Dalton Reeves | surbhiguptadesigns

Dalton Reeve's: A Digital Makeover

Dalton Reeve's: Digital Transformation of BFSI Compliance SaaS Platform

A digital transformation project for a global provider of business compliance solutions in the BFSI sector, streamlining services like tax filings and mergers into a seamless SaaS platform. By digitizing manual processes, We improved user retention and satisfaction. Additionally, We developed a design system and component libraries, reducing the project timeline and enhancing KPI readability.

Other Projects

Cloud Based Subscription Suite

Data Analytics & Visualization

Overview

The solution provided focuses on helping businesses navigate legal and compliance challenges, offering services such as registered agent, entity management, compliance tracking, and document management. It plays pivotal role in helping companies maintain compliance with various regulatory requirements, manage legal documents, and streamline business operations.

Key Features

Registered Agent Service.
Entity Management
Compliance Monitoring
Document Management
Global Services
Litigation and Investigations
Risk Management
Scaled Design System
Comprehensive Support

Challenges

Complete digital transformation.
Technological advancements related to creating smart forms.
Dealing with new design system & Ui Library
Improvise in Ui design for different hubs with different metadata.
Accuracy & Relativity
Global considerations & Scalability

Contribution

Designed and assisted several user flows, such as filling wizard, Internal Admin Flow, Authorization Flow.
Created Design System, UI Components, dashboard, widgets, data visualizations.
High fidelity wireframes, rapid prototyping & Visual QA.
Client presentations.