SAB Auditing System
SAB Auditing System
SAB Auditing System
Launched Privately
Many businesses struggle with messy audits, scattered tools, and time consuming processes. SAB solves this by centralising everything in one platform, making audits simpler, faster, and more accurate while improving team collaboration and real-time visibility.
Client
Braintip.AI
Services
User Experience Design
User Interface Design
Roles
Jeff Davis - Design Lead
Abhiram Sudhir - UI/IX Designer
Date
January 2024
Project Understanding & Goals
Conducted stakeholder workshops -
Objectives : Streamlined processes, enhanced accuracy, automated reporting, enhanced UX, user flows, streamlined configuration, improved compliance tracking.
Defined KPIs for project measurement and success.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Competitive Analysis
We analyzed key competitors to understand their strengths, weaknesses, and market positioning. This helped identify gaps, opportunities, and best practices we could leverage. By comparing user flows, features, and overall user experience, we gained valuable insights to shape a more impactful and user centered product.
Competitor
Strengths
Weaknesses
QuickBooks
User-friendly, easy setup, strong reporting
Limited audit specific functionalities
Zoho Books
Competitor
Extensive integrations, customizable
Strengths
Complex interface, steep learning curve
Weaknesses
Zoho Books
Extensive integrations, customizable
Complex interface, steep learning curve
AuditBoard
Advanced audit compliance tracking
Limited integrations
NetSuite
Extensive features, scalability, strong analytics
High cost, complex implementation
Xero
Simple, ideal for small businesses
Lacks detailed audit management
SafetyCulture
Excellent for inspections and safety audits, mobile-first approach, strong checklist system
Not a full-featured financial audit tool, limited customisation for broader audit workflows
What we found
Insights
Opportunity in intuitive audit-specific UI/UX.
Enhanced real-time analytics and integrations are critical.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Empathy Map
Users are frustrated and overwhelmed by the current auditing process, often expressing that reports take too long, manual entries lead to frequent mistakes, and compliance reporting is unclear and tedious. They constantly switch between outdated software systems, manually cross-verify data, and create numerous logs, which contributes to stress, anxiety, and fatigue.
There's a strong desire for intuitive, user-friendly tools that automate processes, reduce errors, and bring clarity and efficiency to compliance and reporting tasks.
Says
Thinks
Does
Feels
“Reports take too long.”
“I'm worried about accuracy and compliance issues.”
Constantly switching between multiple software systems
Frustrated, stressed, overwhelmed
“Manual entries cause too many mistakes.”
“Processes should be automated and streamlined.”
Frequently cross verifies data manually
Anxious, fatigued
“Compliance reporting is unclear and tedious.”
“Desire for clarity in processes and expectations.”
Creates numerous manual compliance logs and reports
Confused, dissatisfied, eager for improvement
“Audit software is cumbersome and outdated.”
“Want intuitive, user-friendly tools.”
Regularly faces difficulty navigating through audit tools
Irritated, discouraged
User Personas
Auditor Alice
Manager Mike
Auditor Alice
Manager Mike
Auditor Alice
Manager Mike
Agile User Stories
ID
Role
User Story
Benefit
01
Auditor
Generate automated reports instantly
Time-saving, improved accuracy
02
Manager
Access real-time compliance dashboards
Immediate oversight
03
IT Specialist
Integrate APIs seamlessly with ERP/CRM
Streamlined operations
04
Auditor
Quickly retrieve historical audit data
Enhanced audit efficiency
05
Manager
Customize audit reports for different stakeholders
Targeted reporting, stakeholder satisfaction
06
Auditor
Receive alerts on compliance risks proactively
Proactive risk management
07
Manager
Track audit progress visually through simple dashboards |
Improved audit tracking, easy oversight
The user stories highlight a strong need for an intuitive, integrated, and intelligent auditing system that enhances efficiency, visibility, and decision-making across roles. Auditors prioritize automation, quick access to historical data, and proactive alerts to save time and reduce errors. Managers focus on real-time dashboards, visual tracking of audit progress, and customizable reports to improve oversight and stakeholder communication. Meanwhile, IT specialists emphasize the importance of seamless API integration with existing ERP and CRM systems to streamline operations. Overall, the insights reveal a clear demand for a user-centric solution that supports proactive risk management, tailored reporting, and efficient workflows.
