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DigiCapture project

Create an in-house solution to replace a vendor application that enables bankers to save documents in a file storage repository and add metadata to those documents. Metadata allows another group to retrieve the documents in the future.

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​Conducted research studies at different stages of the product development lifecycle for the Digi Capture project.

Project Timeline

Product team decides to build the replacement system in house instead of using a different vendor solution

Discovery interviews

Used discovery interviews to understand the context of use for this application replacement. Uncovering the attitudes, aptitudes, and motives of the banker enable the Product and Design teams to create an intuitive User Interface, that minimizes time spent by the bankers, so they can move on to other tasks more quickly.

Digi Capture discovery interviews

Learned how bankers and other employees used the original system to save documents to a file storage repository and add metadata to those documents. 

Start of design work

Design team creates designs for UI of the system with input from research and accessibility 

Design team creates prototypes to be used in UX Research study

Prototype testing

Conducted prototype testing to gather feedback from real end-users about the design for the new system. This feedback enables the team to make changes to the design before development begins. Changes made during this phase reduce overall project cost, they are less costly because development has not started yet.

Digi Capture prototype concept testing

Assess new system that enables users to save documents and add metadata is intuitive to end users.

Research meets with Design, Product, Development, and agile teams to make recommendations about changes to the user interface based on the usability test

Design team finalizes designs and creates annotations

Design team hands off annotated designs to developers

Product and Agile teams create user stories to build out the designs

Development team creates the user interface based on the designs

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