fello Assignment

Submitted by : Ashok Jindal

Date : Nov 22, 2023
Problem statement

Reimagine shaadi.com with AI

Objective

Develop a homeowner dashboard that outshines existing solutions in the market by

offering unique, valuable features and information, thereby making the agent
indispensable to the homeowner.
Assumptions
• Income tax filing platform will be launched for India market only
• Income tax filing platform will be created for individual user only
• There's a demand for a user-friendly and efficient tax filing platform and individual users are willing to
migrate from traditional tax filing methods or other online platforms to our online platform.
• Users are dissatisfied with current solutions due to factors like complexity, cost, or lack of features.
• We have access to the necessary technology and infrastructure to securely process and store users'
tax information.
• Users trust your platform to handle their tax data securely and confidentially.
Assumptions continued…

• Marketing efforts, such as advertising, partnerships, or referrals, will successfully attract users to your
platform.
• Effective customer acquisition strategies will result in a growing user base.
Competitive Landscape

Market Presence

KV Core

Lofty

Top producer

Satisfaction

Source: https://www.g2.com/categories/real-estate-crm#grid
Competitor Analysis

Cleartax EZTax e-Filing(govt.)

Target market Individuals,
Proposed solution - MVP version

• Product name : TaxEasy

• Proposed solution : TaxEasy aims to simplify tax filing, provide valuable guidance, and
ensure accuracy, empowering users to confidently and efficiently meet their tax
obligations while maximizing financial benefits.
• Solution overview :
• User-Friendly Interface: TaxEasy will feature an intuitive and user-friendly interface
designed to guide users through the tax filing process step by step.
• Guidance and Tips: Users will receive real-time tax guidance and tips throughout the
filing process, helping them make informed decisions and maximize deductions.
• Accuracy Assurance: Tax calculations will be automated, minimizing the risk of errors
and ensuring accurate tax returns.
• Educational Resources: TaxEasy will offer a library of educational resources, including
articles, videos, and FAQs, to help users better understand tax concepts and optimize
their financial situation.
 Potential solutions

Role base access - Allow

UX revamp - Revamp policy
Validations - Add validation Error messages - Improve admins to set granular
management user
checks to prevent skipped error messages to clearly permissions, determining
experience to be more
steps or common errors guide users on rectifications who can edit which sections
intuitive
or elements of the workflow.

Tutorials - Provide guided

Templates library - Allow
tutorial/video to first time Tool tips - Add tool tips to
users to use pre-existing
users(FAQ and videos will elements to explain their
templates based on on
also be available) and FAQ functions
industry and use cases
& videos to returning users
Idea prioritization and outlining

Provided the nature of the problem which is primarily usability, skipped steps, blocked users,
and workflow errors, the potential solutions are prioritized based on the impact a particular
feature that it would bring in the platform and how much effort is required to implement that
feature.
• High impact and Low effort(Quick wins)
• Tutorials - They can be integrated with minimal dev work and can dramatically improve user understanding
• High impact and High effort(Big projects)
• UX revamp - A total overhaul of the interface will have significant user impact, but it's a resource-intensive
endeavor
• Role base access – While role base access is about to bring high impacts by reducing blocked users problem,
it will require significant effort to implement
• Validation and Error messages - Setting up a comprehensive validation system that doesn't annoy users can
be intricate.
• Low impact and Low effort(Fill-ins)
• Template library - While these can provide a starting point for users and improve efficiency, they might not
cater to all specific needs.
Idea prioritization and outlining continued…
First Iteration:
Role base access – Setting granular
permissions will reduces the chances of Validation and Error messages -
UX Revamp - Feature will tackle the
unintentional blockages by streamlining Features will act as a safety net, guiding
root cause, which is the difficulty and
who can edit what, especially in larger users away from potential mistakes and
lack of intuitiveness users are facing. A
teams. ensuring that workflows are
user-friendly design can significantly
constructed correctly. This reduces the
improve user engagement and reduce
likelihood of skipped steps and non-
errors coming from confusion.
compliance.
Next Iteration:

Template library - Feature will help Tool tips- Tool tips will provide
speed up the workflow creation and contextual information to the users
reduce workflow errors. User can while workflow configuration. This will
deploy default templates or reuse enhance the user journey and will
previous successful workflows to avoid provide guidance to users when any
errors and frustration. element(s) are not understood properly.
Trade offs

• UI/UX overhaul - This will require significant development time and

resources.
• User re-adaptation – Existing users will have undergo through another
learning curve to use the revamped experience
• Tool tips – This can clutter the user experience if not designed properly
• Cost - Major changes can be expensive in terms of development
resources, additional support, and training materials.
• Training and Support – In the beginning, an updated system might
overwhelm support teams with increased user inquiries and possibly
more personnel to help
KPIs to measure success

• User activation rate - Monitor the percentage of new users who actively
create, publish, and edit workflows
• Support ticket volume - Reduction in tickets related to workflow creation
or errors
• Task completion rate - Track the rate at which users successfully create,
publish, or edit workflows without encountering errors
• Error Rate – Track number of errors encountered and compare the
frequency & type of errors encountered
• Net Promoter Score (NPS) – Compare NPS scores over time between new
and old implementation
• User Engagement – Number of policies published is increased per customer
Validation criteria and process

Item Criteria Process

Alpha testing Internal staff should be able to use the • Assemble a team of internal users to test the new features in a
redesigned system without encountering controlled environment
critical errors • Collect feedback through structured questionnaires, observing user
interactions, and one-on-one interviews

Beta testing A select group of external users can • Roll out the changes to a small subset of the user base
successfully complete tasks without • Gather quantitative data in terms of task completion rates and error
encountering major issues encountered
A/B testing Latest implementation outperform the • Expose users to either the old or new system.
previous version in key metrics (task • Compare performance metrics to determine which version is more
completion, error rate, and user effective.
satisfaction)
Scenario testing The tool can handle complex, real-world • Create a series of hypothetical but realistic workflow scenarios based
workflow scenarios without causing on user research.
errors or user frustration. • Have users attempt to execute these scenarios, noting any difficulties or
issues.