The ViaTech “Docupak” legacy app was an attorney document generator tool that was was almost 20 years old and hadn’t been updated in some time. A rework of the application had been attempted multiple times, but due to time constraints, technical constraints, and the lack of software product or UX team assigned, the product languished in FileMaker Pro. I was tasked with helping to lead a rework of the application as well as building a new greenfield interface for the administrator.

I began my efforts by working with the existing system administrator to understand existing flow for the business user and created a quick visual to support. Then, in a series of working sessions, I collaborated with the technical delivery team in Bangalore, our internal SME, our VP of Engineering, and our Director of Customer Success to understand future vision for the product. In considering this I facilitated discussion around existing role of end users, the inclusion of a new administrator persona, and delivered artifacts for these users including workflows, wires, and vision for a more contemporary user interface.

Building upon this, I generated wireframes for all user types and iterated with the team. Over a couple weeks, we were able to discuss and refine the end experience for all users and I began tackling mockups for both user types using Angular Material as a starting point. This case study includes images from both the user and administrator experience.