As a UX Designer and Design Ops lead, I tackled a critical challenge for Tax Responsibles: ensuring timely and accurate reporting of all tax-relevant goods movements within the company for legal compliance. My focus was on creating a solution that would alleviate the manual burden and potential for errors in this vital process.

The core of this solution is an automated process I helped design, aptly named 'Document selection.' This intelligent system continuously monitors every new material document created within the company. Periodically, it processes these documents, automatically classifying them into two key categories: 'successfully validated documents' – those that meet all tax reporting requirements – and 'rejected documents' – those that require attention due to missing or incorrect information.

To provide Tax Responsibles with a clear and actionable overview, I designed two key applications. The 'Stockledger app' serves as a central repository for all successfully validated documents, offering a readily accessible and auditable record of compliant goods movements. Complementing this, the 'Special documents app' provides a dedicated space for managing rejected documents. This app highlights the specific issues preventing successful validation, enabling Tax Responsibles to quickly identify and rectify any discrepancies, ensuring nothing falls through the cracks.

Given the complexity and scale of tax reporting across a large organization, my work involved collaborating across a significant landscape of 45 different applications to ensure seamless integration of this automated process. To truly understand the needs and pain points of our users, I conducted extensive Validation Workshops with multiple customers. These direct interactions were invaluable in shaping a solution that not only automates a critical task but also provides Tax Responsibles with the clarity and control they need to confidently meet their legal obligations, ultimately mitigating the risk of penalties and ensuring the company's compliance.