we used to understand the flows created by KAT and the development team and how do all these journeys fall into place together.
The backend of this platform was built first to check if the idea, automation and validation of data would even be feasilble in the first place. Hence, production mapping was a technique we used to understand the flows created by KAT and the development team and how do all these journeys fall into place together.
Wireframing
Wireframing
Wireframing was not a regular process in this project; we first re-structured and mapped the existing flows and then created fresh paper & high-fidelity wireframes.
Wireframing was not a regular process in this project; we first re-structured and mapped the existing flows and then created fresh paper & high-fidelity wireframes.
Design System
Design System
Swipe left and right to view the design system in a carousel:
Swipe left and right to view the design system in a carousel:
Typography
Typography
Transitioning from UX to UI
Transitioning from UX to UI
Final UI Designs
Final UI Designs
Time for the final reveal! Our designs looked minimal yet full of contrast whenever necessary..
Time for the final reveal! Our designs looked minimal yet full of contrast whenever necessary..
Sign UP
Sign UP
Payment
Payment
Dashboard
Dashboard
Upload Popup
Upload Popup
Filed GSTINs
Filed GSTINs
Comparison
Comparison
GST Filing
GST Filing
Final step
Final step
Mapping / Errors
Mapping / Errors
Repository
Repository