Auditors' Needs -
Prioritize automation to save time and reduce manual errors.
Require quick access to historical audit data for improved efficiency.
Value proactive alerts to address compliance risks early.
Managers' Focus -
Need real-time dashboards for better oversight.
Prefer visual tracking of audit progress.
Look for customizable reports to suit different stakeholders.
IT Specialists' Emphasis -
Seek seamless API integration with ERP and CRM systems.
Aim to streamline operations and avoid duplication of effort.
Overall Insights -
Strong demand for an intuitive, integrated, and intelligent auditing system.
Need for user-centric solutions that support :
Proactive risk management,
Tailored reporting,
Efficient workflows.
CoCreateAI
Generated optimized user flows using AI tools.
Implemented predictive UX analytics to improve designs.
Rapid prototyping facilitated by AI assistance.
Feature Roadmap
Milestone
Feature
UI/UX Task
Description
Timeline
Immediate
Automated Reporting
Wireframes, prototyping, usability testing
Instant report generation
Weeks 5-6
Immediate
Compliance Dashboard
Dashboard prototype, user feedback integration
Real-time compliance insights
Weeks 5-6
Short-term
System Integration
API mockups, user scenario testing
ERP and CRM system connectivity
Weeks 7-8
Short-term
User Interface Redesign
UI wireframing, UX testing and iterations
Enhanced user navigation and workflow efficiency
Weeks 7-8
Long-term |
AI Analytics Integration
Predictive analytics UI, prototype validation
Real-time analytics and predictive insights
Weeks 9-10
Long-term |
Predictive Auditing Features
Scenario-driven UX testing, user validations
Predictive audit planning features
Weeks 9-10
Immediate Phase (Weeks 5–6)
Implement automated reporting for instant report generation.
Develop a compliance dashboard for real-time insights.
UI/UX tasks: Wireframes, prototyping, and usability testing to ensure reliability and ease of use.
Short-Term Phase (Weeks 7–8)
Enable system integration with ERP and CRM platforms using API mockups and user scenario testing.
Perform a complete user interface redesign to enhance navigation and workflow efficiency.
Long-Term Phase (Weeks 9–10)
Introduce AI-powered analytics for real-time and predictive insights.
Build and validate predictive auditing features through:
Predictive interface design,
Prototype validation,
Scenario-based UX testing.
Overall Objective - Enhance platform functionality and user experience with a clear, phased approach supporting smarter, data-driven auditing.
Information Architecture
Enhanced User Navigation and Efficiency.
Streamlined Feature Organization
Improved Stakeholder Alignment
Enhanced User Navigation and Efficiency.
Streamlined Feature Organisation
Improved Stakeholder Alignment
High Fidelity
High Fidelity
High Fidelity
Reflecting & Evolvution
Reflecting & Evolvution
Reflecting & Evolvution
Ethical and Inclusive Design Review
Conducted comprehensive WCAG 2.1 AA compliance tests to ensure accessibility across vision, motor, and cognitive impairments.
Evaluated ethical AI practices, ensuring no biased algorithmic decisions, transparency in audit-related AI outputs, and opt-out options for users.
Inclusive design validation through moderated testing sessions with diverse user groups representing varied age, experience, and ability levels.
Improvements made to contrast ratios, keyboard navigability, and simplified content structure based on feedback.
Heuristics Evaluation
Conducted a detailed evaluation based on Nielsen's 10 Usability Heuristics :
Visibility of System Status - Enhanced progress indicators and real-time feedback on audit upload and report generation processes.
Match Between System and the Real World - Simplified terminology in dashboards to match users' audit workflows.
User Control and Freedom - Added undo/redo capabilities in report editing and audit tagging.
Consistency and Standards - Standardized button styles, form interactions, and color schemes across modules.
Error Prevention - Incorporated in-form validation and inline tooltips to reduce errors during audit entry.
Recognition Rather Than Recall - Added icons and contextual help for key features to improve discoverability.
Flexibility and Efficiency of Use - Created shortcut features for power users to duplicate audits and auto-populate common fields.
Aesthetic and Minimalist Design - Reduced clutter in the reporting section by introducing collapsible panels and grouped filters.
