EY
Creating and building value for Earnst & Young’s clients
A centralized secure desktop experience for fin-tech advisors to gain insights into projects, collaborate, and learn
While EY had plenty of valuable assets on their site, both publicly and behind a login, they needed to be more modern and demonstrate value to their clients.
EY was looking for a way to elevate their current feature-rich offerings into a centralized dashboard - data that was getting lost and was difficult for users to find and access. The interface I developed contained all of the top level functionality of their apps, but with a new dashboard style experience that could address several different user types, relationships, and status.
First time dashboard user experience
Preparation for live engagement
The user journeys were the key to reaching a concept that had value to more than one kind of EY user. Previously their information was spread disparately around the website, and most users simply used their own browser’s bookmarks to find the pages they normally accessed. The new concept reimagined the user’s view by co-locating via meaningful organization, prioritizing their workflow based on the state of the user’s needs and interaction level with EY’s products. We added at-a-glance value by surfacing aspects of their products into their dashboard - like project status, timelines, overviews, teams, etc…
Executive projects summary
Active project overview
Two of the features we considered in addition to the onboarding, tours, dashboard, were a collaboration feed, and a chatbot. The collaboration feed would house the most current project related events, documents, conversation snippets. The chatbot concept has preloaded options and would be able to assist with document searches within a project.
Content feed for multiple projects and participants
AI Chatbot assistant
An important consideration was for the existing user-base as they transition away from their current experience and into this new one. We created a first time user experience for the new interface, made access to the apps they frequented recognizable, easy, and customizable to allow for the widest audience.
Note: This was early conceptualization between Code and Theory and EY. This may not be the final designs or concepts.