2019
DocGo is a SaaS system for creating, processing, and signing electronic documents.
As designer, my key responsabilities included: maintaining a consistent design system, creating user-driven features, and crafting an intuitive settings panel.
The product was already being used by the Institute of Environment of Alagoas (IMA), allowing the team to gather feedback to improve the usability and functionality of the application.
1
Process creation
Allows you to organize all documents in a structured manner based on their type, following a configurable workflow. You can easily create and manage processes with their associated documents.
2
Document creation
Generate documents either from a standard template or start from a blank document. The intuitive interface allows for easy filling of fields to compose the content of the document.
3
Sign the Document
Signing documents electronically ensures both speed and authenticity. You can even invite others to sign the same document, streamlining the signing process and collaboration.
4
Process Management
The system efficiently handles the entire process, including the content, documents, signatures, and activity records. It seamlessly routes the process to the appropriate department or responsible individuals who will monitor its progress.
Following the processes
DocGo's inbox was designed to resemble Google's email inbox, making processes easily accessible and enabling users to quickly track their workflow status. Additionally, a notification panel displays all the latest changes made to processes and the documents within them.
Process creation
The processes already have their own predefined templates that define the workflow for their processing (screen below). The documents are created from pre-configured templates in the system, where it is possible to edit the text fields to be included in each of the predefined files.
In addition to the editor resembling standard Microsoft Office UI, making it user-friendly, the entire system was built using Material Design components, with the Vue.js framework.
The settings panel
Another aspect enhancing system scalability was the creation of versatile configurations that could be easily customized according to business rules, as the product serves both B2B and B2G clients.
When creating a process in the settings screen, the user defines the sectors through which the processes will flow, ultimately generating templates for document inclusion.
Data-driven approach
As design decisions for this implemented B2G product were primarily driven by user feedback and tracked metrics.
Key improvements noted in usage:
Paperless Processes - Given its use by the Environmental Institute, paper conservation was a significant value for the government body. The software saved over 8,000 sheets of paper monthly.
Enhanced Signature Agility - Documents requiring signatures became quicker to process, offering greater convenience.
Reduced Process Transit Time - DocGo managed to cut the average process transit time from 48 hours to 27 hours, boosting departmental efficiency.
Minimized Rework - Through task automation, the product decreased rework due to human errors, particularly in inter-departmental processes.