Overview
SignEasy's web app helps teams simplify paperwork, with the introduction of the team plan we set out to develop our first team dashboard for admins. A table stake feature designed to help team admins get their members on-boarded quickly and easily, track seat status, invite new team members and improve the overall seat redemption rate (currently ~70%).
Role
Senior Product Designer, SignEasy
Duration: Apr 5, 2017 - Jun 5, 2017 / 3 months
Team: 1 Developer, 2 Quality Analysts, 1 Product Manager.
Key Responsibilities: Understanding the business goals, converting insights into design requirements, wireframes, problem solving, prototyping and project management.
A customer journey map of how a team admin uses SignEasy's web app.
Objectives
The analysis of the competitors, support tickets (~25 ) and user journey helped shortlist the objectives for the first version of the dashboard.
1. Admins should easily be able to allocate, reallocate and track the status of the seats/licenses.
2. Purchasing large number of licenses should be quick and easy.
3. Admins should be able to add more seats without any assistance from customer support.
4. Improve visibility of account related information.
5. Invited members should able to join teams easily.
6. Improve visibility of seat availability information.
Competitive Analysis
A glance at the competition grid helped us visualize where our product fits in the market and understand the affordance of our users. It also allowed us to effectively choose the modules we should build for this feature.
View the detailed analysis and early concept explorations here. Please note this analysis was conducted in June, 2017.
The Dashboard
During the conceptualization stage, all objectives were translated into task flows. On careful evaluation of these task flows, we were able to finalize the requirements for this feature. The mocks below feature some of the core states.
Click the image to enlarge and zoom in.
Results
Since the release of this dashboard, SignEasy has seen tremendous increase in self serviced team plan purchases and renewals This basic interface not only helped admins independently and effectively manage their teams, but also assured positive impact on the business objectives by reducing the number team related support tickets, improving the capacity of our customer support team.
Learn more about SignEasy for business.
