Deloitte Audit Journey

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The challenge:

Design a web based transformational platform for all audit stakeholders to help centralize and streamline interactions and the audit execution workflow

The Goals:

  • Increased efficiency in communication and tracking of routine audit requests of client personnel

  • Automate standard tasks such as document generation

  • Improve audit efficiency and profitability

  • Reduce duplicative work and potential for error while creating standardized audit processes

  • Differentiate Deloitte Audit Practice by demonstrating efficient audit processes and innovative use of technology

  • Showcase thoughtware from Deloitte Audit Practice

The Process:

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Frame

Rapid project kick off included accelerated interviews with project stakeholders

Analyzed existing workflows and tools

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Empathize

Conducted rapid interviews with auditors and audit clients

Identified key user interactions

Prioritized content needs

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Define & Ideate

Created project definitions through the creation of rapid prototypes which were presented to the audit team

Quickly iterated based on feedback in co-design sessions

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Prototype

Created application map

Created wireframes of key user flows

Created an Invision prototype

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Test

Ad hoc testing with auditors and customer representatives

Revised and iterated design based on results

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Deliver

Delivered annotated prototypes