Tax Credit Application Platform
Bacano
PROJECT
UK R&D tax credits are a government incentive designed to encourage companies to invest in research and development by providing tax relief on eligible R&D expenditure.
Most applications are done with the help of several consultancies, who manually help applicants calculate claims and write justifications for the claims.
I co-founded a solution which automates a lot of the application process, including creating the justification narrative. I manage the design and build of the platform, while another founder focuses on managing the applications.
PROCESS
We ran a number of product strategy exercises to define and test the business proposition, ahead of the concepting and design. Rapid proposition tests proved the concept and the pricing model. The design of the platform involved mapping current consulting flows and exploring different stages of automation, balancing technology costs against productivity gains.
I oversaw the UX design and build of the platform and collaborated with my team to develop and test the brand. We ran a series of user tests in beta, ahead of the launch.
OUTCOME
The platform is live and the business has grown since launch, with a significant pipeline of new and repeat clients. We are currently undertaking further automation ahead of the next funding round.
*The visual design direction was conducted in conjunction with Bernard Barsley