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BCG · 2025 · Enterprise · AI

Enabling constructive career dialogue by making feedback easier to capture.

At BCG, partners wrote feedback on consultants weeks after a project ended, from memory. I designed a tool where they jot quick notes during the project, and AI turns those notes into a first draft of the review for them to edit and approve. Piloted with 50 reviewers, at a firm of 12,000+ consultants.

7 → 3 min

to complete a feedback form, in testing

62%

of 50 pilot reviewers started from the AI-written draft

10 → 3 days

for Legal to approve the AI feature

My role

Sole product designer

Team

1 PM, 2 engineers

Timeline

13 weeks · 2025

Built for

Managers, partners and career advisors who write reviews

TL;DR

Problem

Workday held the official records, but the feedback around them lived in emails and spreadsheets. Advisors spent around two days a cycle pulling it together before it could inform a career conversation.

What I did

Private notes taken during the project, AI that drafts the review from them for the reviewer to approve, and BCG’s rubric beside the form, all on top of Workday.

Trade-off

AI drafts risk inaccuracy, so the source notes stay beside every draft, and nothing AI-made ships without the consultant’s consent.

Result

Forms took 3 minutes instead of 7 in testing, and 62% of pilot reviewers started from the AI-written draft. Tagging notes, at 67% correct, is the step still to fix.

01 — The problem

The problem wasn’t a lack of feedback. It was everything it took to make feedback useful.

Workday held the official review record. BCG’s career-development process ran well beyond the form.

Feedback lived across email, spreadsheets and Workday. Career Development Advisors gathered and reconciled it by hand before it could inform a development conversation or a promotion committee.

Across 12,000+ consultants, that admin added up.

~2 days

for one advisor to compile feedback for a single review cycle. I found this in conversations with 20 Career Development Advisors.

Before: information scattered across the process

Outlook

Email

Feedback arriving

Excel

Spreadsheets

Manual collation

Workday

Workday

Formal records

By hand

Manual consolidation by CDAs

Gathering, reconciling and preparing information

Career Development Committee

Reviewing evidence and discussing progression

Design opportunity

Connect the workflow, not just the forms.

The opportunity wasn’t to rebuild Workday or replace its existing capabilities. It was to create a more connected experience around BCG’s specific career development workflow.

Workday

The underlying HR system. It stays the official record of every review.

CD+

BCG’s own feedback-gathering and career-development workflow, built around Workday.

The gap it closes

The admin between receiving feedback and making it actionable.

We needed to move from collecting feedback to making it useful.

Who’s involved, and what wasn’t working

Who

What they do

What wasn’t working

Partners and managing directors

Write feedback after every project, and read it to make promotion decisions

Writing happened weeks later, from memory. Reading was slow, unstructured and often unclear

Career advisors (HR)

Collect feedback from several reviewers into one file per consultant

Fragmented and slow to pull together, with no view of who had submitted, so deadlines were hard to enforce

Leadership committees

Decide promotions and development plans

Decisions made in Excel, from inputs of uneven quality

Consultants

Receive feedback and use it to grow

Saw it at mid-year review, too late to remember the project

What we couldn’t change

BCG’s grading rubric

Every review is graded against it

Workday

Stays the official record. We build on it, not around it

Partner time

Is billable. Every minute of admin is a minute not billed

Consent

No AI feature could ship without consultants’ consent (GDPR)

Before any screens: mapping how reviews really work

Before designing anything, I sketched the review process on paper: who is involved, what a career advisor has to pull together, and how a review moves from the goals set at the start of a project to the final file.

Who sits on the team, and who chairs the promotion committee
01Who sits on the team, and who chairs the promotion committee
What a career advisor actually pulls together
02What a career advisor actually pulls together
From goals at the start to the final review file
03From goals at the start to the final review file

02 — Research

Research showed where the effort sat: between receiving feedback and using it.

Method

Who

What it gave us

20 interviews, 15 min each

Career advisors

The four themes below

Workflow audit

The product team

Three parallel ways of capturing feedback

Unmoderated usability test

Reviewers

Task success and time on task

Observing promotion meetings

Turned down

So we relied on interviews and testing instead

Four themes, and what each asked of the design

01 · Fragmented

“It takes me about two days just to compile feedback for one review cycle.”

So the design must: one place to capture, draft and submit.

02 · Late

“I only see my feedback during mid-year reviews. By then, I can’t remember the project context.”

So the design must: capture during the project, not at review time.

