Chapters
Product Designer
1 Designer
4 Engineers
2 Managers
3 Sales
Jun 2024 – Present
(6+ Months)
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.
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.
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.
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.
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.
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!
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.
In the meantime, feel free to indulge in my other adventures and stories!