Disrupt AI
An agentic tool built to power 0-to-1 audit workflows that simplify procedures, organize client documentation, and cut down time at every step.
Client:
PwC
Industry:
AI, Financial
Team:
Jennifer Wirth (Product) & Matthew Connelly (Engineer)
Deliverables:
Product Design, Agentic Workflow Design
Context:
2024
Foundation
In a rapId 90 days, we believe AI automation and agents can improve the audit workflow by helping individuals complete procedures and tasks more easily while strengthening communication across engagement teams and clients.
Problem Statement
The current audit process is slow, manual, and prone to errors. Auditors spend significant time gathering data, cross-checking documents, and performing repetitive tasks, leaving limited capacity to focus on identifying risks and meaningful insights.
Solution
We addressed the core user needs and pain points through an AI automated tool. Some key features we defined include automated sample to evidence matching, evidence dashboard for big picture insights, side by side view of evidence and extracted details, and much more.
Within the first week, I facilitated sketching and iteration sessions then jumping straight into design. These sessions were based on complex business requirements that informed our user flow.
Foundation
In a rapId 90 days, we believe AI automation and agents can improve the audit workflow by helping individuals complete procedures and tasks more easily while strengthening communication across engagement teams and clients.
Problem Statement
The current audit process is slow, manual, and prone to errors. Auditors spend significant time gathering data, cross-checking documents, and performing repetitive tasks, leaving limited capacity to focus on identifying risks and meaningful insights.
Solution
We addressed the core user needs and pain points through an AI automated tool. Some key features we defined include automated sample to evidence matching, evidence dashboard for big picture insights, side by side view of evidence and extracted details, and much more.
Within the first week, I facilitated sketching and iteration sessions then jumping straight into design. These sessions were based on complex business requirements that informed our user flow.
Foundation
In a rapId 90 days, we believe AI automation and agents can improve the audit workflow by helping individuals complete procedures and tasks more easily while strengthening communication across engagement teams and clients.
Problem Statement
The current audit process is slow, manual, and prone to errors. Auditors spend significant time gathering data, cross-checking documents, and performing repetitive tasks, leaving limited capacity to focus on identifying risks and meaningful insights.
Solution
We addressed the core user needs and pain points through an AI automated tool. Some key features we defined include automated sample to evidence matching, evidence dashboard for big picture insights, side by side view of evidence and extracted details, and much more.
Within the first week, I facilitated sketching and iteration sessions then jumping straight into design. These sessions were based on complex business requirements that informed our user flow.
Outcome
Disrupt initiative established foundation for PwC's Next Generation Audit global audit platform and the future of AI-powered and agentic workflows for other financial tools.
Impact
Established foundation and scale for AI-powered financial tools
Confirmed the teams hypothesis that an audit can be automated and AI driven and maintain quality
Increased stakeholder and global leadership buy in
Outcome
Disrupt initiative established foundation for PwC's Next Generation Audit global audit platform and the future of AI-powered and agentic workflows for other financial tools.
Impact
Established foundation and scale for AI-powered financial tools
Confirmed the teams hypothesis that an audit can be automated and AI driven and maintain quality
Increased stakeholder and global leadership buy in
Outcome
Disrupt initiative established foundation for PwC's Next Generation Audit global audit platform and the future of AI-powered and agentic workflows for other financial tools.
Impact
Established foundation and scale for AI-powered financial tools
Confirmed the teams hypothesis that an audit can be automated and AI driven and maintain quality
Increased stakeholder and global leadership buy in
Other Cases
Other Cases
