Sovos Home

Platform consolidation strategy unifying 40+ products into a single, cohesive experience with centralized authentication and navigation

Role
Director UX & Platform PM
Company
Sovos
Timeline
2021-2024
Platform
Web, Identity, API

Fragmented Product Experiences at Scale

Sovos had grown through acquisition and organic development into a portfolio of 40+ compliance products. Each product operated as a silo with separate authentication, disconnected user experiences, and inconsistent navigation patterns. This created significant friction for clients managing multiple Sovos solutions.

Critical Pain Points

Authentication Fatigue: Clients needed separate credentials for each product, leading to password proliferation and security concerns across the portfolio.

Discovery Problem: Customers often didn't know which Sovos products they had access to or how to find them, resulting in underutilization of paid services.

Support Inefficiency: Fragmented access meant support teams couldn't quickly verify customer entitlements or guide users to the right tools.

Partner Friction: Selling and demonstrating multiple products required managing numerous logins, creating barriers to upsell and cross-sell opportunities.

From a business perspective, the fragmentation hindered growth, increased operational overhead, and prevented Sovos from presenting a unified brand experience despite being a global compliance leader serving 100,000+ customers.

A Unified Platform Foundation

I led the design and product management of Sovos Home, a centralized platform homepage that serves as the single entry point for the entire Sovos product ecosystem. The solution combined UX strategy, platform architecture, and identity management into a cohesive system.

Sovos Home - Favorites and Featured Products

Sovos Home: Favorites and Featured Products dashboard

apps

Unified Navigation

Single interface to access all Sovos products with intelligent categorization:

  • Favorites (pinned products)
  • Featured Products (role-based)
  • All Products (searchable catalog)
  • Custom instances for regions
verified_user

Sovos Identity Integration

Seamless single sign-on powered by centralized authentication:

  • SAML & JIT provisioning
  • One login, all products
  • Enterprise security standards
  • Reduced credential sprawl
tune

Personalization

Tailored experience based on user role and entitlements:

  • Role-based product visibility
  • Industry-specific curation
  • Custom branding support
  • Regional deployments
support

Integrated Support

Centralized access to help resources and documentation:

  • Sovos Docs knowledge base
  • Sandbox environments
  • System status monitoring
  • Product FAQs
Sovos Home - Featured Products Grid

Product catalog with search, filtering, and intelligent categorization

Platform Consolidation Strategy

The consolidation required coordinating across multiple product teams, establishing API standards, and designing information architecture that could scale with Sovos' growing portfolio.

Discovery & Research Phase

Conducted continuous discovery with internal product teams to understand integration barriers and user needs. Interviewed clients managing multiple Sovos products to identify highest-impact pain points. Analyzed authentication patterns across 40+ products to design unified identity strategy.

Design & Architecture

Created consistent navigation patterns and information architecture that work across diverse product types (tax filing, compliance monitoring, document management, analytics). Designed flexible layout system supporting both standard multi-tenant and custom single-tenant instances.

Platform Standards & API Contracts

Established platform standards and API contracts enabling autonomous team delivery while ensuring unified user experience. Worked with platform engineering to design OAuth flows, product registration patterns, and entitlement management systems.

Phased Rollout

Launched with core products, then progressively onboarded additional products using established integration patterns. This approach validated architecture decisions while minimizing risk to existing customer workflows.

40+ Products Consolidated

Sovos Home currently supports a diverse portfolio spanning tax compliance, regulatory reporting, and business services across multiple regions and industries:

1099 1099
Aatrix Aatrix
ACA ACA
Brazil REINF Brazil REINF
Brazil SPED Brazil SPED
Brazil Tax Determination Brazil Tax Determination
Brazil Workflow Brazil Workflow
Carrier Compliance Carrier Compliance
CertManager CertManager
Chile Escritorio Chile Escritorio
Compass Compass
Compliance Network Compliance Network
Document Manager Document Manager
eFileMyForms eFileMyForms
Foriba Foriba
Intelligence Intelligence
IPT Determination IPT Determination
IPT Filing Services IPT Filing Services
Legal Sign Legal Sign
Online ID Online ID
Onsite ID Onsite ID
Peru Escritorio Peru Escritorio
PRO PRO
Reachcore Reachcore
SAF-T SAF-T
Sales Tax Filing Sales Tax Filing
ShipCompliant ShipCompliant
Signer Signer
SIN SIN
Statutory Reporting Statutory Reporting
Stupendo Stupendo
Tax Determination Tax Determination
Taxify Taxify
Taxport Taxport
TINCheck TINCheck
Unclaimed Property Unclaimed Property
Use Tax Manager Use Tax Manager
VAT Filing VAT Filing
VAT Filing Services VAT Filing Services

Dual Leadership: UX & Platform PM

architecture

Platform Product Vision

Owned platform product strategy, driving API standards and architectural patterns that enable autonomous team delivery

palette

UX Design Leadership

Created information architecture, navigation patterns, and visual design for the unified platform experience

api

Integration Standards

Established OAuth patterns, product registration APIs, and entitlement management contracts

group

Cross-Team Coordination

Conducted continuous discovery with 10+ product teams to identify platform adoption barriers and requirements

security

Identity Architecture

Partnered with platform engineers to design Sovos Identity integration supporting SAML, JIT provisioning, and SSO

insights

Success Metrics

Established platform KPIs measuring both technical excellence and business value delivery

Platform-Wide Transformation

40+
Products Unified
1
Single Sign-On
100K+
Customers Served

Unified User Experience: Created the first cohesive entry point in Sovos' history, eliminating authentication friction and product discovery challenges that had persisted across years of organic and acquisition-driven growth.

Scalable Architecture: Established platform patterns enabling product teams to integrate autonomously while maintaining consistency. New products can now onboard to the platform following documented standards rather than building custom authentication and navigation.

Operational Efficiency: Reduced support overhead by centralizing account management, eliminating per-product credential resets, and providing clear visibility into customer entitlements.

Revenue Enablement: Simplified demonstration and sales processes by allowing prospects to see the full Sovos portfolio from a single dashboard, improving cross-sell and upsell opportunities.

Foundation for Growth: Sovos Home serves as the platform foundation for future capabilities including Sovos Admin (centralized user management), API Admin (developer portal), and Intelligence (analytics suite launching 2025).

Platform Product Insights

Conway's Law is real: Platform architecture must account for organizational structure. We designed integration patterns that worked with existing team boundaries rather than requiring reorganization.

Influence without authority: As a platform PM, success required using data and logic to drive adoption across autonomous product teams. Building trust through early wins was essential.

Platform adoption is a product problem: Simply building platform services isn't enough—teams must want to use them. We focused on reducing friction, providing clear value, and making integration as easy as possible.

Start with foundation, iterate to delight: Phase 1 focused on solving core problems (authentication, navigation). Future phases can add personalization, analytics, and AI-powered recommendations.

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