As a UX Designer for a Doc Gen startup, I enhanced user experience across key projects.

Role:
Competitive and user research, UX writing, low-fidelity wireframes, and clickable prototypes
Tools:
Figma, usertesting.com
Team:
Yana Lahola, Valerii Panchenko, Eric Pryor.
PDF Editor

My team was tasked with enhancing our PDF Editor to improve usability and efficiency. The previous design failed to make optimal use of screen space, leading to a cluttered and frustrating user experience. Our product manager prioritized the integration of drag-and-drop interactions to streamline tasks and make the editor more intuitive.

PDF Editor wireframes
PDF Editor final design
Wireframes for the old PDF Editor
Search Functionality

My team was tasked with improving our app's search functionality. The current system had separate search bars for each table, filtering only by keyword, which made file searches inefficient and frustrating. The filters were outdated and required too many clicks.

Original search behavior.
Original filter behavior.
Results
Root folder — note the pill filters.
"See all results" page with pill filter dropdown open.
Search results dropdown open.
Process overview

To address the challenge, I began with competitive research, followed by a two-week iterative design sprint to create low-fidelity wireframes. These served as the basis for weekly discussions with the product owner, helping us explore different search modes, filtering methods, and interactions. I refined ideas through multiple rounds of ideation, wireframing, and prototyping, incorporating team feedback and early user testing.We evaluated filtering mechanisms, from simple dropdowns to pill-based selections, focusing on usability and efficiency. Ultimately, we converged on a solution that balanced functionality and ease of use. After developing prototypes, we gathered real user data to validate the designs.

Competitive rESEARCH FINDINGS
Result Display Methods
Some applications, like Spotify, redirect users to a dedicated search results page after typing a few characters. Others display search results in a dropdown, requiring users to click a button to access the full search results page.
Types
Omni Search: Searches across all entities on a site simultaneously.
Local Search: Focuses on a single entity type at a time.
Filtering
All sites implement search result filtering, with the most modern approach using pills with selection dropdowns for easy filtering.
Concepts
Entities: The items or records being searched for.
Attributes: The characteristics or details (e.g., name, date, user, file type) used to find and filter entities.
Competitive research.
Wireframing

I quickly produced low-fidelity wireframes, enabling rapid iteration and collaboration. This helped visualize and refine multiple search interface ideas before advancing to higher fidelity designs. During this phase, I experimented with local and omni search modes, various filtering methods, and user interactions with search entities.

Pill filter behavior.
Searching the users table.
Prototyping

To validate our design concepts, I developed clickable prototypes for user testing. These prototypes provided valuable feedback on the functionality and usability of the new search features in a realistic setting. Insights from these sessions led to further refinements, ensuring the final design met both user expectations and business goals.

Local search prototypes
The user searches "Contract" and clicks "See all results" in the search dropdown.
The user searches "Contract" and the "See all results" page is automatically displayed (no dropdown).
The user searches "Contract" and the "See all results" page is automatically displayed. The user then applies a filter using a pill.
Omni search prototypes
The user searches "Contract" and the "See all results" page is automatically displayed (No dropdown). The user then explores the details sidebar and uses a pill to filter for only documents.
The user searches "Contract" and clicks "See all results" in the search dropdown, then clicks on a folder which opens the details sidebar.
User Testing

Once the prototypes were refined, we moved to user testing, using usertesting.com for our sessions. The main goal was to determine if users preferred omni search or local search, based on data collected from this A/B test.

User testing data.
Test results

The data showed that while Omni Search led to faster task completion times, it caused slightly more user errors than Local Search. Users preferred Local Search, with higher satisfaction scores and fewer errors. This suggests Omni Search is efficient but needs refinement to reduce errors and improve satisfaction. Actionable steps include enhancing Omni Search's usability, potentially through better guidance or error prevention mechanisms.

Next steps

While we didn’t have the opportunity to measure the full impact of the redesigned search functionality by the time of this case study, our plan was to track key metrics post-launch. We aimed to measure improvements in task completion times, reductions in search-related errors, and overall user satisfaction through in-app surveys and analytics. Additionally, we planned to monitor the adoption rates of the new search features to ensure they were being used as intended.

Case Study 2: Digital Signature

The Problem

During our competitive analysis, we identified a crucial gap: while competitors offered integrated eSignature features, our platform lacked this capability. This analysis highlighted the need to develop our own "Digital Signature" product to meet user expectations and stay competitive in the market. The insights gained from this process were instrumental in guiding our development priorities.

Results
The Digital Signature dashboard
Selecting or uploading a template
Adding signers
Adding signature fields to a PDF
Signing a document
Receiving a signature request
Focused competitive analysis

I began the process of designing our eSignature product by analyzing the user flows of our primary competitors. Most of these competitors followed many similar design conventions. Users expect eSignature applications to behave in a specific way, and I identified the design conventions that we should follow.

Preliminary research
Competitive rESEARCH FINDINGS

Here are the key features I identified as essential for remaining competitive with existing eSignature products:

Intuitive Workflow
Leading eSignature apps provide a guided, step-by-step signing process with clear progress indicators.
Drag-and-Drop
Users can easily place signature and form fields on documents through a simple drag-and-drop interface.
Security Measures
Common features include encryption, audit trails, and multi-factor authentication to ensure secure and compliant signatures.
Responsiveness:
Top apps offer seamless operation across desktop, tablet, and mobile devices.
Customizable Branding
Many platforms allow for the integration of company logos and colors into the signing interface.
Template Management
Pre-built and customizable templates for frequently used documents are a standard feature.
Document Previews and Navigation
Users can preview documents with zoom functionality before signing.
Signer Order Control
The ability to dictate the sequence of signers is a typical feature.
Real-Time Notifications
Instant updates and alerts keep users informed about the signing process and status.
Wireframing

To develop the eSignature feature, I started by creating low-fidelity wireframes to explore and visualize different design possibilities. These wireframes served as a foundational tool for refining the eSignature interface before moving into more detailed and polished designs. This was a months long process; below are some samples from the many wireframes.

PDF Editor.
Signing a document.
Signing a document.
Adding a template to a signature request.
Prototyping
The user uses explores various actions that can be preformed on the Digital Signature dashboard.
The user signs a document using the signing wizard.
The user sends a signature request using the Request Signature wizard.
Next steps

Although we didn't have the chance to fully measure the impact of the new eSignature feature by the time of this case study, we planned to track several key metrics post-launch. Our focus was on assessing improvements in user task completion times, reductions in signature-related errors, and overall user satisfaction through in-app surveys and analytics.

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