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Case 02 / Enterprise tax and accounting

Expert workflows, shared product logic.

At Wolters Kluwer, I owned CX/UX and feature design across specialist tax and accounting products, connecting research with detailed workflows, validation and shared portfolio standards.

Conceptual system turning fragmented enterprise workflows into consistent shared modules
Enterprise systemConceptual visualization, not production UI
RoleSenior CX/UX
PortfolioADDISON, SBS, AKTE
Scale20k customers
ResearchInterviews + validation
01 / Context

A mature system with specialist stakes

The product environment served tax advisors, auditors and small and medium-sized businesses. The employment evidence describes a German customer base of around 20,000, including more than 6,000 tax and audit practices, and more than 2.5 million payroll statements handled each month. Those figures describe the product ecosystem, not my personal impact.

Users

Domain experts

Experienced users depended on accurate terminology, efficient task completion and confidence in the system.

Portfolio

Multiple product lines

ADDISON, SBS and AKTE formed a wider landscape in which local feature choices could affect cross-product coherence.

Constraint

Accuracy and clarity

Specialist detail could not be removed, but information order and interaction behavior could make it easier to understand.

Scale

Established behavior

Improvements had to respect learned user expectations while moving the portfolio toward a clearer shared language.

02 / Ownership

From difficult situation to feature definition

My responsibility covered customer and user experience and the design of new functions and features. That meant carrying a problem through research, concept definition, interaction detail and validation rather than treating wireframes as the finish line.

01Research the specialist need
02Frame the experience problem
03Model journeys and flows
04Prototype interaction detail
05Validate and align delivery
End-to-end artifact chain

Research → interviews → stories → journeys → flows → wireframes → mockups → high-fidelity prototypes

Each artifact answered a different question, from whether the team understood the right problem to whether a specialist user could operate the proposed behavior with confidence.

Explore product and systems depthProduct thinking, shared standards and collaboration
03 / Product thinking

Preserve expertise, remove avoidable friction

Observed tension

Expert workflows needed precision, but fragmented interaction patterns increased the effort required to understand and operate them.

Product question

Which complexity belongs to the professional task and which complexity was introduced by the product itself?

Decision

Keep domain terminology and necessary task detail while making information hierarchy, flow progression and recurring actions more predictable.

Validation

Use interviews and concept validation to test comprehension and workflow fit before committing to detailed implementation.

Portfolio effect

Translate proven recurring behavior into design standards that could improve consistency beyond a single feature.

04 / Systems design

Connect feature work to shared standards

Design standards were not a separate library task. They were a way to encode solutions to recurring workflow problems. The work connected detailed feature design with a clear visual language and reusable interaction behavior across the product portfolio.

Local evidence

Real feature needs

Patterns began with concrete usability and design problems, not abstract component inventory.

Shared behavior

Predictable interactions

Recurring actions and information structures could become easier to learn across products.

Visual language

Clarity with consistency

A coherent design language supported specialist comprehension as well as brand and product quality.

Governance

Standards in delivery

Standards mattered when they informed new functions and implementation decisions, not only documentation.

05 / Collaboration

Make the reasoning visible across teams

Specialist software requires translation between customer language, product intent and implementation detail. User stories, journeys, flows and prototypes made the reasoning visible at different levels so partners could challenge assumptions before they became expensive.

Customers and users

Needs and validation

Interviews and concept validation grounded the work in actual specialist situations.

Product

Requirements and scope

Stories and journeys connected the customer problem with feature intent and priority.

Design

Interaction resolution

Flows, wireframes and high-fidelity prototypes made behavior, hierarchy and visual quality explicit.

Engineering

Buildable decisions

Detailed prototypes and shared standards reduced ambiguity at implementation time.

06 / Outcome

What changed and what the evidence supports

Feature ownership became a path to stronger portfolio consistency.

The previous portfolio reports an estimated 40% reduction in UI inconsistencies. I retain that number as an estimate rather than presenting it as an externally audited KPI. The employment evidence directly supports the underlying responsibility for CX/UX, new features, validation, difficult usability problems and design standards.

Depth

Complete design loop

Research and interviews connected directly to stories, journeys, flows and production-level prototypes.

Breadth

Cross-product thinking

Recurring needs informed shared design standards across an enterprise portfolio.

Reported impact

Estimated 40%

The portfolio-reported improvement refers to fewer interface inconsistencies and remains clearly labelled as estimated.

Measurement integrity

Ecosystem is not attribution

Customer and payroll volumes communicate product scale, not individual performance.

This is an anonymized reconstruction based on documented employment responsibilities. It does not reproduce confidential product screens, customer data or internal roadmaps.