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Johanna Rohrer – Strategic Service Design
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  • Deubner

    From publisher to service provider

    Deubner Verlag is an important provider of information and knowledge in the tax and legal sector. Once a month, it publishes a print edition - Steufa-Z - with tips and practical aids for tax clerks. In an online portal, the magazine articles and practical aids can be downloaded with the help of a code. Deubner's previous thoughts and wishes for the project:
    From publishing house to service provider, knowledge transfer, innovative products, offers for the entire firm, further training.

  • Extent of the projects: From 5 months, 4–12 hrs a week (student project)

    Applied Expertise: Service Design | User Research | UX/UI Design

    Outcome: Concept for a search portal with analogue button, an interactive and flexible further education programm incl. certificate, a quizz app

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    Objective

    One click to knowledge

    Development from a publisher to a service provider with a focus on sustainable knowledge transfer for the entire law firm.

     

     

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    Approach

    Easily accessible knowledge transfer for trainees and skilled workers integrated into everyday (working) life

    The aim of the project was to motivate and pick up trainees in the transfer of knowledge in order to be able to further promote them as professionals in the future and support them in their everyday work. For an in-depth understanding of the tasks, processes and mindset in the law firm's everyday work, the research phase started with a client panel. I took over part of the workshop preparation and implementation. In the intensive cooperation with the clients, pain points quickly became apparent. In further interactive interviews with employees, these were verified and further supporting information was gathered. From the collected information we derived insights, ordered and grouped them in order to find possible solutions. Subsequently, we realised and visualised two ideas: The search portal and the quiz app.

  • Selection of work insights

    Methods and techniques

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    Daily routine

    The task was to draw the daily routine from the perspective of an assistant tax consultant on seven post-its and to put it in an order. This makes core tasks or frequent tasks of the daily work routine visible. Afterwards, the participants were asked to structure the identified activities of a day into self-defined categories. These categories were also assigned a highlight and a pain point.

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    Persona

    In the client panel, a group created a persona of a tax specialist employee. For this purpose, everyone filled out a profile. These were then compared with each other and a final, exemplary persona was crystallised.

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    "Shopping-Game"

    In this method, the participants each received seven "funds" from their own office coffers. With this money, they were able to buy suitable further training and activities for their office from their point of view as tax advisors. The aim was to find out what the tax advisors consider useful and are willing to spend money on.

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    Interviews

    In groups of two, we went to different offices and conducted interactive interviews with the tax clerks – one interviewer, one observer who took notes. Besides normal questions, there were mood boards, the shopping game, trait cards and one diary per person.

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    Diaries

    The diaries were distributed to interview partners with the request to document their everyday working life for one week. Among other things, the following questions were answered: How do the days of an assistant tax consultant go? What do they do? What is accomplished? What problems arise?

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    Storytelling

    To make the developed ideas and processes more tangible and understandable for the clients, we used storytelling for the presentations. This makes individual steps clear and product essences visible.

  • A sample from insights and outcomes

    Key Findings and Solution Approaches

    Many law changes

    Many laws and even more regulations that are subject to constant revision make it difficult to maintain an overview and clarity in everyday work.

    Search portal

    The search portal displays verified Deubner articles as well as Google results from which you can search for suitable articles. Further training opportunities and checklist aids for everyday work are also integrated into the portal.

    Google is first port of call

    "If we don't know something or are unsure, we quickly Google it."

    Deubner-Button

    What makes Google different? Speed and scope?
    If you press the Deubner button, the Deubner search portal pops up directly on the screen - faster than you can call up Google.

     

    Difficulty in planning the daily work routine

    Customer enquiries, legal deadlines, communication with the authorities often make the daily work routine look very dynamic.

    Interactive, flexible training

    Absolute flexibility in the choice of topics and timing of courses and exercises. Perfect to be able to dynamic daily routines. Physical fitness is also incorporated.

    Steufa-Z does not reach the user

    Knowledge in paper form or e-mail disappears under stacks of paper and e-mail lists. Thus, current changes and information from the industry often unfortunately do not reach the employees.

     

    Certificates

    Certificates = a motivator. You can be proud of that. Once you have completed a further education course, you receive a certificate as an award that can also be used to impress your employer. The next change in the law can come.

    Trainees are with the competition

    Another competitor of Deubner is very present in the training schools, are thus familiarised with the brand at an early stage and subsequently primarily use this source of knowledge.

     

     

    Quiz-App

    The quiz app enables trainees in particular to playfully deal with topics relevant to the final examination: self-training or in a knowledge duel. In this way, they come into contact with the Deubner brand/publishing house as a knowledge mediator at an early stage, which is the first step towards long-lasting customer loyalty.

  • Digital Service

    Knowledge goes digital

    SteufaZ as PDF and analog Newsletter
    Quiz App
    Digital trainings
    Deubner App
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  • Learnings

    Concept not equal to integration

    Digitisation needs a driver and staying power. Even if the digital services often seem so easy to use and go quickly, a lot of work goes into their preparation and implementation. This must be taken into account in the planning and communicated so that the great concepts do not end up in a drawer.

    Interactive interviews

    Interaction takes the pressure off. Small tasks for the interview partner often quickly relax the atmosphere of the conversation. The worry of saying something wrong disappears and there is a good exchange about the results of the tasks, possible related experiences, further explanations etc.

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JOHANNA ROHRER © 2021

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