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 everyone from small, local businesses, all the way to massive multinational corporations.

While at Code and Theory, I led the PwC account, growing from a small team of five 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 Sightline’s first mobile application; and leading a small team of product managers and designers to run workshops and design sprints, informing the Sightline platform’s future feature set and roadmap.

Sightline Mobile

I oversaw a team of four product managers to deliver PwC’s first major B2B2C mobile app from zero-to-one, owning initiatives across 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 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. My team created and tested 18 unique, interactive prototypes to inform complex, innovative products and platform features.

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.