Moving Documents Feature on Pathways

Pathways are a key part of the Ansarada platform. They guide the progression of activity from pre due diligence in scorecards, through to execution of the deal itself in a data room.

The challenge 

Moving documents in Pathways is a frequently reported pain point for advisors. Advisors report that their customers often upload documents under incorrect topics in Pathways and it is difficult and time consuming to move documents to the correct topic.

My role

I led this project with the Product Manager and the Lead Engineer. I was the sole individual responsible for User Experience and I personally created the deliverables that you will see in this case study. I saw the project through from the kickoff meeting, to the launch, and through multiple rounds of iteration afterwards.

Defining the problem

Customer interviews

I conducted a set of interviews with customers and used it as the basis for customer-specific dynamic content.

Data analyses  

I began by digging into our historical data, surfacing user pain points and barriers to conversion. Using anonymous session recordings, I was able to put myself in our’s shoes and identify the pain points when organising documents. On this project, we used Fullstory to search, see, & analyze your customer’s journey.

Stakeholder interviews

This project drastically affected multiple different areas of the organization, which at times had conflicting interests. I conducted interviews with representatives from Leadership (CEO), Product, Sales, Customer Services, and Engineering to understand each part of the company’s unique requirements and concerns for the design.


Wireframe – Low Fidelity

Once we had a solid direction for the design, I began to produce multiple different variations of wireframes. I then put the designs in front of users and stakeholders for testing and feedback. This helped me to narrow the design down to three major variations, which I used to establish a single design framework, and thus move into the final design

Wireframe – High Fidelity

After the first iterations of was approved, I began to create high fidelity designs. During this phase, I worked even closer to the development time. On this case study, I’ve used 100% of the Ansarada component library, and by that reducing the delivery time and scope of this project

The Final Design

Pathways are a key part of the Ansarada platform. They guide the progression of activity from pre due diligence in scorecards, through to execution of the deal itself in a data room. In Pathways, only had document organisation, which provides a method for creating subfolders but we know this isn’t working well for our customers.