Stored IQ for Legal


Approximately 90% of corporate cases are settled prior to collection because companies have no insight into employee data. Settlements are made with little information regarding actual merits of the case, as going through the litigation process has extreme risk and cost. Turn over too much evidence and you risk handing over a smoking gun. Too little, and the court slaps enterprises with hefty fines.  

StoredIQ for Legal is an e-discovery tool designed to help enterprise legal departments and IT teams respond to litigation by querying insights on their data before collection. In a matter of hours, legal teams can make informed decisions on managing legal matters to eliminate complexity, pain, and expense.

Role:
R0 & R1 – Product Designer
R2 & R3 – UX Design Lead
Product Team:
Irina Simpson - Senior Product Manager
Masato Nuguchi - Senior Technical Staff
Thomas Hampp - Software Architect
Rose Newton - Design Manager
Vickie Culbertson - Design Project Manager
Derrick Ligon - Lead Visual Designer
Noelle Hoffman - Visual Designer
McKenzie Carlile - UX Designer
Chengqi Zhu - FED/Prototyper
Amanda McMicken - Visual Designer
Meghan Corbett - Design Researcher
Lincoln Neiger - Design Researcher
As Lead UX Designer on a small product team, I took part in concept development, product architecture & strategy, user research, prototyping, client engagement, and advocating design thinking within our global team. I led six designers through two product releases, collaborating with development and management to establish an agile working cadence for successful delivery to market.


Product Definition

The design team was brought in mid-2014 to facilitate the strategy of ECM governance offerings and produce new, user-friendly products. The business asked our team to consolidate existing offerings to deliver a single, unified eDiscovery experience.  We began by look at the existing products and interviewing customers.




Our effort included user interviews, contextual inquiries, market analysis, and industry research. From there, We generated Personas to guide us through future work. 


Personas




Journey Maps

After understanding our users, we collaborated with Project Management to understand which business requirements were priorities for the first release of our product. We hosted a design thinking workshop to establish each user’s As-Is scenario so we could begin to sketch out a future To-Be.


Once we understood the experience our users needed, I collaborated with development to make sure the system architecture would enable our end users to have the best experience possible but still be feasible for the business.



Prototyping and User Testing

The design team constantly tested concepts with our customers. Below is a paper prototype we took on-site to test with one of our biggest finance clients. 





After testing our concepts on paper, we moved to Sketch to build mid-fidelity wires. We used Invision to host remote user-testing sessions. At this point, we mostly focused on usability and interaction design.



Once validated by users, we moved into high-fidelity screens. As we built a better relationship with our development team, they could pull ad-hoc screen designs together based on user feedback.



We used this method to deliver experiences in three main areas of the product: matter management, workflow, and data collection.




Delivery Outcomes:


Beta Release: September 19, 2014
  • Extended team began to adopt Design Thinking practices.
  • Established sponsor user program in ILG portfolio. 
  • Engagement with Sponsored Users impacted allowed us to betterunderstand our users, define product requirements, and help mend the agitated state of previous customers.  



Release 1: June 12, 2015
  • One of first offerings to market from IBM Design’s Hallmark program, which pushes for innovative, design-first strategy to consolidate existing product portfolios. 
  • Extended team began to practice Design Thinking.
  • Delivered a full matter management experience. IBM now has a competitive solution on the market in the eDiscovery space.
  • Customers begin to purchase licenses to the product. 



Release 2: Dec 23, 2015
  • Delivered robust data collection and workflow management experience to compliment matter management portion.
  • More customers purchasing product.
  • Delivered base experience to satisfy $5 mil SOW for large financial company.


Release 3: July 2015
  • Transformation of three disparate products into a user-driven experience.
  • Design evangelism to global team – worked with development and management leads to adopt and practice a user-centric approach using design thinking in delivery.


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