This project allows the user to increase efficiency when creating contracts by inserting tags for dynamic data entry.
Project Type: Enterprise Healthcare
Designed for: Desktop
Stakeholders: 3
Product Owner: 1
UX Designer: 1 (me)
My role was to design a solution that allows the user to add tags to their contracts for automatic data entry.
The Admin starts with creating a new Smart Template and uploads a contract.
Under Tagging, the user has the ability insert their cursor in the contract PDF where they want to add a Smart Tag.
By highlighting the text, the user can select different Smart Tags options in the right-hand pane.
Once the user selects a tag, it is automatically inserting into the contract.
They can repeat this process until all the tags for a contract are inserted.
The Paralegal has the ability, in the Document Source phase, to merge the tags.
Once the merging is complete, the document is ready to move on to the next contract phase.
The user can verify that all your tags have been merged with the corresponding data.
This was went through multiple versions but is now in production and ready for release.
This project was to revamp the clipping interface for the company's flagship product. By interviewing potential customers, we discovered that the original clipping interface was too complex to learn. After some competitor research and user testing, I designed a solution that met the users' needs. I added new panels at the bottom that visually showed the start and end clip points. Each panel allowed the user to easily move 1 second or 1 frame, forward or back, in the timeline. This allowed for frame accurate clip creation. I also added a play button to preview that portion of the clip. Feedback was very positive from customers and this new version of the clipping interface was implemented into the product.
February 2020
by Joel Gabiola
UX/UI, Interface
