Elevate efficiency and accuracy of auditing: AI-powered disclosure and checklist processing tool
How may we leverage the power of AI to re-imagine a semi-automatic processing of PwC's disclosure checklist for auditors?
Client & Project Information
Client: Internal PwC Digital Product & Development
Industry: Assurance and Audit
Area of focus: AI enabled process digital transformation
Engagement Duration: 6 months
Status: Live
Role & Responsibilities
Lead:
Led junior UI designers
Solution design communications
Scope Management
Design:
UX expert review (heuristic evaluation)
User interaction design
High-fidelity prototyping
Methods used
Heuristic evaluation
High-fidelity prototyping
Usability testing
Structured interviews
Tools used
UI Design and engineer handoff
High-fidelity prototyping
Project/ task management
Collaborative workshops
What does this solution do exactly?
It is a revolution on the way to sustainable and efficient auditing.
With PwC’s AI Disclosure Checks for Annual Reports, users can achieve the next level of efficient processing of checklists for the notes to the financial statements and the upcoming management report.
The tool supports users by auditing the notes in one centralized place.
The content or concepts can be diverse, as the AI uses a variety of algorithms and language models to get the best possible results.
Completeness, consistency of content, and mathematical accuracy of tables within documents are easily verified with this tool.
The Approach
Why this approach
Since the digital solution had reportedly low user acceptance.
My initial UX review and assessment, identified several major improvement areas.
Re-designing the areas that need major improvements, prototyping them then validation through usability testing with real users of the product ensured the user acceptance levels defined by the business owners.
The approach enabled the focus on product quality and second go-live risk reduction.
The Outcome
Updated designed that match the Usability Heuristics as well as UX standards.
Fully user-validated digital solution for audit document processing.
Steady and constant flow of validated design to development and production.
Guaranteed product quality-based series of direct user feedback.
Redesigning and Validating
UX expert review (heuristic evaluation)
First, analysed the existing implemented digital solution and created a comprehensive UX expert review based on Usability Heuristics and UX / UI standard.
Re-designing based on UX standards and business requirements
Then, through a hands-on workshop both informed the business owners about the findings and helped them shape and fine-tune their business requirements. The analysis and the results of the workshop were the basis for the re-design.
Testing and modifying
Finally, tested the solution with the users and made minor adjustments to the designs before creating the engineer handoff material and specifications.