Help Users Recognize, Diagnose, and Recover from Errors: Introduced friendly error messages with suggested next steps.
Help and Documentation - Created contextual help articles and integrated a searchable FAQ widget.
Outcomes:
Usability score improved from 74 to 89 (based on System Usability Scale).
Task success rate in user testing increased by 26%.
Reduced user errors during audit data entry by 41%.
Feedback indicated significantly improved trust and ease of use across both new and experienced auditors.
Setup for Handoff
Delivered detailed UI/UX documentation including annotated wireframes, design tokens, and component behavior specs.
Shared interactive Figma prototypes to simulate end-to-end user journeys.
Conducted a complete developer walkthrough and Q&A session to clarify interactions, edge cases, and logic flows.
Set up shared Slack channel for ongoing clarification and iteration support during the dev handoff phase.
Retrospection
Held a final team workshop involving all stakeholders and team members.
Reviewed alignment between initial project objectives and actual outcomes.
Analyzed process efficiency and identified blockers during key phases.
Evaluated collaboration across design, dev, and QA with suggestions for tooling improvements.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.
SAB Auditing System
SAB Auditing System
SAB Auditing System
Launched Privately
Many businesses struggle with messy audits, scattered tools, and time consuming processes. SAB solves this by centralising everything in one platform, making audits simpler, faster, and more accurate while improving team collaboration and real-time visibility.
Client
Braintip.AI
Services
User Experience Design
User Interface Design
Roles
Jeff Davis - Design Lead
Abhiram Sudhir - UI/IX Designer
Date
January 2024
Project Understanding & Goals
Conducted stakeholder workshops -
Objectives : Streamlined processes, enhanced accuracy, automated reporting, enhanced UX, user flows, streamlined configuration, improved compliance tracking.
Defined KPIs for project measurement and success.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Competitive Analysis
We analyzed key competitors to understand their strengths, weaknesses, and market positioning. This helped identify gaps, opportunities, and best practices we could leverage. By comparing user flows, features, and overall user experience, we gained valuable insights to shape a more impactful and user centered product.
Competitor
Strengths
Weaknesses
QuickBooks
User-friendly, easy setup, strong reporting
Limited audit specific functionalities
Zoho Books
Competitor
Extensive integrations, customizable
Strengths
Complex interface, steep learning curve
Weaknesses
Zoho Books
Extensive integrations, customizable
Complex interface, steep learning curve
AuditBoard
Advanced audit compliance tracking
Limited integrations
NetSuite
Extensive features, scalability, strong analytics
High cost, complex implementation
Xero
Simple, ideal for small businesses
Lacks detailed audit management
SafetyCulture
Excellent for inspections and safety audits, mobile-first approach, strong checklist system
Not a full-featured financial audit tool, limited customisation for broader audit workflows
What we found
Insights
Opportunity in intuitive audit-specific UI/UX.
Enhanced real-time analytics and integrations are critical.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Empathy Map
Users are frustrated and overwhelmed by the current auditing process, often expressing that reports take too long, manual entries lead to frequent mistakes, and compliance reporting is unclear and tedious. They constantly switch between outdated software systems, manually cross-verify data, and create numerous logs, which contributes to stress, anxiety, and fatigue.
There's a strong desire for intuitive, user-friendly tools that automate processes, reduce errors, and bring clarity and efficiency to compliance and reporting tasks.
Says
Thinks
Does
Feels
“Reports take too long.”
“I'm worried about accuracy and compliance issues.”
Constantly switching between multiple software systems
Frustrated, stressed, overwhelmed
“Manual entries cause too many mistakes.”
“Processes should be automated and streamlined.”
Frequently cross verifies data manually
Anxious, fatigued
“Compliance reporting is unclear and tedious.”
“Desire for clarity in processes and expectations.”
Creates numerous manual compliance logs and reports
Confused, dissatisfied, eager for improvement
“Audit software is cumbersome and outdated.”
“Want intuitive, user-friendly tools.”
