ServU_Cover.png
 

Serv-U

Refactoring legacy UI for a secure file sharing & transfer platform.

Web Design

01 Background

Serv-U is secure file transfer & sharing platform.

There were 15+ unique page redesigns, each with 1-5 states & interactions and varying access levels (guest vs admin).

The UI components and icons used in this project were from a corporate design library.

Original UI

Before designing, I had data points from previous research to make various decisions, such as:

  • Changing the legacy page name 'Web Client' into a more intuitive name, 'My Storage'

  • Simplifying the multi-step file request wizard into a single, simplified form

  • Eliminating 'grid view' for 'My Storage' page for v1, as it's less frequently used

02 Design

The following pages were redesigned:

Login

  • Login page

  • Password reset page

  • Password change email

Management Console

  • Dashboard page

  • Demo & CTA banners

Web Client (aka My Storage)

  • Home page

  • File CRUD pages (ex: Preview page)

  • Favorites page

File Sharing

  • Request files page

  • Share files page

  • File request page (guest-facing)

  • File share page (guest-facing)

  • File request email

New UI

03 Validation

Once we launch Serv-U GA (General Availability) to customers at the end of Q3 2021, we plan to conduct 2-5 user sessions to shape vNext feature requirements.

04 Challenges

1. Complex interactions

The upload interaction was challenging as it had many interactions. For example, a single upload functionality had multiple states:

Happy path

  • Upload file by browsing or drag + drop

  • Upload multiple files

  • Upload progress

  • Upload complete & toast message for success

Errors

  • No file selected

  • File limitation error

  • Cancel uploads (error handling)

  • Upload incomplete & toast message for error

Edge cases

  • How would empty page look like?

  • How to handle duplicate files (replace or remove)?

 

2. Scope limitation

Some mockups had to be simplified to fit project scope.

Proposed Redesign

Simplified Redesign

ServU_Login_v2.png

05 Further Explorations

We also want to refactor the Serv-U mobile app. Here’s the proposed navigation:

06 Process

Some initial sketches

Demoing the file preview feature with duck-themed images 🐀

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