Deloitte Inc.

Bersin by Deloitte - A digital research and e-reader

Ongoing 1.5 Year Contract
 

Ground up redesign and reinvent on PDF research to Digitally responsive research in an enterprise subscription platform.

Ground up redesign and reinvent on PDF research to Digitally responsive research in an enterprise subscription platform.

The Problem

Screen captures from the older platform.

An outdated platform

 

The Bersin platform was acquired by Deloitte Consulting's human capital division approximately five-six years ago (2014). The Bersin HR research platform was seen as a future asset investment to the Human Capital division due to several features it provided. The first appealing aspect of the opportunity was Josh Bersin, a name founder and thought-leader in the HR industry with a vast Twitter following.

The next was the possibility for all Bersin research to be used in the future in digital format, then leveraged by other areas of the larger Human Capital division of Deloitte to further confidence in the Deloitte brand and justifying consulting services. Under the outdated platform, only downloadable PDF based research was available to subscribers. This problem was one of the first problems to be addressed in the new redesign and only offered very limited analytics to stakeholders.


Note: The old platform was not responsive, not instrumented, and not thoughtful Information Architecture had been established.

 

 

The Solution

A new MVP Approach was decided on by Bersin leadership and the Deloitte Stakeholders. Henceforth 40% of the services of the platform where removed and the core of the new platform became the first milestone. 

New IA Map
Prototypes Created

Several clickable prototypes where created and tested with customers of leading cooperations globally like Disney. Moderated qualitative observations of the clickable prototype where created and video recored. A scoring methodology was crafted and used as a guiding light for the future direction of the features and user stories stack-ranking.

Explore the InVision MockUp below.

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User Stories

As a team, we worked diligently to develop user stories in every segment of the product line. Every dimension of the team was in alignment with the creation and re-think of the user stories. A tool called Storiesonboard was used to capture the stories and org them by dimension and release cycle.

Pairing Reseach with dynamic cards

Research is the core of the platform. Based on the existing Deloitte.com UX strategy, cards were chosen as a visual solution for all research association. 

After performing user interviews, in addition to ethnographic observation via video-recorded interviews, it was found that users were looking for several aspects of information that were not currently being displayed. Some of the changes made where as follows.

 

  • Prioritisation of the Research Title

  • Prioritization of the Research Type

  • Prioritization of the Publishing Date

  • Prioritization of the CTA

  • Prioritization of an overflow menu to add other features to come.

 

Many card types where explored.

Search redesign and Search Phrase Incrementing

The Problem

Search is a major part of this project.  The original search solution displayed to the left was condo play difficult to understand and usability test showed that the interaction with the left-hand search wizard was not widely adopted by the existing user base. The search refinement wizard was a powerful tool but one that existing members often shows not to engage with when looking at refining their search result listing.

Original Seach solution

The Solution

Further investigation in qualitative recorded moderated interviews with members allowed showed findings that would suggest members expected the accurate search results to be displayed for them based on their personalization at the time for registration versus self-configuration of the search result list at time of search. This discovery has led to a desire to change the algorithm of the platform to one that is more intelligent and productive based on User's interests at time of registration. Additionally, the algorithm is also intelligent and watches how the user uses the platform overtime and also makes changes to the search results based on use. (Shown below are the stages of search)

Search Results Listings 1.0

A simple MVP search listings solution was executed first. This simple search result listing allowed the user to look at a short 1-2 sentence description after clicking on a carrot that opened a drawer with the description inside of it. Above the search result listing were other dimensions of filtration the user could further filter the list results with.

1.0 - New Seach Results Solution

1.0 - New Seach Results Solution

Search Results Listings 2.0

Further investigation in qualitative recorded moderated interviews with members allowed showed findings that would suggest members expected the accurate search results to Shown below are the stages of search)

2.0 - New Seach Results Solution

2.0 - New Seach Results Solution

New research on a new digital platform (e-reader)

Additional research is the core of the product. The timing of the publication of new research in conjunction with the readiness of the digital response of platform was critical to execution. The digital reading experience allows the users to execute multiple intra-research functions. Some of those functions are the ability to make a highlight, taken out, and add a bookmark. Additionally, the ability to search within the research for phrases and navigate to an itemized table of contents was also added. All of these features of work responsive to all the reports sizes down to small mobile devices at 320 pixels.

