Cumulus

How we designed a secure, user-friendly platform for document management and inheritance planning to ensure seamless experience and efficiency for users.

Cumulus

Cumulus is a web-based responsive application that allows users to securely store documents, share them with designated individuals, and set inheritance rules for document access after the owner's passing. The platform emphasizes ease of use, data security, and seamless sharing.

Domain

Document Storage and Inheritance Management

Year

2024

Services

ResearchUI/UX Design

Platform

Web Application

Project Team

Team Description

The project's design took 2 months (October to December) along with the Project Owner and Project Manager from the client end.

The project team consisted of the following members :

UX Design & Project Management - Vanshita
UI Design - Hariom

What was the Problem?

Client wanted to build a secure, user-friendly, and organised platform for individuals to store critical documents, share them with specific people, and plan for access after their passing.

What were the Goals?

Design a web platform to assist users in managing their inheritance documents effectively.
Create a landing page to showcase the features and benefits of Cumulus.
Ensure seamless compatibility across both web and mobile versions.

What was the Solution?

Key Solutions Delivered:

Dashboard: Overview with folder system, stats, search bar, and key actions.
Folder and Document Management: View folders, upload and categorize documents, and access document details with options for download and sharing.
Document Sharing: Manage access by adding designated contacts and setting custom permissions (view, edit, delete).
After Life Access: Designed a separate flow to securely select nominees and share documents with them.
Voice Memo: Letting users record voice messages for their nominees as part of after-life access.
Notification & User Profile: User profile management and notifications for document access, updates, and security alerts.

Behind the Scenes...

Target Audience

U.S. individuals aged 30-65, including estate planners, family members, trusted individuals, and legal or financial advisors.

User Interface Understanding and Inspiration

We reviewed another application, FidSafe, in the same domain to understand its user flow, features, and gather ideas for the user interface.

Ideation on Different Features

Based on our understanding, we brainstormed and refined the user flow for each feature through multiple design iterations.

Designing for Multiple Devices

Once the web version features were complete, we designed the mobile UI and created a landing page to highlight all the product features.

User Interface and Product Outlook

The UI is clean, user-friendly, and focused on organising and managing documents efficiently. The colors white, gray, and blue were chosen to create a sense of trust, especially since the app involves sharing sensitive information. The use of a clean, sans-serif font makes it easier for users to read and navigate the platform.

Cumulus Branding

Conclusion

What did we achieve from the project ?

Successfully designed a comprehensive platform for secure document management and sharing incorporating inheritance planning with custom permissions and after-life access.
Ensured the design is compatible with both mobile and web versions, providing a seamless experience across all devices.

Client Feedback

What did we achieve from the project ?

Re-designed the entire cumulus app with a fresh outlook of minimalist and simpler user interface.
The new design improves usability and enhances cumulus’s image as a reliable platform for connecting users with contractors and suppliers.