File Pattern Management
Project Overview
File pattern management system is a unified platform that oversees the entire process, from onboarding new users to creating file patterns and providing post-creation support. The goal was to develop a streamlined process to increase the efficiency of onboarding users and creating file patterns.
Personal
$5
p/month
1 projects
Analytics
Insights Panel
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Professional
$10
p/month
2 projects
Analytics
Insights Panel
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Business
$50
p/month
Unlimited Projects
Analytics
Insights Panel
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As a Senior UX Designer, I collaborated with stakeholders to define product strategy and design direction. I oversaw the end-to-end execution of the UX design process, managed junior designers, and ensured quality control.
Team
Design Manager - Chandrashekar Mehra
Senior Designer - Gnanaeshwar Srinivas
UX Designers - Aprajita Pandey, Venkatesh Podili
Current User Journey
Insights from User Interviews
Client Onboarding Workflow and Self-Service Portal: A self-service portal for client onboarding is intended to be developed. Simplification of processes and provision of increased control over platform interactions to users are aimed for.
User Input and Automation: While efficiency calls for automation, recognition is given to the fact that users may require guidance and validation in certain processes.
Template Utilization: Templates play a crucial role in standardizing processes and ensuring data consistency. However, challenges related to user understanding and compliance with template requirements are important.
Collaboration Between Teams: Collaboration between the experience team, application team, and operations (OPS) team is necessary for effective implementation and management of system features and processes.
Troubleshooting and Support: Users need to be provided with troubleshooting capabilities and support resources for efficient issue resolution and minimization of disruptions to workflows.
User Persona - System Administrator
User Persona - Account Manager
Problem Statement
Implement a streamlined process to expedite user onboarding and file pattern creation, increasing efficiency and reducing time.
Mapping out the automation Flows
Automation is fundamentally integral to the solution. Through discussions with the core working groups, which comprise system architects, developers, and project managers, we were able to identify key processes that could be automated,increasing user efficiency.
Detailed User Flow
With a clear understanding of user flows, we can streamline multiple processes, reducing friction, and ensuring that users can achieve their goals with minimal effort.
Wireframes
Wireframing our solutions helps map out the hierarchy of functions and focus on capturing the service portal's core purposes. This enabled us to validate our preferred design direction with stakeholders.
Final Product
Usabilty Testing the Solution - Onboarding
Usabilty Testing the Solution - File Pattern
What Next
Having identified the issues and opportunities for improvement, we are currently in the process of implementing the changes. The environment is currently live and has, for the most part, received positive feedback from users.
© Gnanaeshwar 2024