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
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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