Companies had large amounts of raw workforce data and they wanted a straightforward way to visualize their companies’ organization charts
PwC: Visualizing workforce data
Helping companies to make informed financial and personnel decisions
Helping companies to make informed financial and personnel decisions
Companies had large amounts of raw workforce data and they wanted a straightforward way to visualize their companies’ organization charts
I cleaned and translated companies’ workforce data into visual and informative organization models that allowed them to project future workforce scenarios so that they could be better prepared for tomorrow.
After hopping on weekly calls with 6 different clients, I learned that companies wanted to be able to address shifts in their workforce and to track financial goals.
Planning out workforce shifts
Address shifts in workforce such as changes in headcount, compensation, and span of control
Tracking financial goals
Monitor financial goals and potential savings by comparing current census data and target scenarios
Aside from identifying clients’ goals, I pinpointed 2 main user types on the workforce organization platform – 1) clients looking to visualize their companies’ data and 2) PwC employees assisting those clients on their needs. Based on these user types, I developed personas and listed out their goals and frustrations.
Referring to these 2 personas, I discussed with my team to come up with solutions that targeted user pain points. The goal was to help clients effectively gain insights while keeping the workforce organization platform intuitive for both employees and clients. The two solutions that we agreed on were 1) cleaning and uploading clients’ data onto the platform to allow clients to quickly view data visualizations and 2) creating user guides to aid users in navigating the platform with clarity.
Taking on the role of a data analyst, I inspected and cleaned clients’ data on Excel, performing quality control checks before and after uploading data to ensure that the dataset format adheres to the platform’s standards.
Since the workforce organization platform was a highly specialized tool that required time to get familiarized with, quite a few new users found parts of the platform unintuitive. To resolve recurrent complaints about the platform, I devised instruction guides for core functionalities within the platform.
The Org Design diagram is an interactive tool that allows users to perform drag-and-drop motions to visualize organizational scenarios, helping clients learn about financial impacts of various scenarios such as assessing M&As and shifts in workforce.
During my time managing the platform, I was able to analyze and transform data for 6 multinational companies and facilitate their access to insightful data visualizations, generating $3 million in revenue for PwC. On top of wearing a data analyst hat, I troubleshooted usability issues with the platform for both clients and PwC employees and led 5 workshops to teach multiple users about managing data and role access.
Engaging in a diverse and collaborative team of data analysts, product managers, and engineers was an incredibly rewarding experience where I learned how to proactively communicate with both team members and clients, frequently check in for feedback, and reflect on ways to enrich the overall product experience. As a technology consultant, I was able to incorporate design thinking into the work that I did, ensuring that users met their needs and navigated the platform frictionlessly.
