AT&T - DIGITAL CONTRACTS

Company: AT&T (Kforce Consultant) Role: Sr. UX Architect

Our story starts with Mr. Octopus.

"Mr. Octopus may be a very good multi-tasker, but even with eight arms he struggles to keep all his contracts organized."

The Problem

Currently, our customers go through a dated and time consuming process to receive, sign, and send their contracts.

In order to view and organize this documentation properly, our clients must endure the daunting task of sorting through local PDF storage solutions, email accounts, and endless files of printed contracts.

The SOLUTION

Design an eSign portal that will allow users to not only sign pending contracts, but also view, retrieve, and organize executed contracts in one centralized location.

Lastly, provide key contract information that can be accessed quickly while staying CATO/e508 compliant within our DS2 Design standards.

The BENEFIT

Such functionality will eliminate the need for customers to rely on email systems to keep track of scanned contract images. Our users will now be able to gain access to the digital version of their contracts 24-7.

USER RESEARCH DISCOVERY

• Security is a top priority

• Users want to be able to easily associate contracts with account numbers (Contract ID #)

• Users organize and label contract documents by relevant keywords specific to the subject of the contract (e.g. by product/service, topic of addendum, location, etc.)

• Priority contract data for users include: - Rates (pricing schedules) - Start and end dates - Specific terms (early termination fee, one-time charges & waivers, etc.)

• Access to historical contract documents is useful for users, primarily the most recently expired contract

PRE- SIGNATURE FLOW

The following screens capture the pre-signature and eSign events of a single contract.

Our journey begins on the contract landing page. This screen uses a card view to clearly call out the priority contract data and actions items the user may take towards each contract.

The end of our flow confirms that the signature was successfully captured and since security is a top priority, we direct the user to end their session now that their task is complete.

POST- SIGNATURE FLOW

Our post-signature flow showcases how our users will organize and access historical contract documents.

You will notice a "tab view" that represent each section of the contract. This functionality allows users to quickly find priority contract information in a digital view without digging through a PDF.

Note: the tab view is also utilized in our pre-signature flow when the user wants to review their contract before signing the final document.