Regularly faces difficulty navigating through audit tools
Irritated, discouraged
User Personas
Auditor Alice
Manager Mike
Auditor Alice
Manager Mike
Auditor Alice
Manager Mike
Agile User Stories
ID
Role
User Story
Benefit
01
Auditor
Generate automated reports instantly
Time-saving, improved accuracy
02
Manager
Access real-time compliance dashboards
Immediate oversight
03
IT Specialist
Integrate APIs seamlessly with ERP/CRM
Streamlined operations
04
Auditor
Quickly retrieve historical audit data
Enhanced audit efficiency
05
Manager
Customize audit reports for different stakeholders
Targeted reporting, stakeholder satisfaction
06
Auditor
Receive alerts on compliance risks proactively
Proactive risk management
07
Manager
Track audit progress visually through simple dashboards |
Improved audit tracking, easy oversight
The user stories highlight a strong need for an intuitive, integrated, and intelligent auditing system that enhances efficiency, visibility, and decision-making across roles. Auditors prioritize automation, quick access to historical data, and proactive alerts to save time and reduce errors. Managers focus on real-time dashboards, visual tracking of audit progress, and customizable reports to improve oversight and stakeholder communication. Meanwhile, IT specialists emphasize the importance of seamless API integration with existing ERP and CRM systems to streamline operations. Overall, the insights reveal a clear demand for a user-centric solution that supports proactive risk management, tailored reporting, and efficient workflows.
Auditors' Needs -
Prioritize automation to save time and reduce manual errors.
Require quick access to historical audit data for improved efficiency.
Value proactive alerts to address compliance risks early.
Managers' Focus -
Need real-time dashboards for better oversight.
Prefer visual tracking of audit progress.
Look for customizable reports to suit different stakeholders.
IT Specialists' Emphasis -
Seek seamless API integration with ERP and CRM systems.
Aim to streamline operations and avoid duplication of effort.
Overall Insights -
Strong demand for an intuitive, integrated, and intelligent auditing system.
Need for user-centric solutions that support :
Proactive risk management,
Tailored reporting,
Efficient workflows.
CoCreateAI
Generated optimized user flows using AI tools.
Implemented predictive UX analytics to improve designs.
Rapid prototyping facilitated by AI assistance.
Feature Roadmap
Milestone
Feature
UI/UX Task
Description
Timeline
Immediate
Automated Reporting
Wireframes, prototyping, usability testing
Instant report generation
Weeks 5-6
Immediate
Compliance Dashboard
Dashboard prototype, user feedback integration
Real-time compliance insights
Weeks 5-6
Short-term
System Integration
API mockups, user scenario testing
ERP and CRM system connectivity
Weeks 7-8
Short-term
User Interface Redesign
UI wireframing, UX testing and iterations
Enhanced user navigation and workflow efficiency
Weeks 7-8
Long-term |
AI Analytics Integration
Predictive analytics UI, prototype validation
Real-time analytics and predictive insights
Weeks 9-10
Long-term |
Predictive Auditing Features
Scenario-driven UX testing, user validations
Predictive audit planning features
Weeks 9-10
Immediate Phase (Weeks 5–6)
Implement automated reporting for instant report generation.
Develop a compliance dashboard for real-time insights.
UI/UX tasks: Wireframes, prototyping, and usability testing to ensure reliability and ease of use.
Short-Term Phase (Weeks 7–8)
Enable system integration with ERP and CRM platforms using API mockups and user scenario testing.
Perform a complete user interface redesign to enhance navigation and workflow efficiency.
Long-Term Phase (Weeks 9–10)
Introduce AI-powered analytics for real-time and predictive insights.
Build and validate predictive auditing features through:
Predictive interface design,
Prototype validation,
Scenario-based UX testing.
Overall Objective - Enhance platform functionality and user experience with a clear, phased approach supporting smarter, data-driven auditing.
Information Architecture
Enhanced User Navigation and Efficiency.
Streamlined Feature Organization
Improved Stakeholder Alignment
Enhanced User Navigation and Efficiency.
Streamlined Feature Organisation
Improved Stakeholder Alignment
High Fidelity
High Fidelity
High Fidelity
Reflecting & Evolvution
Reflecting & Evolvution
Reflecting & Evolvution
Ethical and Inclusive Design Review
Conducted comprehensive WCAG 2.1 AA compliance tests to ensure accessibility across vision, motor, and cognitive impairments.
Evaluated ethical AI practices, ensuring no biased algorithmic decisions, transparency in audit-related AI outputs, and opt-out options for users.
