Deloitte Symphony Prototype

Research and Development initiative to design and build the international auditing software platform utilized by Deloitte.

Web app

interal

Fintech, Global Audit

2016

Project Overview

Analyzed the problem statement and collaborated with SMEs, stakeholders, and cross-functional UX teams to design an international auditing software solution for a top-three global accounting firm.

Services by UX

6-Month Contract UX Designer — Designed high-fidelity screens and interactive prototypes that played a key role in helping the contracting company secure a major client engagement.

Client name

Deloitte

Team

CPO (Deloitte Branch), President of UX Firm, UX Designer (John Karl), Stakeholders, SME's

Designed the user journey and developed interface screens and workflows leveraging webhooks to notify multiple users of real-time task actions within the same document, effectively eliminating concurrency issues across the project.

Developed a wizard-style workflow to guide users through tasks with clarity and focus, minimizing confusion from unrelated application features. UX best practices and user-centered design principles were central to all key decisions and outcomes.

Designed and implemented dynamic Action Windows to visually communicate task progress and display key performance indicators (KPIs) tailored to stakeholder requirements—enhancing user awareness, decision-making, and overall application transparency.

Leasons Learned

Continuously push the boundaries of innovation—recognizing that stakeholders may not always articulate what they truly need. At times, it's necessary to present an alternative vision that reframes the problem and reveals a better path forward for the end user. Development resistance and hesitation to explore new ideas are natural parts of the process. However, maintaining a strong design vision grounded in user research and data can help shift perspectives. Ultimately, the additional effort required from the development team is often justified by the significantly improved user experience and long-term value.