Deloitte Thoughtware

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The challenge:

Design a web based transformational platform that provides analysis that delivers company-specific insights actionable for client relationship building and lead generation.

The Goals:

  • Sensing portals serve two main use cases that enable practitioners to stay ahead of their clients:

    • Deep dive into topics related to your client or sector

    • Stay smart on your client or sector

  • To align with Market Development and the Deloitte 2020 strategy—easy access to client information.

The Process:

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Frame

Rapid project kick off included accelerated interviews with project stakeholders

Analyzed existing workflows and platform

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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 for web and mobile based interactions

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