Inclusive design validation through moderated testing sessions with diverse user groups representing varied age, experience, and ability levels.
Improvements made to contrast ratios, keyboard navigability, and simplified content structure based on feedback.
Heuristics Evaluation
Conducted a detailed evaluation based on Nielsen's 10 Usability Heuristics :
Visibility of System Status - Enhanced progress indicators and real-time feedback on audit upload and report generation processes.
Match Between System and the Real World - Simplified terminology in dashboards to match users' audit workflows.
User Control and Freedom - Added undo/redo capabilities in report editing and audit tagging.
Consistency and Standards - Standardized button styles, form interactions, and color schemes across modules.
Error Prevention - Incorporated in-form validation and inline tooltips to reduce errors during audit entry.
Recognition Rather Than Recall - Added icons and contextual help for key features to improve discoverability.
Flexibility and Efficiency of Use - Created shortcut features for power users to duplicate audits and auto-populate common fields.
Aesthetic and Minimalist Design - Reduced clutter in the reporting section by introducing collapsible panels and grouped filters.
Help Users Recognize, Diagnose, and Recover from Errors: Introduced friendly error messages with suggested next steps.
Help and Documentation - Created contextual help articles and integrated a searchable FAQ widget.
Outcomes:
Usability score improved from 74 to 89 (based on System Usability Scale).
Task success rate in user testing increased by 26%.
Reduced user errors during audit data entry by 41%.
Feedback indicated significantly improved trust and ease of use across both new and experienced auditors.
Setup for Handoff
Delivered detailed UI/UX documentation including annotated wireframes, design tokens, and component behavior specs.
Shared interactive Figma prototypes to simulate end-to-end user journeys.
Conducted a complete developer walkthrough and Q&A session to clarify interactions, edge cases, and logic flows.
Set up shared Slack channel for ongoing clarification and iteration support during the dev handoff phase.
Retrospection
Held a final team workshop involving all stakeholders and team members.
Reviewed alignment between initial project objectives and actual outcomes.
Analyzed process efficiency and identified blockers during key phases.
Evaluated collaboration across design, dev, and QA with suggestions for tooling improvements.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.
SAB Auditing System
SAB Auditing System
SAB Auditing System
Launched Privately
Many businesses struggle with messy audits, scattered tools, and time consuming processes. SAB solves this by centralising everything in one platform, making audits simpler, faster, and more accurate while improving team collaboration and real-time visibility.
Client
Braintip.AI
Services
User Experience Design
User Interface Design
Roles
Jeff Davis - Design Lead
Abhiram Sudhir - UI/IX Designer
Date
January 2024
Project Understanding & Goals
Conducted stakeholder workshops -
Objectives : Streamlined processes, enhanced accuracy, automated reporting, enhanced UX, user flows, streamlined configuration, improved compliance tracking.
Defined KPIs for project measurement and success.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Challenges
Manual data entry inefficiencies. Reporting inconsistencies. Poor system integrations. Complex compliance tracking. User experience inefficiencies. Lack of analytics.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Solution
Automated and AI suggested modules data entry modules. Standardized reporting templates. Robust API driven integration. Simplified real time dashboards. Redesigned intuitive UI. Real-time analytics dashboard.
Competitive Analysis
We analyzed key competitors to understand their strengths, weaknesses, and market positioning. This helped identify gaps, opportunities, and best practices we could leverage. By comparing user flows, features, and overall user experience, we gained valuable insights to shape a more impactful and user centered product.
Competitor
Strengths
Weaknesses
QuickBooks
User-friendly, easy setup, strong reporting
Limited audit specific functionalities
Zoho Books
Competitor
Extensive integrations, customizable
Strengths
Complex interface, steep learning curve
Weaknesses
Zoho Books
Extensive integrations, customizable
Complex interface, steep learning curve
AuditBoard
Advanced audit compliance tracking
Limited integrations
NetSuite
Extensive features, scalability, strong analytics
High cost, complex implementation
Xero
Simple, ideal for small businesses
Lacks detailed audit management
SafetyCulture
Excellent for inspections and safety audits, mobile-first approach, strong checklist system
Not a full-featured financial audit tool, limited customisation for broader audit workflows
What we found
Insights
Opportunity in intuitive audit-specific UI/UX.
