Case Study

Case Study

Case Study

Case Study

Crafting the request
and share service for
transferring credentials.


Crafting the request
and share service for
transferring credentials.


Crafting the request
and share service for
transferring credentials.


Crafting the request
and share service for
transferring credentials.


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Details

Client

KeysForWeb

Year

2022

Role

Product Designer

Brief

The majority of users face challenges in determining a secure and user-friendly service for transferring credentials. This project aims to streamline and secure the transfer of credentials, addressing user needs for efficiency, security, and an intuitive interface.

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Design Process

Setting goals for research and planning.
Setting goals for research and planning.
Setting goals for research and planning.

Competitive Analysis

To gain an understanding of the existing products and identify how competitors approach similar problems, we selected 3 primary products for competitive analysis based on several criteria.

Research Plan

At this stage, I developed a research plan. Research plan helped us to ensure our goals are well-defined and agreed upon, and to guarantee those goals are met by the research.

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User Research

We interviewed stakeholders and conducted surveys to observe people in context.
We interviewed stakeholders and conducted surveys to observe people in context.
We interviewed stakeholders and conducted surveys to observe people in context.

Research Goal

Our research goal was to get an understanding how users interact with the system or solve the problems we are trying to address. We asked developers and project managers about their experiences in sharing confidential information with clients.

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User Personas

Based on the research findings, I have created user personas using research material.
Based on the research findings, I have created user personas using research material.
Based on the research findings, I have created user personas using research material.

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Jobs-to-be-Done

By identifying jobs to be done, we could design useful solutions and assess which features to include in our product.
By identifying jobs to be done, we could design useful solutions and assess which features to include in our product.
By identifying jobs to be done, we could design useful solutions and assess which features to include in our product.

4 Forces of Progress

We found out that people want a method for requesting credentials that can be easily integrated into their existing processes without a steep learning curve and that will reduce the back-and-forth communication.

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Mapping the user experience helped us forecast any friction in the UX before it’s too late.
Mapping the user experience helped us forecast any friction in the UX before it’s too late.
Mapping the user experience helped us forecast any friction in the UX before it’s too late.

Continuous Improvement

We regularly revisited and refined our maps as our product evolved. This iterative process ensured that we stayed in tune with users' changing needs.

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UX Design

User Flows & Wireframing

I created a user flow to describe user’s journey through the product, displaying every step that the user takes - from the entry point to the final interaction. After, focusing on the user flow and the research that we conducted earlier, I began to desin wireframes.

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Research-Driven

The problems identified through user research formed the basis for the dashboard.
The problems identified through user research formed the basis for the dashboard.
The problems identified through user research formed the basis for the dashboard.

Challenge

Users expressed frustration with the lack of clear information, actionable insights and intuitive navigation in existing solutions.

Solution

Designed a dashboard that empowered users with instant awareness, clear direction, and proactive control.

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Requests Management

Requests History

By providing a sortable and filterable table, users can effortlessly locate specific requests based on parameters like status, type, date, and name.

Request Details

When users click on a request, they can quickly see all the details they need in one place. This saves time and effort, helping users make decisions and take action faster.

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Sending the Request

Users encountered difficulty in sending requests efficiently due to the lack of customization options and clarity in communication.
Users encountered difficulty in sending requests efficiently due to the lack of customization options and clarity in communication.
Users encountered difficulty in sending requests efficiently due to the lack of customization options and clarity in communication.

Solution

To address this, we implemented a streamlined request sending process that offered users the choice between selecting a template or crafting their custom form.

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Request Templates

The templates page addresses the user's need for efficiency by providing a library of pre-built templates for various apps and websites.
The templates page addresses the user's need for efficiency by providing a library of pre-built templates for various apps and websites.
The templates page addresses the user's need for efficiency by providing a library of pre-built templates for various apps and websites.

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Team and Collaboration

Through our research, we discovered that the process of sharing credentials with team member is challenging and insecure.
Through our research, we discovered that the process of sharing credentials with team member is challenging and insecure.
Through our research, we discovered that the process of sharing credentials with team member is challenging and insecure.

Solution

Our target audience, which includes project managers, team leads, and individuals dealing with loads of information, faces the challenge of information overload. As a result, we developed a solution for inviting team members and the notification center.

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Retrospective

This project was a journey. Starting from simple sketches on paper, we developed the MVP and introduced several new unique features.
This project was a journey. Starting from simple sketches on paper, we developed the MVP and introduced several new unique features.
This project was a journey. Starting from simple sketches on paper, we developed the MVP and introduced several new unique features.

Next Steps

Thanks to our research, we identified the essential features for the MVP and the next things to work on based on users' needs. Moving forward, the client plans to enhance collaboration by adding features.

Iterative Design

By taking an iterative approach, we were able to adapt quickly and respond to user feedback. This helped us to understand the importance of flexibility in the design process.

Areas for Improvement

As we reflected on our design journey, we saw the opportunity to enhance the onboarding experience. Simplifying the initial user interactions and providing clearer guidance during the onboarding process can significantly improve user adoption.