Summary

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Generated with NotebookLM from an explanatory case brief. It does not include personal data, deeds, or sensitive client or signer information.

Role

UX Lead

Assessment of the legacy tool and end-to-end reengineering.

Time

1 year

Diagnosis, Double Diamond, and a prototype master ready for handoff.

Apuesta

Plataforma, no sello

From “sign this” to meeting, identity, case file, and deed.

01

Sign only, no flow

There was no meeting, agenda, or record as product objects. You could not create, clone, or cancel the act as an operation.

02

The office as a workaround

If identity, the connection, or the document package failed, plan B was in person. The signer traveled because of a hole in the software.

03

Identidad offline

There was no serious remote liveness challenge. Without OTP or liveness, a remote signature was an act of faith.

04

Hallway participants

Who was tied to which file, and in what order, was oral knowledge. Reordering parties was not a designed flow.

05

No operational memory

There was no requirements book, search, or filters as IA. Finding “Thursday’s meeting” was a phone call.

06

Sessions that die in silence

Hostile loading and expired-session states. The notary lost context and was sent back to login, sometimes with the citizen sitting in front of them.

07

Designed for desktop only

Joining from the phone —the device the signer already has— was not a designed path.

08

No system beneath the screens

Inconsistent components and language. Every new type of act was another loose screen: that is how notarial software ages.

01

Discover

Assessment of the legacy app. Notary vs. signer jobs. Where bureaucracy leaked into the office.

02

Define

Framing: a platform for the act, not a stamp utility. Objects: meeting, party, case file, deed.

03

Develop

IA, flows, and edge cases: expired session, empty search, reorder participants, cancel.

04

Deliver

Master + UI kit foundation. Prototype screenshots exported under each block.

Viajes

−72%

Estimated drop in office visits caused only by identity or session failure, not by a legal requirement.

Meeting creation

38 min → 6 min

From assembling the act by phone, mail, and folder to a backoffice intake with parties and PDFs.

Sesiones rotas

−31 pp

The as-is silently lost ~31% of sessions. Explicit login, loading, and expiry states cut that leak.

Identidad

90 min → 12 s

A counter to “prove who you are” versus OTP + liveness on the phone the signer already has.

Operation

+64%

Meetings recoverable by search/filter without calling a colleague who “has the file”.

Escala

24 colegios

TAM of the federalization: provincial colleges the Casa Rosada spot was meant to open a conversation with.

01

Not polishing a stamp

If the legal ritual has five steps and the software has one, it is not a UI bug. A product is missing.

02

Naming the objects

Meeting, party, case file, deed. Once those nouns exist in the IA, clone, cancel, and reorder stop being exotic.

03

Lo remoto es confianza

Liveness and OTP are not decoration. They are how the office is retired as the default identity provider.

04

Telling the product story

The script and the demo are not separate marketing: they are the same mental model (backoffice + signer) as the master.

Design Ops — Full initiative

Design Ops — Full initiative

OPTI

OPTI

Cannect Mobile

Cannect Mobile

Cannect

Cannect

RUBI – GCBA

RUBI – GCBA

ICBC YOY UX Design Ops

ICBC YOY UX Design Ops

ICBC Auto Pledge Loans

ICBC Auto Pledge Loans

Traza

Traza