The great thing about working with a client who is also the user is that you have direct access to the user’s mind. This gave us the opportunity for many user interviews in several stages of the project.
- The exact problem
- User needs
- Feedback on possible solutions
- Testing wireframes
By creating User Scenarios we discovered the following attention points:
- This application needed to use client/company data. Company security protocols obliged us to make sure that this application could only be entered via the company’s secure VPN. This meant that the user needed to use her/his company laptop.
- The user and her/his client had a need for a summary report after the meeting. There are multiple ways to do this. For the first stage (MVP) we decided to create an export button. The user could use this to download the report as a PDF and mail that to the client. Or use it to print it at the client’s office. We thought about creating an option to automatically mail the report to the client, without downloading it first, but since this was an MVP and we wanted to start using it ASAP, we decided to wait with that for the next version.
- The user’s client could easily be overwhelmed by the about of information.
Featured in EY’s Impulse Magazine
In this article, Pieter Van Den Berghe (At that moment Director of EY Tax Consultants) and I talk about how we created the tool and the importance of it.
“Just casually place your hand on the table.” #nailedIt! ?