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ESGCheck: Simplifying ESG Compliance with Confidence

As European ESG regulations evolve, navigating compliance can be complex. ESGCheck is an audit and assurance services application designed to help clients stay ahead of the Sustainable Finance Disclosure Regulation. By providing a streamlined, reliable solution, ESGCheck empowers businesses to meet regulatory requirements with confidence and ease.

Overview

Business Context and Key Objectives

ESGCheck is an audit and assurance services application for clients to leverage as the landscape of European ESG compliance expands with the Sustainable Finance Disclosure Regulation. I brought strong creative and problem-solving skills to the product team to translate conceptual ideas, business needs and user goals into interactive visual design solutions to craft PWC’s global ESG database and create an intuitive user interface to implement and manage an assurance-proof methodology to ingest, analyze, transform and verify the quality of ESG data from vendors.

Challenges

The EU taxonomy is a classification system, establishing a list of environmentally (and social) sustainable economic activities. The taxonomy and classification system are fluid, changing yearly with accordance to European regulation so the application must have an easily manageable rules calculation engine with a user friendly interface.

My Role & Team

As the lead—and sole—designer on the ESGCheck project, I owned the end-to-end UX strategy and execution. I collaborated closely with cross-functional teams including on- and offshore engineers, data scientists, product stakeholders, international compliance experts, and executive leadership. My role involved translating complex ESG requirements into intuitive workflows, aligning data science outputs with user needs, and ensuring design consistency across global regulatory contexts. I facilitated design reviews, drove stakeholder alignment, and delivered high-fidelity prototypes that guided implementation across distributed teams.

Product Discovery & Service Design Approach

ESG analysts faced challenges in evaluating Environmental, Social, and Governance (ESG) factors due to fragmented data sources and complex compliance requirements. The goal was to design a centralized ESG auditing tool that simplifies analysis, standardizes data ingestion across vendors, and supports accurate, regulation-aligned reporting. We applied a user-centered design approach—mapping analyst workflows, clarifying data lineage, and introducing filtering, confidence indicators, and in-context guidance—to deliver a streamlined, trusted experience that supports confident ESG evaluations.

1

Discovery & Research

- Conducted interviews and whiteboard workshops with ESG experts and compliance leads to understand complex workflows and pain points.
- Performed competitive analysis to identify gaps in existing ESG tools.
- Developed personas and journey maps to capture user needs and behaviors.
- Mapped the analyst’s end-to-end ESG review process, surfacing friction in data ingestion, scoring transparency, and report generation
- Crafted journey maps highlighting frustration with vendor inconsistency and low visibility into ESG scoring logic
2

Ideation & Strategy

- Facilitated design workshops to brainstorm solutions addressing identified challenges.
- Prioritized features based on user impact and technical feasibility.
- Outlined a phased roadmap for feature implementation.
3

Design Strategy & System Thinking

- Introduced filtering and confidence indicators to clarify data provenance.
- Simplified complex ESG metrics through guided steps, progressive disclosure, and glossary overlays.
- Designed reusable components and documented them in Storybook to align with broader design system initiatives.
- Ensured platform scalability to support multiple regulatory regions and audit types.
4

Design & Prototyping

- Created wireframes and interactive prototypes to visualize user flows.
- Developed a scalable design system documented in Storybook and Sketch for consistency. Later migrated to Figma.
- Conducted usability testing to refine interface and interactions.
5

Implementation & Collaboration

- Worked closely with developers to ensure accurate translation of designs into the product.
- Provided design specifications and assets to streamline development.
- Iterated on designs based on user feedback and testing results.
6

Testing & Iteration

- Ran moderated usability testing with ESG analysts to validate prototype flows.
- Iterated designs based on feedback around terminology, report clarity, and filter usability.
- Partnered with engineering to QA front-end delivery and ensure accessibility compliance.
7

Results & Impact

- Cut data validation time by 40%.
- Increased analyst confidence in ESG scores via clearer data lineage and controls.
- Streamlined reporting aligned with SEC, EU taxonomy, and internal compliance reviews.
- Established a scalable design system foundation for future ESG tools in Figma, establishing it is the new preferred company standard.

User Persona

User: Gabriel the Data Analyst
Gabriel ensures that meaningful results will be provided to ESG Specialists. He ensures that raw data pulled from vendors will help their organisation to calculate results, and to make important decisions by identifying various facts and trends. He has a deep understanding of the data analysis workflow and makes sure that the right combination of rules are relevant for data transformation and results needed by ESG specialist, He is responsible for analyzing, transforming, and verifying the quality of data, reportings and providing insights for further analysis and services provided to clients.

Journey Mapping and User Flows

In journey mapping ESGCheck, we uncovered major friction in how advisors accessed and trusted ESG data due to inconsistent ingestion from multiple vendors. Advisors lacked clarity on data sources, scoring logic, and update frequency, leading to workflow delays and compliance concerns. These insights informed design solutions like source filters, confidence indicators, and backend normalization to restore trust and streamline decision-making.

Design Sprints & Workshops

I flew to Luxembourg to conduct a week of UX workshops with our internal client partners, lead developers and the PWC team leading the ESG sustainability initiative.

Key Outcomes

Successfully launched one of Luxembourg’s first ESG database and auditing tools in alignment with newly published European taxonomy, positioning the client as an industry leader in ESG space.

Reduced time for ESG assessments by 40% through streamlined workflows.

Enhanced user satisfaction, with a 25% increase in positive feedback from advisors.

Improved compliance accuracy, decreasing errors by 30%.

Established a unified design system, facilitating faster development cycles.