Project overview

Engaging in a short-term project, my expertise will be utilized to perform a thorough assessment of an electronic document management platform. This platform integrates elements of the Software as a Service (SaaS) model, offering users the ability to customize and manage functionalities according to their needs.

Business challenge

Boost user loyalty by simplifying and enhancing system interactions, optimizing support costs, and standardizing interface patterns post the Minimum Viable Product (MVP) stage.

Technical challenges

Reorganize, structure, and standardize the production of product solutions and workflow processes.

Team

Stakeholder - tech. director, stakeholder user expert, marketer + me UX/UI/Product Designer

Onboarding + Tasks and phases of project activity

— Joined the project during the transition from a functional MVP (startup) to a structured, optimized, and focused SaaS platform. This was after a year-long absence of a designer, during which new modules were developed by project programmers.

— Collected product information, identifying problems and bottlenecks due to a lack of best practices and basic heuristics.

— Submitted a request to the marketing department for the creation of a marketing vision (tactics, strategy), and identification of sales markets - Unfortunately, this request went unanswered.

Initiated a System Usability Scale (SUS) questionnaire to capture users' attitudes towards the product - This too, went unanswered.

— Requested the Technical Director (stakeholder) for insights into the roadmap - This request was also unanswered.

—Received scattered, outdated layouts in the form of Photoshop and Sketch files, revealing a lack of consistency in decision-making, grid, adaptive versions, and style guides across all project components.

— Noted inconsistencies in the use of icons, fonts, dimensions of interface parts, and other components, as well as the project layout grid.

— Created a comprehensive UI/UX report on the existing system, detailing key workflows and user cases, problems, logical errors, and loss of consistency in UI/UX solutions (based on a mindmap). — Formulated a structural treatment plan for the teething issues encountered during the transition.

— Developed a roadmap based on the identified problems and their articulation to stakeholders, outlining implemented elements and solutions. This roadmap was designed with flexibility to accommodate any phase of the project.

—Systematized all available solutions using Zeplin & Sketch App. Organized icons by introducing a font with SVG icons. Reorganized UI based on the development of a grid.

— Moved to systematization and updates focusing on COMPONENTS.

— Worked on current tasks and introduced new functionality to the product simultaneously.

—Eventually, exited the project due to a lack of input data and insufficient time allocated for collaboration and consideration of my decisions from stakeholders.

Results

1. Implemented a proficient approach towards UX/UI development.

2. Achieved systematization of UX/UI elements.

3. Produced comprehensive artifacts and project documentation.

4. Developed a strategic roadmap for UX/UI, leading to error rectification and overall project systematization.

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