Document System Innovation

Enterprise SaaS – 2018

Eko Cards

A versatile Document Management System offering both the flexibility and the structure.

Situation

The CEO challenged the team to develop a versatile, “omnipotent” digital tool, inspired by the flexibility of MS Excel that’s capable of adapting to diverse and evolving client needs across various industries.

Task

A preliminary research identified Document Management as a persistent, daily friction point requiring a solution that could scale from simple notes to complex cross-departmental workflows.

Action

Instead of building rigid modules, we engineered a modular “Universal Card” system where users could change the card purpose through toggling its functional layers, and through data relationship feature allows a single card to evolve into a multi-departmental project management hub.

Result

We successfully create a functional Document Management System with the “Card” as the platform’s foundational unit, offering both flexibility and the structured power of a dedicated PM tool, meaning a tool that grows alongside client’s rising organizational complexity. Not to mention slim, as it uses a single component for multiple use cases.

Observation: How sticky notes are used in daily working environment.
Initial concept with notes from the CEO
Observation: How users organize information, Guerilla Testing with random office workers in nearby subway station.
The detailed concept as starting point for design & development
Taskflow of the main use-case
Wireframe and task flow of one of the use-cases and what actions involved.
Detailed arrangement of features based by priorities
Annotated wireframe of each screens involved in a workflow.
The final look of the product
A couple of possible variations of the Card, showing how it can easily tailored to different user needs.

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