Confidential
2021
Enhancing Tax Compliance Workflows
Highlights
Scaling Tax Automation: A High-Fidelity Wireframing Strategy
Tax teams were overwhelmed by high-volume, repetitive manual tasks, leading to operational fatigue and significant compliance risk. The cost of "being slow" is eclipsed by the massive financial liability of manual errors. To mitigate this, we needed to transition from manual entry to a system of Rule-Based Automation and ML-assisted workflows. In a highly technical environment where logic is king, I used high-fidelity wireframes to anchor the product vision. This approach provided:
Retrospective
Balancing Flexibility and Precision
Through user validation, I discovered that a "one-size-fits-all" dashboard was insufficient. User preferences for data visualization varied drastically based on their specific role and the urgency of the task: In tax compliance, "flexibility" isn't a luxury; it’s a functional requirement. Auditors need the "raw truth" of a data grid, while managers need the "high-level story" of a dashboard.
This project reinforced the value of Logic-First Wireframing. By focusing on data structure and conditional logic before aesthetics, I was able to build a scalable framework that satisfied both the technical needs of engineers and the diverse functional needs of users.
