EYINTERNAL STAFFING PORTAL
DESCRIPTION
Build internal staffing portal to connect 75,000+ EY (North American) Employees to fitting projects in an equitable, anonymous manner that improves both team performance and employee satisfaction.
When
Dec 2020 - Present
Service Designer Role
  • Build Concept Designs to pass to the UI Designer based on User Research synthesis and Product prioritization
  • Design Pilot Users' platform training website collaboratively with the Change Management team
  • Create a cohesive style guide standardizing internal communication tools

Impact

$46.1 M
Annual cost reduction
of employee churn
3.57 / 5
Survey result for: 
"How valuable would our prototype be in your Service Line?"

Problem

EY's internal staffing pool cannot efficiently and effectively staff Employees onto the roles that best fit their skillsets and build diverse, inclusive teams. This harms team performance and drives employee turnover costs up.

Why It Matters

Phoenix introduction video (show to stakeholders) - Credit to team Videographer Eduardo
The Internal Project Staffing Portal for 400,000+ Employees

Employee - Role Fit

Staffing Agility

Equitable Staffing

Staffing that considers employee interest enhances performance and satisfaction, ultimately reducing churn

Internal employee mobility saves time and increases responsiveness to client needs by filling open roles organically

Diverse, inclusive teams are encouraged as employees are evaluated anonymously on their experiences and skills only

Companies with highly engaged employees outperform their competitors by 147%

56% of employees say it’s easier to find a new job at an outside organization than with their current employer

Companies with diverse teams are 70% more likely to capture a new market

Identifying our Users

EY has 4 distinct business units and 3 users groups (simplified flows below), each with variations in their staffing practices. Our tool needed to account for all these distinct groups' process needs.
  1. Employees provide relevant data and search for projects that match their skills and interests
  2. Project Staffing Leads make staffing decisions for their engagements
  3. Experience Managers facilitate matches between employees and engagements

Generative User Research

From the initial prototypes, the team spent 2 weeks interviewing 10 users between all 3 user groups: Employees, Project Staffing Leads, and Engagement Managers
The findings are synthesized, and in a Mural, prioritized into Must, Should, Could and Won't actions.
All tasks to include in the sprint are then dropped into a the UI Change Log spreadsheet.

Concept Designs

My Service Designer role consisted of iteratively creating feature flows considering:
  1. our users' defined requirements
  2. the Product team's prioritization
  3. the Development team's technical capabilities
These concept designs highlight the objective and key decisions made, alongside a Process Flow and med-fidelity wireframes.

UI Design

Based on the Concept Designs, I collaborate with the dedicated UI designer to bring these visions to life!
Click on visual design thumbnails to see enlarged images and flow - Credit to team UI Designer Cassandra

Service Design

The pilot release is a small-scale product launch to assess the MVP's viability and adoption, catering to over 1,000  users seeing this tool for the first time.
  • Pilot email templates - base conversations on common interests without the presumptions of a name or picture
  • Stakeholder PowerPoint templates - for the team to quickly produce polished, on-brand presentation to all stakeholders, I extracted key styles from earlier presentations and standardized the slide deck
  • Pilot users website - introduce users to the purpose and how-tos of the new Staffing Tool
My design role was to help the team with the concept and visual designing (and in some cases, coding) of communication materials argeting internal stakeholders and external Pilot users.
Pilot user website to educate new users about the platform
Sample email template to send out to all external stakeholders regarding project updates
Sample slides from the consolidated Team presentation template

The Outcomes

  1. $46.1 M calculated turnover savings annually - extracted from the 15.2% voluntary turnover rate for July 2019 - July 2020 (costing $66.5 M), assuming at least 1% increase in retention for Americas' client-serving Staff, Seniors, and Managers.
  2. Business Unit value in efficiency and effectiveness - 3.57 / 4 is survey result for: "If implemented, how valuable would our prototype be in your Service Line?"
  3. Stronger D&I positioning as employer - 3.13 / 4 is survey result for: "To what extent would our prototype improve inclusivity and reduce bias in staffing decisions?"
Note: As of now the project is still in development, our team is continuously tracking metrics.

What I Learned

  1. Overcommunicate early and often - with really tight sprint times, get team alignment on concepts sooner or risk major changes last-minute
  2. Divide and conquer - within the Design team, we all have unique skills so it's best to play to each other's strengths and not work on redundant, overlapping areas
  3. Information ownership and documentation - in this HUGE project, information is all over the place so it's important to connect to SMEs and consolidate information to create a cohesive and widely adopted product

Meet the Team

Ruochen Wu
Service Designer
Christopher Lopez
Design Lead
Cassandra Johnson
Product Designer
Eduardo Arroyo
Videographer

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