Go back

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.

Connect on LinkedIn

Email me at:

tejasux7@gmail.com

Home

Work

About Me

Resume

©2026. Tejas Chaudhari

Create a free website with Framer, the website builder loved by startups, designers and agencies.