The challenge: Part one

To re-envisage the EY Travel Risk and Compliance service product; the first update within the IMSP integrated administration tool.

As one of the largest professional services firms in the world EY have an obligation to provide their customers with ever-evolving tools and products to remain competitive and legally-compliant within the growing accounting market. To retain their status as one of the 'Big Four' a new vision for the Immigration & Mobility service was essential.

Through declining client sales of the existing product and market-share loss with the Mobility, the first part of the brief was to enhance the features and services on offer and to provide a more cohesive user experience for global business travel. All countries have their own immigration laws and individual rules around activities performed whilst on travel, which in-turn incur different tax implications so a refined approach was necessary to commit to all the fundimentals.

The EY global brand was being upgraded which gave us an opportunity to create new digital rules for key components and elements for future use. Using Material Design as a basis, a more extensive pattern library was produced to be incorporated into the entire Mobility world. These elements formed the user journeys for all new travel assessments, personal preferences and client admin access such as editing activities and blocked countries.

Working alongside the development and internal EY teams we brought together all the latest immigration and tax rules from over 250 countries to create custom-built APIs that provide travellers with the most accurate assessment results. This was one of the key requirements to avoid any possible border issues when travelling, along with providing information about which documentation travellers should have with them.

As the goal of the tool was to get users through the process as quickly as possible, the functional aesthetics needed to be simple yet elegant, bringing in the Mobility-branded elements where appropriate. To become legally compliant, we needed to adhere to the AA compliancy rules of accessibility for all existing and future clients. Also being a mobility product, having a responsive design layout was a must for travellers to access the tool on the go.

The challenge: Part two

To create an holistic lifecycle of activities, tasks and events that are associated to the mobility of an employee on assignment.

The Integrated Mobility Lifecycle is the collective term for the movement of employees between countries, orchestrating the management of core services such as immigration, tax, compensation and relocation. The purpose of the native Andriod and iOS app is to be a on-demand, always-on repository for all documentation, tasks and communications with Mobility managers whilst employees and their families are on relocation.

We first identified all the key sections the app needed to consist of by writing user stories and the acceptance criteria for screens within these. By creating a hierarchical struture of the content I was then able to begin designing the additional core components of the app, re-using existing components from the Mobility brand already created for the EY Travel Risk and Compliance tool.

Working with the existing elements I had designed previously, the design was able to come together much more efficiently. By using the basic Material Design principles, we can formulate a familiar user-friendly structure to house the various types of content from documentation to task management and communications. This was to retain the same brand patterns and visual consistancy in both tools, for desktop and mobile.

Working with the existing elements I had designed previously, the design was able to come together much more efficiently. By using the basic Material Design principles, we can formulate a familiar user-friendly structure to house the various types of content from documentation to task management and communications. This was to retain the same brand patterns and visual consistancy in both tools, for desktop and mobile.

Credits

Agency: Nalla

Role: Lead UX & UI Design

TRAC Development: Energized Work

TRAC Service Design: Charlie Francis

IML Project Manager: Karl Mansour