Enhanced real-time analytics and integrations are critical.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Affinity Diagram
- Automation High demand to automate routine and repetitive tasks. - Accuracy & Consistency Critical need to standardize and simplify reporting. - Integration Desire for seamless integration between existing tools and new system. - User Interface Significant requirement for intuitive, simplified interfaces. - Data Accessibility Quick access to historical and current data. - Real-Time Reporting Essential for timely decision-making and oversight. - Session Insights Prioritized automation, user interface integrated reporting capabilities.
Empathy Map
Users are frustrated and overwhelmed by the current auditing process, often expressing that reports take too long, manual entries lead to frequent mistakes, and compliance reporting is unclear and tedious. They constantly switch between outdated software systems, manually cross-verify data, and create numerous logs, which contributes to stress, anxiety, and fatigue.
There's a strong desire for intuitive, user-friendly tools that automate processes, reduce errors, and bring clarity and efficiency to compliance and reporting tasks.
Says
Thinks
Does
Feels
“Reports take too long.”
“I'm worried about accuracy and compliance issues.”
Constantly switching between multiple software systems
Frustrated, stressed, overwhelmed
“Manual entries cause too many mistakes.”
“Processes should be automated and streamlined.”
Frequently cross verifies data manually
Anxious, fatigued
“Compliance reporting is unclear and tedious.”
“Desire for clarity in processes and expectations.”
Creates numerous manual compliance logs and reports
Confused, dissatisfied, eager for improvement
“Audit software is cumbersome and outdated.”
“Want intuitive, user-friendly tools.”
Regularly faces difficulty navigating through audit tools
Irritated, discouraged
User Personas
Auditor Alice
Manager Mike
Auditor Alice
Manager Mike
Auditor Alice
Manager Mike
Agile User Stories
ID
Role
User Story
Benefit
01
Auditor
Generate automated reports instantly
Time-saving, improved accuracy
02
Manager
Access real-time compliance dashboards
Immediate oversight
03
IT Specialist
Integrate APIs seamlessly with ERP/CRM
Streamlined operations
04
Auditor
Quickly retrieve historical audit data
Enhanced audit efficiency
05
Manager
Customize audit reports for different stakeholders
Targeted reporting, stakeholder satisfaction
06
Auditor
Receive alerts on compliance risks proactively
Proactive risk management
07
Manager
Track audit progress visually through simple dashboards |
Improved audit tracking, easy oversight
The user stories highlight a strong need for an intuitive, integrated, and intelligent auditing system that enhances efficiency, visibility, and decision-making across roles. Auditors prioritize automation, quick access to historical data, and proactive alerts to save time and reduce errors. Managers focus on real-time dashboards, visual tracking of audit progress, and customizable reports to improve oversight and stakeholder communication. Meanwhile, IT specialists emphasize the importance of seamless API integration with existing ERP and CRM systems to streamline operations. Overall, the insights reveal a clear demand for a user-centric solution that supports proactive risk management, tailored reporting, and efficient workflows.
Auditors' Needs -
Prioritize automation to save time and reduce manual errors.
Require quick access to historical audit data for improved efficiency.
Value proactive alerts to address compliance risks early.
Managers' Focus -
Need real-time dashboards for better oversight.
Prefer visual tracking of audit progress.
Look for customizable reports to suit different stakeholders.
IT Specialists' Emphasis -
Seek seamless API integration with ERP and CRM systems.
Aim to streamline operations and avoid duplication of effort.
Overall Insights -
Strong demand for an intuitive, integrated, and intelligent auditing system.
Need for user-centric solutions that support :
Proactive risk management,
Tailored reporting,
Efficient workflows.
CoCreateAI
Generated optimized user flows using AI tools.
Implemented predictive UX analytics to improve designs.
Rapid prototyping facilitated by AI assistance.
