Bank admins need direct access to documentation and tools for editing, viewing, downloading, sharing, and removing. A chatbot and revamped design were suggested to improve their system.
Design of Homepage and Document Viewer Section
User Pain Points
Current pain points for daily tasks in document manager
Goals
Create a user-friendly document management system that helps users organize and access documents. Use an interactive assistant named “Roger the Robot” to guide users during searches. Improve the user experience with an engaging interface.
Wireframing Process Flow
Wireframing the Process
Role with tasks for document manager
Scenario Process Flow Document Manager
Journey Map Flow Document Manager
Scenario Process Flow Document Manager
Style guide
Chosen colors were inspired by a balance of professionalism and approachability. The color palette aimed to create an environment conducive to focused work while still being visually inviting.
Colors Used for UI Project
Font Used for Document Finder
Predictive Search Bot “Roger the Robot”:
Roger the Robot is an interactive assistant that helps users find the documents they need with ease and natural language processing, creating a human-like interaction that reduces frustration during searches.
AI robot assistant to help you find and complete tasks
Viewing Final Product:
Presented here are selected concepts that emerged after extensive research and design iterations. These concepts reflect a user-centric approach and capture the essence of the final vision for this product. The upcoming stage involves refinement based on your valuable feedback before progressing to the development phase.