Creating a centralized internal tool to enhance awareness & amplify partnership
01 Overview
The deepening partnership between Deloitte and SCADpro highlighted the need for a centralized tool to enhance employee awareness and streamline access to collaboration insights. This internal tool aimed to consolidate scattered assets and provide quick, organized access to project details, amplifying the value of past and ongoing collaborations.
My Role
UX/UI Design
Duration
5 weeks design sprint
The Team
3 UX designers, 1 product manager, 1 product lead, 2 stakeholders from Deloitte
Tools Used
Figma, Sharepoint
02 The challenge
Unlocking hidden potential
Deloitte’s growing partnership with SCADpro produced extraordinary projects and results—but only a few employees knew about it. The assets existed, but project information was scattered across external drives, Dropbox folders, and physical process books, creating:
Fragmented Storage
Project assets were scattered across external drives, Dropbox, and physical process books.
Awareness Gaps
Deloitte employees were not fully aware of the depth and impact of the partnerships.
Inaccessible Insights
Teams struggled to find and utilize valuable insights from past projects.
Missed Client Opportunities
External stakeholders had no easy way to see the scope of SCADpro’s contributions, limiting Deloitte’s ability to showcase their innovation.
The solution demanded an intuitive system deployed on SharePoint to centralize, categorize, and share projects, emphasizing quick navigation and multi-level access.
03 The Vision & Process
Reimagine awareness through design
We aim to create a platform that not only organizes collaborated work but also transforms it into a powerful tool for knowledge-sharing and innovation within Deloitte.
1. Increase awareness of the Deloitte-SCADpro partnership across employees.
2. Leverage categorized insights and deliverables to inspire ongoing and future collaborations.
3. Provide clients with carefully curated project highlights through dual-access tagging.
From brainstorming to implementation in 5 weeks
Research
To understand the needs of Deloitte employees, we conducted interviews with key stakeholders from the marketing team and captured detailed personas to frame the challenges.
Initial ideation
Based on our research, we explored potential solutions focused on intuitive information architecture, metadata tagging, and user-friendly file accessibility. An initial wireframe was developed to address these challenges and provide stakeholders with a sneak peek. Key considerations included:
• Streamlining navigation with metadata.
• Overcoming SharePoint file type limitations for seamless integration.
Categorization
22 projects were aligned with 7 intuitive categories reflecting Deloitte’s departmental structure to ensure rapid navigation and searchability. These categories streamlined the user experience, making it easy to locate relevant projects by industry or focus.
Iterative Feedback
Enhanced design iterations, including project thumbnails and metadata placement, based on stakeholder inputs.
Meetings & Connect
Regular stakeholder check-ins ensured alignment and timely support.
04 The solution
Smart Analytics
Comprehensive analysis of benefits costs, utilizing intuitive data visualization, predictive insights based on historical data, and identification of optimization opportunities.
Empowers HR teams to make informed decisions, enhance budget planning, and improve benefits offerings.
Peakon AI Insight
Identifies optimization opportunities and presents actionable recommendations to help HR professionals make informed decisions and enhance their employee benefits programs.
Benefits Management
Detailed plan information and streamlined open enrollment settings offer a comprehensive view of specific plan details.
Leveraging CPT health codes to facilitate the analysis of average medical claims, HR teams can gain a comprehensive understanding of the cost and utilization patterns within their employee benefits programs.