Patent Filing Website

Innovator Recognition and Patent Filing Website

An internal patent filing website where employees can submit their inventions for patent consideration. However, this system has not been updated since 2011 and has become a source of frustration for many employees due to its poor user experience. The main purpose is to recognize our great innovators at Fidelity and to protect Fidelity's valuable intellectual property. 

Industries

Financial Services
Fintech

Services

Visual Design
Interaction Design
Website Design

Platforms

Responsive Web
SaaS
Java and Angular 14

Timeline

4 months

My Role

  • Lead UX Designer and Researcher for the entire project
  • Made informed design decisions for front-end components to shape project goals and outcomes with stakeholder
  • Gather and present user feedback to the team and planned objectives for the next phase
  • Established design library for UI developer

Team

  • Chitranshi (me) – UX Designer and Researcher
  • Heta Ved – Product Manager
  • Ankit Sharma – Associate Java Developer
  • Harsha Khokher – Senior Java Developer
  • Vrinda Sharma – Business Analyst

CHALLENGES

Based on business requirements
  1. Complex User Interface and Unintuitive Navigation: Employees find it difficult to locate the required forms and documents, resulting in a steep learning curve and wasted time.
  2. Cluttered Interface: The website is visually overwhelming, with too much information presented at once, causing confusion and errors in form submissions.
  3. Ineffective Workflow: The steps for filing a patent are not clearly outlined, leading to incomplete or incorrect submissions.
  4. Redundant Data Entry: Employees often need to enter the same information multiple times, increasing the likelihood of errors and frustration.
  5. Lack of Assistance: There is minimal guidance available, such as tutorials or help sections, which is particularly challenging for first-time users.

PROPOSED SOLUTION

  1. Phase 1: Enhanced Usability
    • Implement a clean, intuitive interface that is easy to navigate, reducing the time required to file a patent.
    • Simplify forms with pre-filled fields and minimize redundant data entry to expedite the process.
  2. Phase 2: Streamlined Workflow
    • Develop a clearly defined, step-by-step process that guides users through the filing process efficiently.
    • Provide comprehensive guidance, including tutorials, tooltips, and help sections, to assist users throughout the filing process.
  3. Phase 3: Effective Feedback and Support
    • Ensure clear, actionable error messages and confirmations that help users understand and correct mistakes promptly.
    • Improve access to support resources, including FAQs, contact with patent experts, and responsive customer service.

Research Goals

Setting research goals based on User Needs

In my design process, I prioritized establishing clear research goals before conducting user interviews. Using the empathize phase to validate, update, and expand on the user information in their project’s business requirements. This approach ensured the discussions remained focused on uncovering user needs directly relevant to the project.

How can we design an intuitive interface that simplifies complex patent information and processes for users with varying levels of experience?

How can we optimize the information architecture of the website to reduce visual clutter and improve focus, leading to fewer errors in form submissions?

How might we design a collaborative platform that facilitates effective communication between ideators and reviewers throughout the patent lifecycle?

What are the key pain points and bottlenecks in the current patent review and evaluation process, and how can we address them to improve efficiency and accuracy?

SCREENER SURVEY

Finding ideal user profile based on Screener survey data

This survey aims to capture a mix of ideators and reviewers within the company, ensuring a diverse range of experiences with the patent filing process. These surveys are VIP pass to finding the perfect people for your user interviews.

USER INTERVIEWS

Unearthing Insights: User Interviews

Throughout the user interviews, I prioritized ethical principles to ensure a positive experience for everyone involved.  I focused on understanding participant challenges without judgment, and obtained informed consent before proceeding.

Interviewed 5 stakeholders across India, US and dalian
Business Stakeholder

Virtual meeting with Chethna, Head of Patent Strategy, discussing patent portfolio goals and legal requirements.

Interviewed 20 employees across different departments
Multi-participant call featuring ideators and reviewers

Ideators: Software Engineers, Data Scientists, Product Developers Reviewers: Patent Attorneys, R&D Managers, IP Specialists

EMPATHY MAPS

Understanding Users through Empathy

After conducting user interviews, I found myself swimming in a sea of insights and quotes. I needed a way to synthesize the information and gain a deeper understanding of my users. That's when I turned to empathy mapping.

USER PERSONA

Creating User-Centric Solutions through Personas

1. User story from Rohit’s persona
As a patent reviewer, I want to be able to quickly identify key information in patent applications so that I can make faster and more accurate decisions.

