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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."

Role

Product Designer

Timeline

5 Months

Team

5

Industry

Fintech B2B SaaS

🧩 Problem Statement

  1. Low Daily Utility: The product is constrained by its perception as a periodic compliance tool,

    resulting in low DAU/WAU and diminished ROI.

  1. Low Daily Utility: The product is constrained by its perception as a periodic compliance tool, resulting in low DAU/WAU and diminished ROI.

  1. Manual Friction: CA practices suffer from a high degree of manual friction where document

collection, verification, and filing are disjointed, standalone processes.

  1. Manual Friction: CA practices suffer from a high degree of manual friction where document collection, verification, and filing are disjointed, standalone processes.

  1. Untracked Communication: Critical client and team communications are dangerously fragmented

    across untracked, external channels, causing significant operational costs and a loss

    of professional oversight.

  1. 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

  1. Daily Engagement: Increase Daily/Weekly Active Usage (DAU/WAU) by integrating Suvit Chat

    as the essential daily workflow anchor.

  1. Daily Engagement: Increase Daily/Weekly Active Usage (DAU/WAU) by integrating Suvit Chat as the essential daily workflow anchor.

  1. Seamless Document Flow: Create an AI-powered ecosystem for a seamless, automated

    document flow from client collection to final GSTR filing.

  1. Seamless Document Flow: Create an AI-powered ecosystem for a seamless, automated document flow from client collection to final GSTR filing.

  1. Unified Communication: Establish a unified communication hub (Suvit Chat) to centralize all

    conversations and provide professional oversight without requiring client app installation.

  1. Unified Communication: Establish a unified communication hub (Suvit Chat) to centralize all conversations and provide professional oversight without requiring client app installation.

✅ Solution Overview

  1. Daily Engagement: Integrating Internal Chat and task delegation to make Suvit the essential

    daily workflow anchor.

  1. Daily Engagement: Integrating Internal Chat and task delegation to make Suvit the essential daily workflow anchor.

  1. Automating Document Flow: Implementing the Suvit AI Document Ecosystem to achieve

    zero-touch, seamless filing from client request to GSTR filing.

  1. Automating Document Flow: Implementing the Suvit AI Document Ecosystem to achieve zero-touch, seamless filing from client request to GSTR filing.

  1. Centralizing Communication: Designing a Unified Gateway to manage all internal/external

    conversations within Suvit, ensuring professional oversight while providing

    a frictionless client experience.

  1. 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.

Send Message

You made it to the end thanks for exploring. Let’s have a chat.

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Email me at:

tejasux7@gmail.com

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