Project
Workflow
UI/UX Design
UX Researcher
Synthesis
Process Design
My Role
UI/UX Designer
Design Process Innovator
Cross-Functional Facilitator
Team
Design Leadership
UX Designer, UX Writer
Senior Project Manager
Business Analysts
Developers
Scrum Masters
Timeline
2 years
Context
During my two years in PwC, I led multiple complex, cross-functional design initiatives within their Client & Engagement Value Cycle (CEVC). This system processes client opportunities into engagements, involving risk, finance, and recurring contract management across all global territories.
These projects optimized enterprise workflows and improved data validation to boost accuracy. Key initiatives included launching the Validation Framework and upgrading legacy applications like Easy Engage and Business Process Navigator. I led efforts to enhance collaboration between UI/UX design and development teams, resulting in measurable efficiency gains and increased design maturity. Streamlining handoffs and refining workflows improved UI/UX consistency and accelerated enterprise product delivery.
My work focused on designing enterprise-grade tools and innovating collaborative workflows to address these challenges. I was the lead designer on all of these projects.
Due to contractual obligations, I am unable to share any screens or flows directly from these projects. Please reach out to me if you have any questions regarding my work.
Key Objectives & Metrics
The key goals of my work here were to:
Simplify complex validation and engagement workflows, improving overall usability
Enhance design-developer collaboration for faster delivery
Introduce consistent design language across internal platforms
Boost project momentum by improving cross-team feedback cycles
It was not without its challenges. These included:
Complex business processes spanning multiple teams and geographies, with some territories already implementing homegrown strategies to bridge usability gaps
Limited existing UI/UX infrastructure for enterprise workflows
Advocating for research and balancing this with rapid delivery to meet project timelines
Facilitating cultural change towards collaborative design and development processes
Design Process
My design leadership within the CEVC projects followed a disciplined, collaborative approach:
Led early stakeholder engagement to define project scope and gather detailed user and business requirements.
Facilitated global user interviews and workshops to incorporate diverse operational insights into design solutions.
Delivered user-centered, enterprise-grade UI/UX solutions that unified cross-functional teams and strengthened PwC’s internal product ecosystem.
Designed and championed new UI/UX-Dev collaborative workflows using Figma, embedding design as a key, continuously evolving part of product development.
Mentored junior designers and partnered with UX writers to maintain consistent UX communication across platforms and touchpoints.
This structured, user-centered design process empowered me to lead and deliver enterprise-grade solutions that aligned team efforts and enhanced PwC’s internal product ecosystem.
Solution
Validation Framework
This was a backend application extended across the whole of the CEVC, applied at various federated and local levels for all global territories. It was being brought in as a new addition to the existing process to improve field and form-level validations across the board, and allow for notifications to inform the user of the outcome.
For the MVP, I focused on two primary user roles—rule creators and rule validators. I designed clear navigation, simple workflows, and informational hierarchies to streamline these processes, increasing accuracy across engagement records.
Easy Engage &
Business Process Navigator
Business Process Navigator is PwC's internal tool to track charge code creation for new client opportunities in order to turn them into engagements, and Easy Engage is the management system for said engagements.
After initially joining this team on a consulting basis, I took lead design ownership, alongside mentoring a junior designer. I refined the design language and information architecture to enhance user clarity in engagement lifecycle management.
Easy Engage Plus
Easy Engage Plus was a new initiative that intended to be a new enhanced version of Easy Engage that combined its capabilities with Business Process Navigator, creating one comprehensive tool other manage opportunities and engagements.
I led early blue-sky conceptualization and design iterations despite shifting scope. Designs included engagement listing and filtering, comprehensive engagement forms with management capabilities, and validation alert notifications. I balanced detailed user feedback from global territories with design priorities, optimizing workflows for engagement renewals and code creation.
Due to company-wide financial constraints, my contract was concluded midway through the project, leading to my departure before further development phases. Despite this, the foundational research and design work I delivered provided valuable direction for the team moving forward.
UI/UX - Dev Workflow Process
Recognizing inefficiencies in handoff and feedback loops, I designed and championed a collaborative Figma-based process integrated with Azure DevOps. This process improved early developer involvement and reduced communication-based inefficiencies by providing visibility and maintaining wireframe records meticulously.
After securing senior leadership approval, I tested this process on a project where I was helping redesign iPaaS, a marketplace for developers to source elements to build their applications. It was quite successful, raising project momentum by approximately 10%.
As a member of PwC's Lean UX Center of Excellence (LUXCE), I presented this process to other design leaders across the company. It was thus taken, developed upon further, and implemented in other projects across the company, including Opportunity to Engagement.
Learnings
My experience at PwC taught me how to lead complex enterprise UI/UX projects by actively engaging cross-functional stakeholders. I developed strong skills in bridging gaps between design, development, and QA teams by introducing collaborative tools and processes that improved communication, reduced errors, and accelerated delivery timelines.
Managing iterative feedback cycles and maintaining strict design version control taught me the importance of clear documentation and design integrity. Navigating shifting project scopes and financial constraints sharpened my adaptability and resilience, enabling me to deliver scalable, impactful solutions in dynamic enterprise environments.
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