Paradigm Tax Group
Solutions Delivered:
User Research, UX Strategy, Wireframes, Prototypes, User Testing, Design
Research
We conducted a full day wireframe workgroup session where the 4 user personas were grouped. Each persona group made lists of what was critical information and data, and the priority of how they wanted to see that data.
![Customized List of what data was important to the user](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/9e47f428-df34-42df-8dbe-da44ed17ff82_rw_1920.png?h=1ba7c0f80a052d3c5ca4d05ec00d5884)
Customized List of what data was important to the user
![Customized List of what data was important to the user](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/4879a820-f6e6-403e-815e-93d3c42204a1_rw_1920.png?h=79a0f4f4b8d352c8df39438dcbfdb2fc)
Customized List of what data was important to the user
![Customized List of what data was important to the user](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/711710c8-fad5-44ff-8e5a-cd3595dc2a3b_rw_1920.png?h=b46d56c8f2e3f20d03ee1507185fadfd)
Customized List of what data was important to the user
![Customized List of what data was important to the user](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/197d2dff-4984-4eef-879d-fcdbe3fd0ba1_rw_1920.png?h=28cfcd866df8208345940431d91afa6a)
Customized List of what data was important to the user
![Whiteboard wireframe of one of the persona user's dashboard](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/dcddd3ea-7a1e-4cb5-b4a8-5f3950c65b4e_rw_1920.png?h=a7673b1409b9181409952d8b5b5acce6)
Whiteboard wireframe of one of the persona user's dashboard
Dashboards
Each user group or role had specific data they needed to get to on a daily basis. Previously they were relying on spreadsheets, data tables, and customized reports to get what they needed. By working with each user role, we were able to create a dashboard view where they could easily access and export the information they needed, and dive down into the detailed information if they needed to.
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/49c699f2-b48b-4e78-87de-108c62e1336d_rw_1920.png?h=4f6e94ac02e1e44602b028a918d9345d)
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/cbdb2209-025e-4c4e-9497-1cff255b7ba2_rw_1920.png?h=b7cb8756135dcae8500731426ccb86c8)
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/8d6147e2-6588-4b10-a6e7-6106b9ff5c3e_rw_1920.png?h=f646208c48b959fc463e15d99eb40469)
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/6b18aceb-eb13-4807-a0c7-88dd1314df47_rw_1920.png?h=795fe91bbb98ebd8b0ffcee6867aea1f)
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/b8b81acd-a9e5-402e-a8e5-1fffc155c961_rw_1920.png?h=0347995767f5a0e2121b4d932db675fe)
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/94f35c0e-5a86-4429-86a7-dedbae9ee613_rw_1920.png?h=1307e9bac23d237817ec5ec7603233c8)
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/03997547-5e47-4d3e-bc6b-29a2106e0da4_rw_1920.png?h=c4341a06ebcbeaaa66f25902f9e80cdd)
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/1dd60792-bc83-4576-8154-5a6f2375da28_rw_1920.png?h=13a8f3a03c3bd74d6c40fde7197fc6ee)
![](https://cdn.myportfolio.com/7a9f0fb0-ea85-4e1c-be41-5d89bca0c8f6/1c2347f0-f886-46a0-8af9-deac8a7042a8_rw_1920.png?h=72096ce28eeb0348f9705368e32ea13a)