Simplifying Complex and Data-heavy Workflows for Effortless Compliance
Compliance means each transaction (sale or purchase) must be reported to Tax Authorities to ensure accurate tax calculation and payment. For global businesses, monitoring complex real-time reporting, spotting anomalies, and resolving issues are vital for compliance.
As Lead Designer, I built a product that simplifies Tax Managers' workflows to report, track, troubleshoot transaction data to stay compliant but also gain strategic insights.
Today, e-Invoicing processes over 24 million transactions monthly, with the value of €26 million for our clients.
Resource limitations, evolving regulations, data quality, and error management are the key challenges to compliance.
Resource Constraints
Tax departments often lack the engineering support to query and gather data, implement integration with Tax authorities, and automatically handle errors — leading to dependency on external consultants which increases costs and reduces agility.
Complex and Constantly Changing Regulations
Varied formats, requirements, and technical specifications that update across multiple jurisdictions. Documentation in local languages requires translation and legal consultation, adding operational costs.
Data Quality Issues
Synchronisation challenges due to scattered, inconsistent, inaccurate or incomplete data across large volumes. Complex mapping between internal fields and tax authority schemas, plus incompatible technologies.
Cryptic Error Messages
Unclear guidelines, lack of timely updates, limited or no support from tax authorities, and inconsistent terminology make troubleshooting a constant struggle.
Automate knowledge acquisition
Through real-time regulatory updates.
Simplify labour-intensive Data Scoping and Gathering
Via a centralised, customisable data hub helping users find the essential information from vast datasets.
Improve confidence in data
Provide data transparency, ensure clear status visibility, enable flexible queries for in-depth analysis.
Clarify and offer actionable guidance to aid troubleshooting
Empowering users to resolve issues independently and reducing support dependency.
Deliver strategic insights
With aggregated analytics to enhance Tax Managers' influence in financial discussions.
Fonoa Required Data
Simplifies labour-intensive Data GatheringA centralised data hub that helps users find information in vast datasets. Pin-point data following users' mental model, apply Progressive Disclosure to reduce cognitive load.
- Enable Tax Managers to independently scope and gather data for integrations, reducing engineering dependencies.
- Reduced Remote.com's new country integration time from 2 months to 3 hours.
- Reduce engineering dependencies from 3 to 1 engineers required on average for each new country integration.
- Helped Uber expand to 3 new markets in a month.
- Saves clients up to €42,500 p.a. (FTE) cost on manual data scoping and gathering.
- Increased Fonoa e-Invoicing's ARR by 941.67% (July 2022 – August 2024).
- Serves as an essential demo tool, driving commercial opportunities.
Compliance Centre
Automates and provides tailored regulatory updatesA real-time compliance radar that tracks regulatory changes and allows users to receive tailored updates based on their interests — filtering updates relevant to their needs, minimising noise and manual monitoring.
- Tax Managers are freed from manual tracking, significantly lowering compliance effort.
- Transforms compliance monitoring into a background task, keeping users informed without demanding time or attention.
- Evolved into a strategic asset enabling partnerships with consulting firms by providing a platform delivering compliance insights to their clients.
Unified Transaction Records
Monitors and tracks data in one placeUnified transaction records with clear statuses, progress, and errors for deep-dive troubleshooting.
- Enables Tax Managers to quickly access and verify transaction data, eliminating time-intensive data monitoring and troubleshooting.
- Consolidates data in a single view, establishing e-Invoicing as a Single Source of Truth for transaction data.
- Increased product MAU by 16% one month after launch.
Compliance Analytics Dashboard
Provides insights and elevates Tax to a strategic assetInsights enable Tax Managers to proactively monitor compliance health and contribute to strategic financial planning.
- Tax Managers can quickly assess compliance health at a glance, identifying potential risks without manual data review.
- Highlights patterns and trends shifting users' focus from routine fire-fighting to high-level decision-making.
- Offers Tax Managers strategic compliance insights, securing a role in key financial discussions.
- Elevates the product's value from a CTC tool to a critical source of strategic insights.
- Serves as an effective demo tool, helping unblock 100% of opportunities in commercial pipeline.
Error Management System
Makes troubleshooting a less dreaded taskTranslate error messages, craft clear, helpful error messages and present error analytics clearly, turning error management into a structured, preventable process.
- With actionable error descriptions and analytics, Tax Managers can address compliance errors swiftly and independently.
- Standardised and improved error messages across different Tax authorities and languages (+20).
- Error rates decreased by 8.5% one month after launch.
- Reduced CX tickets by 12%.
Enhanced flexibility to improve Operational Efficiency
Despite common tasks and goals, each Tax Manager follows a unique workflow, requiring greater personalisations. Data table customisations to prioritise key information within a vast dataset, and nested filters for robust queries improving workflow efficiency.
Understanding the Real Cost of Compliance
User interviews revealed how compliance demands drain resources, especially where tax compliance has low engineering priority. Added complexity risks adoption, underscoring the need for low-maintenance features. This insight shaped Fonoa Required Data, focusing on only essential data to streamline scoping and gathering.
The Power of Clear, Actionable Information
Client feedback highlighted how vague, cryptic error messages create friction. To address this, we designed the Error Management System to translate, standardise, and clarify errors, offering steps for resolution. This reduced support dependency and empowered users to troubleshoot independently.