File Pattern Management
Project Overview
File pattern management system is a unified platform that oversees the entire process, from onboarding new users to creating PHI 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.
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
Problem Statement
Implement a streamlined process to expedite user onboarding and file pattern creation, increasing efficiency and reducing time.
We conducted user interviews with our account managers, observing their daily routines to document workflows, issues, and blockers. We aimed to understand their roles and challenges.
We interviewed a total of 4 account managers for this study.
4/4 account managers expressed frustration with the Intake form
3/4 expressed concerns regarding the opaque file transaction creation process
2/4 hoped for a way to troubleshoot issues quickly and efficiently
Current User Journey
User Persona - Account Manager
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.
User Onboarding
File Upload
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
Streamlined and Transparent Onboarding Process
A major issue with the existing process was the lack of transparency and the complicated steps involved in the new client process. The redesigned process integrates it into the applications and eliminates offline processes. This also allows us to provide and track the ongoing process status for the users.
Simplified upload and Bulk edit
With the help of the engineering team, we were able to implement a simplified and quicker to upload huge datasets. Users can now directly drop in a sample file for a larger dataset and let the application parse in and populate all the remaining datasets.
The bulk edit feature is designed for advanced users, allowing them to edit multiple data sets at once, streamline the process, and improve efficiency
Version history Tracking
Version history is a new feature implemented to address unauthorized changes to the database without prior approvals or justifications. This feature helps track changes and establish accountability throughout the process.
Usabilty Testing the Solution
Goals
Usabilty Testing the Solution - File Pattern
Goals
Iteration Version 2
Fixing the editable fields
One common feedback was the overwhelming amount of input fields within each dataset. Although it was not currently feasible to remove or reduce the fields, we were able to improve the layout and visual distribution of these fields.
Building a editable PHI Preferences
Our usability testing results indicated that only 1/4 of users were able to edit the PHI with some guidance. To address these issues, we implemented a slide panel for users to expand and edit PHI preferences.
Success Metrics
86% Reduction
in Processing tIme
60% Increase
in succesful approvals
© Gnanaeshwar 2024