Team
Platforms
My Role
Duration
Anthony Lamont
- Lead UX Strategist
Jenny DeSouchet
- Senior UX Strategist
Catherine Nguyen
- Senior UX Strategist
Desktop and Mobile
UX/ Strategy Intern
- Client: Salesforce+
10 Weeks
As Salesforce is an established brand, Salesforce+
is still a new platform.
It needs a perspective on how the content better communicates what Salesforce+ has to offer.
The main business goal of this project is to increase sign-ups for the SF+ platform. This can be achieved by improving user engagement through an enhanced visual hierarchy, first touch, and interaction in the Card system.
Salesforce+ lacks an effective strategy to help users find and understand their content offerings
Addressing user needs
Salesforce Plus+ experience and existing card system
From the previous interview report to learned the factors that motivate users to choose Salesforce+ platform:
Seeking Enhanced Decision-Making and Leadership:
Users need a platform that informs and validates their decisions, helping them lead effectively.
Demanding Productive and Intelligent Interaction:
Users desire a resource that enables efficient engagement in various professional contexts, fostering interest.
Aiming for Constant Improvement and Relevance:
Users are looking for a resource that keeps them updated and continuously improves their skills in their field.
Challenge
While considering the entire platform experience, how might we help users discover and engage with content on Salesforce+?
How might our content strategy allow us to highlight or feature unique content in a scalable way?
To understand the benefits of implementing an effective strategy on Salesforce+ and to solve user's needs, it was important to understand how badges and tags could enhance user engagement and add value. I worked with the strategy team to define the goals of using badges and tags within the card system and used this information to inform our design direction and product requirements.
My Role
During my time at Instrument, I led a competitor analysis and explored various design iterations for Salesforce. I presented my ideas to senior leadership and worked with team to continuously refine solutions based on user needs.
I also received design feedback through bi-weekly design critiques with the strategy and design team. Additionally, I had the opportunity to work with the development team and gain insights into any limitations or restrictions in the development process.
An investigation of streaming platforms for educational content, live events, and entertainment
My first step was to align the Salesforce+ design system and product with current trends in streaming platforms, events, and learning-focused platforms. I also conducted comprehensive benchmarking research to identify common card patterns and behavior in different states, examining component behavior on various platforms.
Ex Zendesk & Hulu:
Before sharing the extensive research I conducted with my team, I re-evaluated the insights to identify opportunities for Salesforce+ to use tagging and badging within the card system to better meet the needs of users with the current types of content cards.
Ex Text tags & Durations:
UX strategy and wireframes
After learning about tagging and bagging, I began wireframing a card design that incorporated both elements. The goal was to create a standard card that could be applied to various content types, such as series, events, and episodes.
In collaboration with product partners, we developed a scale system to explore the limitations of the standard card design. I tested the design across a spectrum of mild to wild, evaluating the complexity of the wireframes based on the amount of information they exposed and the potential workload on the development side.
Ex Mildest & Wildest:
Finding the Balance
Not all information needs to be revealed on a content card, so I worked with strategists to narrow our recommendations to four options that strategically reveal snackable details through image badges and text tags and leverage visuals to reveal more content information.
.gif)
Validating the component behavior, detail designs, and UX strategy based on use cases
With setting rules and guidelines based on the needs of users who are absorbing content information. We conducted stress tests and evaluated the changes in status and tags based on different use cases. We also established roles and guidelines to ensure that every use scenario was thoroughly considered and to ensure a consistent experience across all cards.
Ex Series Card:
I gained a lot of confidence as a designer during this project, as it allowed me to design a system within Salesforce+'s complex design structure. My mentor and the strategy team provided support and guidance and gave me the autonomy to conduct research and explore different design options.
I have also learned the importance of accessibility and readability in design, especially with regard to tagging and badge elements in card design. I would like to continue conducting more stress tests and user testing in the next step to validate the solution and work with the design team to find the best balance between visual appeal and accessibility.
Check the new project updated from @Instrument!
Reflection
