Evidence Match

Foundation

Initial competitive analysis revealed significant challenges faced by new and experienced auditors. Competitor Evidence match workflows, even with AI, still utilize Excel which still presents difficulties in manual and repetitive matching and reviewing, poor progress tracking, slow client communication, and rework loops.

Problem Statement

Evidence matching is a highly manual, time consuming process fragmented across multiple disconnected platforms, forcing auditors to repetitively locate, match, and review documentation without standardized criteria or workflows - resulting in wasted effort, inconsistent quality, and costly rework.

Solution

We addressed the core user needs and pain points through an AI automated tool. Some key features we defined include automated sample to evidence matching, evidence dashboard for big picture insights, side by side view of evidence and extracted details, and much more.

Working cross functionally with Product and Business, we created user journeys to guide the design process and overall product strategy. AI tools like ChatGPT helped refine business and product requirements while Figma Make and Cursor helped begin iterating.

Foundation

Initial competitive analysis revealed significant challenges faced by new and experienced auditors. Competitor Evidence match workflows, even with AI, still utilize Excel which still presents difficulties in manual and repetitive matching and reviewing, poor progress tracking, slow client communication, and rework loops.

Problem Statement

Evidence matching is a highly manual, time consuming process fragmented across multiple disconnected platforms, forcing auditors to repetitively locate, match, and review documentation without standardized criteria or workflows - resulting in wasted effort, inconsistent quality, and costly rework.

Solution

We addressed the core user needs and pain points through an AI automated tool. Some key features we defined include automated sample to evidence matching, evidence dashboard for big picture insights, side by side view of evidence and extracted details, and much more.

Working cross functionally with Product and Business, we created user journeys to guide the design process and overall product strategy. AI tools like ChatGPT helped refine business and product requirements while Figma Make and Cursor helped begin iterating.

Foundation

Initial competitive analysis revealed significant challenges faced by new and experienced auditors. Competitor Evidence match workflows, even with AI, still utilize Excel which still presents difficulties in manual and repetitive matching and reviewing, poor progress tracking, slow client communication, and rework loops.

Problem Statement

Evidence matching is a highly manual, time consuming process fragmented across multiple disconnected platforms, forcing auditors to repetitively locate, match, and review documentation without standardized criteria or workflows - resulting in wasted effort, inconsistent quality, and costly rework.

Solution

We addressed the core user needs and pain points through an AI automated tool. Some key features we defined include automated sample to evidence matching, evidence dashboard for big picture insights, side by side view of evidence and extracted details, and much more.

Working cross functionally with Product and Business, we created user journeys to guide the design process and overall product strategy. AI tools like ChatGPT helped refine business and product requirements while Figma Make and Cursor helped begin iterating.

Iterations

Throughout the process, we conducted user testing and gathered feedback validating our designs and ensuring we were addressing the needs of our users and the business. We enhanced functionality and the overall user experience of subsequent iterations of Evidence match.

We've improved workflow clarity aligning the layout and navigation to users mental models and added further dashboard insights. Additionally, we refined sample to evidence matching functionality through validations and other actions that makes doing and reviewing easier and more accurate.

At this point in design, utilizing AI tools like Figma Make and Cursor accelerated design enhancements sparking new ideas and delivery to development.

This product continues to be enhanced for our users and the business.

Iterations

Throughout the process, we conducted user testing and gathered feedback validating our designs and ensuring we were addressing the needs of our users and the business. We enhanced functionality and the overall user experience of subsequent iterations of Evidence match.

We've improved workflow clarity aligning the layout and navigation to users mental models and added further dashboard insights. Additionally, we refined sample to evidence matching functionality through validations and other actions that makes doing and reviewing easier and more accurate.

At this point in design, utilizing AI tools like Figma Make and Cursor accelerated design enhancements sparking new ideas and delivery to development.

This product continues to be enhanced for our users and the business.

Iterations

Throughout the process, we conducted user testing and gathered feedback validating our designs and ensuring we were addressing the needs of our users and the business. We enhanced functionality and the overall user experience of subsequent iterations of Evidence match.

We've improved workflow clarity aligning the layout and navigation to users mental models and added further dashboard insights. Additionally, we refined sample to evidence matching functionality through validations and other actions that makes doing and reviewing easier and more accurate.

At this point in design, utilizing AI tools like Figma Make and Cursor accelerated design enhancements sparking new ideas and delivery to development.

This product continues to be enhanced for our users and the business.

Outcome

The Evidence Match tool effectively addressed the challenges faced by new and experienced auditors, validating its potential for increased adoption.

We plan to continue evolving the tool based on user feedback and business needs, while integrating it into our full financial tool that fully automates an end-to-end audit.

Impact

Estimated +15% in time saved by the business. Based on testing, teams actually averaged around +45% in time saved.
Won 2 Gold awards from the Brandon Hall Group Excellance in Technology Awards for delivering measurable results through programs, strategies, and technologies – especially in innovation, AI, and the future of work.
Won award from the International Innovation Award (IIA) for the second consecutive year, winning the Service & Solution category.

Time saved by the business

+15%

Time saved by engagement teams

+45%

Global recognition awards won

3

Outcome

The Evidence Match tool effectively addressed the challenges faced by new and experienced auditors, validating its potential for increased adoption.

We plan to continue evolving the tool based on user feedback and business needs, while integrating it into our full financial tool that fully automates an end-to-end audit.

Impact

Estimated +15% in time saved by the business. Based on testing, teams actually averaged around +45% in time saved.
Won 2 Gold awards from the Brandon Hall Group Excellance in Technology Awards for delivering measurable results through programs, strategies, and technologies – especially in innovation, AI, and the future of work.
Won award from the International Innovation Award (IIA) for the second consecutive year, winning the Service & Solution category.

Time saved by the business

+15%

Time saved by engagement teams

+45%

Global recognition awards won

3

Outcome

The Evidence Match tool effectively addressed the challenges faced by new and experienced auditors, validating its potential for increased adoption.

We plan to continue evolving the tool based on user feedback and business needs, while integrating it into our full financial tool that fully automates an end-to-end audit.

Impact

Estimated +15% in time saved by the business. Based on testing, teams actually averaged around +45% in time saved.
Won 2 Gold awards from the Brandon Hall Group Excellance in Technology Awards for delivering measurable results through programs, strategies, and technologies – especially in innovation, AI, and the future of work.
Won award from the International Innovation Award (IIA) for the second consecutive year, winning the Service & Solution category.

Time saved by the business

+15%

Time saved by engagement teams

+45%

Global recognition awards won

3