Amerprise document feature
Original Illustration for project
"Statement & Documents" is a secured file-sharing system, and a central part of the Ameriprise Advisor-Client relationship.
Before this project, the user experience and design was outdated & not responsive. The goal is to make collaborating and secure document storage painless.
Base on our clients research, my aim for this project is "Less is more" - the cleaner & more intuitive the design is, the user-friendlier it gets.
On the surface, the design is extremely simple. But it was one of the most technically challenged projects I have done. The project utilize a third party software service. In order to make the user experience works for multiple complex financial scenarios. I worked closely with engineers, Solution Architects and Product Owners to build live prototypes & conduct usability tests.
The feature was publicly advertised and available for clients in December 2017. The feature is used by 1,000,000+ users, on a monthly average. On average, approximately 20,000 document uploads happen daily, and 2,000,000+ files moved to the new system.
SITE DESIGN
ADAPTIVE DESIGN
All functionality of the new site is responsive. Many functionality requires an adaptive view, like sharing, action panel, and sort.
I followed Google's Material Design guidelines for adaptive features, such as vertical ellipsis action panels, search panels, & card-table display.
UX Design / IA / Business Architecture / Interaction Design / Product Strategy / Usability Testing
Folder pages are clean and easy to navigate. File actions are easy to use with contextual help.
The challenge behind this "clean" look is the complex business & legal requirements for each type of document, such as tax & account statements, electronic signatures.