High density financial workflows for enterprise accounting teams managing complex multi-entity filings — rebuilt for the modern web without losing the power that users depended on.
The challenge was not just moving the product to cloud. It was preserving the power of a system that accountants had built their practice around — while making it modern enough to survive the next 20 years.
"'The users did not need a simpler product — they needed the same power in a system that did not crash.'
On designing for expert users with legacy muscle memoryEnterprise accountants managing complex multi-entity filings have deep workflows built over years. The design challenge was radical continuity — keeping every power feature they relied on while eliminating 20 years of accumulated technical debt from the interaction layer.
The Work
This case study is being written. It covers the full three-year migration from a desktop Winforms application to a cloud product — including the discovery work that revealed what "simplification" really meant for expert users, and how we maintained delivery momentum across a long-horizon project.
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