UX.UI Product designer
Web platform
Amdocs Entities Management System
Internal organizational system for management the entities of Amdocs worldwide
About The Project
In today's dynamic business environment, managing a diverse portfolio of companies across different regions demands a robust and comprehensive system.
To address the intricate needs of Amdocs, we introduce internal system designed to streamline the management of company data, compliance standards, financial records, and service engagements.
Roles & Responsibilities
My role: Concept | Research | UX.UI Design
Internal Collaborations: Systems analyst | Project Manager | The development team
Amdocs team (Client): Product managers | legal department (Main users)
Main Platform Goals
01.
Data creation collaboration and transparently
02.
Data availability and accuracy for efficient management
03.
Automated and smart data search and activation
04.
Automation of collaboration processes between different units
05.
Full lifecycle management solution from A-Z
Main Users
The system improves workflows of Amdocs legal team's excising users that will use it mainly for Data view / editing of legal entities such as holdings, shareholders, etc.
1
SA– legal team
Admins editors
2
Regional corporate representatives
Viewer
3
Treasury
Viewer
4
Pre-sales, procurement and other Viewer
5
Finance- GL/Tax/Management
Viewer (“read only”) - 95% of the users
6
Contract admin
Specific editor permissions
Competitive Analysis
Strengths
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Dynamic structure charts
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end-to-end signature process
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Apply compliance requirements by jurisdiction and issue automated reminders for key dates
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Electronic filings directly from Diligent Entities
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A single, secure source of entity data
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Create automated filing calendars for compliance tasks
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Manage complex and dynamic entity structures
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API
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Flexible reporting and charting
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Centralize administration of corporate data and documents
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Digital Signature and Workflow
Weaknesses
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No API
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Old dated UX
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No easy way to switch between companies
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No task management
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Limited abilities
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Missing electronic Filing
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Missing Multi-Jurisdictional
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Missing task management
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Missing permissions settings
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Missing task management
User Flow
The Wireframes
The Solution
Legal Entities Main Screen
Editor permissions
This page brings together all of the company's entities within the system. It enables various viewing options, including a map, table, or chart. Additionally, it allows you to generate a new entity or access an existing one.
Legal Entities Main Screen
Viewer (“read only”)
95% of the users
Read-Only View: Designing a System for Effortless Concealment of Editing and Creation Functions
Create new Company
Admins editors
Streamlined entity creation process: Empowering admin users for efficient information management.
Advanced search
An advanced search that scans the contents of the data and has extensive filtering and sorting options.
Fact sheet - Overview
Each entity within the system possesses a fact sheet that consolidates all pertinent information related to that specific entity.
Upon accessing the fact sheet, the initial tab presents an overview of the entity, encapsulating a summary of the most valuable information for users.
Flexible Charting
Generate ownership charts based on shareholding data Allow user to select multiple entities to appear in the chart
Allow user to remove specific entities from the chart and specify which fields will be displayed for each entity in the chart
Map View
Document Archive
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Document uploads and file organization using folders
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Organizing files according to subject and events
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Automatic filing of files based on the template settings
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Smart Search engine that scans the files content
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Filtering and sorting options
Create Document
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Option to upload a single document or a group of documents
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Preview and edit a document
Compliance Tasks
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Generate a recurring task for the compliance task in an entity (AGM approval, annual return filing, etc.) based on the compliance calendar
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Start pre-defined workflow and assign tasks to relevant stakeholders from the entity (finance, legal, etc.)
