Background
Dattos is a startup based in Brazil, we build products to automate routines and build financial solutions.
Dattos provides financial analysis management to companies with complex operations, a high volume of data, and large revenue across more than 100 economic groups.
As the first Lead Designer, I established best practices for digital product design, promoted a design culture, and contributed to creating a mature team. I was responsible for bridging a gap of 3 months without any sales.
Goals
1 - Automation of Financial Processes
Implement a no-code solution to automate financial routines, reducing the implementation time of new processes.
2 - Data Quality Assurance
Ensure the quality and governance of the data used for financial analysis, avoiding errors and inconsistencies.
3 - Focus of Financial Analysts
Free financial analysts from operational tasks, allowing them to focus on strategic analysis and decision-making.
Solutions
1 - Research and Needs Mapping
Conduct detailed research to identify the pains and requirements of clients and internal users.
2 - Product Design Development
Create an intuitive and efficient user interface with prototyping and design refinement.
3 - Process Automation
Implement automations to reduce the implementation time of accounting accounts, using no-code technology and a template gallery.
Results
1 - Reduction in Implementation Time
Decrease the implementation time of accounting accounts from 10 to 4 days and, using the template gallery, to just 4 hours.
2 - Increase in Revenue *
Increase revenue through sales of the Processes module, generating a positive financial impact.
3 - Empowerment of Analysts
Empowerment of financial analysts to focus on strategic analysis, resulting in greater technological independence and focus on financial results.
Conclusion
The adoption of a no-code solution for financial process automation, combined with a focus on data quality and empowering financial analysts, has delivered tangible benefits. Through meticulous research and user-centric design, the company reduced implementation time, boosted revenue, and empowered analysts for strategic insights. This underscores the value of technology and user empowerment for efficiency and financial success. Moving forward, continued investment in innovation and user-centric solutions will be key for sustained growth.
0 likes · 17 views · Nov 7, 2024
How we create a no-code solution to automate routines, reduce time to implement new processes, and increase user autonomy.
