Product design
UX
UX
IXD
Mentorship
Methods
38%
less interactions Increasing efficiency and productivity for the user
C-Suite audience
as the primary user of the platform
Documentation hand off
to facilitate the smooth transition of the project
suite
audience
Increasing efficiency and productivity for the user
Branding, Web Design
suite
audience
Increasing efficiency and productivity for the user
Branding, Web Design

Project Overview

Methods is an initiative designed to unify and modernize diverse methodologies into a single, comprehensive framework. This project aims to eliminate confusion and inefficiencies by integrating the best practices from existing approaches and leveraging Generative AI to enhance expertise and maintain a competitive edge in the market.

Team: Project manager, Design lead, Sr. Interaction designer (x2), Interaction designer (x2), Sr. Visual designer (x1), Visual designer (x1).

My role: Sr. Interaction designer.
Date: Jun 2024 -  Current.


My Role & Responsibilities

As a Senior Interaction Designer on the Methods project, I led the design and refinement of user interactions to create a seamless and intuitive experience. I was responsible for implementing UX processes that optimized functionality and user engagement, while also mentoring junior colleagues, guiding their design processes, and supporting their professional growth. Additionally, I collaborated closely with stakeholders to gather detailed requirements and ensure alignment with both business objectives and user needs. Throughout the project, I regularly presented progress updates to the business team.

Challenge

The biggest challenge I faced in this project was adapting my learnings and methodologies to a larger team in a project already in advanced stages, after leading design implementations for over two and a half years in a smaller team from the start. Balancing the need to adjust my processes while guiding junior designers required flexibility and strong communication to ensure consistency across the team.

Tasks & Process

Throughout the project, I was responsible for overseeing and develop the design and implementation of several key features, ensuring they aligned with both user needs and business goals.

Virtual Assistant Analysis

One of the key tasks I've been working on, alongside a junior designer, is seamlessly integrating the existing virtual assistant (VA) tool into the Methods platform. The main objective is to ensure the VA functionalities are smoothly woven throughout the entire platform, providing a more contextual and intuitive user experience across all pages.

The first step was to initiate a research process to understand the technology's capabilities within the UX framework. We then conducted a comprehensive benchmarking analysis to evaluate various design approaches and implementation strategies used by similar tools in the market. This was followed by analyzing user personas previously documented by the research team. Through this analysis, we identified and summarized common patterns and uncovered opportunities for improvement.

Discovery

Benchmarking

Following this, we developed low-fidelity proposals based on the design patterns identified in the benchmarking analysis, focusing on their applicability within the context of the Methods tool. We then analyzed the user flow in the existing tool to uncover strengths, opportunities, and points of convergence between the proposals and the current tool. (Please note that this analysis is still a work in progress, with final results forthcoming.)

Common Library Interaction Improvement

As part of one of the multiple requirements developed for the tool, I faced the challenge of enhancing the interactions on the Common Library page. Through user testing and feedback from both users and stakeholders, it became clear that the navigation within the library of Methods needed significant improvement. The goal was to allow users to interact more intuitively with the diagram while simultaneously accessing the relevant information.

A key issue was that a dialog box would block interactivity with the Common Library diagram once users clicked on content, such as in the example of "Plan Data Migration." This limitation disrupted the flow of interaction and hindered the overall user experience.

To address this, I conducted a benchmarking research study to explore how other tools approached similar challenges. The analysis revealed opportunities to enhance both functionality and interactivity.

Common library diagram

A dialog blocks interactivity with the Common Library diagram once the user clicks on the content as we can see for the example of Plan data migration.

  • After analyzing multiple sources such as Google Maps, Teams Calendar, Google Calendar, and others, I identified key opportunities to improve the Common Library tool.
Improvement: Now, the user can navigate the Common Library diagram, hover over, and interact with other sections while simultaneously accessing the associated methods' information.

Development Team Alignment

Throughout the project lifecycle, as a team we maintained close collaboration with the development team to ensure smooth communication and alignment on both technical and user experience aspects. My role involved delivering precise specifications that outlined design expectations, functional requirements, and technical constraints. This helped the development team implement features in line with the overarching project goals, while also allowing for flexibility when unexpected technical challenges arose on regular handoffs.

Current Achievements

Effective Mentorship

Guided junior designers, enhancing their skills and ensuring high-quality deliverables.

Successful Presentations to the business team

Delivered impactful client and team presentations, facilitating clear communication and alignment on project goals and outcomes.

Seamless Collaboration

Effectively collaborated with Lead Designer, Project Manager, Senior Interaction Designer, Visual Designers, Content Creators, Developers, and stakeholders, ensuring smooth and integrated design execution.