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Deloitte Cortex is a suite of digital products developed by Deloitte, primarily focused on innovation and leveraging advanced technologies to improve business processes. Cortex solutions are typically designed to help organizations manage complex data, automate workflows, and gain insights through advanced analytics and artificial intelligence.
Deloitte's Cortex products have been recognized for their innovative approach to auditing, earning the "Audit Innovation of the Year" award twice. Cortex helped Deloitte's clients improve their business operations, leading to increased efficiency, reduced costs, and enhanced decision-making capabilities.
I follow the UX Design Process Empathize, Define, Ideate and UI design to transfer complex business need to simple clean user flows.
Talk to the stakeholders and understand the business requirements and transfer complex business needs to simple clean user flows.
Conduct user interviews and user research to understand what the users need and users pain points
Break down complex user flows into simpler ones and conduct usability testing.
We conducted user research and interviews to identify user goals and pain points throughout all stages of their workflow, from data collection to final submission. Here are data collection and data preparation examples.
Going back and forth between clients, auditors and specialists is frustrating.
Getting data from the client and putting in the data request is time consuming.
Getting the right data is an issue.Getting information from specialist takes a long time. I have to talk to multiple people before I get the right information or find the right person.
When I send a request I still need to tell them exactly what I need.
It would be nice to have someone on the time who can use the software to extract the data and we don’t always have to rely on the specialist.
It would be nice to have a tracker on the engagement to know when files have been uploaded and not an excel sheet.
Would be great to get information faster and the right information.
A better system to collect data, which would mean more time spent on things that matter.
Would rather look at a work paper than read a 30 page word documents.
From beginning to end we should not be spending doing extraction and transformation but rather analyzing it.
I don’t like work papers that are heavy on text.Annoying when we get the wrong data. We have to go through the details manually.
Getting follow up evidence can take up time. I have to manually filter the data which takes a long time.
Every year we get raw data that we have to format before we can do anything.
Should be able to look at the data from a high level. Would be niece to comparing the last years and current years excel sheets. Trend analysis would be nice to have.
Would be nice to see what changes were made, and what performance tests are made. Also if anyone added something new.
Have filters for the population so that next year you can filter the information that you need.
Having a summary of the information would be interesting for us and the client.
It would be nice to have keys words, SAP’s to make buckets to go through the information to save time.
After knowing what is users' pain points and users' needs, we created user journeys to map out the path users take to reach their goals.
We created IA to ensure that the content in the application is properly organized meets the user's requirements and satisfies user experience.
How users create a new info request user flow.
Engagement > Info request > custom request
Engagement > Info request > reopen (DELOITTE VIEW)
Engagement > Info request > reopen (Client view)
