WHAT I AM DESIGNING
A feature that allows administrators to distribute money coming from investment products to be distributed with tax among the fund members, not changing the amount distributed to each member it only tells them how much of the amount that they received is taxed and under what category.
WHO IS THIS FOR
Superannuation administrators, most of them being tech-savvy recently graduated students.
WHEN AND WHERE THIS WILL BE USED
A few times in the year superseding the interim tax statements until the final one is on the system.
WHY IS THIS IMPORTANT
It helps the administrator to update data received from the custodian to distribute income against member accounts, maintaing track of the tax statement simply until it becomes final and finally to create a case in the system to have a record of what is happening and when is happening.
Desktop research, UX design. UI design.
Research (competitor analysis and desktop research), meetings with business analyst and developers to scope the project and analyse the findings. Wireframing and finally UI design for implementation.