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An e-signature and document management platform

I designed and validated a 0 to 1 omni-channel web app that automates a series of complex insurance workflows.

Summary

Our users were using email to manage document signature and financing agreements, so my team created a DocuSign integrated Web App that automated the entire process.

Process

Journey Mapping & Stakeholder Interviews Product Concept & Testing UI Designs Development Support

Journey Mapping

An in-person journey mapping activity was preformed with key stakeholders. This journey map was later translated into a digital map. This journey map ensured stakeholder alignment. An outcome of this activity was a clearer idea of the software's necessary requirements.

The life of an insurance financing agreement and the actors involved.

Design System

A design system was created an approved by our client then the prototypes were built in Axure.

The start of an enterprise design system for developing web apps.

Product Concept & Testing with Users

Before low and high fidelity UI design, the new concept needed to be validated. 14 different users and 3 distinct concepts were shown.


A lot of valuable feedback about the concept was collected from these tests. This feedback was used to enhance confusing areas or solve for unforeseen gaps in the solution.

The example below was used for testing the concept with one of the user types.

A concept of the new software idea for testing and validating with users.

High Fidelity UI Designs & Usability Tests

After concept validation, low and high fidelity wireframes were made and tested with users.

UI designs were created in Axure then connected together to create a clickable prototype. The clickable prototype was used for additional user testing.

A series of steps throughout the workflow.

Developed Application

The developed application mirrored the high fidelity prototype in many ways. The integration with Docusign was a success!

A series of screenshots from a product demo

Results

The application now serves 500+ companies reducing the time to complete insurance financing agreements from over a week of manual communication to less than a day.

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