Document Manager

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.

Document Manager Topic Landing Page Web and App Designer
Design of Homepage and Document Viewer Section
Current pain points for daily tasks in document manager
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

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.

Color guide for User Experience
Colors Used for UI Project
Karla Font Design UI Typography
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.

Predictive Robot Search Demo Conversation Page
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, capturing 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.