Redesigning a brand to customer messaging experience.
Relay Network is a B2B2C SaaS platform that allows clients to create personalized content feeds for their customers. Experiences, comprised of messages, are unique to the end user (customer), and are built using Relay’s Customer Experience dashboard.
“The Feed,” as it is known, was due for an upgrade. New features were slated to be added to the product but current experiences weren’t cohesive or actionable. Additionally, the UI was in need of a visual design overhaul and didn’t meet accessibility standards.
I began by auditing the current product. I worked with inherited mockups that began to explore proposed design updates following recent user research sessions.
I broke down every element within the existing library of cards so that I could begin to sort and organize elements and actions. Visual examples such as this help facilitate review and Q&A sessions with other teams — particularly product management and engineering.
There was no design documentation for the architecture of cards that already been delivered for development and I was concerned that we were using elements inconsistently.
These cards were the starting point for the updated Feed Experience. I could see the beginnings of an approach to establish patterns for experience types.
Drawing over every element within the existing UI as part of the card sorting process.
This is the breakdown of types of experience interaction types that I identified within the product.
These are types of elements used for communication that I identified. There are overlaps within experience types and how elements are meant to behave and are categorized without dictating how they must appear and/or interact.
Seeing interaction types and communication elements side by side allows us to map actions and UI elements across multiple areas within an experience journey. Ultimately, this informs how to define UI components with variable content and styling.
As an exercise, I created low-fi mocks restructuring the information used in the current design. Establishing an improved content presentation helped scope how much of the structure of each message should stay the same.
Using the established message types as a foundation, and how messages can be incorporated into experiences (flows), I put together layout directions.
While I was able to lock in some fundamental architecture decisions, I accounted for a level of flexibility in the UI decisions I made. We knew we’d be scaling the number and types of features offered in experience building and needed to balance scalability with defined message IA and UX patterns.
Updating the visual aspect of the UI was slated to be a longer process than delivering updated UX direction. With more stakeholders to weigh in, I explored a few different themes to help gauge where the product’s visual design would intersect with business goals.
While I try to keep most design elements aligned with the effective and accessible UI design rules, I like to present bold and saturated elements to help elicit effective criticism to work into style revisions.
Bold and subtle approaches using different color and typeface approaches.
Bold and subtle approaches using different color and typeface approaches.
Bold and subtle approaches using different color and typeface approaches.
I began by auditing the current product. I worked with inherited mockups that began to explore proposed design updates following recent user research sessions.
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Process of sorting and auditing elements to build into updated feed. Taxonomy: card, message, experience, feed
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