Document Templates

Three types of users, one broken document tool.
A research-led redesign of an internal document service — interviews, log analytics
and a UX audit turned into three shippable iterations.

Role

Role

UX Designer & Researcher (research → design, end-to-end)

UX Designer & Researcher (research → design, end-to-end)

Company

Company

Internal tooling for a document-heavy business process

Methods

Methods

heuristic audit, qualitative interviews, usability testing, log analytics

heuristic audit, qualitative interviews, usability testing, log analytics

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Context

An internal service for working with document templates sat at the centre of a real business process, but it had grown organically and started to slow people down. Different roles used it very differently — and some of that usage was invisible to the team.

Problem

The tool created friction in daily work and dragged on business efficiency, but the *why* wasn't documented. Before redesigning anything, I needed to understand who actually used it, how, and where it hurt.

Process

1

UX audit

Evaluated the interface against usability heuristics and documented exactly how the service behaved today — a shared baseline no one had before.

2

Qualitative research

Identified three user groups by professional role and ran interviews plus usability sessions to surface the real problem flows.

3

Behavioural analytics

For a user group the interviews under-covered, I analysed usage logs to fill the gap with behavioural evidence.

4

Prioritisation

Turned findings into a ranked list of improvements, split across three development iterations so value could ship early.

5

Design & spec

Designed the new version in Figma and wrote the specification for engineering hand-off.

Solution

A redesigned service shaped directly by the research: the three user groups' key pain points mapped to concrete interface changes, sequenced so the highest-impact fixes shipped in the first iteration.

Result

— Replaced guesswork with evidence: `[N]` interviews + log analysis across 3 user groups.
— Delivered a research-backed redesign, phased into 3 iterations for faster payoff.
— `[Add outcome metric once available: e.g. time-on-task, error rate, satisfaction]`

What this case shows

— Research-to-design in one pair of hands — I don't just consume research, I run it.
— Mixed methods — qualitative interviews *and* quantitative log analysis.
— Pragmatic prioritisation — I ship value in iterations, not one giant redesign.