Unifying Accenture’s Client Information Sharing Process

Timeline:

August - December '24

Role:

Lead UX Designer

UX Researcher

Team:

Hanna Fu

Umme Ammara

Elaine Xu

Leon Ma

Mentors:

Maggie Garratt – Industry Shepherd

Katie McIntyre – TA

Carrie Bruce – Instructor

Overview:

For one of our core classes at Georgia Tech, we worked with Accenture, a global professional services company that provides a wide range of consulting services and solutions to various businesses, governments, and organizations.

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Problem Overview

Accenture consultants struggle with gathering research quickly due to scattered client information.

Problem

There is a lack of a centralized tool for accessing client information within Accenture Song or other divisions. This fragmented approach makes it difficult to share information across consultants and often leads to double work.

Current solutions

Accenture offers internal tools that help consultants with client research, including an internal information database called Knowledge Exchange (KX), however these tools are either unpopular or unknown.

Target Audience

Our solution revolves around Accenture consultants, who are both are user base and stakeholders. Due to the diverse roles of both clients and consultants, there is no common workflow for client research.

Thus, Accenture asked us this question:

How might we help consultants quickly and efficiently find and share relevant client information?

Our Final Solution

The Improved KX Experience.

A redesign of KX that streamlines the communication of information between consultants, where they can find and share relevant client information.

Improved Search & Filter Capabilities

Visual improvements and functional additions such as AI search and Expert Search help consultants find relevant client information.

Simplifying the experience of sharing information with colleagues.

Reduced upload time by streamlining privacy considerations and autofilling upload details.
Timeline

Over 4 months, we developed this solution...

I led the underlined activities!

Research methods

Holistic research approach to investigate research questions & problem space.

To explore our problem space, we developed 5 research questions focused around understanding our primary target audience, the key stages of consultants' workflows, and their pain points and preferences around client information. To really get the answers of our questions, we utilized a mixed-method approach of qualitiative and quantitative research, aiming to learn about the consultant and their relationship with client information.

Once we conducted our research, we utilized affinity mapping to synthesize our findings across all of our methods and prioritization to synthesize our findings.

Research Findings

Finding and sharing client information is time-consuming.

Okay, so we figured out the answers. Now what?

User Needs & Design Implications

Synthesizing our findings to prepare for the design stage.

By synthesizing and prioritizing all of our research, we came up with 8 main user needs that our solution needed to take into account. Then, we created 8 correlating design implications that our solution needed to include to follow address user pan points. This findings analysis served as the basis for the rest of our project.

Personas

The New Consultant Vs. Experienced Manager

Based on user needs, we have created two personas that would utilize our solution, representing consultants at different levels within Accenture: an entry-level consultant and a managerial-level consultant. These personas capture the diverse challenges and requirements consultants face at different stages in their careers. By developing these personas, we can better understood our users’ goals, frustrations, and needs, allwng us to design solutions tailored to both persona's specific challenges.

Jobs to be done

Honing on the specific actions needed to accomplish user goals

By understanding how they feel and behave during this process, we can better identify their ultimate goals and design solutions to meet them. Through our JTBD, we found that there was a need for a more streamlined process for connecting with colleagues, better internal tools for gathering information, and centralized platforms to improve efficiency and reduce frustrations.

ideation

Utilizing user stories to highlight the specific actions consultants needed to preform.

To really hone in what experiences we should highlight in our experience, I led an activity to ideate user stories to focus on the specific goals a consultant would make when finding and sharing client information. Once we finalized our user stories into 6 major tasks–each correlating to a design implication–we sketched out concepts and tested it with users.

D-02, D-07, D-08
Search & Filter for relevant information
D-01, D-06
Access & Learn about the internal tools within Accenture
D-02, D-03
Contact or connect with other consultants
D-04, D-05
Uploading documentation
D-04
Remove sensitive client information from past work
D-04, D-05
Ability to request and share information

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