Onbalance Mobile, Tablet and desktop application

PROJECT OVERVIEW

Project Type: UX Design and Research, Visual Design, Interaction Design, Mobile, Web Design

Client: Thomson Reuters

Software: Sketch, Zeplin, Invision, Adobe XD, Illustrator, Photoshop

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OnBalance is a tax application that allows small business owners to easily manage their income and businesses expenses as they go. Their account automatically connects to their tax preparers and transfers the necessary data to Thomson Reuters’ existing Tax and Accounting application, UltraTax CS, to streamline the tax preparation process. This application has been developed to serve users in the USA, UK, Brazil, and Argentina with further expansion to new markets coming in 2019. This project encompassed a total visual, UX and IA redesign of the mobile, tablet and web based versions of the application.

THE ONBALANCE TEAM

The OnBalance team was comprised of a core mobile and web team supporting the US and UK based versions comprised of analysts, front and backend developers, a product owner, and two UX designers. Additionally, we also had teams of developers and analysts in other countries we worked with on Brazil, Argentina and new markets application offerings.

Brainstorming how button functionality and copy needed to be handled differently across mobile and web with the OnBalance Lead Analyst and UX teammate

Brainstorming how button functionality and copy needed to be handled differently across mobile and web with the OnBalance Lead Analyst and UX teammate

TARGET USERS

The target users for OnBalance are small business owners with basic business models requiring a program to track income, expenses, invoicing, tracking their mileage and sharing their information with their tax preparer. Our target users were business owners with no other employees and were comfortable with technology.

Proprietary information has been redacted

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MY Role: Design and Research

I was tasked with retooling the branding, updating design standards to meet industry standards for accessibility, interaction design and visual design, and conducting research with users. Additionally, I overhauled the dashboard interface and restructured the information architecture of the application across all platforms, across all devices, for all supported countries. Whew!

Before I joined the project, extensive market research and a competitive analysis was conducted to build the user personas, journey maps, and roadmap for feature prioritization. During my time on the project, I ran both moderated and unmoderated user tests of OnBalance across mobile, tablet and web, ran workshops, brainstorming sessions, exploratory interviews, and conducted field research. Additionally, we had a pilot group of users we engaged with to conduct diary studies, task based research sessions and also held exploratory interviews with tax and accounting professionals during our annual Thomson Reuters Synergy conference to gauge the interest of recommending OnBalance to their clients (who is the target user).

Whiteboarding moderated user testing tasks for an upcoming testing day

Whiteboarding moderated user testing tasks for an upcoming testing day

Preparing a sprint demo design and research report to share with stakeholders #blanketswag

Preparing a sprint demo design and research report to share with stakeholders #blanketswag

Feeling the pressure to crank out last minute changes before a design critique

Feeling the pressure to crank out last minute changes before a design critique

Leading a dashboard brainstorming workshop at Synergy 2017 with TR customers

Leading a dashboard brainstorming workshop at Synergy 2017 with TR customers

Process Work

Below you will see examples of my iterative design process that lead to the final deliverables. My favorite methods of design are whiteboarding, sketching and trying out as many options as I can possibly explore in either Sketch, Adobe XD, Axure or Photoshop depending on the intended output. Many of the process photos are the outcome of pair design sessions or brainstorming with other members of the OnBalance team, most often with my other OnBalance UX colleague. We were in constant communication throughout the day, bouncing ideas off each other, having informal critiques, pair designing, conducting and synthesizing research.

Deliverables: Before and After

OnBalance Before and After.png