Simplifying the Form-Sending Process in Acrobat's E-Signature Space

Simplifying the Form-Sending Process in Acrobat's E-Signature Space

Simplifying the Form-Sending Process in Acrobat's E-Signature Space

Role

Role

Role

UX Researcher

UX Researcher

UX Researcher

Duration

Duration

Duration

May 2024 - Aug. 2024

May 2024 - Aug. 2024

May 2024 - Aug. 2024

Team

Team

Team

‍2 Stakeholders: 1 UX Designer, 1 Product Manager

‍2 Stakeholders: 1 UX Designer, 1 Product Manager

‍2 Stakeholders: 1 UX Designer, 1 Product Manager

Software

Software

Software

UserInterviews, Miro, Slack, AirTable, Qualtrics,Teams

UserInterviews, Miro, Slack, AirTable, Qualtrics,Teams

UserInterviews, Miro, Slack, AirTable, Qualtrics,Teams

Adobe Acrobat

Due to the sensitive nature of this project and the inclusion of confidential information and personally identifiable information, detailed insights about participants and certain project specifics cannot be disclosed. However, I am able and more than happy to explain my research process for this project and the skills I learned from this project.

Slide Deck:

Click below to view a summarized slide deck of this project.

After my internship, my research was used to ship a new feature

Read this article to learn about the new Acrobat feature my research backed was used to design:

https://business.adobe.com/blog/transforming-esignatures-introducing-acrobat-signs-next-generation-esign-experience

Document Cloud's First Experience Research Intern!

For 12 weeks, I had the greatest privilege to work as the first experience research intern on the Adobe Document Cloud team with an amazing and talented community of people.

Research Overview

This was a qualitative and foundational research study. Some quantitative data from past research (surveys) were used to further support the business importance of my research study.

Research Method:

  • 60-minute one-on-one interviews

Participants:

  • 12 participants consisting of current Adobe customers and prospective/competitor customers

  • Small Business Users within different career industries

  • Interact with forms frequently

Why did Initiate this Project?

Previously, there wasn't any existing research on the sending Forms experience.

Research Questions:

Based on my objective, I came up with 6 research questions to explore current user experiences and opportunities for Adobe to simplify those experiences.


Research Process & Methods

Material Prep. — 2.5 weeks

To lay the foundation of my research and prepare for data collection, I created the following:

  • Logged my project into Airtable

  • Created a research brief

  • Developed a discussion guide based on my 6 research questions

  • Created a screener guide and implemented it into Qualtrics

Software used:


Data Collection — 4 weeks

Speaking first-hand to users to understand their pain points was crucial, so I selected and interviewed 12 participants.

  • Recruited participants in UserInterviews — selected 12 participants out of 50+

  • Conducted data collection: 12 one-on-one interviews (each 60 min. on Microsoft Teams)

    • Used Slack to communicate with my stakeholders attending the interviews

Software used:


Data Analysis — 2 weeks

Organizing my data points into 6 themes (research questions) and connected overlapping insights, I synthesized my research into 20+ key insights.

  • Thematic Analysis:

    • Analyzed my interview notes to create 150+ data points

    • Organized all data into 6 overall categories (6 research questions)

      • Created sub-categories to gain deeper insights

      • Connected related sub-categories

  • Synthesis:

    • Considered my analysis to create key insights for each research question

    • Developed "how might we" questions for Designers to ideate upon

Software used:

Example: What my thematic analysis +synthesis looked like...

Synthesis + Mapping — 2 weeks

With my key insights, I mapped out the user journey in-depth to visualize the form-sending process.

  • Journey-Mapping:

    • Created an in-depth journey map to visualize the current form-sending process

      • Divided the journey into 4 stages to make the flow easier to follow

  • Review + Feedback

    • Constantly communicating with my mentor for feedback and guidance

    • Reached out to senior researchers for general advice and review

Software used:

At a high level…

Creating a step-by-step journey, I was able to pinpoint where in the journey the key pain points lied, which came to be helpful for designers.


Decking + Presentation — 1.5 weeks

Building out a deck, I pinpointed the areas of my research that would drive the most business impact.

  • Built out three decks

    • Full, In-depth version (60 slides): presented to my stakeholders and immediate Document Cloud team — 10 people

    • Summary version (25 slides): presented to the broader Document Cloud and Acrobat teams — 20 people

    • Brief version (8 slides): presented to the entire intern class — 250+ people

Software used:


Conclusions

Facing challenges as a first-time solo researcher, I identified and implemented solutions to drive impactful outcomes.

To address users' inefficiencies, I crafted 'How Might We' questions for each pain point, enabling designers and PMs to ideate effective solutions.

Business Impact: The project is set to improve B2B user satisfaction and streamline e-sign processes.


Reflections

Growth in Professional Skills:

  1. Stakeholder Alignment + Clear Communication

Providing regular research updates, involving stakeholders in user interviews, and leading a midpoint review, I grew confident when presenting questions and communicating insights clearly to stakeholders.

  1. Cross-Functional Collaboration

Collaborating with PMs, designers, and engineers, I gained confidence incorporating new perspectives and feedback, ensuring the project delivered improvements aligned with user needs and stakeholder goals.


Self-Reflections:

More projects

Thanks for making it here.

I'm always looking to connect and collaborate on new ideas! Please feel free to reach out.

E-mail

sarachae@umich.edu

Thanks for making it here.

I'm always looking to connect and collaborate on new ideas! Please feel free to reach out.

E-mail

sarachae@umich.edu

Thanks for making it here.

I'm always looking to connect and collaborate on new ideas! Please feel free to reach out.

E-mail

sarachae@umich.edu