Challenges
In order to solve this need, several challenges must be completed. Among the main ones were the following:
- Provide confidence to users in all senses both in UI and in a good section of terms and conditions of service, as well as the necessary material so that the user can know the basic terms for their taxes.
- An easy and effective way to upload invoices to make it a quick process
- A simple registration for users.
Brainstorms & Competitive Analysis
In the first phase I was in charge of directing brainstorm sessions to devise solutions to the challenges.
So far, there were no comparable offers, so my research applied to products from the field of taxes, and the target group of people with business.
The creation of competitive profiles (in terms of marketing strategy, target market, core business, usability, layout, navigation structure, compatibility, content, design and performance) together with SWOT analysis helped to assess current offers in this area.
Also, general advantages and disadvantages of helping people with them taxes was an important part of the research.

User Journeys & Flows
The sitemap informed the user’s journey we designed. My team (developers, a product manager and myself) captured different flows for each of the four groups of main users we discovered during the sessions we attended in-person. Afterwards, we were able to pinpoint exactly where in the user’s journey needed improvement and developed mockups accordingly.
