Project Summary

INvelope a SaaS cloud storage company that provides users the ability to gather, organize and share their data (images, notes and links) and seamlessly collaborate, edit, and annotates files.

Working with a UX mentor and project manager, I was the UX Designer responsible for researching, designing, developing and testing this product. This project was part of a full-time career accelerator focusing on a 1000+ hours of project-based apprenticeship which included design best practice, user research, rapid prototyping, testing methodologies, and front-end coding.

 

My Role

Product (UX/UI)

Team

UX Mentor
Project manager

Timeline

3 weeks

Scope

Research
User Research 
SWOT Analysis
User Personas
User Survey
Personas
Development
Information Architecture
Site Map
User Stories
User Flow
Wireframes
Design
Font Study
Color Explorations
Development
Visual Design
Style Guide
Logo
Testing
Interactive Prototypes
Testing scripts
Testing & Analytics
Findings Report  

 

Research

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Survey, Interviews & a SWOT Analysis

The Users

I created a survey and gathered results from ten respondents across social media. I did not target a specific demographic but information from a varied group of Americans. My goal was to learn about friction points, goals, habits and preference when using similar products. I also interviewed half of the survey respondents to clarify their responses and gather more depth on the circumstances and motivations behind their answers.

The Business Sector

I performed a SWOT analysis of the crowded cloud storage sector to see if there was an unserved niche market around productivity. What I discovered was that search, collaboration, data organization and mobile were current pain points in the cloud storage.

Questionnaire Info

  • Habits around internet browsing

  • How they saved interesting content

  • When people used digital device to capture notes

  • How they organized notes

  • What platforms did the take notes in

  • What tools they used

  • What online content they saved

  • How they organized content

  • How shared resources were saved online

  • Methods used to share resources with work colleagues

 

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Personas

Finding three distinct use patterns in my user research I created personas to match each of these specific user needs and frustrations . The distinctions involved how users integrated data from work, home and shared data as well as different feature set preferences to complete these tasks.

Motivations

• A central location for personal & work content

• Easy search

• Easy share - platform agnostic

• Being known as a funny person was a social plus.

• A majority of female gamers surveyed preferred enjoyed puzzle type games.

Frustrations

• No collaboration

• Forced organization formats not intuitive

• Not mobile friendly.

• Data not easily transferable

• Data segmentation without separate accounts

Considerations

Top 3 User Feature

1. Sharing content

2. Search content

3. Mobile friendly


Development

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User Stories + Flows = Site Map

From my research, I compiled a large list of potential user tasks. Identifying several user goals, I grouped these tasks into specific user stories. I then drew up task flows based on the three persona goals to help limit the feature set and establish a MVP dashboard for wireframing. Lastly with this established I created a site map to further clarify my assumptions.

 

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Wireframes

Using Balsamiq, I built a basic dashboard and created several landing pages and content pages layouts to target use patterns and establish the wireframe structure. These were presented at a stakeholders meeting for clarification and approval. With a list of changes and notes, I then built a high fidelity Illustrator wireframe as the source for a clickable Invison prototype.

 

Design

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Brand Story

I began my brainstorm with a word-association exercise. I explored ideas around how people share and store information and arrive at the envelope. I researched work flow symbols such as the INbox and adapted this spelling and capitalization into the logo.

Colors

INvelope's color palette brand identity needed to encourage feelings of activity and efficiency. Researching postal and business color schemes it became clear that blue was foundational in the color scheme. I chose a complementary color scheme composed of teal to reflect dependability and security, sky blue to represent friendliness and a contrasting yellow orange to depict vibrate energy and echo the color of the universal yellow envelopes found in offices everywhere.

Typography

I paired Varela Rounded Regular with Lato Light to reflect professionalism with personality. Varela's rounded corners and rounded stance held a softer, trustworthy, and modern look while Lato Light with it's thin sharp edges gave a easily readable and crisp typeface to the brand.I wanted to suggest movement in the logo so I italicized the font slightly.

 

Prototype

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User Testing

With the Invision prototype, I performed two rounds of five user tests. After a round of five, I would make changes to the prototype and test again to test assumptions and further clarify the product.

Most test followed a script that let the user explore and narrate. Most users were familiar with cloud storage and easily identified the product purpose. After exploring, I then had the user attempt to complete certain tasks based on my research and finding. While testing I noted areas of friction in the user flow and specific pain points. The information received during these tests clearly imposed the product and further clarified user needs when use cloud storage

Finding

• Buttons and action text needs to be larger
• Setting should not be in the lower left corner
• Navigation should be moved from left to top of page
• Notification for that the document is saved should be more obvious
• Add a help button
• Collaboration flow need less clicks
• Setting needs to be more obvious
• Market pricing value better

 

Key Learnings

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Summary Report

Conceptual Model

I discovered during testing that generally user’s conceptual model about cloud storage followed the functionality requirements already established by the sector. The major pain point was the inconsistencies integrating and sharing across platforms, apps, and OS. It became apparent early on that this problem could only be solved by a products market share or quick and massive user adoption.

UX Principles

This project served as an exercise in streamlining flow and features to better meet the priorities of the user. I was not a technical challenge but illuminated simple UX principles like presenting information clearly, prioritizing a user's navigation and reducing extra effort by simplifying the steps.

Takeaways

I enjoyed building and user testing this web application. This project revealed how critical in-person usability testing is for examining a product’s viability while leaving room for unexpected insights. With more time, I would build out additional screens to test our search and share functionalities and collaborative features in order to develop INvelope's capabilities for social networking and more advanced corporate needs.