Chat with a financial adviser for free

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The long term goal of this project is to replace the millions of old links with the new links.

The old links offer limited functionality and are not scalable for modern collaboration tools like Dropbox Paper, Google Docs, and Microsoft 360.

Evangelizing the new model across the organization, was equally crucial to designing the experience.

As the lead designer on this project, my responsibilities included identifying and keeping the key stakeholders informed about design decisions. As an individual contributor, I helped concept testing the model along with execution.

The app, web based tool and the conneting services

There were three main components to this product. User facing iOS app, web-based internal application, and the services to connect these two interfaces. e.g., Notification service, profile, chat, and financial data service.

The app, web based tool and the conneting services

There were three main components to this product. User facing iOS app, web-based internal application, and the services to connect these two interfaces. e.g., Notification service, profile, chat, and financial data service.

Translating the hypothesis into a literal experience

There were three main components to this product. User facing iOS app, web-based internal application, and the services to connect these two interfaces. e.g., Notification service, profile, chat, and financial data service.

Getting inspired by a visit to a doctor

The old model was built in 2012 for sharing photos and traditional files. The share links were designed for viewing only. A single file had multiple links associated with it, making it challenging to manage permissions and monitor its distribution. If the sharer left the organization, it broke the link. The recipient couldn't access the file and was often left clueless as to why.
In addition to this, the recipient could not promptly contact the sharer.

Adding meaningful friction for better conversation

The new link model is designed by keeping cloud content in mind. In this model, the links are associated with the content and not with the sharer. This fundamental shift solved many problems inherent in the old link model.
The new model removes friction for the recipient as the link always works unless explicitly turned off by the sharer. It makes integration with third-party applications simpler, faster, and more secure(how?). Monitoring the distribution of content is also much easier with the new link model.

Designed for scale

The near term solution tried to minimize the learning curve. The information layout and the interaction for creating and copying links were consistent across these two link models. Advanced actions like managing audiences and deleting links were deliberately different.

The updated sharing modal