WOTC Wizard

Transforming complex federal tax credit processing into an intuitive, multi-persona enterprise ecosystem.

Objectives

• De-Risk Form Drop-offs: Transform complex, intimidating federal compliance forms into automated, bite-sized conversational touchpoints that dramatically cut manual human error.

• Architect a Tri-Persona Workspace: Design specialized, role-based modules structured carefully around the distinct tasks, visibility restrictions, and operational requirements of Admins, Employers, and Applicants.

• Optimize Regulatory Compliance: Introduce automated status tracking, deadlined alerts, and seamless signing queues to guarantee applications hit rigid submission timelines.

Scope of Work

• Product Architecture & Persona Matrix: Defined and executed the multi-tenant workflow matrix governing role-based security, access tokens, and feature permissions.

• Conversational Form UI: Prototyped a chat-assisted guided questionnaire that populates complex multi-page legal documents dynamically in real-time to decrease applicant cognitive load.

• Case Management Dashboards: Built robust employer tracking spaces complete with context-aware action menus, modular filter bars, and chronological tracking logs.

• Design Tokens & Interaction Framework: Established unified UI libraries, micro-interaction hover definitions, and developer handoff documentation for global design engineering consistency.

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