From Monthly Login to Daily Hub: Quantifying the Impact of Suvit's Integrated Workflow.
From Monthly Login to Daily Hub: Quantifying the Impact of Suvit's Integrated Workflow.
From Monthly Login to Daily Hub: Quantifying the Impact of Suvit's Integrated Workflow.
The core concept behind this project is to strategically transform Suvit from a periodic compliance
tool into the essential daily operational hub for CA firms, the "Slack for CA."
The core concept behind this project is to strategically transform Suvit from a periodic compliance tool into the essential daily operational hub for CA firms, the "Slack for CA."
The core concept behind this project is to strategically transform Suvit from a periodic compliance tool into the essential daily operational hub for CA firms, the "Slack for CA."
Role
Product Designer
Timeline
5 Months
Team
5
Industry
Fintech B2B SaaS
🧩 Problem Statement
Low Daily Utility: The product is constrained by its perception as a periodic compliance tool,
resulting in low DAU/WAU and diminished ROI.
Low Daily Utility: The product is constrained by its perception as a periodic compliance tool, resulting in low DAU/WAU and diminished ROI.
Low Daily Utility: The product is constrained by its perception as a periodic compliance tool, resulting in low DAU/WAU and diminished ROI.
Manual Friction: CA practices suffer from a high degree of manual friction where document
collection, verification, and filing are disjointed, standalone processes.
Manual Friction: CA practices suffer from a high degree of manual friction where document collection, verification, and filing are disjointed, standalone processes.
Manual Friction: CA practices suffer from a high degree of manual friction where document collection, verification, and filing are disjointed, standalone processes.
Untracked Communication: Critical client and team communications are dangerously fragmented
across untracked, external channels, causing significant operational costs and a loss
of professional oversight.
Untracked Communication: Critical client and team communications are dangerously fragmented across untracked, external channels, causing significant operational costs and a loss of professional oversight.
Untracked Communication: Critical client and team communications are dangerously fragmented across untracked, external channels, causing significant operational costs and a loss of professional oversight.
👨💼 User Persona
Feature Category
Description
CA (Primary User)
Oversight & Control. Needs to reduce firm risk from untracked communication.
Subordinate (Secondary User)
Efficiency & Clarity. Needs relief from manual document sorting & chaotic follow-up.
Client
Frictionless Experience. Must not install Suvit; interacts via WhatsApp.
🎯 Goals
Daily Engagement: Increase Daily/Weekly Active Usage (DAU/WAU) by integrating Suvit Chat
as the essential daily workflow anchor.
Daily Engagement: Increase Daily/Weekly Active Usage (DAU/WAU) by integrating Suvit Chat as the essential daily workflow anchor.
Daily Engagement: Increase Daily/Weekly Active Usage (DAU/WAU) by integrating Suvit Chat as the essential daily workflow anchor.
Seamless Document Flow: Create an AI-powered ecosystem for a seamless, automated
document flow from client collection to final GSTR filing.
Seamless Document Flow: Create an AI-powered ecosystem for a seamless, automated document flow from client collection to final GSTR filing.
Seamless Document Flow: Create an AI-powered ecosystem for a seamless, automated document flow from client collection to final GSTR filing.
Unified Communication: Establish a unified communication hub (Suvit Chat) to centralize all
conversations and provide professional oversight without requiring client app installation.
Unified Communication: Establish a unified communication hub (Suvit Chat) to centralize all conversations and provide professional oversight without requiring client app installation.
Unified Communication: Establish a unified communication hub (Suvit Chat) to centralize all conversations and provide professional oversight without requiring client app installation.
✅ Solution Overview
Daily Engagement: Integrating Internal Chat and task delegation to make Suvit the essential
daily workflow anchor.
Daily Engagement: Integrating Internal Chat and task delegation to make Suvit the essential daily workflow anchor.
Daily Engagement: Integrating Internal Chat and task delegation to make Suvit the essential daily workflow anchor.
Automating Document Flow: Implementing the Suvit AI Document Ecosystem to achieve
zero-touch, seamless filing from client request to GSTR filing.
Automating Document Flow: Implementing the Suvit AI Document Ecosystem to achieve zero-touch, seamless filing from client request to GSTR filing.
Automating Document Flow: Implementing the Suvit AI Document Ecosystem to achieve zero-touch, seamless filing from client request to GSTR filing.
Centralizing Communication: Designing a Unified Gateway to manage all internal/external
conversations within Suvit, ensuring professional oversight while providing
a frictionless client experience.
Centralizing Communication: Designing a Unified Gateway to manage all internal/external conversations within Suvit, ensuring professional oversight while providing a frictionless client experience.
Centralizing Communication: Designing a Unified Gateway to manage all internal/external conversations within Suvit, ensuring professional oversight while providing a frictionless client experience.
🏗️ Information Architecture
⚙️ Solution Breakdown
Feature Category
Core Action
Description
Document Workflow
(AI-Powered)
Integrated Reminders
Internal Team Chat
Client Chat
Summon Feature
Request, Receive
Document Follow-up
Single/Multi-user
Communication
External Messaging
Priority Delegation
AI automatically validates, tags, and organizes documents directly into DA/GA, eliminating all manual effort.
Embeds automated document reminders directly into the chat workflow.
Creates a mandatory, professional channel for team alignment, driving daily usage inside Suvit.
Centralizes client records while providing a zero-friction UX (via WhatsApp API) for the client.
Distinct notification ensures critical tasks are immediately addressed by subordinates.
⚙️ Solution Breakdown
Feature Category
Feature Category
Core Action
Core Action
Description
Description
Document Workflow
(AI-Powered)
Document Workflow
(AI-Powered)
Integrated Reminders
Integrated Reminders
Internal Team Chat
Internal Team Chat
Client Chat
Client Chat
Summon Feature
Summon Feature
Request, Receive
Request, Receive
Document Follow-up
Document Follow-up
Single/Multi-user
Communication
Single/Multi-user
Communication
External Messaging
External Messaging
Priority Delegation
Priority Delegation
AI automatically validates, tags, and organizes documents directly into DA/GA, eliminating all manual effort.
AI automatically validates, tags, and organizes documents directly into DA/GA, eliminating all manual effort.
Embeds automated document reminders directly into the chat workflow.
Embeds automated document reminders directly into the chat workflow.
Creates a mandatory, professional channel for team alignment, driving daily usage inside Suvit.
Creates a mandatory, professional channel for team alignment, driving daily usage inside Suvit.
Centralizes client records while providing a zero-friction UX (via WhatsApp API) for the client.
Centralizes client records while providing a zero-friction UX (via WhatsApp API) for the client.
Distinct notification ensures critical tasks are immediately addressed by subordinates.
Distinct notification ensures critical tasks are immediately addressed by subordinates.
🤕 → ✅ From Pain Points to Proven Results
150% 📈
Increase in Daily Active Usage (DAU)
Increase in Daily Active
Usage (DAU)
45%📉
Reduction on client follow-up Time
Reduction on client follow-up
Time
95% 📈
Reduction in compliance risk
⭐ Final Thought
This project redefined Suvit as the essential daily workflow anchor and "Slack for CA."
By mandating communication within the app, we achieved a 150%+ jump in DAU and ensured automated document filing. This integration eliminated fragmentation, mitigated professional risk, and guaranteed auditable oversight for the firm.
If you are a recruiter or hiring manager and require access to the complete design, please feel free to contact me directly.
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