Project Type

  • UX/UI design
  • Interaction design
  • User research
  • Information architecture

Tools

  • Sketch
  • Pendo (product engagement tool)
  • Invision

Duration

  • March 2015 - March 2016

Process & Milestones

Flow

Using the use cases, I created a flow diagram for the MVP and scalability for future directions. This flow chart was used to construct the wireframes.

Iterations

With countless of iterations to get to the final design, here are the major changes in the design direction. Initially, I sketched out the most important functions and actions that were currently available within the current design. Using Balsamiq, I transferred my hand-sketches to digital. Then, I applied the existing FormAssembly style and look to my initial sketches. Finally, we continued to narrow down on the style direction as we landed on incorporating the Salesforce Lightning Design into our product.

Version 1

Version 5

Version 8

Version 16

Final Design

Response view

In the final design, we provided users with the ability to control which data to display by introducing filters and table columns. Users can now see all of the data that they want to see in one place.

Aggregate view

We simplified the chart display by utilizing a minimal design and also provided users with more data display controls. Users can now show and hide certain response types and control their date ranges.

Key Takeaways & Reflection

I sat down with our marketing staff to discuss the major redesign of the product.

Hannah: What was the biggest challenge in the process?

Katya: The biggest challenge was working within our system’s limitations. The way that our back end system is constructed really limits what can be done on the front end. However, constraints are a part of design and I am up for the challenge to work with such constraints. Another challenge was making sure that my work maintained consistency in look, feel, and interactivity as Ben worked on the design elements. This challenge is the reason we started working on the style guide.

...

Hannah: What advice would you give to fellow UX folks who are getting ready to work on a redesign?

Katya: I have three pieces of advice:

  1. Iteration is key. I created dozens upon dozens of full designs to small, specific feature designs. The evolution of the design is remarkable, but each iteration brings you closer to a better user experience.
  2. Since there are so many possibilities and directions to the design, as the designer, you need to just make a decision and just go with it. There just isn’t enough time to get feedback on every button and every interaction. And in any case, most people aren’t in the weeds like you thinking about every little detail.
  3. Don’t be afraid to make the wrong decision. Usually, mistakes are caught in testing and feedback sessions. They are early enough in the development process that it’s an easy and cheap fix.

Read more about the process here : The Gemini Redesign Journey (Part 3)

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