My Roles

  • Analyst
  • UX Designer & Research
  • UI Design

Project Background

The existing Tax Management process was cumbersome and confusing. The user flow was based on legacy gray-scale screens, dependencies on running manual tasks in alternate software such as utilizing macros in Excel, and barely legible reporting. These issues resulted in extensive man hours, human error due to manual intervention, and delays at month end. A complete redesign of the interface was needed.

Task And Mission

  • Re-imagine user work flows for a streamlined process
  • Redesign the user interface for ease of use and to be aesthetically pleasing
  • Creation of visual elements  to support new design and added to the library for future use
  • Creation of a dashboard to replace existing reporting
  • Data visualization to facilitate easier understanding of the analytics



Research Goals

  • Identify users of the Tax Management system
  • Define the requirements of the Tax Management system
  • Understand the pain points of the existing workflows and system
  • Identify what “success” would look like resulting from any changes

Tax Reporting System As-Is


User interviews

X # of users were interviewed to understand how the system was used on a daily basis. Feedback was that there were many siloed processes, and that there were no economies of scale across these processes as there were caveats every step of the way. Other issues that arose were items such as the use of internal terminology lengthening the learning curve (and also making backup difficult), and errors are more difficult to discern in state reporting. Other items like On line vs Desktop surfaced as well.


Tax Reporting System To-Be





As-Is flows were created to communicate a clear understanding of the tasks and steps as well as identify pain-points, their location, and their drivers. It is important to not solution at this stage, but comments and suggestions that the users have are recorded and documented for consideration during the design phase. While the suggestion might not be implemented as suggested, it provides insight to what the user’s needs are.




Mood Board



Tax Reporting System To-Be


High Fidelity Prototype


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I am eager to work for a company that prioritizes users’ needs, values creative problem solving and teamwork. If your organization sees the value in UX research and design use the form below to reach out if you’d like to discuss opportunities or to just say hello!