McKinsey Engage
A secure digital environment for engagement lifecycle management, financial forecasting, and new business growth
OVERVIEW
In late 2022, I joined McKinsey’s Engagement Lifecycle Management Group as Senior Product Design Manager for Engage - a complex enterprise platform that served as the critical infrastructure for McKinsey’s global firm of over 30k client service teams to initiate, conduct, and conclude engagements with clients - from preliminary pricing to staffing the team, tracking expenses and profits, managing data and documents and record-keeping.
I directed a cross-functional team of designers, researchers, and engineers in the "Spec" journey, a high-stakes initiative to transform a legacy, error-prone desktop environment into a modern, predictive, and mobile-first ecosystem while maintaining strict, zero-trust security parameters over the Firm's most sensitive client data.
My team spearheaded the product strategy and complete UI overhaul for McKinsey Engage 2.0. We introduced advanced predictive modeling capabilities that allowed client service leaders to pressure-test pricing scenarios dynamically without altering baseline billing data, designed an optimized notifications architecture to streamline critical workflows, executed a complex SAP migration and pioneered the platform's first secure mobile experience for traveling consultants.
GOALS
Mitigate Risk Through Predictive Design: Eliminate highly consequential, legacy record-keeping and billing errors by designing dynamic, predictive financial calculators
Enable Secure Mobility: ensure that highly sensitive data remains protected yet seamlessly accessible
Standardize and Overhaul Enterprise Craft: UI/UX overhaul to modernize information architecture for a seamless transition during SAP backend migration
Frictionless Change Management & Adoption: minimize workflow disruption while pushing for 100% adoption & compliance
ROLE
SENIOR PRODUCT DESIGN MANAGER @ MCKINSEY
STRATEGY, RESEARCH, UI/UX FOR THE FINANCIAL FORECASTING & ENGAGEMENT LIFECYCLE SUITE; MANAGED 5+/- DESIGNERS & RESEARCHERS & COORDINATED ACROSS MULTIPLE DIST. TEAMS
SCOPE
CORE PRODUCT & DESIGN TEAM, ENGAGE GROUP, PARTNERING WITH DATA & ANALYTICS, IT, RISK, FINANCE, FIRM LEGAL, SENIOR PARTNER STAKEHOLDERS
TEAM
TIMELINE
Q3 2022 – Q2 2023
FIGMA, MIRO, SAP ENTERPRISE, JIRA, DOVETAIL, SNOWFLAKE, TABLEAU | SERVICE MAPPING, MIXED-METHODS USER RESEARCH, CHANGE MANAGEMENT & FACILITATION
TOOLKIT
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