Our team was designated to build an application that enabled a 360° view of the customer for internal users. External users are able to enroll as new customers, place orders, access order related documents and manage users.
A majority of current customers do not have a digital application for accessing order realated documents. By providing online access, customers are able to self-serve online, reducing the amount of sales and customer service teams touchpoints and enabling increased productivity in other performance areas.
Several iterations resulted in a layout that allowed users to view, search and filter documents based on relevant data. Within the layout, I created a structure that defined the correlation between documents. The document hierarchy was displayed using a collapsible component that allowed users to see the Order data while the component is closed and drill down into options to access each document when opened. Responsive layouts provided the same functionality for mobile devices.