Drake Pro Tax Desktop

My role Led UX design for targeted legacy-to-modernization improvements, partnering with engineering and product to clarify requirements, produce UI recommendations, and validate direction quickly

Challenges and constraints Minimal upfront requirements, legacy desktop constraints, and an active migration from Power Basic to C# with a need to avoid disruption for a highly trained user base

Impact Reduced user confusion on high-friction screens, improved workflow clarity, and supported Support call reduction by modernizing patterns and tightening information presentation

Skills demonstrated Legacy modernization UX, interaction design for desktop constraints, information simplification, rapid validation, pragmatic UX writing, partnering with engineering through migration work

Enhancing User Experience and Reducing Support Calls.

Updates to Drake’s legacy desktop platform often came in with minimal requirements, so I clarified intent quickly and focused on usability improvements: clearer data presentation and simpler task flows. During the Power Basic to C# transition, I redesigned outdated screens that were driving Support calls, aligning the new UI with the modernization effort and reducing user confusion.

This collaboration allowed me to deliver meaningful improvements: reducing user confusion, streamlining workflows, and ensuring the new system aligned seamlessly with the ongoing modernization effort.

Below, I show the original screens with the issues called out, followed by my redesigned versions. When time allowed, I sanity-checked changes with quick prototype reviews with colleagues.