Optimizing Operational Efficiency
Design KPMG Ignite
Overview
We developed a comprehensive invoice processing and agreement management platform, Ignite, for KPMG.
Ignite is a global AI platform and framework designed to facilitate the creation of AI solutions. Built on a modular architecture and supported by a robust AI strategy, it enables global collaboration to deliver adaptable, scalable solutions tailored to client needs.
My Role
User Experience Design, User Flow, Interaction Concept, Wireframes, Interactive Prototype, User Test, Visual Design, Design and Development Sprints, Frontend Quality Assurance
The Team
UX Designer - Ella Xiao, Design Director - Christian Moser, Front-end developer - Peter Aeillo, and PMs, devs, marketing department from KPMG
GOAL
Designed an intuitive and visually appealing web app that consolidates client documents in one place, enabling information extraction, providing valuable insights, and optimizing workflow to enhance accessibility and efficiency. It accelerates, automates, and augments decision-making processes, significantly boosting operational effectiveness.
Given the need for scalability, we are adopting a modular approach, with components designed and developed as part of a design system that allows for efficient platform extension.
01.
Kick-off
We held a full-day kick-off workshop in Munich to clarify design goals and better understand user needs through user stories. Following the workshop, we entered a two-week concept and design phase, during which we developed the overarching interaction concept using wireframes.
Biggest Challenge
The tool accommodates eight user archetypes, each with unique tasks, goals, and pain points.
# Kick - Off Workshop
#User Archetypes
Went through all user stories and defined 8 user archetypes:
#User Journey mapping
Mapped out how different user archetypes interact with Ignite to accomplish their tasks.
# Wireframe
After the workshop, we entered a two-week concept and design phase, during which we developed the overarching interaction concept through wireframes.
More than 100 art boards..
02.
Usability Testing
#Interactive Prototypes
Defined user test flow, created linear interactive prototypes using Sketch and Invision.
#Test Guidline
Hire three participants for each user archetype.
Prepared guidelines for testing, moderation usability Tests & Conclusion Workshop (6-8 Participants).
Test Objectives:
Understanding the current workflows and pains.
Feedback to the value proposition of Ignite
Feedback to the usability of the wireframe flow (do you understand how to use the tool?)
Feedback to the functionality of the tool (would this tool be helpful in your work? What is the greatest benefit? What needs to be added
# Summary
Generally Intuitive and perceived as a great tool.
Alignment of review for extraction, and value of attribute needs more clarity
Take accessibility (e.g. color blindness) into account
Questioned why / for what do we need the yellow value and the question mark (require further review).
Connecting the location of the extraction and the extraction interactively, and jump not scroll to position.
Information shown, should be also regarding to your role.
Ideas for the future:
Smart rules that trigger certain process automatically
use for all kind of documents
03.
Visual Design Direction
Based on the established wireframe, created 2-3 visual design directions for a key screen and refined them after alignment with the clients.
04.
Sprints
We design and develop individual views over multiple sprints, each lasting two weeks, in close collaboration with the client’s internal development teams. We also work closely with front-end engineers to ensure seamless implementation.
#Sprint 01
#Sprint 02
#Sprint 03
#Sprint 04
Designed marketing materials, landing page, video..
Marketing landing page
05.
Result
We delivered high-quality design and front-end development, assisting the client in launching the product successfully within 8 months and significantly impacting their company. The client was thrilled with our first collaboration and referred us to their clients, leading to a new project. Excellent delivery proved to be the best marketing.