Documentation and reports system

Yes Bank

Yes Bank is one of the leading banks in India. We worked with them to build a platform to help their employees efficiently handle day-to-day work reporting and presentations. I worked with the team as a UX Designer to define the architecture and design a new product called 'Yesbank Sarvesh'.

https://www.yesbank.in

Project brief

Teams at Yes Bank follow periodic publishing of various reports, documents, and proposals to the company management on emails at varying frequencies. Employees were experiencing usability issues with this workflow.

The business team wanted to host these periodic publications at a single point that all the employees and senior management can access at their convenience.

  • - To have reports on the same platform as compared to the existing process.
  • - Should be able to access report while on the move using mobile phones.

User journey

Need to understand the user’s needs, pain points, frustrations, and expectations. I conducted 5 interview sessions with the users. We have two broad categories.

Key takeaways

Need document hosting platform that is easy to use and removes the need of transferring reports over email

Employees and the leadership should be able to access documents as per their roles

Need a repository of documents that also has filters based on the report owner's department and teams

Objectives

Designing a cloud-based documentation experience for Yes Bank employees and management

Scalable across Yes Bank entities and able to upgrade with additional tools

Requirements

  • Designing a custom cloud based document builder system
  • Create reports using the cloud based editor app
  • Database of reports with live updates
  • Accessible on desktop as well as mobile
  • Export document and data files

To skip in this iteration

  • Adding external document to report
  • Annotation and discussion module
  • Export documents in different file formats
  • Share documents to the Company Social Network

Task flows

I split the system flows and structure into two interdependent parts that coincide with two different user types. They will be able to access the system components based on their access level.

Wireframes

Based on the task flows and information architecture, I sketched design layouts to build screens for the system. Building keyframes helped to receive quicker stakeholder reviews and feedback on the system elements.

UI Design

Desktop is the primary device

Creator to have partial functionalities on mobile, full mobile web version for the Reader to consume reports

Reports dashboard

Yes Bank employees can create reports using the available tools and publish them for the concerned team members and company leadership to consume. Reports Dashboard shows the database of reports created.

Report creation flow

Users can initiate a new report creation flow by clicking on the button on Reports Dashboard. They are taken to the editor window, where they can compose the report using available tools and live preview, and published it on the system for others to consume.

One View Dashboard

For the first version, the company leadership and management-level employees can use the One View Dashboard for accessing the reports created by employees. Our aim was to simplify the report consumption and increase overall flexibility of processes.

Report consumption flow

One View Dashboard helps the company leadership and management-level employees access reports. The aim is to add flexibility and simplicity to the workflow.

Mobile responsive screens

Initialised building a design library

How will it impact?

The product is planned to be launched in 2022 after testing and user feedback. Considering the scale of the business and the wide range of stakeholders, it will have a significant impact on the daily operations.

Enhanced visibility of the operations

Help in better forecasting and decision making

Convenient availability of reports and KPIs

Team