I am currently leading the the research and design efforts for a new project management feature set for professional accountants and tax preparers. I am responsible for the project planning, ux strategy, defining project requirements, research, collaborating with stakeholders, prototyping, and directing another designer on the team.

Problem
Current project management products for professional accountants are:

• Overly complex & distracting
• Siloed from the work they manage
• Only cover limited parts of the workflow
• Inefficient

Project Goals

• Increase firm efficiency through automation, standardization, relevant information, and prioritized tasks.
• Increase transparency & trust in the firm through firm insights, analytics, and greater visibility of statuses.
• Design for different roles in the office (partner, professional staff, administrative staff).
• Reduce administrative overhead.

Please contact me if you wish to know more about this project.