KPMG Audit Portal
full case study coming soon
*To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information
in this case study. All information in this case study is my own and does not necessarily reflect the views of KPMG.
Project:
A foundational component of Audit’s vision is to enhance the quality of knowledge available to KPMG’s people. The Audit Portal is committed to continually strengthen support to audit partners and professionals in the execution of quality audits. Performing analysis to identify opportunities for continuous audit improvement, removing impediments to successful audit execution, developing new tools and guidance and enhancing the audit support infrastructure to enable teams to confidently and consistently perform audits that meet all professional standards and the high expectations of KPMG clients and the markets they serve.
A foundational component of Audit’s vision is to enhance the quality of knowledge available to KPMG’s people. The Audit Portal is committed to continually strengthen support to audit partners and professionals in the execution of quality audits. Performing analysis to identify opportunities for continuous audit improvement, removing impediments to successful audit execution, developing new tools and guidance and enhancing the audit support infrastructure to enable teams to confidently and consistently perform audits that meet all professional standards and the high expectations of KPMG clients and the markets they serve.
The Challenge:
To enhance the portfolio of KPMG’s Accounts and Opportunities to better align with quality, brand and economic objectives by identifying, articulating and delivering a differentiated audit service to regulators, clients, strategic targets and KPMG’s People, that focuses on Quality, Innovation and Effectiveness.
To enhance the portfolio of KPMG’s Accounts and Opportunities to better align with quality, brand and economic objectives by identifying, articulating and delivering a differentiated audit service to regulators, clients, strategic targets and KPMG’s People, that focuses on Quality, Innovation and Effectiveness.
Usability Goals:
- Understand users’ mental models in order to define intuitive labels for navigational items and section headers
- Decrease time users spend searching for content
- Remove superfluous and outdated content so that user’s can effectively find necessary tools
- Mobile Optimization
The Solution:
Provide a clean and intuitive Knowledge and Collaboration solution to empower KPMG’s audit professionals to easily find and readily access the people and information they’re seeking at the right time to support their work within the firm and with clients. Search was added to support user feedback that search is being leveraged as the primary navigation. Card sorting exercises were performed to determine language for navigation, banners and section headers resulting in increased recognition over recall. A prominent hero space carousel was implemented to directly communicate new portal features when they are launched.
Business Outcome:
Delivered a new portal experience that changed the mind set of professionals, instilling confidence that the portal is a reliable resource. Audit tools and resources became available across the firm via a central location on the portal. Improving the accessibility, development and management of knowledge, in a smarter way infused audit quality and enabled professionals to work efficiently and effectively throughout the entire pursuit, engagement delivery, and reporting phases of the audit client lifecycle.
Delivered a new portal experience that changed the mind set of professionals, instilling confidence that the portal is a reliable resource. Audit tools and resources became available across the firm via a central location on the portal. Improving the accessibility, development and management of knowledge, in a smarter way infused audit quality and enabled professionals to work efficiently and effectively throughout the entire pursuit, engagement delivery, and reporting phases of the audit client lifecycle.
The Result:
The design is simple, clear and engaging - highlighting the content while drawing the user in to explore. Time spent searching for relevant content was significantly decreasing by presenting artifacts in an intuitive way on pages. Content was simplified and categorized to eliminate the risk of consuming outdated or incorrect content.
The design is simple, clear and engaging - highlighting the content while drawing the user in to explore. Time spent searching for relevant content was significantly decreasing by presenting artifacts in an intuitive way on pages. Content was simplified and categorized to eliminate the risk of consuming outdated or incorrect content.
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How exciting, let's collaborate!
How exciting, let's collaborate!