03 · Retyped

“By the time I finish typing everything up, I have no energy left to actually talk to the consultant.”

So the design must: remove the retyping.

04 · Wanting AI

“If an AI could pre-populate my summary, I’d just review and tweak.”

So the design must: let ai draft, and the reviewer decide.

Three bets we would check at launch

Bet 1

Capture in the moment

Private notes taken during the project keep the details, and make feedback more frequent.

Bet 2

AI drafts, people decide

AI drafts from those notes speed up writing, without taking ownership away from the reviewer.

Bet 3

One place, one rubric

One place for feedback, with BCG’s rubric built in, gives more consistent reviews than piecing them together from separate tools.

Where the time really went

When we mapped the full review journey, most of the time wasn’t spent writing feedback. It went into compiling it: career advisors retyping notes from many partners into one file per consultant. The map later anchored a leadership workshop across four BCG business units.

The full review journey
The review journey in three lanes: career advisor, partner and consultant

03 — First concept

We tested the first concept inside BCG before committing to it.

Before anything was final, we put the first concept in front of partners and career advisors inside BCG. What they said became the brief: the project comes first, show everyone in one place, feel like the tools they already use, and make the form something people want to fill in.

The first concept: projects, consultants and notes on one screen
The first concept: projects, consultants and notes on one screen
What partners said about the same screen
What partners said about the same screen

Where I changed the direction

01 · Reframed the problem

FromFixing the review form
ToChanging when feedback is captured, and who does the writing

We couldn’t change the review cycle or BCG’s rubric. Timing and authorship were the levers we did have, so that’s where the design went.

02 · Cut my own onboarding flow

FromA 12-minute set-up checklist at the start of every project
ToGoals in a side panel next to the review form, and the effort moved to capture

It fitted the goal-setting agreement neatly, but added work at the start and didn’t touch the real bottleneck.

The rejected “You’re starting a new project” checklist

04 — Key decisions

Three decisions, and what each one cost.

Decision 1

Private notes during the project, separate from the formal review

Reviewers forgot the details by review time. Notes taken in the moment, that nobody else sees, are honest and frequent.

Instead of

Write straight into the formal form.

Trade-off

One extra step to bring notes into the review.

Notes saved and tagged to the skills they show
Notes saved and tagged to the skills they show

Decision 2

AI writes the first draft. The reviewer edits and approves it.

Reviewers told us they would rather review and tweak than write from a blank page.

Instead of

Fully manual, or AI that submits on its own.

Trade-off

Accuracy risk, so the source notes stay visible beside every draft.

The review form, with BCG’s rubric beside it and AI drafting from notes
The review form, with BCG’s rubric beside it and AI drafting from notes

Decision 3

Build on top of Workday, not inside it

Workday is the system of record for reviews, and people already know it. CD+ handles the part that’s specific to BCG: gathering feedback during the project and turning it into a review.

Instead of

Building everything inside Workday’s own extension tools.

Trade-off

We inherited Workday’s login and data structure.

The project view: who needs feedback, and when the promotion meeting is
The project view: who needs feedback, and when the promotion meeting is

The shift

Feedback used to wait for review season. Now it’s written while the work is fresh.

Before

Project ends

Weeks pass

Feedback written from memory

Retyped into one file

Promotion meeting

Weeks

After

Notes during the project

AI writes a first draft

Reviewer edits and approves

Feedback reaches the consultant

< 24 h

05 — The final experience

Feedback capture: notes during the project, and the assessment at the end.

But feedback only matters if I can capture it on the move: in between meetings, in a taxi, on the way to the next client. Especially if I’m a partner.

01 · The project

02 · Notes

03 · Downward feedback

Everything starts from the project: the work, the team, and who still needs feedback.

During the project, notes land on each consultant’s page, tagged to the rubric. Try it: write a note, tag a skill, switch people.

At the end, the notes become the assessment, with BCG’s rubric beside the form. AI drafts strengths, growth areas and the summary for the reviewer to edit.

