Case Study: EY modernizes Audit Close Reports with Code and Theory

EY cuts manual Audit Close Report work and unlocks greater client value with Code and Theory

EY sought to transform its manual and highly variable Audit Close Report process, which was not delivering the insightful experience expected by clients. Partnering with Code and Theory, the challenge was to digitize and elevate this key client service to increase internal efficiency and unlock greater value.

Code and Theory conducted deep user research and ran strategic design sprints to create a new, dynamic web-based Audit Close Report. Their solution focused on leading with key information, incorporating data visualizations, and enabling multi-device access. This collaboration successfully transformed a traditional static output into a modern client engagement tool, increasing internal efficiencies for EY and providing greater value for its clients.

EY