Kelly & Partners is a specialist chartered accounting practice established in 2006 to service high-net-worth individuals and businesses to be better off through their proprietary growth framework called Flight Plan. This project showcases the work undertaken across several initiatives as part of their digital transformation. I have designed 3 key projects for Kelly and Partners as part of their digital transformation in collaboration with IP Edge, their development partner. These projects are the Be Better Off Survey (BBO), the Client App and SPOT (Single Point of Truth) being the core internal digital platform. This engagement started with a workshop (pictured below) that I ran to gather requirements and co-design the potential solution with key stakeholders.

Business Objective

• Digital transformation: Create a single digital platform that manages all client data and interactions. Utilise technology and innovation to build efficiencies that would allow K+P to scale and provide a uniform client experience across all their offices.

Customer Problem

• As a K+P business operator, I do not have clear visibility and a 360 view of our clients and their data. Much of our back office systems are run on spreadsheets that are supported by paper forms. As a result, our client directors spend unnecessary time in admin rather than gaining new clients or adding value to existing clients.

• As a K+P client, I do not have insight and access into my ongoing progress about the K+P Flight Plan methodology. Knowing regularly that my financial affairs are being managed effectively and on track is key to my success in business.

Design Challenge

• A large transformation project covering almost all aspects of the group business (HQ), business operators (offices) and clients.

• An onerous tech environment requiring constant collaboration and evolution of design to find a balance between UI and dev.

• A very traditional, hierarchical business culture with very strong views requiring signoff of design from the founder and CEO.

Achievements

• Designed today’s experience from scratch to project a forward-thinking, digitally capable modern accounting practice that would enable the business to scale rapidly and support K+P into its next phase of growth

• Collaborated closely and iteratively with K+P’s development partner IP Edge to produce a successful experience.