Copiez

Overview

In-house project
Industry : Document Management
Timeline : 22.05 - 24.03
Team : 2 Product Designers, 4 Engineers, 1 Product marketer
Role : Lead Product Designer, Visual Designer, QA, IR&Service introduction deck design
Skills : Feature Planning, UX Research, Interaction Design, Visual Design, Prototyping, QA & Stress Testing

THE PROBLEM

To understand the workflow of the real estate sales market and the specific challenges faced by each sales position, we visited the office of our client, St. John's Sales Agency. There, we conducted interviews with both on-site sales representatives — who promote apartments or buildings directly to potential customers — and the manager responsible for overseeing the overall sales status. Through these interviews, we gained insights into how they carry out their daily tasks and manage the sales process.

How do most people management their important documents?

We wanted to gain a better understanding of how people of various age groups store and manage their important documents. To do this, we conducted an anonymous survey with 360 participants, which allowed us to gather insights into their everyday experiences with managing paper documents and identify key insights.

Based on the four pain points and insights we have finally derived, we present the following solutions.

IDEATION

Upon taking our user research and noting key pain points to address, we brainstormed and mapped out the preliminary information architecture through which our product would be structured.

We created low-fidelity sketches to consolidate our potential ideas and envision the core features of the application. 

The key features included a home page, documents scanning, detailed contract information (including the original scanned image), and a list of push notifications.

ITERATION

A design aimed at efficient document management and optimizing collaborative productivity

After completing the initial low-fidelity sketches, we designed Copiez’s flow, refined the vision, and created mid-fidelity wireframes. In this process, I worked on the home, document detail, and menu sections of the application that would help users maintain productivity while efficiently managing documents according to their category functions.

Home Page Iteration

When creating multiple iterations of the home page, I explored how to effectively separate documents in progress from those already registered. Documents in progress could be divided into four states draft, in registration, pending confirmation, and registration failed while completed documents could be categorized into nine different groups. I focused on designing how these categories could be clearly and efficiently distinguished to support seamless document management.

Documents Details Iteration

While iterating on the document detail screen, we analyzed how efficiently classifying the document’s original images and text information could maximize user productivity. The following are a few design examples created to help users manage all documents efficiently regardless of the number of images or text length and quickly capture the needed information when necessary.

We chose the third design, which categorizes document information by category regardless of text length. The original image preview feature provides users with an opportunity to quickly check an overview of the image and the number of uploaded images before viewing the detailed ones. The dividers clearly distinguish the hierarchy of document text, helping users quickly capture the information they need. Ultimately, this supports our goal of achieving efficient document management.

FINAL DESIGN

Design System

To ensure smooth communication and collaboration with team members, as well as a consistent service experience for users, I built the Copiez Design System from scratch.

The Final Prototype
Copiez was created through countless iterations, creative brainstorming, and user-focused testing.

OUTCOMES

A meaningful introduction to real-world teamwork and design iteration.

The process of planning and designing Copiez was a truly meaningful experience, as it was my first time designing a real product that was actually launched and used by real users. I couldn’t have asked for a better first hands-on project.
Through this experience, I realized just how important smooth communication with a partner is, and how valuable the iterative process of brainstorming diverse possibilities and refining our work until we reached the best possible outcome can be.

The process wasn’t always smooth, but every step made it more meaningful.

The journey to bring our platform to life wasn’t always smooth, but thanks to the Copiez team who shared the same goal and vision, I was able to truly enjoy every part of it.
Coming up with and developing a completely new app concept was certainly a challenge, but it made the experience all the more rewarding and meaningful.
Through Copiez, I also came to deeply understand that design can be a powerful tool for making a positive impact on people’s lives.