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 UI DESIGN • UX DESIGN
 

UX DESIGN • UI DESIGN
 

UI DESIGN • UX DESIGN
 

UX DESIGN • UI DESIGN
 

SaaS application

SaaS Application

SaaS application

Overview

IBM BPM (Business Process Manager) is a Cloud services portfolio product that aims to optimize digital productivity. I created the UI Style Guide to improve the overall UX of the SaaS application and mobile version.

My main role within the team was to
• improve the consistency of the UI by defining the guidelines
• extend the Design System

Overview

IBM BPM (Business Process Manager) is a Cloud services portfolio product that aims to optimize digital productivity. I created the UI Style Guide to improve the overall UX of the SaaS application and mobile version.

My main role within the team was to
• improve the consistency of the UI by defining the guidelines
• extend the Design System

Overview

IBM BPM (Business Process Manager) is a Cloud services portfolio product that aims to optimize digital productivity. I created the UI Style Guide to improve the overall UX of the SaaS application and mobile version.

My main role within the team was to
• improve the consistency of the UI by defining the guidelines
• extend the Design System

Overview

IBM BPM (Business Process Manager) is a Cloud services portfolio product that aims to optimize digital productivity. I created the UI Style Guide to improve the overall UX of the SaaS application and mobile version.

My main role within the team was to
• improve the consistency of the UI by defining the guidelines
• extend the Design System

Overview

IBM BPM (Business Process Manager) is a Cloud services portfolio product that aims to optimize digital productivity. I created the UI Style Guide to improve the overall UX of the SaaS application and mobile version.

My main role within the team was to
• improve the consistency of the UI by defining the guidelines
• extend the Design System

MY ROLE

UI design, UX design:
• UI Style Guide
• Extending the Design System
• Iconography
• Microinteractions

TEAM

2 UI Designers
1 UX Designer,
1 Front-End Developer

2 UI Designers
1 UX Designer,
1 Front-End Developer

TIMELINE

4 months, 2019

TOOLS

Sketch, Jira

Sketch, Jira

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Problems

Problems

With an update from the old design to the new design, without a UI Style Guide, there was no scalable approach for maintaining and extending the Design System for this product.

With an update from the old design to the new design, without a UI Style Guide, there was no scalable approach for maintaining and extending the Design System for this product.

There were no guidelines to support extending the product

There were no guidelines to support extending the product

There were no guidelines to support extending the product

Although a significant number of components were redesigned, there were no guidelines to support extending the product in a more scalable way.
There was still a mismatch between components, since some parts like the iconography was still in the old version.

Although a significant number of components were redesigned, there were no guidelines to support extending the product in a more scalable way. There was still a mismatch between components, since some parts like the iconography was still in the old version.

Although a significant number of components were redesigned, there were no guidelines to support extending the product in a more scalable way.
There was still a mismatch between components, since some parts like the iconography was still in the old version.

Design & Development back & forth

Design & Development back & forth

Design & Development back & forth

Because of a lack of centralised documented reference point to guide implementation , there was too much Design & Development back & forth.

Because of a lack of centralised documented reference point to guide implementation , there was too much Design & Development back & forth.

Because of a lack of centralised documented reference point to guide implementation , there was too much Design & Development back & forth.

Opportunity

Opportunity

Ensure a cohesive Product Design and User Experience

Ensure a cohesive Product Design and User Experience

Goals

Goals

Since I was familiar as a designer with brand identity guidelines transitioning to UI Style Guides was somehow easier because there’s overlap with crucial design components that must be included. Still the product was complex.

Since I was familiar as a designer with brand identity guidelines transitioning to UI Style Guides was somehow easier because there’s overlap with crucial design components that must be included. Still the product was complex.

 

Document relevant design components

Document relevant design components

Information that does not form an essential or vital part can make UI Style Guides bloated and hard to work with. So narrowing down the core content for documenting was important but also challenging.

Information that does not form an essential or vital part can make UI Style Guides bloated and hard to work with. So narrowing down the core content for documenting was important but also challenging.

Organize components & and add context to design instructions

Organize components & and add context to design instructions

Organize components & and add context to design instructions

Context of use and guidelines for specifications were an important part to include for the UI components.

Context of use and guidelines for specifications were an important part to include for the UI components.

Make the UI Style Guide easily accessible for the Design & Dev teams

Make the UI Style Guide easily accessible for the Design & Dev teams

Make the UI Style Guide easily accessible for the Design & Dev teams

The living documentation was a piece that needed to be shared with the Design & Dev team on this project that also fits into the broader IBM Design System & Design Language.

The living documentation was a piece that needed to be shared with the Design & Dev team on this project that also fits into the broader IBM Design System & Design Language.

Process

Process

Auditing the main design components for the UI Style Guide

Auditing the main design components for the
UI Style Guide

Auditing the main design components for the
UI Style Guide

In approaching this project, it was important to make an audit of the different UI components involved. For this I broke the UI patterns into components and smaller pieces that constitute them. Similar to dismantling LEGO interlocking plastic bricks.
To understand the dynamics and hierarchy there were a couple of versions for defining the categories and taxonomies involved.

In approaching this project, it was important to make an audit of the different UI components involved. For this I broke the UI patterns into components and smaller pieces that constitute them. Similar to dismantling LEGO interlocking plastic bricks.
To understand the dynamics and hierarchy there were a couple of versions for defining the categories and taxonomies involved.

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Artboard – 29

Responsive layout

Responsive layout

Responsive layout

I documented and helped define the overall responsive behaviour and how it adapts to all screen sizes and resolutions, from desktop to mobile and tablet. It was also important to realise that not every single element needs to be grid perfect. And that as grids are not hard and fast rules since they are there to help and guide.

