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FloQast
As a Senior Product Designer
Overview
My responsibility as a Senior Product Designer at FloQast was to conduct user research on the reporting journey in accounting, and build a product based off the findings. This includes building roadmaps, wireframes, design tickets, and hand off to engineering.
The Problem
Accountants often spend a lot of time gathering documents to be able to generate a disclosure. These documents are all over the place, meaning they can be hiding in emails, someone's file cabinets, or even as a receipt somewhere on a desk. The most consuming part of gathering this data is organizing it and formatting it to be able to input it into a disclosure document to generate a 10K or 10Q
Gathering Documents
Accountants need to gather documents of all types. Digital and physical.
Waiting On Others
This job has heavy reliance on others to provide files, which can add up time.
Calculating Subtotals
Users need to make sure the numbers add up. These transactions can be thousands.
Our Solution
We had an Idea. An industry breaking idea. We could make information automatically pull data using tags to calculate it in our user interface.
Idea Of Tags
We have an idea where users can tag documents to be able to extract data into a larger doc
Using Google Drive
Tagged documents can be added to Google Drive, and we run an API to search for the tags.
Data Pulled Into Disclosure
Data from the documents are pulled into the disclosure for you using tagging technology.
The Updated Solution
There could be thousands of tags. These tags are tedious to enter, and companies pre-IPO will need to enter all relevant tags into their system.
Find Online SEC Report
We have an idea where users can tag documents to be able to extract data into a larger doc
Enter SEC Link
Tagged documents can be added to Google Drive, and we run an API to search for the tags.
Extract All Tags
Data from the documents are pulled into the disclosure for you using tagging technology.
Configure Your Disclosure
Data from the documents are pulled into the disclosure for you using tagging technology.
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