Tax Incentive Form Analysis — Lei do Bem
From sample-based review to full coverage.
Context & Constraints
The project supports the analysis of Lei do Bem (Brazil's R&D tax incentive law) forms linked to Research, Development, and Innovation (RD&I) initiatives. These forms are lengthy, highly detailed, and require specialized technical evaluation — covering innovative projects, R&D staffing, material procurement, and third-party service contracts.
With growing form volume and the Ministry of Science and Technology adopting AI to support responses, a significant bottleneck emerged. The small, highly specialized review team could only perform sample-based analysis rather than comprehensive review, increasing the risk of financial losses from undetected inconsistencies.
Architecture
Designed and developed an automation solution using Copilot Studio and Power Automate to transform the review process from sample-based to full-scope analysis. The system enables faster, more consistent evaluation of every submitted form, reducing risk and expanding the team's review capacity across the entire client portfolio.
My Role
Acted as the solution developer, participating in both requirements analysis with the business team and the design and development of the automation. Delivered end-to-end, connecting business understanding with technical implementation.
Results & Validation
Transformed sample-based into full-form analysis
Reduced operational bottlenecks in specialized review
Expanded consultant visibility over entire client scope
Mitigated financial risks from analysis gaps
End-to-end delivery connecting business and technical layers
Transformed a bottleneck into a scalable process. By automating what was previously a manual, sample-based review, we enabled full-form analysis — giving consultants complete visibility into client submissions and significantly reducing the risk of financial impact from overlooked inconsistencies.
Stack
Building something where reliability matters?
I design, ship and operate systems like this one.
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