The project view in CD+
BCGCD+
CM
Caroline Monteiro
monteiro.caroline@bcg.com
Project
Banco De Costa Rica – Redefined organizational design for a global medical products and service company
Project Code: T4-43895 • Project Dates: 20 Feb, 2022 - 23 Feb, 2025 (36 mos)
View All Projects
AJ
Angelica Jones
Consultant (C2) • Assigned: Jun 05, 2023 - Sep 23, 2023
Feedback Progress56%
Add Collaborators +Change OwnershipView Profile
9:41•••
← Banco De Costa Rica
AJ
Angelica Jones
Quick note
Ran the client workshop end to end. Clear root-cause framing, strong on the data.
PS&IC&PCITC
Saved to the project ✓
CD+
Lightweight Note-Taking, Coming Soon to Mobile!
Capture once, access anywhere, so you can focus on insights, not chasing scattered notes.
Your Notes
≡≡≡☰BIUS
TaggedPS&Ipick a skill on the right to change it
Just now · from mobile
Ran the client workshop end to end. Clear root-cause framing, strong on the data.
PS&I
You consistently demonstrate a superdeep understanding of your role and the tasks associated with it.
PS&I
Presented the org design options to the client CFO with real composure. Tighten the storyline next time.
C&P
Owned the benchmarking workstream without being asked, and brought the team along.
TC
MDA
(Mutual Development Agreement)
Downward feedback: the assessment form with BCG’s rubric beside it

On the phone

The mobile app follows the reviewer’s path: pick the project, pick the person, write the note. The assessment is there too, for when a project ends on the road.

My projects: Every case the reviewer is on

01 · My projects

Every case the reviewer is on

The team: Pick the person to give feedback to

02 · The team

Pick the person to give feedback to

The consultant: Who they are, before you write

03 · The consultant

Who they are, before you write

Notes: Write it while the work is fresh

04 · Notes

Write it while the work is fresh

Downward feedback: The assessment, when the project ends

05 · Downward feedback

The assessment, when the project ends

Where AI acts, and where it doesn’t

Drafts

Strengths, growth areas and the summary, from the reviewer’s own notes

Never

Submits on its own, or uses anyone’s data without their consent

Always visible

The source notes, beside every draft, so the reviewer can check it

Reviewer’s call

Every word that ships is edited and approved by the reviewer

The system underneath

Consistency

One standard framework across business units and projects

Transparency

Everyone knows what they’re being assessed on

Accessibility

Works on mobile and desktop, so notes can be taken anywhere

Bias checks

Designed, not yet shipped: AI that flags grading patterns across gender and region

Getting AI past Legal

Legal’s worry was UK privacy law. Using consultants’ feedback with AI, without their consent at each step, might not comply. So I proposed one company-wide opt-in, asked of every consultant before the next CDC cycle began: yes or no to AI-assisted feedback.

Saying no changes nothing for the consultant. It changes things for their advisors, who wouldn’t see AI note-taking when collecting that person’s feedback. For those cases I proposed audio notes instead: the advisor speaks, the mobile app transcribes it into notes, and they still save the time. I didn’t have time to build it, so it’s the next step I recommended.

I wrote four principles (clarity, consent, control, timing), designed the opt-in and what happens on each side of it, and recorded a walkthrough for Legal instead of waiting for a meeting.

The consent walkthrough I recorded for Legal
My message to Legal: a recorded walkthrough of the opt-in, and what happens if someone opts out
Legal’s reply to the walkthrough
Legal’s reply: “It’s provided a great jumping off point from which to advise.”

Impact

Legal approval: 10 days → 3 days.

Legal reviewed a recorded walkthrough instead of waiting for a meeting.

The release moved up one sprint.

Consent was the last blocker for the AI draft.

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The opt-in, rebuilt. Pick an option and submit: the matching plan lights up below.

If they opt in

  1. 01Nothing changes for the consultant
  2. 02Their advisors get AI note-taking and an AI first draft while collecting feedback
  3. 03A person edits and approves every draft before it’s shared
  4. 04Consent can be withdrawn at any time in settings

If they opt out

  1. 01Nothing changes for the consultant, and nothing about them is sent to AI
  2. 02Their advisors don’t see AI note-taking while collecting their feedback
  3. 03Proposed next step: audio notes on mobile, transcribed into notes, so advisors still save time
  4. 04They can opt in later from their homepage
The full consent map
The full map I walked Legal through: homepage, opt-in, opt-out, and getting back to consent later

06 — Outcome

Feedback got faster, and more of it got written.

Did the bets hold?

