Tools:

C.Myers
Documents management
Duration (Timeline)
10th Aug - 15th Sep 2023
iOS & Android (native)
About the poduct
It's the inner solution for handling daily-basis tasks more efficiently.
Managing files, invoices, and Pii auto-detection, with manual verification.
Goals
Provide a useful support tool for business needs
Files Uploader
PII auto-detection
Manage and review client projects
Unique features
Files uploader
Easy & fast access to files uploader
PII detection
Auto PII detection helps to prevent uploading a files with personal data
Manage projects
Easy managing of client products and projects
Problem Statement
Common problem here was about PII detection failure
For PII detection failure was found a solution to add the user validation for files.constraints how to invest
Fast and easy access to file uploader
Implement collapsed bar with upload area below the header.
Discover
Stakeholders interview
BA and front/back-end developers q/a sessions
Define
User flows
Brainstorming sessions
Ideate
Wireframes
Information Architecture
Design
High-fidelity mockups
Delivery
Design system
Prototype
User roles
After all interview sessions, we define 3 user roles and their flows.
Client User
Ability to upload files to clients branches
Data Checker
The same features as “Client User”
Ability to switch between other clients
Branch management
Admin
Clients management
Users management
Groups permission management
User flow
Wireframes
UI Research
Approved UI