Older print PDF style research

2.0 - New Reseach Format Desktop Viewport

Tablet Viewport

Phone Viewport

Scrolled TOC in the scrubber menu

TOC in the scrubber menu

User Selection Highlighting

Sushi ticks in the Scrubber Bar

Embedded Notetaking

Correlated highlights and notes in the Scrubber Bar

Cognitive viewing impact on the page

One of the changes this project faced was forming a slight shift in the Current direction of the aesthetic and visual cognitive ability for the user to digest large amounts of data within the construct of a card based environment. To the left, and you'll see the Deloitte homepage and the use of very narrow gutters and margins that increase the cognitive difficulty of User readability. To the right, we have changed the 12th column-flex grid approach to an expanded measure for the gutters and margins to allow for a better and more digestible cognitive experience to the user.

Current Deloitte.com Homepage

The Deloitte homepage uses of very narrow gutters and margins that increase the cognitive difficulty of User readability.

New version of the MVP 2.0 Bersin Homepage subsection

Below, we changed the 12th column-flex grid approach to an expanded measure for the gutters and margins to allow for a better and more digestible cognitive experience to the user. Bersin 12 Col-Flex-Gid

Registration

The Deloitte Sign In Process is similar to all other enterprise sign-in solutions in the sense that there are many ways and means to get in like SSO and others to achieve assistance if a member can't get in for instance lost password and email confirmations. The Bersin System required all of this be designed from the ground up.

Bersin.com member sign-in screens

Member sign-in screen examples

Creative Direction

Creative Direction was a missing link on this project. The below example is how many ways the creative direction was presented to stakeholders. The example below displayed the creative direction for the homepage marketing and UI intersection.

Bersin.com member sign-in screens

Creative Ideation in wireframing for an MVP

Ideation on the future of the MVP solution was looked at in the form of high res-comps covering many aspects of what was possible. The following example was one of many presented to stakeholders.

Early wireframing ideation on  module types 
Early wireframing ideation - Homepage
Early UI ideation - Card design
Early wireframing ideation - Blueprints
Early wireframing ideation - Homepage
Cognitive viewing impact on the page

The Digital MVP subscription site was the second of 2 large sites that needed to be redesigned. The first was the Deloitte marketing homepage shown below on the left.

Bersin.com marketing homepage by Deloitte

Logged in MVP  version of Bersin.com

D3JS as a visual document search solution
The Problem

A confusion finding paid-for research

 

The Bersin platform was acquired by Deloitte Consulting's human capital division in 2014.  

 

The platform had struggled with no IA organization for years and consequently, the outcome was a deep user confusion and no ability for users to find critical research Bersin published. This problem ballooned into the loss of customers to other online research tools.

 

 

Prototypes Created

Several clickable prototypes where created and tested with customers of leading cooperations globally like Disney. Moderated qualitative observations of the clickable prototype where created and video recored. A scoring methodology was crafted and used as a guiding light for the future direction of the features and user stories stack-ranking.

Explore the InVision MockUp below.

dribbble-icon.jpg
Supporting moderated interviews

18 moderated interactive interviews where performed and users where ask to use a d3js navigation tool. 

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Participant: G.Lane - Head of HR for The Disney Company

The Solution

The Bersin Oracle tool was created to aggressively address users confusion as to how to easily locate paid for research quickly.  Leveraging D3JS technology, the new digital content, and downloadable documents.

D3JS Source: https://d3js.org/

Chosen Solution: 
https://observablehq.com/@d3/zoomable-sunburst

Rough Oracle visual search PDF

IA drafting whiteboard sessions

As a team, we look at how to achieve paridy with our existing IA and how that may merge with the new D#JS system.

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The feedback was overwhelmingly positive. This allowed the team to push forward and start coding a MVP.

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