01

Disrupt

Establishing a scalable AI and data driven audit MVP

Project Overview

Role

Company

Lead Product Designer

PwC

Timeline

Apr 2024 - Jun 2024

As an associate product designer, I joined an AI driven initiative to provide an MVP experience of a condensed end-to-end audit. In 90 days, our goal was to prove an audit can be automated and streamlined into a unified experience. Week after week, I traveled to Tampa collaborating cross functionally with product teams and leadership in person.

This project was fast paced requiring high competency of complex audit workflows, rapid prototyping, and concise storytelling and public speaking.

The problem

The current audit process is slow, manual, and prone to errors. Auditors spend significant time gathering data, cross-checking documents, and performing repetitive tasks, leaving limited capacity to focus on identifying risks and meaningful insights.

The solution

An automated AI and agentic MVP solution that reduces manual effort and streamlines individual task assignments.

The process

User Journey

A week before starting, I met with the lead PMs gaining an understanding of user pain points and the user journey.

[Insert user journey]

Team hypothesis

If we automate and streamline the audit into a single, unified experience, auditors will be able to accomplish audit tasks easier and perform a efficient and higher quality audit.

Early experimentation and Iteration

Within the first week, I facilitated sketching and iteration sessions then jumping straight into design.

In a fast-paced environment, I quickly learned complex audit flows and translated them to user centered flows.

Whiteboarding on day 1
First iteration from week 1 after whiteboarding sessions

This process continued in weekly sprints for 90-days. I collaborated cross-functionally with product and development iterating on feedback and new requirements daily. I presented updates to stakeholders and leadership weekly gaining increased product buy in.

Measuring success

Utilizing client data, our MVP product successfully automated key parts of the audit using AI, agent frameworks, and data integrations confirming our hypothesis. We gained global stakeholder and leadership support, providing the team with the go ahead to grow the product at scale. Disrupt established the foundation for the current award winning platform.