EY, via IBM · 4 months (2016–2019 programme)
Mergers and acquisitions platform
At a glance
- Client
- EY, via IBM
- Role
- Lead UX/UR/UI Designer, via IBM
- Timeline
- 4 months (2016–2019 programme)
- Sector
- AI, Enterprise, Confidential
Context: AI due diligence platform built to replace the several tools analysts ran in parallel
4
Platform components under one site map
4 months
Kickoff to beta release
Daily
Sign-off from CTO, CDO and CEO
Context
Brought in off the back of FinTech work for banks, onto a platform built with one of the Big Four, inside a five-year IBM programme aiming at the largest-value Watson product in the company's history. Worked daily with EY Transaction Advisory Services' CTO, CDO and CEO. The toolset was the full Watson suite: Discovery News, Social Media Brain, Watson Analytics and Cognos Analytics. The job was turning that capability into something an analyst would choose over the several tools already in use.
Approach
Discovery broke the application into four parts, any of which could have shipped as a standalone product: Orchestration (sign-in, workspace, project setup), Outside In (company research: news, social, financials), Smart Data Room (document classification, OCR, keyword search) and Analytics (visualisation and correlation). Wireframes came first because the argument was about structure. A single site map held everything agreed for beta, pushing the rest explicitly into release one and two, which is what stopped scope creep on a programme this size.
Outcome
The beta shipped to its four month deadline with the MVP intact, the outcome that matters on a programme this size: the scope held.