Discovery

We kick-off projects with a series of workshops to deepen our understanding of the client and their business goals.

Strategy Workshop

During the first workshop we formulated a strategy for both the project, and the platform as a whole.

We discussed business objectives, the inner-workings of the company, and growth plans. This dialogue ended up becoming the foundation of the product strategy and key objectives.

Key objectives

Create a user-centered platform that is genuinely nice to use.

Create a durable design system with future expansion in mind.

Align the look and feel of the platform with the Brand.

Improve wayfinding and user-understanding of tax processes.

Show users they are working towards a goal and show their progress.

User research

Since there was an existing product we took our time to carefully analyse how people were using it. We discerned several types of users.

Users were asked to be observed while doing their taxes. We learned a lot about the users. I.e.; Some would add expenses into the system right away. Others had months worth of receipts piled on their desks. Adding those into the system in bulk is a vastly different experience than adding one at a time.

After the observations the users were briefly interviewed;

Some customers didn’t see anything that needed fixing. They knew their way around the platform, and said it worked well enough.

Many users said they wish that the platform was responsive. Now it wouldn’t fit on anything smaller than a 15" screen. 13" laptops were out.

Tech-savvy users would complain that features were missing, like bulk editing, keyboard navigation, et cetera.