Engagement Lifecycle Management:
A consultant’s digital environment for
planning and financial forecasting
How might we protect privacy & classified data, and promote
client relationship growth and encourage new business?
Summary
The Engagement Lifecycle Management Group developed complex enterprise solutions that served as the critical infrastructure for McKinsey’s global firm of over 30k client service teams to initiate, conduct, and conclude engagements with clients - from preliminary pricing to staffing the team, tracking expenses and profits, managing data and documents and record-keeping.
In late 2022, I joined the Group as a senior UX manager to head up the teams responsible for the “Spec” journey. Our remit was to offer “zero-friction solutions for accurate pricing projections so that client service leaders can quickly secure bids, adhere to engagement budgets, and achieve desirable financial outcomes for Firm & clients leading to lasting relationships.”
PRODUCT RESEARCH STRATEGY
Scope & role:
As senior product design manager, I partnered with the senior product manager. We were supported by a development team in India as well as two designers and a researcher working with my guidance.
Our team owned continuous improvement for engagement proposal tools. When I joined, we initiated work on a new offering based on user insights - a price projection calculator for creating models without affecting billing or study data.
Coordinated across Risk, Finance and Senior Partnership
Key achievements:
Launched standalone pricing tool to improve billing accuracy, which in turn improves credibility among clients, and give client service leaders more control over their workflow
Notifications research toward minimizing & optimizing volume, type, content
2.0 product strategy and redesign; UI overhaul & SAP migration
Kicked off the change management program to support customer success in the transition to 2.0