Document system management

Document management for shopping centers

Company hyperIn

Year 2023

Role UX/UI designer

My Role

  • Auditing usability testing

  • Defining user-flows

  • User interface

  • Prototyping (flows and interactions)

  • Dev handoff

Project Summary

Re-design the document system tool for Admins. This tool was implemented 10 years ago with no interactions in between. The tool was outdated and have several usability issues. My role was to identify the main user pain points and re-conceptualize the feature to bring more value to the users.

The goal

Improve center documents navigation where admins can structure documentation easily and tenants can find docs at hand.

Our high level design goals were to:

  1. Discoverability: Easy to find docs and improving navigation

  2. Warm welcoming: Create visual UI to make the content more appealing and easy to identify

  3. Visibility: help tenants understand what is the most relevant information and how to find them

  4. Accessible: Make sure tenant can access to document from the phone

We hear their specific needs

  • Users wants sections that are easily to identify. Like opening hours, marketing material, real state management, etc. Tenants tend to be the most inquiring about opening hours, making them very accessible.

    Docs Management

  • More visual layout for the section listing (i.e. icons). The current text-based layout is a bit "boring" according to the customer.

    Visual and appearance

  • Users found difficult to navigate between documentation.

    Discoverability

Original Document management views

Here is the landing view when users see the document available. Overall, the interface does not differentiate what is a document or an attachment.

Here is the edit view where users manage the documentation, add-delete-move. Overall, the interface has several usability issues.

Conceptualizing the new experience

I started designing the concept of the new doc structure and defining the Admin experience. In total I did several separate reviews, these being creation, management (edit, delete, and move), and onboarding. Each of these helped me understand technical feasibilities and where the experience needed more definition

Exploration for end to end experience for admins

Exploration for end to end experience for tenants

Testing and collecting feedback

Since I was working on existing design patterns, it was relatively easy to move straight into a prototype ready for use. I created 4 prototypes and conducted Internal usability testing which highlighted the top risks of the product to be:

  • Onboarding: The new redesign could be disruptive for experienced users. How do we introduce them to the new workplace? Do they need to double-check the documentation after migration?

  • Navigation: Scanning and finding documentation is key to managing file and moving across the workplace

✐ This project is still in progress. More work coming soon ✐

Takeaways

So far, this project t's have been really interesting. I had the opportunity to involve other teams in the design process and do usability testing where we identified interesting points and rose awareness. By doing so, I wanted to educate other stakeholders on the importance of research in product development.

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HyperIn, Mobile Intranet for Shopping Centers