Revolutionizing Cloud Accounting for Business Owners and Accountants
Company: Conta Azul | Role: Product Design Manager | Year: 2018/2019
In Brazil, Conta Azul is a major fintech and the top CRM for small and medium-sized businesses. I became a part of the team in 2018 with the task of creating and managing a design team for a new product. Our goal was to enhance the efficiency of Brazilian accountants using technology and automation, alleviating the manual and operational burdens and enabling them to concentrate on empowering small and medium-sized businesses to prosper.
The existing tax system in Brazil is excessively complex, comprising multiple laws and taxes that must be paid according to various rules. This presents a significant challenge for small and medium-sized enterprises, which their accountants presently handle.
The new digital product called Conta Azul Mais, which was designed to provide real-time accounting services to business owners through cloud accounting resources.
Initially, the product was not well received by users due to technical issues and bugs. This led us to go back and rebuild the product from scratch, this time with a focus on bringing accountants into the development process to work more closely with us. We believed this approach would allow us to create a product that truly met the needs of its users.
To ensure that the product was developed with a strong focus on user experience, we implemented experience metrics such as NPS and CSAT, which were tracked to understand the quality of the product, and measure more frequently the impact of changes that were being made.
One of the key strategies that we used to improve the product was to bring the accountants into the development process. By involving them closely, the team was able to get immediate feedback on the product, identify issues quickly, and develop solutions in real-time. This approach helped to ensure
that the product was being developed with the needs of the end-users in mind.
After nine months of hard work, we successfully launched the new version of Conta Azul Mais. The adoption numbers grew every month, and the product was well received by our customers. This success was due to the dedication of the design team, the collaboration with accountants, and the use of experience metrics to drive improvements in the product.
Payroll module access
Payroll calculation
Accountant's customers analysis
Invoices access and settings
Accountant's dashboard
Company's payroll, employees list
Database export
Financial management and cash flow
Taxes payment slip generation