Workiva, a financial SaaS company that provides a cloud-based reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance departments
Financial auditors, likely those at public companies or other companies who are expected to be SOX-compliant
6 months
UX design
Our SOX Managers rely on large files to test their controls and document controls testing. Many customers are frustrated with long loading times (~15-20 seconds) with unclear visual indications of loading, including unclear error messages or screens slowly “building up” as they load from a blank screen.
We focused our solution on two parts: 1) More progress indicators on files being uploaded in ETE and in the attachments panel, as well as opening large files and 2) adding better error messaging to see system status and correct errors.