“Adinovis is a startup focused on automating and improving the audit workflow; currently creating their initial software product that handles one of the key audit services, the Notice to Reader (NTR).”
Solution
By bringing all the stakeholders onto one platform and digitalize 80 percent of workflow, we believe the new solution will cut down the time from 100 hours to around 10 hours.
Problem
Current digital solutions for the engagement process are very fragmented.
The process involves different tools for communication or auditing.
Stakeholder workshops
Our team has interviewed industry professionals to understand their needs and process. Meeting with the client to understand the industry and workflows were the key sources to help us design a solution that meets the auditors’ unique needs.
In the auditors’ world, they are expecting work to be done fast, accurate, and requires specific needs.
My role
I worked closely with our stakeholders and ran UX strategy sessions. I produced:
Workflow documentation | user flows & customer journeys
Wireframes & prototypes
Visual designs
Design documentation
Discovery
The business process was complex with many rules and special contingencies.
We found out that existing legacy tools were woefully inadequate; relying solely on the institutional knowledge and vigilance of their personnel to enforce.
Persona & Costumer Journey
We identified Edwin as our target persona for the NTR.
Below on the left is our understanding of how the usual NTR process goes and to the right is our proposal of simplification.
We discovered that the traditional NTR process takes more than 100 hours to complete, and it may take more than a month of typical workdays.
Our client sees the opportunity, and thought is time to revolutionize the traditional way of work.
Previous process
Proposed solution
User flow
Out of the many users identified that interact with the platform, the auditor trajectory encounters the majority of features.
Design
Iteration
The left navigation iteration demonstrates the large changes we implemented throughout the platform as the stakeholders altered their requirements and we adjusted and refined.
Style guide
Visual Designs
Client Acceptance
Trial Balance
Procedures
Reports
Functionality of context-driven right side panel.
A key feature within Adinovis that differentiates the platform from existing competitors is the ability and ease of communications between all involved parties. Not only are we revisioning to have live collaborative history, comments, and sign offs on all steps; we have added persistent alerts in the top right as seen below.
Issues
Notifications
Notes
