PwC
The Financial Crimes Unit was revamping its assessment builder feature for one of its digital products.
Duration
8 months
Tools
Balsamiq
Sketch
InVision
Role
Product design
Partners
Managing Director, Financial Crimes
Product Manager, Financial Crimes
Back-end Engineer, Financial Crimes
Front-end Engineer, Financial Crimes
Objective
To improve the current experience of building an assessment by reducing the amount of friction and steps while keeping the user experience simple, intuitive and engaging.
Pain Points
1.
Frustrating to have to go back and forth to recall the current instance
3.
Unable to create unique categories and subcategories vs selecting standard
5.
Unsure of whether to apply weights at the global or individual level
2.
Not able to see the hierarchy of everything user can manipulate
4.
Unsure of which instance user needs to go to in order to manipulate information
Possible Solutions
Drag and Drop
Our managing director liked the idea of providing users with a high level of interaction while building their assessments. They believed the action of drag and dropping these tree nodes would enable users to feel that full control in creating their hierarchies.
Static
Accordions were components we already used within our AppKit. While they were being used in the same fashion presented below, they offered a solution that would take less of an engineering lift. That and still provided the hierarchy we liked from the tree nodes.
