Porta Wireframe
Porta Mockups
Client Dashboard
KPMG Legal Team Management Dashboard

KPMG Porta

SaaS Management Platform

Product Type: Desktop SaaS Management Platform.

End Users: KPMG Legal Team business clients, KPMG Legal Team executives.

Scope: Interactive prototype design for two types of end-users, from concept to development hand-off.

Pain Points: Business client end users were struggling to gain insight into the status of their legal matters and the reasons for legal costs relating to these matters. They also demonstrated a need to better monitor and manage their spending on legal matters by having more visibility around cost-saving, legal spending options.
KPMG executive end users needed a product that would allow clients to answer their own questions on legal matters spending, legal resource spending options, and legal matters management. They needed a way for this product to fund itself by generating additional revenue as an opt-in service for clients. They also needed business insights that would help them as a legal practice by providing time-saving insights on how to better manage legal matters and generate more revenue. 

1) Business clients needed visibility into legal matters, spending, and spending alternatives.

2) KPMG professionals needed a product that ensured ongoing additional business revenue from clients through subscriptions to 3rd-party legal SaaS products.

3) KPMG professionals needed insights that assisted them in managing their legal matters more efficiently and maximizing their business revenue.

Challenges:

1) Determining Legal Matters metrics and metric relationships most valuable to KPMG legal clients to create a dashboard with business value for the client.

2) Creating incentive for clients to subscribe and resubscribe to additional 3rd party Legal SaaS products while using the product and dashboard, in order to generate additional revenue for the Legal Team.

3) Determining how this AI-driven product could provide business value for the Legal Team by providing business data insights for other cost-saving and revenue-producing opportunities.

Additional Challenges: The Project Team disagreed on project requirements around the product dashboard due to lack of opportunity to get input directly from the Legal Team or their clients, as well as their lack of exposure to products using the new and emerging technologies of AI and Machine Learning.

Timeline: The Project Team needed an interactive prototype in 6 weeks to pitch to the Legal Team in order to secure additional funding from them for product development and rollout.

My Role:  I was the Design Lead on this project from concept to development hand-off, taking the lead on:

1) Discovery calls with the Project Team

2) Design of the product user journeys, wireframes, mockups, and interactive prototypes

3) Presentation of deliverables to the Project Team for feedback and product design improvement

Approach to Solving Problems:

1) I performed industry research into how AI and Machine Learning were being used to create business value for business in the legal industry.

2) I conducted my own research into the most common features among business data insights products and legal management products most commonly used by business and industry professionals.

3) I referred to dashboard design best practices when the product allows the user to manage multiple applications.

4) I referred to Angular-based component libraries featuring a robust range of data visualization components to identify the most relevant component features to consider including.

Solutions:

1) To provide business clients with visibility into legal matters, spending, and spending alternatives:
I designed the Client dashboard to correlate the most relevant statistics from each service offering and SaaS product subscription in a space-efficient way using a Summary Dashboard screen layout that allowed users to both view a dense amount of data within a small amount of space and drill-down into more detailed data on metric relationships contributing to the service KPI. I indicated KPIs and high-priority data sets for the user on the first level dashboard using card components, KPI call-out components, and visual as well as verbal indicators. For the client product, I focused data visualizations and dashboard features around client legal matters spending performance, legal matter management service options and recommendations for maximizing cost savings, and monitoring time-sensitive business regulation and legal tasking issues.

2) To provide KPMG professionals with ongoing additional business revenue from clients through subscriptions to 3rd-party legal SaaS products:
I designed the Client dashboard to feature visualizations demonstrating the contributions of each active Legal SaaS subscription to business value for the client. I included features like Recommendations and Alerts that provided business-relevant direction for the client on actionable items based on an evolving data model of their business which could be used to further incentivize the client to subscribe to additional services or renew SaaS subscriptions. This combination of insights could imply to the client that with additional SaaS subscriptions would come additional business insights and recommendations that would have a positive impact on their legal spending and business revenue.

3) To provide KPMG professionals with insights that assisted them in managing their legal matters more efficiently and maximizing their business revenue:
I focused the Legal Professional dashboard, or KPMG Employee dashboard, around visualizations prioritizing clients by their contribution to business value for the firm (“Top Clients”), monitoring employee chargeability, monitoring regulation changes and tasking, and the performance of current legal service offerings in being of value to clients and generating revenue for the firm.

Result:

The design prototype was presented to the KPMG Legal Team and received positive feedback from this end-user group that indicated that the product met their user needs. The design prototype was also presented to a selection of business client end-users and gained positive feedback from that test-group indicating that the product met their user needs.
As a result, the pitch design was successful in securing additional funding from the Legal Team for product development. It also inspired spin-off product ideas among other directors in the firm based on this product model.

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