eDocs: Configure, archive, and process electronic forms on Chase.com
Project Overview
Product Background: eDocs
eDocs is an ecosystem that will allow Chase internal users to configure e-forms on Chase.com. It includes self-service tools, end-customer forms, the Document Upload Center, and the internal forms approval, archiving, and processing processes.
My Role
I served the role of a Senior UX Designer while working with a lead designer. My significant contributions included conducting 4 user interviews, 2 stakeholder interviews, representing design on product teams, and designing the first UI version of eDocs.
Project Background
The Fulfillment & Archive Services team is aiming to launch eDocs by researching, designing, and developing it. As the UX Designer on eDocs, I was involve in early conceptualization, interviews with internal business users, and creating a first version of the UI.
Timeline
October 2022 - December 2022
Challenge
Currently, there are many manual processes throughout Chase that require faxing and mailing paper forms- this is time-consuming and arduous for customers. Additionally, there is a tremendous cost for paper involved in customer and bank processes.
Skills & Tools
User Interviews, Affinity Mapping, Synthesis, Qualitative and Quantitative Analysis, Personas, User Flows, Ideation, Sketching, Wireframing, Interaction & Visual Design, Prototyping, Figjam, Figma
Solution
eDocs will allow the creation of electronic forms, eliminating the cost of paper and manual processes. The self-service tool will also allow Chase business lines to configure forms, which reduces custom development time by the Fulfillment & Archive Services team.
Goal & Outcome
Product goals are to eliminate the time-consuming processes of faxing and mailing paper forms, reduce the volume and cost of paper through digitizing forms, and reduce custom development hours by Fulfillment & Archive Services for e-forms on Chase.com.
Process Overview
1. Discover
Examination of current eDocs product vision
4 interviews with potential users
2 interviews with product stakeholders
Representation of Design in Product and Development meetings
2. Define
Joint brainstorming session with product and UX
User definition and roles
Problem statement
User flow
3. Design
Sketches
Initial Figma Wireframe
Initial Figma Wireframe with JPMC Design System components
4. Deliver
Presentation of work to Design team
