A consolidated profile and networking platform built to optimize employee and company resources to facilitate cross capability collaboration at EY.

ONE EY

SVA x Ernst Young

Overview

As part of the MFA Interaction Design program at SVA, we partnered with EY's Digital Transformation Unit on a semester-long design challenge to help EY employees uncover each others' skills and experiences. In response, my team and I created One EY, a profile and networking platform aiming to create a more unified and connected EY workforce.

The project is the winner of SVA's Strategic Innovation in Product/Service Design Case Competition 2019. 

Role

User Research, UX/UI Design, Motion Graphics, Video Production

Duration

15 weeks 

(Sept - Dec 2019)

Team

Scott Zachau 

Shuchen Wang

Advisor

Matt Debeau (EY)

Joe Dooling (EY)

Linton Small (EY)
Roger Mader (Ampersand)
Criswell Lappin (Bigtincan)

The Problem 

Ernst & Young is a multinational professional services firm with over 270,000 employees working in 150 countries. Employees at EY need to communicate more effectively, connect beyond their current networks and form teams that involve a combination of different abilities. However, networking and team building is extremely difficult because employee data is disorganized and inaccessible.

The Solution 

One EY, a consolidated profile and networking platform built to optimize employee and company resources to facilitate cross capability collaboration. By leveraging existing data in EY's internal cloud tools, One EY helps create a more connected EY workforce by

1. Leveraging institutional knowledge

2. Optimizing resourcing 

3. Facilitating cross capability collaboration

Intuitive Search
One EY’s simple and intuitive search engine helps bridge the gap between organizational silos. Search and filter by skills, experience and business unit to discover new connections in seconds.
Employee Profile 

One EY's visual employee profiles provides context for each of your colleagues. Helping everyone understand what they do, what they know and how to reach them.

Easy Engagement Maintenance 

One EY pulls from existing databases, so employee's profiles are automatically updated when an engagement closes. The new "CV maintenance" flow no longer requires employees to upload a word document to their profile, eliminating the duplication of work.

Unit Profile 

With engagement and employee data all in one place, staying up to date with your units capabilities is a breeze. Managers can tap into service lines secret talents to ramp up the speed of business at every level.

Favorites Automation

One EY arms Experience mangers with the tools and automated workflow to navigate through EY's complex enterprise to find the right people for the right engagements every time.

Research

Contextual Research

To understand the current workforce and labor landscape , we did extensive research on economical, technological and scientific trends related.

After that, we synthesized the contextual research and gained insights from our stakeholders to establish the research goal:

- To understand the users' current networking and team building process and pain points.

- To learn what platforms currently exist at EY, their primary use cases, and the source of data existed in each platform.

User Interviews

We interviewed 9 employees at EY Digital Transformation to learn the current ways and tools they use for networking and team building, as well as why they network.

Insights on Users

After the interviews, we divided users into two groups and summarized their common goals based on groups. We also connected the goals with the current channels used by employees and managers, and found out the major pain point is EY's own networking and CV system.

1

Employee rarely connect with others outside out their personal networks because the networking platforms are difficult to use. The search function is clunky because it's designed from a corporate perspective.

2

Employees don't update their CV and engagement history because there is no guidance and the process of constantly updating and uploading documents takes time. CV content is not searchable on the platform.

3

Employees don't update their CV and engagement history because there is no guidance and the process of constantly updating and uploading documents takes time.

Define

Redefine the How Might We's

Identifying Design Opportunities

Pain point

Search is not intuitive and difficult to use because it is designed from a corporate perspective.

The Information within CV is not searchable and people can't find what they need when searching for people based on skills and experiences.

There is no guidance on how to maintain and format CV, and the process of updating and uploading CV is time consuming.

It's hard for managers and directors to keep tabs on people and understand the full breadth of their teams' capabilities.

Design Opportunity

Search Redesign: Create a search architecture that matches the mental model of how employees view EY, not how "EY views EY."

Employee Profile Redesign: Introduce context into the profile system and restructure data to increase usability

Integrate CV to digital Profile: Eliminate duplication of work and decrease effort to maintain CV

Redesign Engagement update workflow: Pull from existing database and create an easy flow for employees to fill in their responsibilities of each project they worked on. 

Resourcing Automation: Favorites function for users to save people's profile and search criteria that will be updated in real-time when there's an update.

Ideation

Information Architecture

A single search query could mean many different things. For example, the term "UX design " could be a skill, a engagement deliverable, or a role within a business unit.

Our goal was to create a search engine that could interpret the context of a query and offer employee, business unit, and engagement profile suggestions to the user. To achieve this, we created an indexing system that defined the relationship of each attribute to the three profile page types.

Wireframes

Profile Page Functionality

Validation

Testing with users

After creating the wireframe and first iteration, we ran through a scenario-driven testing exercise with 14 EY Digital Transformation employees to validate our assumptions on what search filters people prioritize in different working scenarios. 

We created 4 prompts inspired by our field research:

  • Teaming Focus

  • Knowledge Seeking Focus

  • Mentor Focus

  • Collaboration Focus

Each participant was directed to read the prompt and put stickers on the top three search filters that would most likely help them discover the individual or asset they were seeking.

The result showed that 76% of the filters selected fell under the categories of engagement experience and skills, which validates our assumption in the first iteration: The information not present in EY Discover (Engagement History) seems to be the most valuable information for finding people, knowledge and documents.  

Iteration: Search Filter
However, the results also provided us invaluable information to reiterate our filter priorities. It shows that when employees are searching for people, the top 3 attributes they choose to prioritize are different from our original assumption. In response, we changed the filter priorities based on the testing results.  
1/1
Iteration: Engagement Maintenance Flow
For the engagement maintenance flow, which means the flow when employees update their project experience after finishing each one, we want to create an intuitive and easy way for them to maintain. Below is the first iteration we did, but after testing it with 3 users from EY, we got feedback that contradicts some of the design assumptions.
1st Iteration

1

2

3

1

Users mentioned they don't think the external and internal tag would help that much because they can differentiate bsed on the title itself.

2

People were confused about the difference between "Add Info" and "Edit"

3

People were confused about the pin function and reorder function. And they reported no need to re arrange how the order is displaying on their profile, and just want to select certain wants they want to show on their homepage.
2nd Iteration
1. Got rid of the reorder view to simplify the flow, allowing users to simply pin the engagement that they hope to show on their profile.
2. Got rid of the External / Internal tag to avoid duplication and complexity
3. Added the new icon to indicate the engagement is newly added and not completed yet. 
4. Differentiate the color of add info and edit to further differentiate the difference between unfinished ones and completed ones.

Final Product Video

What I learned 

Design for a large enterprise is challenging. I learned that in order to dig into the real problem, we need to understand the organizational and business structure as a whole first. I also got the experience learning how to conduct user interviews to understand user needs and design questionnaires for user testing. 

 

In addition, working with a large company certainly creates constraints such as internal regulations and protocols. However, I learned to work with the constraints and try to keep iterating and testing to find the best possible solution, and create designs that benefits both the individual employees' needs and the growth of a company as a whole. 

 

I worked on this project with my team throughout the entire semester, during which I also learned to leverage my skills and strength, as well as effectively communicate with my teammates who have diverse backgrounds. 

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