Mockups from an application for viewing tax data

INTERNAL TOOLS VISION

Jumpstarting digital transformation at PwC

I helped plan and execute a series of workshops and design sprints to create a vision for the future of PwC’s internal accounting tools.

Team:

Design, engineering, and strategy

Audience:

PwC Digital and Tax Leadership

Skills:

Design Sprints, Journey Mapping, Strategy, Interaction Design

Scope:

3 months (ongoing)

CHALLENGE

PwC’s massive enterprise of business units operated in silos with unique, disparate tools. The central platforms team needed to build their future roadmap with a clear vision centered on their user needs.

Workshop

Our team planned a series of 3-day in-person workshops with PwC business representatives to validate personas, diagram user journeys, and understand how the needs of different business units converged.

A photograph of a whiteboard with sticky notes from a journey mapping and persona exercise

personas and journey mapping

Ideation

A photograph of a whiteboard with a plan for a design sprint

Sprint Planning

Design Sprints

Following the workshops, I helped plan and run 3-week sprints with individual business lines. We dug into specific pain points, designed functional prototypes, and tested the prototypes with business users.

CUSTOMIZABLE DASHBOARD PROTOTYPE

At the end of each sprint, we presented north-star visions with actionable recommendations.

Sample information about a customizable dashboard feature

A laptop screen showing a dashboard of accounting information on a state-by-state basis

Results

With our north star, the PwC digital team secured long-term platform commitment from partners across 5 major business units.

Our agency's contract, valued at over $1M, was extended through the year to continue the digital transformation.