Problem Statement
Global Snippets was an existing feature within the application, allowing users to create and manage reusable content blocks for email automation. However, the original UI and user flow were outdated, lacked consistency with the new design system, and presented usability challenges that impacted efficiency.
Key issues included:
- Inefficient user flow: The process for creating, editing, and testing snippets was cumbersome and required unnecessary steps.
- Inconsistent UI: The interface did not align with the new design system, leading to a fragmented user experience.
- Lack of clarity in error handling: Users struggled to diagnose and resolve issues when snippets failed validation.
- Suboptimal workflow efficiency: The experience was not optimized for power users, making snippet management more time-consuming than necessary.
Objectives
As the Product Designer, my role was to redesign the UI and user flow to make the experience more intuitive, efficient, and aligned with our design system. The goal was to streamline snippet management, enhance usability, and improve error handling, ultimately boosting productivity for users.
1. Improve Usability & User Flow
- Streamline the snippet creation, editing, and testing process to make it more intuitive.
- Reduce friction points by minimizing unnecessary steps in the workflow.
- Ensure the UI follows best practices in UX, making it easy for users to navigate.
2. Enhance Efficiency & Productivity
- Redesign the interface to enable faster snippet management.
- Optimize the layout for power users who frequently create and modify snippets.
- Improve error messages and validation feedback so users can quickly resolve issues.
3. Ensure Consistency with the New Design System
- Align all UI elements with the updated design system, ensuring visual consistency across the platform.
- Use standardized components, typography, spacing, and color schemes for a cohesive experience.
- Improve responsiveness and accessibility to enhance usability across different devices.
4. Improve Error Handling & Debugging
- Redesign how errors are displayed to provide clear, actionable guidance.
- Ensure validation messages are concise and informative, helping users resolve issues faster.
- Introduce real-time feedback mechanisms to alert users to potential issues before saving.
UI before refresh and new design system implemented.
Process
1. Research & Analysis
- Conducted a usability audit of the existing Global Snippets feature to identify pain points.
- Gathered user feedback from internal teams and stakeholders to understand workflow inefficiencies.
- Analyzed error handling flows to identify areas for better clarity and guidance.
2. Defining UX & Workflow Improvements
- Mapped out the existing user flow and pinpointed friction points in snippet creation, editing, and testing.
- Developed an optimized user flow that reduced unnecessary steps and improved efficiency.
- Improved error visibility and troubleshooting UX to help users resolve validation issues faster.
3. UI Redesign with the New Design System
- Translated the updated workflow into wireframes and prototypes, ensuring alignment with the new design system.
- Applied consistent UI patterns, components, and accessibility standards to create a more intuitive interface.
- Created the new banner component for this initiative.
- Simplified the navigation and interaction model to make snippet management seamless.
4. Iterative Testing & Validation
- Conducted internal usability testing with teams who regularly use Global Snippets.
- Refined designs based on testing insights to further optimize usability.
5. Handoff & Implementation Support
- Created detailed design documentation for the engineering team.
- Collaborated closely with developers to ensure smooth UI implementation and design fidelity.
- Provided post-launch feedback to refine the experience based on real-world usage.
UI Redesign with the new Design System and new improved user flow.
Key Outcomes
✅ Improved Efficiency – Reduced steps needed to create and manage snippets.
✅ Better UI Consistency – Full alignment with the new design system, enhancing visual clarity.
✅ Enhanced Error Handling – Users can now quickly diagnose and fix validation issues.
✅ Streamlined Workflow – Optimized user flow makes snippet management faster and more intuitive.
Additional Mockups
