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
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