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Model Scenario

Increasing adoption of a redesigned tax planning experience.

Enterprise SaaS

Tax Compliance

Adoption

Accessibility

Company

Thomson Reuters

Role

UX Designer

Timeline

2025

Product

Indirect Tax Compliance

Executive Summary

Model Scenario V2 was launched to improve usability and performance. However, post-launch analytics revealed low adoption, with most customers continuing to rely on the legacy experience.

I led a redesign initiative focused on improving discoverability, reducing cognitive load, and creating a smoother migration path.

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Business challenge

Why this matter

The launch of Model Scenario V2 didn't deliver the adoption or experience improvements we aimed for.

Research & Discovery

What we found

A combined method of quantitative data, design audit, and user feedback being used to uncover key issues holding back adoption.

FINdings

Key Findings

Research and discovery revealed four major barriers preventing users from adopting Model Scenario V2.

  • Finding 01: Users struggled to discover the new entry point.

  • Finding 02: The scenario creation workflow created excessive cognitive load.

  • Finding 03: Vertical and horizontal scrolling disrupted navigation.

  • Finding 04: Users preferred familiar workflows and resisted switching.

Design strategy

Design Principles

Rather than focusing solely on visual redesign, the project prioritized information architecture, content hierarchy, and audience-specific pathways.

Solutions

Final Solutions

Guided by research insights, the redesign focused on improving discoverability, reducing cognitive load, and creating a smoother migration path from legacy workflows.

Solution 1

Improve discoverability.

Solution 2

Simplify scenario creation and reduce vertical scrolling.

Solution 3

Reduce Horizontal Scrolling.

Impact

Measurable impact

The redesign improved adoption, increased engagement with key workflows, and helped users transition more confidently to Model Scenario V2.

Reflection

Thoughts at the end

This project shifted my perspective on product adoption.

The challenge was not designing a better experience - it was helping users leave a familiar one.

Successful enterprise products require more than usability improvements. They require trust, continuity, and a thoughtful transition strategy that helps users embrace change with confidence.