Association of International CPAs

Global UX Creative Direction, User Research, UXA/UXD, Agency Owner

overview
As agency owner, Ted Billups led a large-scale UX effort to rearchitect, design and build AICPA's family of member-based websites.
When
2014-17
Who
Ted Billups, Jim Santeramo, Kat Park, Devin Harold
services
Strategic Consulting, User Research, UXA/UXD, Software Prototyping, Front-End Integration, Visual UX QA, Agency Owner
Feedback
“Ted Billups and his team have a mastery over user research and UX design. Each step of the way they used results to inform our stakeholders around the world.”

A. Sedaca
Senior Manager, Digital Strategy & User Experience
Association of International Certified Professional Accountants
client

AICPA (American Institute of Certified Professional Accountants) is the largest organization of CPAs in the country, and has deep ties with similar organizations around the world. Over 50 websites comprise the AICPA universe, including membership, ecommerce, training, editorial, software and content to support international audiences and laws.

challenge

For the first time in its history, AICPA needed all of their websites reviewed, rearchitected and redesigned into a new master architecture that would support enterprise member-based content management with personalization and regionalization.

AICPA needed a user experience leader and team to provide perspective and design a new system for a wide range of user archetypes, diverse stakeholder needs, multiple technology platforms, and all aligned with their corporate goals and user’s needs.

solution

As creative director and agency owner, Ted Billups led a team of 8 UX researchers and designers to successfully create a master system that accommodated complex use cases, a new brand direction with sub-brands, a vast array of content types, ecommerce, new enterprise content management (Adobe Experience Manager) and integration with a multitude of technologies.

The project included user testing on the existing systems and iterative user testing on functional prototypes. Usability issues were classified by severity and resolved accordingly. The stakeholder team spanned multiple business units, tiers and locations.

impact

The solution focused on the priorities as established by stakeholders, users needs and the topmost usability challenges. Membership and renewals increased, content engagement increased and a benchmark for success via User Centered Design was established in the organization.

The site was implemented using Adobe Experience Manager with personalized/regionalized content for language, location and business rules.

Screens below from a three phase research, design and implementation project for AICPA
Usability Testing and User Research were conducted on the existing sites and new prototypes.
Friction was identified in the existing system and removed or reduced in the final designs
User Flows were created by user archetype to ensure use cases were accommodated and friction was removed.
Atomic Design and a design pattern library was created as components for Adobe Experience Manager.
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