Feature Roadmap
Milestone
Feature
UI/UX Task
Description
Timeline
Immediate
Automated Reporting
Wireframes, prototyping, usability testing
Instant report generation
Weeks 5-6
Immediate
Compliance Dashboard
Dashboard prototype, user feedback integration
Real-time compliance insights
Weeks 5-6
Short-term
System Integration
API mockups, user scenario testing
ERP and CRM system connectivity
Weeks 7-8
Short-term
User Interface Redesign
UI wireframing, UX testing and iterations
Enhanced user navigation and workflow efficiency
Weeks 7-8
Long-term |
AI Analytics Integration
Predictive analytics UI, prototype validation
Real-time analytics and predictive insights
Weeks 9-10
Long-term |
Predictive Auditing Features
Scenario-driven UX testing, user validations
Predictive audit planning features
Weeks 9-10
Immediate Phase (Weeks 5–6)
Implement automated reporting for instant report generation.
Develop a compliance dashboard for real-time insights.
UI/UX tasks: Wireframes, prototyping, and usability testing to ensure reliability and ease of use.
Short-Term Phase (Weeks 7–8)
Enable system integration with ERP and CRM platforms using API mockups and user scenario testing.
Perform a complete user interface redesign to enhance navigation and workflow efficiency.
Long-Term Phase (Weeks 9–10)
Introduce AI-powered analytics for real-time and predictive insights.
Build and validate predictive auditing features through:
Predictive interface design,
Prototype validation,
Scenario-based UX testing.
Overall Objective - Enhance platform functionality and user experience with a clear, phased approach supporting smarter, data-driven auditing.
Information Architecture
Enhanced User Navigation and Efficiency.
Streamlined Feature Organization
Improved Stakeholder Alignment
Enhanced User Navigation and Efficiency.
Streamlined Feature Organisation
Improved Stakeholder Alignment
High Fidelity
High Fidelity
High Fidelity
Reflecting & Evolvution
Reflecting & Evolvution
Reflecting & Evolvution
Ethical and Inclusive Design Review
Conducted comprehensive WCAG 2.1 AA compliance tests to ensure accessibility across vision, motor, and cognitive impairments.
Evaluated ethical AI practices, ensuring no biased algorithmic decisions, transparency in audit-related AI outputs, and opt-out options for users.
Inclusive design validation through moderated testing sessions with diverse user groups representing varied age, experience, and ability levels.
Improvements made to contrast ratios, keyboard navigability, and simplified content structure based on feedback.
Heuristics Evaluation
Conducted a detailed evaluation based on Nielsen's 10 Usability Heuristics :
Visibility of System Status - Enhanced progress indicators and real-time feedback on audit upload and report generation processes.
Match Between System and the Real World - Simplified terminology in dashboards to match users' audit workflows.
User Control and Freedom - Added undo/redo capabilities in report editing and audit tagging.
Consistency and Standards - Standardized button styles, form interactions, and color schemes across modules.
Error Prevention - Incorporated in-form validation and inline tooltips to reduce errors during audit entry.
Recognition Rather Than Recall - Added icons and contextual help for key features to improve discoverability.
Flexibility and Efficiency of Use - Created shortcut features for power users to duplicate audits and auto-populate common fields.
Aesthetic and Minimalist Design - Reduced clutter in the reporting section by introducing collapsible panels and grouped filters.
Help Users Recognize, Diagnose, and Recover from Errors: Introduced friendly error messages with suggested next steps.
Help and Documentation - Created contextual help articles and integrated a searchable FAQ widget.
Outcomes:
Usability score improved from 74 to 89 (based on System Usability Scale).
Task success rate in user testing increased by 26%.
Reduced user errors during audit data entry by 41%.
Feedback indicated significantly improved trust and ease of use across both new and experienced auditors.
Setup for Handoff
Delivered detailed UI/UX documentation including annotated wireframes, design tokens, and component behavior specs.
Shared interactive Figma prototypes to simulate end-to-end user journeys.
Conducted a complete developer walkthrough and Q&A session to clarify interactions, edge cases, and logic flows.
Set up shared Slack channel for ongoing clarification and iteration support during the dev handoff phase.
Retrospection
Held a final team workshop involving all stakeholders and team members.
Reviewed alignment between initial project objectives and actual outcomes.
Analyzed process efficiency and identified blockers during key phases.
Evaluated collaboration across design, dev, and QA with suggestions for tooling improvements.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.
Your Next Step Starts Here
Got a bold idea or a tricky problem? We’re here to help. We work with individuals, startups, and businesses to design solutions that matter. Let’s team up and build something great together.