Partner's portal
KMPG
--
The Big Four
The term refers to the four largest global professional services networks — Deloitte, Ernst & Young, PwC, and KPMG — which dominate the audit and consulting industries, especially for public companies.
While the work environment is intense, those who reach partner level gain access to substantial profit-sharing and strong retirement benefits, making it crucial for them to closely monitor their financial and equity standing within the firm.
The challenge
Until 2019, KPMG upheld a tradition where, on the last day of the fiscal year, the chairman addressed all 200 partners before hand-delivering maroon envelopes containing personalized summaries of each partner’s stake in the firm.
The pandemic disrupted this ritual in 2020, forcing the shift to unsecured PDF emails, raising serious concerns about privacy and leak tracking. This highlighted the need for a secure, private, and traceable solution for sharing sensitive partner information.
The process
Due to time constraints, the full nine-week double diamond design process was compressed into just two and a half weeks of in-depth interviews and co-creation — an all-too-common scenario.
Beggining with preliminary screen sketches from the product owner and developers, relying heavily on the partner’s HR representative, who previously managed all partner documents manually across various systems.
After gathering insights, a protoype was created and validated a with a few senior partners.
The solution
The initial starting point served as a requirements source. The Ui from previous system served as base to our design system. And the constant collaboration with the HR representative guided us to the final Partners portal.
The portal would remind the admin/HR representative to create and upload a certain types of document each and every year. It would offer a workflow for the creation , review and distribution of profits invoices that needed to go through the chairman or a committee before being sent to partners.
It would also serve as a repository for all partner's statutory documentation from that date forward.
And would be a 100% secure and private: only the HR representative and partners would have access to the space. Reason why all had to be very intuitive and self explanatory.
For extra security all documents would show a user watermarkso any leaking source could be immediately identified and mitigated.
Check it below:
