Design and Development of a Standard Interface Component to Highlight Automated AI Recommendations in the Conta Azul Software

Abstract

This paper reports, in a professional approach, the design and development process of a standard interface component, which highlights the information provided by two artificial intelligence engines of the Conta Azul software. This software is a cloud platform for small businesses management, developed and marketed in Brazil, in the SaaS (Software as a Service) modality, which connects to banks, the government and fintechs. As a design problem, it was necessary to stipulate, as a part of the company’s Design System and as a response to the managerial challenges brought about by the accelerated growth of the R&D team, a standard interface component for the aforementioned cases, providing context to the user and scalability to team practices. These engines are used for (1) tax recommendation and (2) the categorization of bank statements. As methods stipulated, there were the analysis of support tickets, analysis of the current interfaces, benchmarking, generation of alternatives, design review, bitmap prototyping, usability tests and JavaScript coding. The result was a standard interface component. The compatibility with the schedule of the company and its objectives was considered. The project occurred in parallel with other demands, from January 2018 to December 2018. The first author of this paper is one of the design coordinators of the company, being the other authors collaborators of the Design Ops team.