2. User story from Shabi’s persona
As an ideator, I want to easily assess the patentability of my innovative ideas and navigate the patent filing process so that I can contribute to the company's intellectual property portfolio.

JOURNEY MAPPING

From Persona to Path: Mapping the User Journey

Journey mapping was essential to understanding the complete user experience. It allowed me to step into my users' shoes, identifying pain points and opportunities at every touchpoint.

DEFINE

Synthesize research into actionable insights

Translated findings into actionable insights that informed design decisions, prioritizing critical issues for effective solutions. By prioritizing the most critical issues, I ensured that design solutions addressed the core problems identified during the research phase.

Problem Statement 1
Shabi, a passionate software engineer, struggles to patent innovative ideas due to lack of internal support and patent expertise.

Problem Statement 2
Rohit, an overloaded patent reviewer, risks missing crucial details due to high application volume and limited time for thorough evaluations.

Goal Statement 1
Our product will empower engineers to confidently assess the patentability of their ideas and navigate the patent filing process, fostering a culture of innovation.

Goal Statement 2
Our system will equip patent reviewers with the ability to efficiently pinpoint crucial details, enabling accurate decisions, optimizing the review process.

Ideation

Conducted 4 ideation workshops

How might we. . .

empower Shabi Sarraf, a driven software engineer at Fidelity with 5 years of experience, to translate her innovative ideas into successful patent applications, despite her limited understanding of patentability and the filing process, and a lack of internal resources?

How might we. . .

assist Rohit, an overwhelmed patent reviewer with 15 years of experience, in efficiently processing a high volume of applications without compromising thoroughness and accuracy, to ensure high-quality patent decisions?

DESIGN AND TEST

We went through multiple iterations

Refining the user interface and workflow, we created prototypes for user testing to gather feedback and iterate on our design. Through usability testing, we validated our design decisions and ensured a seamless user experience.

Learnings
  • Validating design decisions through usability testing ensures a seamless user experience
  • User feedback is crucial in identifying areas of confusion or frustration
  • Refining the design based on user feedback leads to a more intuitive and efficient process
  • Rigorous testing is essential to delivering a high-quality solution that meets user needs and exceeds expectations

Style guide

Patent Filing Application Style Guide

As the Lead UX Designer, I was responsible for developing strategies and partnerships to standardize and improve the accessibility of components and patterns across mobile and web libraries.

ACCESSIBILITY

Patent Applying WCAG

I realized the importance of creating a style guide to ensure consistency and cohesion throughout the product. Without a unified design language, I risked creating a disjointed and confusing user experience.

USABILITY

The Good
  1. Intuitive Navigation: Users easily navigated the simplified interface, finding what they needed quickly and efficiently.
  2. Reduced Errors: Clear guidance and feedback minimized mistakes, with users correcting errors promptly thanks to effective error messages.
  3. Streamlined Workflow: The phased workflow and simplified forms expedited the patent filing process, saving users time and effort.
  4. User Confidence: Users felt more confident and in control throughout the process, thanks to comprehensive guidance and support.
The Bad
  1. Confusing Terminology: Some users struggled with technical terms and jargon, highlighting the need for clearer explanations and definitions.
  2. Overwhelming Content: A few users felt overwhelmed by the amount of information presented, suggesting  progressive disclosure.
  3. Inefficient Workarounds: Some users developed workarounds to bypass certain steps or issues, indicating areas where the design could be further optimized.

REFLECTION

Reflecting on the Design Journey: Challenges, Solutions, and Outcomes iterations

The existing system was plagued by a cluttered interface, unintuitive navigation, and ineffective workflow, resulting in wasted time and frustration.
Through a user-centered design approach, I identified key pain points and developed a phased solution to address these issues. The resulting design improvements significantly enhanced the usability, streamlined the workflow, and provided effective feedback and support.

Key Takeaways

  • A phased approach allows for iterative improvement and testing, ensuring a more effective solution.
  • Clear guidance and feedback are crucial in helping users navigate intricate processes.

Design Decisions

  • Simplifying forms and minimizing redundant data entry.
  • Developing a step-by-step workflow and providing comprehensive guidance ensured users could complete the process efficiently.

Impact

  • Improved user experience and reduced frustration.
  • Increased efficiency and reduced time spent filing patent applications
  • Enhanced guidance and support for users

Future Directions

  • Continuously test and refine the design to ensure it meets evolving user needs.
  • Explore opportunities to apply this design approach to other complex systems.
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