Deloitte

Create the bigger picture together

Deloitte is a global professional services network offering audit, tax, consulting, and financial advisory services to diverse clients in over 150 countries. They specialize in industries like technology, healthcare, finance, and consumer products.

Project

Description

The project aims to create an internal web platform for Deloitte's VCA Sales Team to improve efficiency and deal closures by streamlining tax strategy creation and presentation. The platform emphasizes real-time adaptability and automated calculations to enable dynamic adjustments during client interactions, setting Deloitte apart from competitors.

Roles & Responsibilities

As the UX/UI designer for this project, I am actively engaged in research workshops to collect insights and create design concepts that resonate with the research outcomes. Acknowledging the significance of this project, we have formed a team consisting of a Head of Delivery, a Project Manager, and multiple stakeholders to participate in the initial discovery phase.

Research

Phase

During research, two full-day workshops were held to understand team needs and challenges. Sessions in Toronto involved Deloitte and the team, using Miro boards for collaboration. Challenges were identified, and solutions were strategized. Internal preparation involved clarifying client needs and optimizing workshop objectives through team brainstorming sessions.

Research

Outcome

Objectives/Goals
Current challenges
Application stages
Tax information terminology
Various user types
Power-user Persona

Successful Company Objectives - Business Concept

Objectives/Goals

Ensure smooth functioning with incomplete client data by using logical defaults.

Support offline usage and data synchronization.

Focus on easy usability and modern UI design aligned with Deloitte branding.

Integrate with Deloitte and external systems, potentially starting with Excel workbooks.

Current challenges

Using multiple tools like PowerPoint, Excel, and others leads to inefficiencies such as disjointed workflows, isolated information, manual data movement causing errors and inefficiencies, repetitive tasks, lack of consistency, slow processes, challenges in combining and presenting data, limited flexibility in adapting strategies during client meetings.

Application Stages

Hero Map View: Acts as the central hub, linking to other modules and offering different perspectives on data through various lenses.

Entity View: Provides detailed information about functions like headcount and costs, giving a comprehensive understanding of different aspects within the client's organization.

Strategy Creation: Allows users to develop and adjust tax planning strategies, visualize outcomes, and make informed decisions.

Tax information terminology

Session: A specific meeting or period for discussing and planning tax strategies.

Strategy: A plan to minimize taxes and optimize financial outcomes.

Lens: A perspective or view used to analyze specific tax data.

Entity: An individual, business, or organization that pays taxes.

Entity Type: The classification of a taxpayer, like a corporation or individual.

Transfer Pricing: Pricing transactions between related company divisions to ensure fairness.

Moving Functions: Relocating business activities to different countries for tax benefits.

Various User Type

Admin User: manages user accounts, permissions, system settings, creates, edits, and deletes sessions, and configures application settings.

Power User:

perform value chain analysis, tax planning, and client presentations within the application, with permissions to run sessions and access relevant data and features.

Client User:

While not initially part of the project scope, client users may be granted read-only access to view session data or limited functionality within the application.

Moodboard

While following Deloitte's brand guidelines, additional colors were added to charts and maps for better data visualization. New functional icons were also created to enhance the user experience and were documented in a mood board for consistency in design.

individual Fonts

Brand strategies

Open Sans

Calibri

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Graph colors

secondary

Primary

Early Concepts

To meet the client's request for high-resolution designs, the process was expedited using Deloitte brand guidelines. Early concepts were presented, leading to multiple feedback rounds and real-time design refinements through collaborative dialogue with the client. Early design concepts and variants are showcased to demonstrate the iterative design process and tailored solutions.

Feedback after first concept

and final deliverables

After developing the initial concepts, the client appreciated the design and visual elements. However, they were still unclear about displaying entities, creating strategies, and drilling down into details. After several rounds of feedback and revisions, we submitted the final designs

Prototyping Abstract Concept Vector Illustration.

Prototype and design link

To view the final designs showcasing user flow and various views such as Hero map view, entity view, strategy creation, and visualization view, click here.

Conclusion

Upon reflecting on the project, key insights highlighted the importance of effective time management during design and discovery phases. Optimizing user interactions and adaptability in addressing essential elements despite time constraints were crucial. Embracing an iterative approach for continuous improvement is valued for enhancing efficiency, delivery, and stakeholder satisfaction throughout the project lifecycle.

Thank you for reading!