Platform McKinsey

Streamlining FinalDocs submission

I was the design lead for Platform McKinsey – an internal one stop shop and workspace for technologists to access cloud-based tooling.

What's Platform McKinsey?

A one-stop shop for digital tooling

An internal tool that serves as a one stop shop and workspace for technologists to access cloud-based tooling in a secured environment to host their interactive client deliverables.

"Can you guys just upload this 10-page doc to your product?"

Although project archival do not sound like the most exciting feature on the planet, the firm is required to keep a record of any all code, data analyzes used in a client project. We were approached by the Client data and management team, asking us to simply upload a 10-page doc with FinalDocs submission instructions on our product. Immediately, red flags were raised in my head. I set up a meeting with their team, to understand their goals better and explained why we can't simply add new UX into the product with no consideration of the holistic picture. They agreed. So we set out to implement a MVP flow that will both help teams be compliant without breaking the existing experience.

Design and build a MVP FinalDocs workflow that will enable users to complete the FinalDocs submission process easily while adhering to firm policy.

Significantly increase submission rate to help the firm be on track to meet the OKR of 100% by Q2 2023. Out of the FinalDocs submissions received, majority of them are not up to standard (e.g. missing parts, upload wrong documents). The main aim of this exercise was to optimize the end to end experience of FinalDocs submission and educate users on the importance and purpose of the policy.