Customers of tax SAAS Nextens are changing their practice from tax filing to advice. Nextens wanted to support their users in signalling advice opportunities to visualise year-on-year changes in the tax data of their clients.
UX research, interaction design and dashboard design in PowerBI and Adobe XD.
A valued expansion to the Nextens suite for our customers which was released in december 2017.
Internal workshop to identify potential advice opportunities that could better or faster be answered by visualizing data in Nextens.
Identified advice opportunities were grouped in sections and then put on a scale of customer value and technical feasibility.
In a follow-up session the visual representation of advice opportunities were explored on a whiteboard before design and development started.
Based on many interviews, internal brainstorms and a creative session with customers, the initial dashboard was released to a small group of testers for them to trial.
With loads of feedback from the alpha-testers through surveys and interviews, we choose a new development framework with more flexibility so that the design and interactions were altered to better meet customer needs.
In collaboration with a visual designer, the dashboards were then visually optimized for the visual impaired and further aligned with the brand new styleguide for the Nextens portfolio.
Work done in collaboration with an agile development team and otherwise involved co-workers at RBI
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