Lia McCabe, UX Researcher
Lia McCabe, UX Researcher
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Government Platform

Improving Data Quality & Workflow Efficiency

The Georgia Tax Tribunal needed to improve the QC process within its digital petition system (ePortal). Inefficiencies and unclear workflows impacted user experience and operational accuracy.


Led discovery research and partnered with stakeholders to identify key issues and shape product direction and backlog priorities.

This work informed product decisions that improved workflow clarity, reduced inefficiencies, and aligned system design with real user behavior.

Overview

My Role

The Problem

The Problem

  • Led end-to-end discovery research
  • Advised Product Owner and stakeholders on product direction
  • Synthesized insights into strategic recommendations
  • Facilitated prioritization and alignment across teams 

The Problem

The Problem

The Problem

The existing QC process:

  • Lacked clarity and consistency across workflows 
  • Required users to perform fragmented actions inside and outside the system 
  • Created inefficiencies that impacted both users and internal operations 


These challenges limited usability, slowed processing, and introduced risk into the system.

Approach

The Problem

Approach

I designed and led a discovery effort focused on understanding both user behavior and business priorities.


  • Conducted stakeholder interviews to align on goals and constraints
  • Led 1:1 user interviews to uncover workflow pain points
  • Synthesized findings into themes and system-level insights
  • Mapped the end-to-end process to identify breakdowns and opportunities

Key Insights

What I Influenced

What I Influenced

The research revealed systemic issues in how users interacted with the QC process, including:


  • Misalignment between system design and real-world workflows
  • Lack of visibility into process status and next steps
  • Cognitive overload caused by fragmented tasks and unclear requirements


These insights were reframed into actionable opportunity areas to guide product improvements.

What I Influenced

What I Influenced

What I Influenced

  • Defined priority areas for improving the QC workflow
  • Informed product backlog through creation of 1 Epic and 15 user stories
  • Guided decision-making through a cross-functional prioritization workshop
  • Helped align user needs with business goals and development constraints

Outcomes

What I Influenced

Outcomes

  • Identified 10 key insights that informed product direction
  • Enabled prioritization of high-impact improvements
  • Strengthened alignment across product, UX, and engineering
  • Rebuilt client trust through clear communication and strategic guidance

Impact

This work established a clear path forward for improving the QC process, reducing friction, and increasing system usability—while ensuring alignment between user needs and organizational priorities.

Supporting Artifacts

Research Plan

Download PDF

Affinity Mapping & Synthesis

Data Results

Over 243 data points were collected from the user interviews, which resulted in  31 themes discovered and 10 Key Insights.

Process Flow Mapping

Identifying Process Pain Points

Qualitative data was collected from the interviews and used to map out the user process flow.  The diagram mapped the entire Petition's QC process from beginning to end and noted specifically what happens at each step, what user actions are taken within the UI, what user actions are taken outside of the UI, what the paint points are at each step, opportunities for enhancement, and How Might We guiding questions.

Client Presentation

    Prioritization Workshop

    Details have been blurred to retain the anonymity of the client and in respect of the NDA.

    Following the Research Report, I created and led a Prioritization Workshop with my team in order to rank the pain points discovered by priority. Priority was determined by UX analysis of user needs in conjunction with the Product Owner/Client's business needs.  Once prioritized, developers were then invited to help size each potential story, which was then added to the backlog for future sprints.


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