Summary

For a user to be successful with Impira, the most important thing is for a user to do is to add at least one field to their set of documents. Adding a field allows Impira’s machine learning technology to understand various qualities of the field you want to extract from all your files. Once the first field is added, Impira then starts automatically looking for that field on your other files. Without a single field, Impira and your files are useless. 

Problems

Confusing

From watching user testing and examining users' journeys we saw that people were confused with the steps they needed to take and in what order. 

Cluttered

‍The current “Add field” experience showed many unimportant features and dropdowns that were not necessary for a user to add a field. 

Opportunity

How can we make Impira’s “Add field” experience intuitive and relevant?

Goal

Confusing -> Intuitive‍

The user interface should be visually refreshed to show users the main components needed to add a field.

Cluttered -> Relevant

The redesign should make the steps to adding a field easier to find and use, hiding less important features, and ensure we highlight the right content to users.

Design iteration and testing

Designs went through multiple rounds of iterations. 

Design process

1. Design team group collaboration sessions. 
2. Design team came together with the growth team (engineers and product management) to brainstorm and see what was possible to build. 
3. A new solution was brainstormed and as the growth product designer, I refined the new experience.
4. Engineering team built a prototype.
5. Launched it as an A/B test to users. 

Final design

The following designs shipped publicly to everyone, once our A/B test was statistically significant and we saw an increase in users adding fields. 

Feature launch

A more intuitive flow for users.

Hidden components that aren't important to the main flow of the feature.

‍

‍