I documented and helped define the overall responsive behaviour and how it adapts to all screen sizes and resolutions, from desktop to mobile and tablet. It was also important to realise that not every single element needs to be grid perfect. And that as grids are not hard and fast rules since they are there to help and guide.

I documented and helped define the overall responsive behaviour and how it adapts to all screen sizes and resolutions, from desktop to mobile and tablet. It was also important to realise that not every single element needs to be grid perfect. And that as grids are not hard and fast rules since they are there to help and guide.

Color palette

Color palette

Color palette

To avoid inconsistency in color use, I defined the color combinations. For this I listed the colors and their HEX values alongside specific pairings and use examples.

To avoid inconsistency in color use, I defined the color combinations. For this I listed the colors and their HEX values alongside specific pairings and use examples.

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Additional UI components

Additional UI components

Additional UI components

Besides the main navigation, The BPM tool allowed to switch between the Designer and Inspector area. This allowed for the user to either build his own flow for processes or monitor the processes which were already active.

Besides the main navigation, The BPM tool allowed to switch between the Designer and Inspector area. This allowed for the user to either build his own flow for processes or monitor the processes which were already active.

Organizing and adding context for design instructions

Organizing and adding context for design instructions

Table of contents

Table of contents

Table of contents

The content for the UI Style Guide went through a couple of iterations. As aspects like hierarchy and the dynamics between components progressed so did the versioning and defining the categories and taxonomies involved.

The content for the UI Style Guide went through a couple of iterations. As aspects like hierarchy and the dynamics between components progressed so did the versioning and defining the categories and taxonomies involved.

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Context notes

Context notes

Context notes

Context notes were included for describing when they should be used based on the urgency of communication.

These status indicators were used to show that immediate user action is required—in cases when, there is a problem with the system, something has malfunctioned, or a user must confirm a potentially harmful action. For example alerts, exceptions or confirmations.


Context notes were included for describing when they should be used based on the urgency of communication.

These status indicators were used to show that immediate user action is required—in cases when, there is a problem with the system, something has malfunctioned, or a user must confirm a potentially harmful action. For example alerts, exceptions or confirmations.


Iconography

Iconography

Iconography

Defining the core best practices for context of use was important. In this process I also defined the guideline for extending and building the iconography. Material Design was also used as a reference point.


Defining the core best practices for context of use was important. In this process I also defined the guideline for extending and building the iconography. Material Design was also used as a reference point.


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Typography scale

Typography scale

Typography scale

The typography was better clarified upon documentation and some of the typography duplicates in use was identified and discarded.


The typography was better clarified upon documentation and some of the typography duplicates in use was identified and discarded.


Acccesibility

Acccesibility

Acccesibility

I looked into designing for keyboard controlled users and aspects like colour contrast or font size. Background contrast is also a accessibility related aspect that was included.


I looked into designing for keyboard controlled users and aspects like colour contrast or font size. Background contrast is also a accessibility related aspect that was included.


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Microinteractions

Microinteractions

Microinteractions
 

The team was working on a visual uplift for the BPM app alongside other projects in rotation. Although the BPM UI work did not have the highest priority, we still took time to evolve the UI through jam sessions and other meetings together with our development and paired managers for this project.


The team was working on a visual uplift for the BPM app alongside other projects in rotation. Although the BPM UI work did not have the highest priority, we still took time to evolve the UI through jam sessions and other meetings together with our development and paired managers for this project.


PROBLEM

Hard to control connectors when creating process flows

Hard to control connectors when creating process flows

Hard to control connectors when creating process flows

In the process editor/designer area a developer can create different business processes. One of the uncovered pain points from our developers was the interaction when creating a new connected activity. The resulted diagram seemed untidy and the interaction for connecting activities was hard to control.

In the process editor/designer area a developer can create different business processes. One of the uncovered pain points from our developers was the interaction when creating a new connected activity. The resulted diagram seemed untidy and the interaction for connecting activities was hard to control.

SOLUTION

Connector arrow is created automatically

Connector arrow is created automatically

Connector arrow is created automatically

When adding the follow up step the line is created automatically from the previous step to the new one.

When adding the follow up step the line is created automatically from the previous step to the new one.

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PROBLEM

Submit button - no system feedback

Submit button - no system feedback

Submit button - no system feedback

Launching the DocMe Personal app in the app stores meant that we could be at the risk of getting slammed with negative reviews, which would harm our SEO value and ranking in the app stores.

Initially there was no system feedback included in the submit button.

SOLUTION

Integrating system feedback in the submit button

Integrating system feedback in the submit button

Integrating system feedback in the submit button

I added the animated interactions for the success and failure use cases.

I added the animated interactions for the success and failure use cases.

submit-button_test-3_submitted
submit-button_test-3_not-submitted

Making the UI Styleguide easily accesible

Making the UI Style Guide easily accessible

Making the UI Style Guide easily accessible
 

Organisation in Confluence

Organisation in Confluence

Organisation in Confluence

Initially the documentation was spread across different files, from Ai files moved to Sketch files and into more consolidated versions of documentation in pdf files.

The solution for this challenge was to make the UI Style Guide accessible within the team from a centralised source. A good option at the time was using Confluence to store the documentation and guidelines.


Initially the documentation was spread across different files, from Ai files moved to Sketch files and into more consolidated versions of documentation in pdf files.

The solution for this challenge was to make the UI Style Guide accessible within the team from a centralised source. A good option at the time was using Confluence to store the documentation and guidelines.


Allowing for version history

Allowing for version history

Allowing for version history

The organisation in Confluence allowed for a more scalable approach to accommodate for version history and updates.

The organisation in Confluence allowed for a more scalable approach to accommodate for version history and updates.

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