Infotechtion Advanced Records Management Application

greensill.com
Project Description

Infotechtion Advanced Records Management application which provides an integrated platform for records and information lifecycle management to meet an organization’s legal and regulatory compliance requirements related to information managed in the Microsoft 365 platform. Infotechtion Advanced Records Management provides enhanced user experiences to simplify the governance of information and records managed while fully leveraging all the capabilities provided by Microsoft Purview.

Expectations & Problem Statement

Re-design the entire End-to-End User Journey aimed to enhance the overall user experience by revamping and optimising the complete user journey for I-ARM (Infotechtion Advanced Records Management) application.


Users of the Infotechtion Advanced Records Management application are currently experiencing significant challenges and inefficiencies due to a poorly designed user interface and overall user experience. The lack of intuitive navigation, confusing information architecture, and data entry processes hinder users in effectively managing and organizing records throughout their life cycle. This results in increased user frustration, a higher likelihood of errors, and a substantial decrease in overall productivity. Addressing these usability issues and enhancing the overall user experience is imperative to ensure efficient records management and to meet the application's intended purpose.

Role & Responsibilities

As the UX and UI Designer for this project, my role is pivotal in addressing the challenges mentioned above and Designing a clear and intuitive information architecture for the application, ensuring that users can easily navigate and find the information they need.

  • Conducting thorough research to understand the needs, behaviors, and pain points of users who interact with records and information management systems.
  • Identifying key user personas and creating user journey maps to visualize the user's interaction with the I-ARM application throughout its lifecycle.
  • Designing a clear and intuitive information architecture for the application, ensuring that users can easily navigate and find the information they need.
  • Organizing and structuring data in a way that aligns with user mental models and industry best practices for record management.
  • Iteratively testing and refining prototypes with users to gather feedback and make necessary adjustments.
  • Creating a visually appealing user interface as per Infotechtion branding standards.
  • Working closely with developers to ensure that the designed interface is implemented accurately and efficiently with the given design specifications.
Design Process
Design Process

Users
  • General Users | Administrator | Records Manager | Legal Teams
Primary User Goal
  • Enable users to efficiently capture, create and manage records.
  • Provide users with the capability to identify specific sources / sites produces carbon emissions.
  • Easily input and categorize records.
  • To quickly and securely access and retrieve needed records when required.
  • Easily search for records based on various criteria.
  • Retrieve records and ensure access permissions are adhered to.
  • Organize records in a logical hierarchy, assign appropriate metadata and categories to records.
  • To ensure that records are retained and disposed of according to established retention schedules and regulatory requirements.
Achievements
  • User feedback indicated a notable increase in overall satisfaction with the product or service.
  • The redesigned journey reduced complexity and improved the efficiency of user interactions.
  • The optimized journey reduced the number of users dropping off at critical points.
  • Users started engaging more with the application, resulting in higher usage and longer sessions.
  • The redesigned journey contributed to achieving specific business goals, increased user engagement, enhanced user retention.

User Requirements & Goals

 

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Wireframes

 

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Visual Designs

 

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