Role: Lead Designer
Tools: Figma, Miro.
Duration: 2023-2024
About NDA Portal:
A self service for creating NDAs (Non-Disclosure Agreements) a very robust global tool supporting Dell on a large enterprise scale.
portal where users can raise dispute or perform all things legal like create NDAs, request support.
Keeping in mind the following
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User Experience
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Dev Limitations
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Responsive across breakpoints
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Visual & Content
Design mobile responsive screens for the end users which enables them to perform key tasks with ease so that they can effortlessly execute these tasks on the go without the need to login from their desktop.
Problem Statement
Design Methodology and Roadmap
Process followed:
Design Estimations
Estimation Technique were based on the number of screens, their priority levels specified by the team to
tackle first and foremost depending on the complexity.
Followed by reviewing it with the team for technical feasibility by Dev Team, Business approval & User Feedbacks sessions
162 Screens
4 Key Features for Responsive screens delivered.
User Pain Points
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Readability Issue on landing screen.
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Naming conventions issues for all support features.
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Not sure about how to upload or retrieve data from cell phones
Priority 1
Not sure about the feature "Add company" and "Individual account" while creating an NDA.
Priority 2
For Search NDA the scroll was not noticeable.
For Create NDA there were lack of help text for template selections, lack of text for support request feature after an NDA is created.
Priority 3
For Query Feature: lack of confirmation after submission of query.
Priority 4
Observations & Findings
Capturing overall insights from the User testing
Scaling NDA legal experience
The NDA portal is made responsive to execute key tasks on the go for the end users of the platform at Dell.
Design Recommendations
Next Directions to take
Search NDA
During the UT session we noticed that
the user had to scroll more and there
are no sorting function for the table to
sort from created dates.
Therefore, we recommend to have
Sort functionality for the table to Sort
the contents on Creation date-
Oldest to Latest.
A sorted table of content from the
back-end which is publishing only the
latest content on the front and the
oldest to the back, has been proposed
by the team.
Taken Care of
Create NDA
During the session we noticed some users found the navigation from Create NDA to the search screen confusing,
So it's recommended to navigate to Create NDA screen directly to avoid confusion.
Based on - Not everyone is familiar with the term "individual account and company account" or the specific use, an insight is to : provide help text or examples in explaining the use cases for the feature.
A link to be displayed here which takes the user to look for examples has been proposed by the team.
Taken Care of
Create Support Request
During the UT session we noticed that most users struggled to locate the support request feature at Quad 2, Therefore, its recommended that Users need better way to access New support request feature.
Based on - For most users, its not immediately clear to "review" feature, an insight is : Users need more cues for what "review " feature means.
Based on - For most users, The download functionality isn't clear, an insight is : Users need more context " On how the download functionality works in the app.
Propose a different color for the main action buttons.
Download pop-up should display - that certain files to be uploaded from the desktop.
Partially Taken Care of
Ask a Query
During the UT session we noticed that most users were not sure if they have successfully completed in submitting a Query, therefore its recommended to have a success message after the user submits a query.
Based on most users were wondering on the follow up time for a query after submission, an insight is - the follow -up time for a query support needs to communicated after submission to avoid confusion.
Have a pop-up to display success message along with the follow up time.
Partially Taken Care of
Takeaway
Keeping in mind the mobile context of the users we transformed NDA portal experience to mobile for our end users so they can perform key tasks on the go.
As we have achieved in getting the
NDA portal experience to the Mobile
MVP stage,
we have identified challenges and provided our recommendations to further improve the NDA mobile experience in the next cycle.
User Testing Process
Goal
We are creating a responsive mobile app to help users perform key tasks: to search, create an NDA and raise support requests/quires.
Objective
We wanted to capture the hick-ups and pain points when users are performing their tasks
Users
7 Users
Method
Moderated 1 hr.