User Experience Designer
0 - 1.0 - 2.0
2024 - 2025 Ongoing
1 User Experience Designer
1 User Interface Designer
1 Product Owner
Development Engineering Team
2 Champions
Efficiency
Onboarding
Redesign
Considerations
Workflow
The risk checklist shown to our team was approved by stakeholders and ready for use by the Transfer Pricing (TP for short) team. But since it was only to be used for newer documentation work, which hadn't started, the opportunity to integrate it into the already functioning Transfer Pricing Cover Letter (TPCL for short) system presented itself to our team.
Before we started, I had wanted to understand more of the checklist and what the main goal of it was.
The checklist was made to help with the reviewing process of the Transfer Pricing Document (TPD for short) report and contents of the Cover Letter.
It was a lot to grasp when first explained to us, and the function of the checklist seemed to be quite straightforward. But, the intended use of it seemed disconnected from the whole TPCL process that both the users and our team were familiar with.
"Ideally users should use it before creating a cover letter, just so they know which risk points to highlight. If there are any changes in the analysis, the can and should be pointed out to the team and the client."
This did not mean the standalone checklist was broken or unusable, it just seemed rather tedious and disruptive for users because it wasn't in the TPCL system.
Thinking along the intended purpose of the checklist, we integrated it into the cover letter system by linking risk points to certain standard paragraphs.
Similar to how it worked in the standalone excel sheet, whenever users marked a risk point, the risk level criteria would tell them that it needed to be highlighted in the cover letter. Using this logic, we made it so those relevant paragraphs would be included automatically, reducing work for the users.
This was going to help reduce the workload on the users end, but the approval process of the actual risk checklist was still in place. The TP team would still require multiple checks between roles due to the risks involved.
Because of that we incorporated a summary page of the checklist for reviewers and approvers. It presented a high level overview of the risks that were highlighted without having to go through the entire checklist.
With a quick glance, the check marks or crosses will notify them of how adverse the risks would impact this project.
A status indicator allowed the team to close off certain sections, especially if they have been heavily scrutinized before or are irrelevant for this years engagement.
Remarks and comments would also be accessible so that users could keep track of any updates
The user interface portion of the risk checklist was another rollercoaster, having to cram so many questions and conditionals into the different pages felt like an intricate puzzle that took us a while to solve.
We later found out that TP had not fully adopted the usage of the risk checklist due to their own teams different work processes and styles. They are currently in a team wide readjustment of their work flow and a few checklist tweaks.
It felt like everything was done right, or as right as we could have gotten it to be, seeing as how we involved users and champions every step of the way. But ultimately it wasn't a user issue or problem that caused the poor metrics or uptake.
Sometimes projects don't end up how they were initially thought to be, and that's okay. Doesn't mean the work has gone to waste, but rather it's a learning opportunity for both the business and the team.
We are currently in the midst of the tweaks and our prior work has helped a ton. With a more unified vision and structured flow, the TP team has made an important decision of separating both the checklist and cover letter into their own individual solutions.
The usage of the risk checklist has been paused at the moment so no actual metrics for now :(
If we could we would ideally look at
- % of paragraphs used due to risks highlighted through the usage of the risk checklist.
- A lower time spent on reviewing and approving of the risk checklist.
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