gt2.jpg
Línea de diseño en tonos morados con un logotipo circular en el extremo izquierdo.

Grant Thornton

Project developed at O2O as part of the design team.

Rol: Lead Design Team, UX Designer, UI Designer.

Digitizing manual workflows for complex processes

the challenge

Pluma estilográfica sobre una hoja con escritura manuscrita.

Grant Thornton faced the challenge of reducing human error stemming from manual management while optimizing the time employees spent on data collection and validation.

These were complex tasks involving multiple departments and diverse user personas. Our mission was to lead the digital transformation of these legacy manual processes into a streamlined digital experience.

Backlog Prioritization and roadmap

Project Roadmap

Gráfico de un planificador con fases y meses, con actividades en diferentes colores y duraciones variadas.

The project involved a vast number of processes to be digitized, alongside multiple platforms requiring updates and integration.

The design team, in collaboration with the Project Manager, divided the workload into batches, estimated each phase, and defined the delivery roadmap

User Interviews and Usability Testing

research

We conducted user interviews with Grant Thornton employees to understand their daily workflows and the specific tasks we needed to design.

We also performed shadowing and contextual observations as they used existing digital tools, allowing us to identify current complexities and gather key insights for the future design.

Persona usando una laptop en una mesa de color blanco, con blusa de manga larga azul con puntos blancos.

User Personas and
Workflows

concept

A fundamental part of our work was defining the diverse and complex user profiles within the platform.

We structured the content based on role-based access control, ensuring that each user interacted only with the material relevant to their permissions.

Collaborating directly with the users, we co-designed optimized workflows that served as the definitive blueprint for the final design.

Diagramas de flujo que describen procedimientos relacionados con las acciones de los usuarios en una plataforma, incluyendo la alta, eliminación y terminación de una SP (solicitud de proceso), con pasos y decisiones detalladas.
Diagrama de estructura del portal web interno, con secciones para usuarios logeados, perfiles, y flujo de tareas relacionados con auditoría y seguimiento. Incluye íconos y bloques de texto en español.

desing system

Grant Thornton digital design system

Leveraging Grant Thornton’s brand guidelines, we developed a comprehensive design system capable of supporting all current and future digital platforms across the organization.

Captura de pantalla de varias diapositivas de presentación con temas sobre colores, retroalimentación, navegación y modales, con fondos morados y contenido en inglés.

design

user flows

The project’s greatest challenges were managing multi-role workflows and ensuring information clarity so users knew exactly what to do at every stage.

For each workflow, we meticulously designed the user-system interactions tailored to every specific role involved.

Diagrama de flujo titulado 'Flujo entre el Socio, el APRE y la Independencia', que detalla diferentes pasos y decisiones en un proceso organizado con secciones para Socio, APRE e Independencia, con flechas y notas explicativas en color amarillo.
Diagrama de flujo con secciones tituladas 'EDITOR', 'SOCIO', 'APRE', y 'INDEPENDENCIA', con diversas cajas y flechas que muestran procesos y decisiones relacionadas con un tema administrativo o de gestión.

UI design

design

We designed every screen and its variants to cover all the specific use cases required by the project.

By creating 'Master Screens' as components, we were able to seamlessly integrate them into every stage of the workflow, ensuring consistency and efficiency.

Pantallazos de varias pantallas de un sistema de gestión de oportunidades y solicitudes en línea, mostrando tablas, estados de proceso y análisis.