KPMG Audit Workflow
INNOVATION BY DESIGN
Uncover Inefficiency in your Workflow | Product Design | Design Thinking Workshop
Challenges & Insights
KPMG has 2,000 auditors, 4 different business units and more than 1,000 clients. Budget and resource planning are done by respective business units before aggregating to Retain Director, Audit function partners In-Charge and Head of Audit for final approvals. However, due to the different tools and manual calculation, there is always a need to reconcile.
Problem Statement
" How might we enable the resource and budget planning to be more efficient? ”
Solutions
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Design and build a web desktop platform that integrates both Resource and Budget planning tool.
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A simple to use Mobile APP for Auditors
CAPABILITIES
User Research
Synthesize data into presentation proposal
Stakeholder proposal / Buy-In
Define users’ needs and users’ flow into wireframe (UX)
User Testing
Change Management Comms
Product Roadmap
Guide and lead designers
Business Impact
89% cost and time savings on Audit budget resource planning workflow
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Time saved on filling up a budget sheet from 2 hrs to 45 min
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Consolidation of all business units' budget sheet from 3 days to 0
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End-to-end budget resource process flow from 6 roles to 4 roles
Cost and Benefit Analysis
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Budget and Product buy-in based on time analyse on the key tasks of both Budget and Resource planning
DISCOVER
User Research
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There are 12 different roles involved for Resource and Budget Planning
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5 Opportunities were identified and presented to the the key Audit Partners
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1 Opportunity Statement is voted for the Innovation Journey
As-Is Journey map of Audit roles
Identifying Opportunities through the Journey Map and 1 voted
Interview and capture insights from the various Audit roles
DEFINE
Initial paper prototype of the tool
Validate prototype with users
Mock-up screens based on user stories
As-Is Journey Map
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Conducted 18 in-depth interviews with staff from Audit PIC, FS, E&T, DI&I and RECT to map out the as-is journey for both budget as well as the planning of resources
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Quotes gathered from the interviewees across various levels include:
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“ A lot of manual work… ”
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“ Engagement budget comes in different format from different managers…”
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“ Way too many things to fill up on the budget sheet…”
We prototype, user test and validate...
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Paper prototype was created and validated by the different roles across all the business units.
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Based on the feedback gathered from all the users, a digital prototype was created to provide a stronger sense of the experience using this tool.
Key Stakeholder Buy-In
The to-be journey was presented to Audit Partners and Managing Partner Ong Pang Thye using the high-fidelity prototype and the team received the green light to proceed to develop the tool successfully.
Lo-Fi mock up with user feedback
Audit partners review
Audit partners review
DEVELOP
Product Roadmap
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The team works closely with IT and offshore development team to identify the best database architecture as well as review different technical solutions for an effective and customized build.
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To align our work process and enhance communication, all parties are involved in daily stand-up meetings and regular build reviews.
DELIVER
Change Management Comms
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Intranet with tutorial, guidelines and support helpline.
