Sidimar
UX / UI Designer

RPS

Restricted Party Screening

Thomson Reuters

About the company

Thomson Reuters
Global Trade for Restricted Party Screening

ONESOURCE Global Trade for Restricted Party Screening (RPS) screening customers and suppliers. 

In 2018, Thomson Reuters / Global trade management take the decision to do what they costumers and users were saying and started a redesign for the RPS system.

https://tax.thomsonreuters.com/en/onesource/global-trade-management/restricted-party-screening


My role

I've participated in the process of the redesign of the RPS module. I developed the UI flow, interviewed stakeholder and users.


Challenge

The users who use Thomson Reuters RPS has no other tool as an option, this is the main tool of the market. This is the main tool who provide the most trustable information. But the customers and users are not happy with the current design and usability and this was my main work, make significant changes and turn this something hard to use to something make everyone happy.

Restricted Party Screening (RPS)

Old RPS version

The old version was important for the launch of the product. Now, it's gain market and needed to improve usability and match the company brand design.

The process

Interviews

At the discovery phase, I conducted user and stakeholders interviews in order to get a better understanding of the needs. Most of them were with user were not happy with what they were getting as a result with RPS.

Restricted Party Screening (RPS)

Personas

Based on the stakeholder interviews we set up two personas. We referred to them throughout the entire report tool development.

That helps to understand users and make other people involved in the process to understand, who are the users and what their frustration and needs.

It was the main argument to advocate for the users the design process start.

User Testing

Before launching the product, I've made a testing round in order to reveal possible usability problems and things I've done right.

The prototype was made using the Axure which was used to do the test usability with users in different countries.

The most grateful results were the on-time feedback, as I listened to the user, and made significant changes, some users were thankful for their needs were listen and applied in the prototype.

Restricted Party Screening (RPS)

UI Design

Thomson Reuters has a UX Design team which is responsible to analyze and approve all process and design was made in any office around the world.

I've submitted all the studies and design I've done to this team to get them the approval.

Advocating in name of the user I got a couple of brand need changes and all studies were approved and then it was submitted to the development team.

Learnings

What did I Learn?

Listen to people (user or stakeholders)

Prototype and Usability test is a powerful way to be close to the customers and users.

Engage developers in the stage of ideation

Interviews and documentation is the best way to advocate.