Solve complex issues by providing better usability and enhancements to legacy applications
Client
Sector
Investment Service
Challenge
Provide financial design solutions for desktop legacy applications utilizing UX research that included gap analysis, hero flows and clickable prototype.
My Role
Lead UX Designer - Journey Mapping, User Flows, Wireframes, Prototyping
Research
User Experience Assessment
The current eSign process had alot of issues that needed to be addressed. Some of the priority pain points to be addressed were:
​
-
System integration limitation
-
Manual, time-consuming document preparation
-
Inability to Send Multiple Docs in one email
-
Manual, time-consuming, and redundant document submission
-
Poor & Confusing Document tracking
-
Lag in document sending time
User Interviews
Interviewed a handful of Branch Office Administrators who are the main users to understand their pain points in their journey from Document Preparation to Tracking.
​
​​
User Flows
Understanding the pain points from the current state, I was then able to project the future state for eSign process for the user.
MVP Prototype
From the UX research provided, we went with a stand-alone application that provides a high level of automation with chat bot integration to allow for the users to:
​
-
Have efficiency in preparing documents
-
Have a user friendly and intuitive UI
-
Quick access to actions
-
Improved Tracking experience
