INNOVATING FINANCIAL REPORTING FOR A GLOBAL MANUFACTURER

THE CHALLENGE

Transform how users request, obtain, and use financial data analytics to identify gaps and inform an employee-centric future state design. 

APPROACH + ACTIVITIES

OBJECTIVES

Facilitating over 50 employee interviews to create empathy and understanding of how different job functions within the financial division access and use data. This research would directly inform and shape the nine user personas and future user experience.

  • Gap Analysis of Current and Desired Experience

  • Coordination of 50+ Employee Interviews Globally

DELIVERABLES

OUTCOMES + NEXT STEPS


After collaborating to innovate and elevate our client’s capabilities, they have fast-tracked the development of the designed analytics hub. Implementation on a global scale has been mobilized to support company-wide initiatives that benefit long-term growth and increase engagement. This solution equips teams with data to deliver business results and enables global collaboration and effectiveness.

  • Understand How Different User Accounts Use Data

  • Discover Core Systemic Issues with Current Data Analysis


Nine Employee Personas Delivered in a Design Playbook

Annotated Wireframe Ready for Development

Executive Summary for Leadership Buy-in and Fast Implementation

Eight Future Experience Concepts

The future experience was designed to address the needs of our two main persona groups, tenants or residents and property owners. While the project focus was easing the experience for these two user types, our working session revealed that it was also important to re-think how Xcel Energy collaborates best with community-based organizations and other groups that are part of delivering services to customers through energy efficiency assistance programs. To that end, three of the eight concepts were focused on improving the experience for Xcel Energy partners, to better empower them as resources for customers looking for trustworthy, resources, guidance, and support.