DELIVERABLES
UX Strategy
User Flows
Wireframes
User Interface
TOOLS
Figma
Diagrams
Vsign is a web-enabled video conferencing platform with built-in e-signature for financial agreements.
The challenges included the prevalent reliance on physical bank visits due to security concerns and perceived inflexibility in alternative methods. The chosen solution involved introducing an integrated dashboard for bank advisors, streamlining financial file management and meeting creation, resulting in a more efficient and user-friendly experience.
DURATION
May 2022 - Aug 2022
Role: Research, Information architecture, UX/UI design, Prototype
PROCESS
RESEARCH
I initiated the project by understanding stakeholders, conducting a heuristic analysis, and realizing the need for deeper insights through market research and user interviews.
Market Research
Based on the analysis of leading e-signature platforms like DocuSign, Adobe Sign, HelloSign, and OneSpan Sign, our e-signature platform should prioritize user-friendly customization for businesses of all sizes, seamless integrations, affordability, advanced security features, and mobile accessibility.
User Research:
We have two types of users: bank advisors and clients. I've developed individual user personas through brainstorming and analysis to understand their specific needs and identify the root causes of any issues they may encounter.
DEFINE+IDEATE
This table outlines the priority levels, corresponding user goals, features, and metrics for a comprehensive understanding of the design and development focus.
Priority 1 includes goals related to efficient document management, secure remote signing, and quick and easy contract signing.
Priority 2 encompasses features like enhanced identity proofing, recreating face-to-face meetings digitally, providing a client engagement channel, and capturing electronic evidence. Associated metrics measure the success and efficiency of each priority level and goal.
Entity relationship diagram (ERD)
Knowing the problems and potential features we desired for Vsign, during the design process, I iterated and crafted a comprehensive sitemap. This information architecture, represented through an Entity Relationship Diagram (ERD), delineates the product into two primary segments: bank advisors and clients.
Bank advisors - the ERD encapsulates an employee login, financial management dashboard, and an all-in-one e-sign document system. This includes features such as creating meetings, uploading banking documents, sending invitations, conducting ID validation, and participating in meetings.
Clients - the ERD outlines a user-friendly experience with features like logging in, accessing a meeting list, joining meetings, signing e-documents, and downloading e-sign approvals. This structured approach enhances the overall usability and efficiency of Vsign.
Information Architecture
SKETCH
DESIGN PROCESS
CHALLENGES - 1
How Might We simplify the platform for bank advisors to handle financial files and create meetings effortlessly?
User Story:
As a bank advisor, I need a centralized platform for streamlined financial file management and meeting creation.
Pain Points:
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Fragmented processes for document and meeting management.
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Overwhelmed advisors due to complex interfaces.