Project context
McKesson wants to provide the best services and products to its users, it is essential to have both the right people and tools, which inevitably incur cost. Maintaining a budget to cover these costs is essential for delivering a best-in-class experience for McKesson employees, suppliers and customers.
The McKesson Technology (MT) Fiscal Year Budget Process is from September to March. The Finance Team works across McKesson to provide an 18-month rolling budget forecast (actuals to date for this year, the rest of the fiscal year to date and 18-months from the current month).
The objective
• Understand the current McKesson Technology fiscal year budget process and those involved (MT Finance, FSS, Capability Leaders, and Solution Owners)
• Improve MT budget accuracy within 1% of the budget and satisfaction around the budget process (survey to capture a baseline understanding)
• Improve MT budget accuracy within 1% of the budget and satisfaction around the budget process (survey to capture a baseline understanding)
Scope and timeline
Six-week discovery phase to analyze and document the end-to-end MT FY budget process, document pain points, gaps, areas of opportunity and recommendations within the process.
Our work process
1. Define problem statements - align with stakeholders/directors the UX team objetives in this project
2. Interview preparation - create a interview guide, organize questions, idententify the target, and send invies
3. Stakeholder interviews
4. Organize interview notes - create affinity mapping, categorize notes, Pain points, Tools Leveraged, Wants and Needs, Project Overall Goal, Complications vs Opportunities
5. Synch and share understanding
6. Design a journey maps
7. Document findings
8. Present results
2. Interview preparation - create a interview guide, organize questions, idententify the target, and send invies
3. Stakeholder interviews
4. Organize interview notes - create affinity mapping, categorize notes, Pain points, Tools Leveraged, Wants and Needs, Project Overall Goal, Complications vs Opportunities
5. Synch and share understanding
6. Design a journey maps
7. Document findings
8. Present results
Problem statements
1. How might we enable MT to focus resources, time and money on value adds to McKesson, that aligns with top-down business goals?
2. How might we lean into EPMO, portfolio and delivery processes to improve inputs into the budget cycle?
3. How might we prioritize initiatives that are impactful to McKesson, before it gets to the budget process, so scoping is more accurate and resources time is not wasted?
4. How might we streamline the budget process, and enable those responsible for a budget, as well as FP&A team with modern tools and automated processes?
Finding the voice of the users
End-User Interviews
• Understand current process, pain points, and usability gaps with the FP&A team, Capability Leaders, Solution Leaders, Delivery Leads and those that own a cost center, around the MT budget process
• Identify opportunities forimprovement in bothprocess and user experience
• Identify opportunities forimprovement in bothprocess and user experience
Archetypes
• A fictional, yet realistic, description of a typical or target group (MTFinance team, Solution Leaders, etc.) of the process
• Based on research, archetypes outline behavioral differences, tasks and pain points
• Support a User-centric approach and ensure we create a product that will be desired and user friendly by ELT, BUs, finance and those responsible for managing a budget
• Based on research, archetypes outline behavioral differences, tasks and pain points
• Support a User-centric approach and ensure we create a product that will be desired and user friendly by ELT, BUs, finance and those responsible for managing a budget
User Journeys
• Compilation of user goals, actions and pain points throughout the journey of the MT budget process
• Journey maps combine storytelling and visualization to help us understand and address user’s goals and needs
• Highlights areas of opportunity to solve for the future experience
• Journey maps combine storytelling and visualization to help us understand and address user’s goals and needs
• Highlights areas of opportunity to solve for the future experience
Interview notes and affinity map
15 User Interviews
The MT Finance team works with Leadership, Capability Leaders, Solution Leaders, Product Managers, Strategy Planning, Operation, and Cost Center Owners
Interview questions
1 - When you think of the MT budget process, what feelings do you have?
2 - What is your approach to coming up with your budget for the year?
3 - What are your responsibilities when it comes to the budget process within MT?
4 - In relation to the budget process, out of all of the things and responsibilities that you have. Which one takes up the most time?
5 - From a manual processing perspective, which takes up the most time that you wish could be automated?
6 - What kind of tools do you have to help you get the fi nance team what they need?
7 - In past employment experiences have you leveraged other tools that worked well?
8 - What tools or materials are you provided (from fi nance or elsewhere) to help you get the fi nance team
9 - what they need for the budget process?
10 - What would you say are the the biggest challenges that continuously pops up around the budget lifecycle?
11 - What works well with the budget lifecycle process?
12 - If you had a magic wand, what is one thing you would improve around the budget process?
2 - What is your approach to coming up with your budget for the year?
3 - What are your responsibilities when it comes to the budget process within MT?
4 - In relation to the budget process, out of all of the things and responsibilities that you have. Which one takes up the most time?
5 - From a manual processing perspective, which takes up the most time that you wish could be automated?
6 - What kind of tools do you have to help you get the fi nance team what they need?
7 - In past employment experiences have you leveraged other tools that worked well?
8 - What tools or materials are you provided (from fi nance or elsewhere) to help you get the fi nance team
9 - what they need for the budget process?
10 - What would you say are the the biggest challenges that continuously pops up around the budget lifecycle?
11 - What works well with the budget lifecycle process?
12 - If you had a magic wand, what is one thing you would improve around the budget process?
- - -
Check another work experiences
