DocuSign Workflows
Ability to manage documentation sign-off processes in-app.
Process
I worked with a multidisciplinary team to produce a bespoke integration between DocuSign and Diligent’s internal product. I lead the development guiding it from an idea to a working integration.
I built wireframes and workflow diagrams testing them against existing clients. I also managed the iterative roll out gathering usage data and feedback to better guide the integration.
Product
An integration between Diligent & DocuSign allowing corporate documentation to be managed and signed within the application securely. This delivered a streamlined and enhanced approval process to corporate governance professionals.
Learnings
UX/UI resources were stretched across multiple teams. I was heavily involved in the development of wireframes and end designs. Great to get some practice on Figma and balsamic!
The Integration was only accessible on the top paid tier for clients. Building a strong relationship with sales to ascertain the link between clients moving tiers and the integration helped define the overall success.
Connecting with a third party app stressed the importance of alignment when managing development, testing and external communication.