Challenge: Simplify several processes all in one solution: client evaluation, conflicts, terms of business, fee estimate setup, and regulatory compliance.
Client: Fulcrum Global Technology
Role: Senior UI/UX Designer
Duration: September 2016 and April 2017
High Fidelity Mockups
Pen and Paper
SAP Fiori Framework
I was responsible for the research, interaction design, visual design and branding for a web‑based application for new client intake and risk management as a tool for law firms and legal teams.
Insights from our discovery work indicated many areas where a web-based solution could help to improve the day-to-day lives of AHPs.
We discovered that while information was essential, it was only one dimension in providing effective care for clients.
If we truly wanted to make a difference to the lives of law firms and legal professionals we needed to provide a more holistic solution that considered our users needs relating to:
These insights began pointing to a web-based solution with intelligent workflows which also simplified compliance with AML and KYC standards while adhering to firm policies and standards becomes more scalable.
Before starting any design, we spent a great deal of time making sense of workflows and existing content. This involved a tonne of task analysis and card sorting work. We faced particular challenges with labelling and terminology as we found that language and process varied between law firms. Mapping out the workflows was also challenging as the legal industry involves many different touch‑points with many different people.
Once I was clear with user behaviours, I outlined project scope based on client needs and research results:
1. Create a platform for informal but professional dialogue in the form of question and answers.
2. Design an easy to use dashboard that will be used to monitor activity and collaborate with colleagues.
3. Create a user friendly approach to conflict, validation and endorsement tools
In the next step, I worked closely with the client to establish a data inventory. Based on this, relationships between various features were identified. This knowledge was used to develop content flow diagrams.
After validating task flows, I started work on user interface. I find pen and paper to be the most efficient medium for fleshing out ideas.
Low fidelity sketches, notes and scribbles together formed the foundation for wireframe development. At this stage, I started identifying element behaviour and interaction patterns. Task flows were further broken down and local actions are specified. Most of the wireframes were annotated to show links to overall product goals.
Once the skeleton of the product was ready and approved, I came up with a design system to set the right tone for the product. The backend for this product relied on the SAP Fiori framework so I was able to leverage this as a starting point and build upon this to develop the components, icons and overall experience.
Purple and Teal are used as primary colors with Lime Green as a secondary color. The look creates an aura of optimism and energy. It's used to make the brand look very confident in it's skin making it suitable for a target group of young audience.
Open source grotesque typeface "Open Sans" is used to reinforce the language of "informal confidence."
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