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    Case Study

    Transforming Global Ethical Trade Audits into a Scalable Digital Platform

    Sedex is one of the world's largest platforms for ethical trade, used by thousands of companies to manage responsible sourcing and supplier compliance.

    However, its most important process — SMETA audits — was still largely fragmented across documents, disconnected systems, and manual reporting workflows.

    I led product design for the digital transformation of the SMETA audit ecosystem, helping turn a complex compliance process into a scalable product platform used by buyers, auditors, and suppliers worldwide.

    Rather than simply digitising existing forms, we re-framed the challenge as a system redesign of the audit lifecycle.

    The result was a unified platform that reduced audit submission timelines from roughly 45 days to around 10 days, improved collaboration between stakeholders, and laid the foundation for analytics and automation across the global ethical trade ecosystem.

    Project Snapshot

    Company

    Sedex

    Product

    Digital transformation of the SMETA audit ecosystem

    Year

    2023

    Role

    Product Strategy & Design Consultant

    Focus

    Product strategy, discovery, system design

    Team

    PM, UX Researcher, Engineers, Compliance experts, Auditors & Buyers

    Scope

    End-to-end audit workflow, global platform, design system, multi-stakeholder UX

    Preparation
    On-site Audit
    Reporting
    Corrective Actions
    Verification

    Strategic Insight

    The core insight was that SMETA audits were never designed as a product. They were designed as compliance documentation.

    Over time, the ecosystem had grown into a patchwork of spreadsheets, PDFs, separate portals, and manual submissions. Each actor — auditors, suppliers, and buyers — interacted with the system differently, often duplicating work across tools.

    Key Insight

    The real opportunity was not to build a better interface. It was to re-design the audit as a digital system.

    Reframing the Problem

    Instead of thinking in terms of forms and documents, we reframed the problem around:

    This shift changed the project from digitising paperwork to creating a platform for ethical trade intelligence.

    Context & Opportunity

    Sedex is widely used by global retailers and manufacturers to monitor supply chain ethics, labour standards, and environmental practices. The SMETA audit framework is considered the gold standard for ethical trade audits worldwide.

    However, the digital experience around SMETA was fragmented.

    Auditor Pain Points

    Collect data in spreadsheets

    Upload reports through multiple systems

    Manually reconcile documents

    Suppliers struggled to understand audit outcomes. Buyers lacked visibility into supplier risk and compliance trends.

    Operational Consequences

    Long audit completion cycles

    Duplicated effort across stakeholders

    Limited data visibility

    Weak analytical capabilities

    "Transform SMETA from a documentation process into a data platform for ethical trade insights."

    Discovery

    Discovery focused on understanding the real audit ecosystem, not just the documented process.

    Methods

    Workshops with auditors, buyers & suppliersWorkflow mapping sessionsUsability testingStakeholder interviews

    60+ micro-frictions uncovered

    These sessions mapped the full audit lifecycle and revealed over 60 friction points where auditors, suppliers, and buyers lost time, duplicated work, or lacked critical information.

    Affinity map of micro-problems uncovered during discovery — grouped by theme

    Research findings were synthesised into themed clusters — from audits taking too long and trust issues, to buyer visibility gaps and data duplication — revealing systemic problems across the entire audit ecosystem.

    Affinity mapping of discovery findings

    Key Patterns

    01

    Fragmented Workflows

    Auditors worked across several disconnected systems and documents.

    02

    Duplicate Reporting

    The same information was repeatedly entered in multiple formats.

    03

    Low Transparency

    Suppliers and buyers lacked visibility into audit progress.

    04

    Limited Insight

    Despite thousands of audits, the system generated almost no structured intelligence.

    This discovery reframed the problem: The challenge was not improving one interface. It was designing the product infrastructure for audits at scale.

    Early sketches mapping the SMETA audit dispute and corrective action flows

    Early hand-drawn flow diagrams mapped the complex interactions between auditors, suppliers, and buyers — helping the team understand the full dispute and corrective action lifecycle before designing digital solutions.

    Early workflow sketches for dispute and corrective action flows

    Product Strategy

    The transformation strategy focused on three core principles.

    01

    Treat Audits as Structured Data

    Instead of static reports, audits became modular, structured information that could power analytics and automation.

    02

    Design for Multiple Actors

    The system needed to support auditors conducting assessments, suppliers responding to findings, and buyers monitoring compliance.

    03

    Build a Scalable Product Foundation

    The transformation required a shared design system and platform architecture that multiple Sedex teams could build on.

    Product Positioning Shift

    Before

    Document management system

    Static PDFs, spreadsheets, and manual uploads. No structured data. No cross-stakeholder visibility.

    After

    Ethical trade intelligence platform

    Structured audit data powering analytics, collaboration, and compliance monitoring across the entire supply chain.

    Sedex supplier onboarding user flow with address matching and site linking

    Detailed user flow diagrams mapped multi-path scenarios like supplier onboarding, where address matching, site linking, and membership status created complex branching logic across stakeholder roles.

    Supplier onboarding flow with intelligent address matching

    Product System & Experience

    The redesigned product focused on unifying the audit workflow into a single digital environment.

    01

    Unified Audit Workspace

    Auditors could complete the entire audit process — from scheduling to findings to submission — within one platform, eliminating the need for spreadsheets and disconnected tools.

    02

    Structured Findings & Corrective Actions

    Every audit issue became structured, traceable data. Suppliers could track findings, submit corrective actions, and auditors could accept or reject responses — all within the platform.

    03

    Buyer Visibility Dashboard

    Buyers gained real-time oversight of supplier compliance status, audit progress, and risk levels across their entire supply chain.

    04

    Platform Design System

    The company's first shared design system — enabling multiple Sedex teams to build consistent, scalable product experiences on a unified foundation.

    Sedex unified audit workspace showing audit list, scheduling, and status management

    The unified audit workspace replaced fragmented spreadsheets with a single view where auditors could schedule, track, and manage audits with clear status indicators and reviewer assignments.

    Unified audit workspace with scheduling and reviewer assignment
    Sedex findings and corrective action review interface

    Audit findings became structured, actionable data — each with detailed observations, root causes, and a collaborative corrective action workflow enabling auditors to accept or reject supplier responses.

    Structured findings with corrective action review workflow

    Impact

    90 NPS

    For auditors & buyers (previously 45)

    95%

    Buyer retention (vs 85% prior)

    +4000%

    Suppliers on platform

    Before

    6 weeks to complete an audit

    Manual processes, fragmented tools, and disconnected stakeholders created long audit cycles with duplicated effort at every stage.

    After

    ~10 days to complete an audit

    A unified digital workflow with structured data, shared visibility, and streamlined collaboration cut completion time by over 75%.

    100%

    Audit completion rate — up from 90% average

    0 calls

    Buyers now have full visibility — virtually eliminating support requests for updates

    1 platform

    Auditors, buyers & suppliers unified in a single experience

    +4000%

    Supplier growth driven by the corrective action feature

    From documentation to intelligence

    The project shifted Sedex from a static compliance documentation platform to a data-driven ethical trade ecosystem — enabling analytics, automation, and scalable product growth.

    My Contribution

    As Product Strategy & Design Consultant, I:

    Key Learnings

    Complex domains require system thinking

    Designing interfaces alone is insufficient when the real problem is workflow architecture.

    Discovery should map ecosystems

    The most valuable insights came from understanding how different actors interacted across the system, not just their individual screens.

    Product infrastructure matters

    Creating a design system and shared platform architecture was critical to enabling long-term product growth.

    Digitisation is not transformation

    True transformation comes from rethinking the underlying model, not simply replicating existing processes in software.

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