Web Application
Transforming AEC Advisors with Quick User Research for Digital Efficiency
AEC Finance Survey Portal
AEC Advisors is a financial consulting firm specializing in advising leaders of Architecture, Engineering, and Construction (AEC) firms. They assist with mergers and acquisitions, corporate finance, and other financial issues, enabling firm leaders to focus on their core business. Founded in 2018, AEC Advisors has completed over 107 transactions valued at more than $10 billion. The firm is dedicated to industry benchmarking and providing authentic, empathetic advice to their clients.
Project Timeline: 3 Months (Research, Wireframe & Mockups)
Project Goal
AEC aims to develop a user-friendly cloud-based web application for more efficient collation of all required financial data, enabling real-time monitoring to reduce frequent follow-ups and minimize human error, ensuring clients have access to up-to-date information and insights.
The Problem
AEC uses an offline Excel sheet to collect required financial data, including general business information, financial information, people, digital, offices, internal ownership transition details, and M&A, to create financial benchmarks and key performance indicators for advising their clients.
Each page contains more than 150 questions to be filled this outdated Excel-based surveys are complex, error-prone, and lack validation tools, leading to frequent follow-ups and offline data entry issues. To improve user engagement, AEC aims to transform their financial data collection from an offline Excel system to an efficient online platform.
About AEC
AEC Advisors, founded in 2018, provides financial consulting for Architecture, Engineering, and Construction firms, specializing in mergers, acquisitions, and corporate finance. They have completed over 107 transactions worth more than $10 billion and focus on industry benchmarking and empathetic advice.
Goals
ACE, a seasoned financial advisory firm, faces issues with their complex, error-prone, offline Excel-based surveys. To enhance user engagement, AEC aims to transform their financial data collection from an offline Excel process to an efficient cloud based online Web platform.
ABOUT
AEC
ADVISORS
Design Process
Due to the project's short timeline, it follows an agile methodology.
1
Agile UX methodology Is the method used in this project
2
The project is divided into shorter Sprints for effective management.
3
User interviews were conducted during the user story creation phase.
4
Wireframes and Mockups are created based on the user story
5
Usability testing conducted after finalize the flow and mockups with end user
View Full Case Study