Neosigna: the lifecycle of thousands of contracts, now collaborative

Client
Neosigna
Year
2020

The challenge

Each year, Asset Management Companies (AMCs) create, review and execute thousands of contracts (IMAs, Investment Management Agreements) describing the mandates given by their clients to manage their assets. The project aims to create a new approach to managing the contract lifecycle through a collaborative platform for the different stakeholders. Three watchwords: simplify, secure and optimise the workflows and the information exchanges between AMCs and their clients via a SaaS platform.

Neosigna: the lifecycle of thousands of contracts, now collaborative

Project flow

01. Benchmark
02. Co-design workshops
03. Sitemap
04. Platform wireframes
05. Visual identity
06. UI design platform and site
07. Handoff and delivery

Study detail

Co-sketching workshop

Defining the different stakeholders involved in each phase of the contract lifecycle

Before a contract can be sent to a client for electronic signature, it has to be created and validated by all the teams involved (who are responsible for part or all of the contract). The approval rules are specific to each actor and are defined against a number of required validations.

The journey determines the status, the steps (sequentially or in parallel), the governance and the associated roles, all along the contract lifecycle.

The journey of a contract from creation to final validation and its associated users

Co-sketching

Information architecture and co-sketching of the platform's screens

Following the definition of the different journeys, the co-design workshop lets us consolidate the application’s information architecture, map the full site structure and start exploring the first directions for the graphic interfaces and the features in paper-sketch form, in order to define the main templates and consider technical solutions and their associated constraints.

Co-sketching boards
Group co-design workshop

UX sprint

Building on the foundations that emerge from the workshop, we kick off the wireframe production phase

Designing the wireframes is the materialisation of the information architecture, the contract lifecycle and the interaction journeys previously mapped. A dynamic prototype is produced so we can test all the scenarios and ensure the experience stays smooth and coherent for every actor, from creation to the final electronic signature of the contract.

Wireframes of the Neosigna platform screens

Creating the brand image

In parallel with the UX sprint, we imagine Neosigna's new visual identity

Neosigna wants to revolutionise contract management in the asset-management field and become the go-to player for digital contracts. Graphically, the challenge is to create a polymorphic shape that brings in the ideas of signature, contract and speed, while evoking the fintech world.

Logo presentation
Logo colour variants
Logo composition and colours

So that clients can picture themselves using it and see the full potential of their new identity, we apply the identity to print materials. Neosigna’s visual identity has to live both on the web and on all other communication materials, for a strong brand cohesion and identity.

Print variants
Blue Neosigna bag

A two-mode platform

Once the identity and wireframes are validated, we carry the screens over into UI design

After running a benchmark of the fintech world, we notice that many tools offer two modes for their interface. For better comfort and use, we produce the screens in light mode and in dark mode.

The mandate-management platform gradually comes to life.

Home screen
Contract screen
Dark-mode example

Introducing the tool

A final UI sprint focuses on the layout of the Neosigna showcase site

The site design picks up the visual language established on the interface in a light, bright atmosphere. Illustrations accompany the main messages to humanise the experience.

Showcase site screen
FAQ page
173 components
created in the design system

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