DATA HUB

Central management system for Tax Administrators to import and manage tax data used across multiple applications during the tax cycle.

Company
THOMSON REUTERS

Timeline
2018 – 2019

My Role
LEAD & DESIGN

Target Audience
TAX ADMINISTRATORS

Tools
AXURE

Deliverables
PERSONA
EMPATHY MAPPING
USER JOURNEY
SKETCHING
INTERACTIVE PROTOTYPE
USER TESTING

Background

Followed by the promising progress of DEP Common Entities project, a second team began the work for Data Hub. Two projects eventually progressed simultaneously

 

Challenge

Data use and re-use across applications is not simple nor intuitive, so the Tax Administrators often opt to re-import and re-map in individual application.

 

Discovery

I facilitated two 2-day workshops in late 2018 and early 2019. Activities including the creation of Scenarios, Personas, Empathy Map, Journey Map and sketches with the product owner, business analysts, subject matter expert, product director, lead developer, and data scientist.

Workshop

DEP_workshop1.jpg
DEP_workshop3.jpg

Personas

Empathy Maps

User Journeys

 

Design

During the workshops, we started sketching the ideas together. Later turned into wireframes and high fidelity prototypes for user testing.

Sketches

High Fidelity Screens

My Workspace

Reconciliation

Adjustment Board

 

User Testing

DataHub application is tough to design as it consists of heavy data. We have taken user testing seriously to ensure each feature is tested thoroughly. I worked closely with a researcher to review the goals and scenarios, and created the testing scripts together based on individual roles. We conducted the tests through 1-on-1 online testing, as well as testings during the company’s annual tax conference.

Clickable Prototypes:
Advanced Import Prototype | From Admin to DataHub Prototype