Re-imagine the 10+ year old corporate expensing application used by 60k Deloitte US practitioners for efficiency, easy of use and compliance.
MY ROLE — Associate Creative Director for a dozen UX Designers, Visual Designers and Front-End Developers in execution of a complex responsive enterprise web application.
OUTCOME — We created a utilitarian and efficient tool, responsive from 1380px down, that allowed practitioners to enter expenses significantly faster and more accurately than before. We balanced data compliance with optimized form input, clear typography, and a flow that allowed for a rhythm of entry to develop with our users.
CONTEXT — Deloitte launched a financial tools program aimed at improving internal tools and services used by the firm. This was a big undertaking considering there were several legacy systems involved and an “client” that had only known one experienced for the past 10+ years. We jumped on this opportunity considering it gave us the chance to re-imagine a monstrosity of an experience that cost the firm a lot of money and would directly benefit everyone we worked with.
WHAT I DID — Initially setting expectations, creating estimates, conducting user research resulting in personas and presenting a creative vision to the client. Then working on delivery by improving expense type taxonomy, wireframing, reviewing design work, taking heat when needed for the team and driving client presentations.
CASE STUDY — Contact me for a detailed case study.