Michael Sinanian

Quick Snapshot

Role: UX Research Consultant
Team: Project team of researchers conducting mixed-methods evaluation
Customers: Tax and accounting professionals using the Onvio client portal with their clients

Annotated Onvio client portal screens summarizing usability findings. — Annotated flows captured pain points in document exchange, prompting streamlined portal improvements.

Screenshot of the Onvio client portal dashboard highlighting shared documents and task status. — Representative portal screens illustrated the document exchange context we evaluated with practitioners.

Mandate / Opportunity / Problem Scope

Thomson Reuters engaged us to evaluate the Onvio client portal experience and surface design recommendations that would make document sharing and collaboration seamless for firms and their clients.

What I Led / Delivered / Highlights

Mapped portal interactions end-to-end and compared competing solutions to highlight differentiators.
Conducted interviews, surveys, and usability tests with practitioners to capture qualitative and quantitative feedback.
Developed personas, scenarios, and heuristic evaluations to pinpoint friction in onboarding, navigation, and document workflows.
Packaged findings into actionable design recommendations and shared them with product leadership.

Impact / Lasting Value / Takeaway

The study provided a clear backlog of usability fixes and strategic enhancements that helped Onvio refine its client portal experience. Full deliverables are available upon request.

Thomson Reuters Onvio Usability Eval

Quick Snapshot

Mandate / Opportunity / Problem Scope

What I Led / Delivered / Highlights

Impact / Lasting Value / Takeaway