PwC Sightline

Sightline is PricewaterhouseCooper’s proprietary tax platform. It is used by tax teams across the firm to ensure their clients’ ongoing tax compliance and to inform tax strategies. Sightline’s robust feature set supports all clients from small local businesses to massive multinational corporations.

While at Code and Theory (formerly, YML), I grew the PwC account from a five-person team running a two-day “Mobile Vision” workshop, to an account of 30 product managers, engineers, and designers, working on two major projects in parallel: designing and developing the Sightline Mobile application; and crafting a platform vision based on business needs and partner input from across the firm.

Sightline Mobile

I oversaw a team of four product managers to deliver Sightline Mobile, PwC’s first major B2B2C mobile app. My team led the product from zero-to-one, owning initiatives across the user research, product design, product engineering, quality assurance, and go-to-market teams.

I led initial user research and stakeholder interviews to define critical features and an 18-month product roadmap, working closely with product designers to implement value-add features specific to mobile. I also conducted user research and usability studies on prototypes to inform future features, update designs, and refine functionality.

Platform Research & Design

The quality of thinking and execution on Sightline Mobile reassured PwC of our team’s capabilities. Our relationship expanded, kicking-off a broader initiative to revamp the Sightline platform vision, strategy, and roadmap.

Over the course of eight months, I designed and led four multi-day product research workshops and eight week-long collaborative design sprints to align platform priorities across dozens of stakeholders with competing needs. I led a small team in creating and testing 18 unique, interactive prototypes to inform complex, innovative products and platform features. In total, we interviewed 27 stakeholders and collaborated with over 60 participants.

At the end of this initiative, we left the Sightline product owners with comprehensive research, tools, and frameworks to navigate immense complexity and make critical decisions about the product direction. This included a detailed 12-month product roadmap, a robust persona framework, and process improvement recommendations.