The problem

Preservica needed to be integrated into Microsoft Sharepoint and these where the main requirements which needed to be addressed by UX:

• Keep record transfer processes simple for end users.
• Find & use archived content without the barriers.
• Safeguard the readability of records while you sleep.
• Manage the complete long-term records lifecycle in Microsoft.
• Long-term security by design.

The solution

I had to work with existing style guides from Sharepoint along with Preservica's brand. The solution was a simple implementation of components called from Preservica to achieve the end goal.

How I helped

Overall, my role encompassed a mix of user experience design, user interface design, and collaboration with engineering teams to bring the design to life. This end-to-end involvement helps bridge the gap between user needs and technical implementation, resulting in a well-rounded and user-friendly solution within the SharePoint ecosystem.

The problem

User were working with a very complicated legacy model to add new users. It was complex and very hard to understand. We wanted to supply a more intuitive user experience where all the actions live in one page rather than sending the user all over the system.

The solution

We did hours of A/B testing on solutions and came up with a single page user management tool.

How I helped

I spent hours in workshops with users understanding their pain points and frustrations.

The problem

Our users were migrating from other systems to get their assets into the Preservica system. They needed a fast way to add metadata to all the assets fast. We had 3 months to build a solution which would accommodate all our use cases all in one feature.

The solution

After endless brainstorming sessions and 20 user journeys and prototypes we finally solved it. We could utilise the existing API's off the legacy system. This meant we didn't need to rely on core released which happened every quarter.

How I helped

I did careful analysis of the API's in the core system and came up with a compromise (and no not a compromise for the user) which made engineers happy and we delighted our users with an easy to use bulk CSV metadata feature.

The problem

User have no way of adding their own templates of metadata to attach to assets in the collections. They wanted to be able to use a simple intuitive GUI which allowed them to either add the fragments manually or by using a CSV template.

The solution

I created a user journey which would delight the users and speed up their collection creations.

How I helped

I spent months with engineers working out what API's we had which could be leverage and which new ones we needed the core team to build.

The problem

The old public portal was built without any UX influence and the configuration was very hard for the user to navigate. The user needed a solution which allowed them to showcase their collections to the public. They needed a portal which would give their viewers an easy, quick way to discover and search.

The solution

We spent months looking at solutions we could use and decided we needed to build this inhouse. Our problem we were trying to solve was very unique.

How I helped

Using the Diamond Theory and Lean UX process I was able to identify the constraints our customers had when setting up their portals. I spent months in workshops with our various persona groups of users. I solved all their needs in one simple portal design. The main focus was discovery and search and the ability to have a AI system which picked up trends of their users.