Opentext Intelligent Capture (formerly "Snap") is a cloud-based enterprise solution for capturing content from scanned documents. Snap classifies documents, extracts data, guides the user in correcting issues, and sends the whole package of content and metadata to a back-end system.
Intelligent Capture leverages OpenText's Captiva platform, enabling a rich and robust set of capture features. Captiva technology enables enterprises to achieve paperless mailrooms, and banks to roll-out features like mobile check deposit.
My Roles on this Product
• Led cross-functional Design Thinking workshops to develop concepts and guiding principles
• Persona development and refinement
• Prioritized UX research, including study design and resourcing
• Created and refined early storyboards and wireframes, setting design process in motion
• Design team management and execution planning• Visual design collaboration & style guide definition
• High fidelity prototyping
• Led the design process and engagement with PM and Dev
Guiding Principles of the Design
Based on our cross-functional design studio, we agreed on these guiding principles for the design.
Beauty, simplicity, progressive disclosure of complexity. Provide a beautiful, simple experience for this complex process. Hide complexity as much as possible, but make advanced options easily and intuitively available.
Guided experience. Help the user understand the process of scanning and indexing. Make clear where they are in the process.
Sense of progress. While scanning and processing, provide clear feedback - let user know what is happening in a very obvious way. Make sure units of work (steps) are not too involved or overloaded.
Friendly, helpful tone. Look for opportunities to reinforce that we are here to help the user succeed. Use messaging and illustrations to show that humans who care are behind the product.
KEy Persona
The Process
Design Studio
We scheduled 3 days to front-load this project with a solid shared understanding of our target users, problem focus, and guiding principles for the product:
• Group exercise to generate proto-personas on big post-its
• Affinity grouping of personas to identify key themes
• Voted on which proto-personas are primary
• Developed reference scenarios of the ideal experience for for primary proto-personas
• Yin Yang exercise to tease out the holistic characteristics of the product we are aiming for: emotional response + functional needs
Early Designs
Based on reference scenarios, drafted key screens of the ideal experience
• Got feedback. Validated our designs with users. This included existing customers as well as recruited online testers.
• Refined the design based on feedback
Design Delivery
• Continued to meet with engineering to review and finalize designs ahead of execution sprints
• Based on sprint schedule, delivered final designs incrementally to engineering
Whiteboard Highlights from Design Studio
Early Designs
Style Guide (selections)
Mobile Experience