Bet

What happened

Verdict

Capture in the moment

A note takes 62 s to write and tag, but only 67% were tagged correctly

Partly

AI drafts, people decide

62% of 50 pilot reviewers started from the AI-written draft

Promising

One place, one rubric

Form completion fell from 7 to 3 minutes. Review consistency isn’t measured yet

Partly

Every number, by where it came from

Source

Measure

Result

Testing

Pulling notes together

15+ min per consultant → no separate step (1.5 min per note, tagged)

Testing

Completing the feedback form

7 min → 3 min

Testing

Writing and tagging a note

62 s, against a 90 s benchmark

Pilot, 50 reviewers

Started a review · started from the AI-written draft

80% · 62%

After launch

Review prep · tool use · time to feedback

−30% · +40% · under 24 h

Legal

Approval for the AI feature

10 days → 3 days

What worked, and what didn’t

Notes in one place

“Everything in one place feels relieving.”

Fast approvals

“Takes me 5 seconds to approve feedback.”

Better conversations

Less time recalling what happened, more on the consultant’s growth

Tagging

Only 67% tagged notes correctly. The one step still to fix

The bar to beat

“Only if it’s faster than Workday, then I will adopt it.”

No meeting access

How feedback is used was inferred, not observed

These are team results: I owned the experience, the PM owned the metric.

07 — How I worked

The process was part of the work.

The tool moved between design, product, Legal, data and four business units. I flagged gaps early instead of waiting: when the AI pilot had no clear owner for launch, I drafted a launch checklist and proposed a shared Slack canvas so the team could assign owners.

I also refreshed the journey map for the leadership workshop, and kept everyone working from BCG’s rubric as the one source of truth.

My proposal for a shared launch checklist
My proposal for a shared launch checklist
The handoff file, organised for developers
The handoff file, organised for developers

Three things that sped the work up

01 · Async updates on Loom

I recorded walkthroughs instead of booking meetings.

Short Loom recordings, walked through in Miro, kept Legal, product and the business units up to date on their own time. Nobody waited a week for a slot, and the sprint kept moving. The consent walkthrough above is one of them.

02 · A pilot survey with Advisors

I tested the proposition with Advisors before launch.

I ran an internal pilot survey with Career Development Advisors on AI note-taking and downward feedback, and used their answers to refine what we promised before it went wider.

The AI note-taking and downward feedback pilot survey, sent internally
The AI note-taking and downward feedback pilot survey, sent internally

03 · Maze recordings, walked through together

I showed the team how people moved, not just what they said.

We ran general-purpose Maze recordings to see how people navigated the note-taking journeys we’d built. I walked the client team through the sessions, so decisions came from watching real use.

Walking the team through a Maze session: writing end-of-case downward feedback
Walking the team through a Maze session: writing end-of-case downward feedback

08 — Taking it to the partners

After the pilot and Maze, we took it to the MDPs in Vienna.

We had piloted the tool with 50 reviewers and watched how people moved through it in Maze. The next step was the people whose billable time it was meant to save: BCG’s Managing Directors and Partners. Their time is hard to get, and they work across the world.

In May 2025, MDPs from around the globe gathered in Vienna for BCG’s Worldwide Officers Meeting. I flew down to put the working product in front of them, introduce what we had built, and get their feedback first-hand. Partners used the tool themselves while we talked, at the stand where BCG introduced CD+ to the firm.

A partner working through CD+ on a tablet at BCG’s Worldwide Officers Meeting in Vienna
A partner works through the working product on a tablet in Vienna. I’m on the right. Name badges blurred.
The CD of the Future stand at BCG’s Worldwide Officers Meeting in Vienna
The CD of the Future stand, where BCG introduced CD+ to the firm. I’m on the right, with colleagues.
My pass for the Worldwide Officers Meeting, Vienna 2025
My pass, Vienna, May 2025.

What I came back with

Improvements

A list of changes to the working product, from partners using it themselves

Future-facing opportunities

Where partners saw the tool going next, beyond feedback capture

What it couldn’t tell us

How feedback is used inside a promotion meeting. That stayed unobserved

09 — Reflection

What I’d carry forward, and do differently.

Grades need context

That’s why the rubric and written feedback sit side by side

Simple forms get used

Completion time going from 7 minutes to 3 showed it first

AI needs trust to ship

The consent journey is what let the AI launch at all

Next time

Observe one promotion meeting

Before designing how feedback is read

Test tagging in week one

It was the last thing tested, and the one that underperformed

Measure quality, not only speed

None of these numbers show whether AI drafts lead to fairer promotions. I’d agree that measure with the PM before launch

Audio notes for opted-out consultants

Advisors speak, the mobile app transcribes. Proposed to Legal, not yet built

With more time

Experiments on when notes get taken, and bias checks for individual reviewers

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