Automated Data Entry

For Numaira (SaaS Startup)

Chapters

Role

Product Designer

Team

1 Designer
4 Engineers
2 Managers
3 Sales

Timeline

Jun 2024 – Dec 2024
(7 Months)

Media

Context

Numaira is a startup that leverages AI to automate data entry for financial auditors and analysts in large and small businesses.

Many auditors and analysts in the financial industry work with a lot of data and documents. When it comes to updating numbers and data points for reports, it's a manual, time-consuming, and mind-numbing process where human errors are unavoidable. To lift some of the burden, Numaira offers businesses a method to automate the process, saving countless resources.

Role

I handled design aspects like building high-fidelity wireframes from 0 to 1, establishing a robust atomic design system, and branding.

As the only product designer, I'm responsible for building the branding and software design from concept to delivery. Product functionality changes rapidly due to pivoting business needs and goals. As such, I always stay on my toes, ready to adapt and go beyond expectations.

Early Wins

My work secured a technology fund and enabled the engineering team to be agile in the face of the coming product pivots.

I delivered the design a week in advance, allowing the engineers to begin development earlier. Also, due to the product behavior notes and code snippets I included during the handoff, the engineering team acknowledged their development experience was smoother and defined. The co-founders showcased a video demo featuring my designs, which helped secure funding.

Design As Of 10/30/2024

I owned and innovated Numaira's core selling point, a feature that uses AI to populate data into user-specified documents.

I tackled Numaira's core functionality to illustrate the concept to potential investors and customers. The product's workflow has pivoted three times due to innovations from the AI engineering team that simplified the user flow. Through it all, I've kept the customer at the center and leveraged my teammates for feedback during the ambiguous building environment.

The landing page has one clear call to action: begin a new workspace or project.

A two-step file upload process enables automated data entry into a document.

The target file is the user-specified document the user wants their new data to inhabit.

The data source(s) are the numbers and content that will replace the matching data points in the target file.

Due to the AI model's current inaccuracy with table identification, manual annotation of the data sources is required.

The table's data is identified (green highlights) by selecting the labels (blue highlights) and the headers (orange highlights).

After annotating all tables in all uploaded data source files, Numaira is ready to generate the document.

The review page slides up after the document generation, enabling file export (with or without highlighting the data changes).

Numaira offers due diligence functions through the comparison function, enabling verification of the data population.

Design System

I prioritized a quick start rather than the optimal design system set up to match the fast-paced and unpredictable nature of the startup's early stages.

I established a three-part design system early in the design process that consisted of a style guide (typography, iconography, colors), component library (buttons, inputs, dropdowns), and pattern library (element layouts, page layouts). I prioritized efficiency by using a one-layer color collection rather than the standard three-layer collection (primitive, semantic, and component), thereby incurring design debt that I'm currently resolving since the product's core functionality is in a good state.

Testimonials

My teammate had splendid words to say about me!

I've had the pleasure of collaborating with Eddy on multiple projects. I can confidently say he's one of the most reliable and skilled professionals I've worked with in UI/UX design and front-end development. His design work is consistently top-notch, balancing creativity and user-centered focus, and he always delivers on time, no matter the project's complexity.

Eddy brings an intuitive sense to UI/UX, often preempting user needs and making thoughtful design choices that elevate the overall experience. His ability to translate complex requirements into clean, engaging interfaces speaks to his depth of expertise and dedication to his craft.

On top of that, Eddy’s proficiency in front-end development means I can always rely on him to handle some parts of UI implementation. In fast-paced, high-pressure situations, he remains calm and efficient, often taking the initiative to ensure every detail is flawless. His work ethic, combined with his technical abilities, brings an assurance that any project he touches will be completed with excellence.

Whether it's managing design or executing front-end code, Eddy has consistently gone above and beyond, making him an invaluable asset to any team. I highly recommend him to anyone looking for a top-tier designer and developer.

Yunze Zhao

Full-stack Engineer

Numaira

See what other people are saying about me here.

Status Updates

Numaira entered New York University's Startup Bootcamp Program, part 1/3 of the Startup Accelerator Program.

Out of hundreds of other applicants, my team and I got accepted into part one of NYU's Startup Accelerator Program, giving Numaira access to more funding opportunities and advising support from NYU. I'm eager to see what the future has in store for Numaira. Stay tuned for more updates!

Reflections

Numaira should adapt to customers' existing processes.

An insight I took away from the customer discovery and validation phases was that many financial institutions (big and small) stuck to manual and outdated processes because they were conservative in adopting new software due to the risk they could pose to efficiency and upsetting existing processes. Therefore, Numaira must work with businesses's existing processes to gain investors and customers.

Let's Chat

I'm currently writing this story. However, if one wishes to inquire more about the specifics of my experience, I'll be happy to chat!

In the meantime, feel free to indulge in my other adventures and stories!


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