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APPROACH & LEARNINGS TO CONVERSOICAL'S DESIGN SYSTEM (2)

APPROACH & LEARNINGS TO CONVERSOICAL'S DESIGN SYSTEM (2)

Contents

  • APPROACH TAKEN
  • SYSTEM SETUP
  • PATTERN AUDIT
  • Workshop summary
  • CONSOLIDATION
  • Consolidated Designs
  • ROLLOUT
  • WHAT DID I LEARN

APPROACH TAKEN

Conversocial structured design projects using the double diamond framework

We chose to deliver first and then follow up with research:

  • High staff turnover and management changes left us with no front-end developers for coding & consulting on the design system
  • The UI of the customer-facing product hadn't significantly changed for 18 months and customers reported good usability - there was little evidence warranting wholesale changes
  • We hypothesised that we'd base the design system on the most recently designed product matching the brand language & had tested well in the usability studies
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Define System Setup To define the system architecture & design principles with our limited developer input
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Develop Pattern Audit Identifying all patterns in use across the digital estate
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Develop Consolidation Reduce and Systemise patterns based on core pages
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Deliver Rollout Implementing the new design system interfaces & components
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Discover Uplift UX Conduct research to improve the usability, robustness & user experience of each pattern

SYSTEM SETUP

We prioritised investigative stories with the Front-end development lead to define the design system architecture & principles
  1. The system would support multiple .js frameworks (Angular and React)
  2. We'd avoid 3rd party libraries where possible as a way to reduce the overhead from reacting to library changes and be free to explore UI solutions
  3. The Lead developer would consult through the pattern of audit and consolidation phases
  4. We'd deliver new designs for the core pages and components extrapolated from those use cases ahead of development
  5. Would have the flexibility of an atomic system
  6. With a set of structured building blocks, websites (car models) can be put together quickly using components that already exist.  Image from "
    With a set of structured building blocks, websites (car models) can be put together quickly using components that already exist. Image from "Chapter 4, The Atomic Workflow" by Brad Frost

PATTERN AUDIT

Identifying all patterns in use across the digital estate

I planned 2 workshops for myself & the other designer to gather examples pages from each product and audit the patterns. In the workshops we:

  • Cut out each unique component
  • Identified pattern groupings
  • Selected core pages to use as a base for designing the system components
  • Reviewed navigation models present in the current products (which turned out to be the same)
  • Began identifying templates

Workshop summary

Workshop setup with product print outs
Workshop setup with product print outs
Overview of pattern groupings and cut outs
Overview of pattern groupings and cut outs
We learnt there were many similar form variations
We learnt there were many similar form variations
Too many button variants were found
Too many button variants were found
Status indication varied across the products and within
Status indication varied across the products and within
Different templates spotted across all products
Different templates spotted across all products

CONSOLIDATION

We consolidated the patterns in three steps to create our system structure
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1. Component structure Setting a structure for how we'd reference the different levels of components within a design system:

During the workshops, I saw we'd end up with lots of overlapping molecules and organisms. This would lead to varied usage if we continued to follow an Atomic Design System structure

We settled on a hybrid approach that would give us the option of using padding tokens later down the line

  1. Atoms: Our base elements
  2. Components: A set of atoms pulled together for a specific purpose
  3. Module: A set of components & atoms grouped together to control functionality or user experience
  4. Templates: Key page templates to provide rapid structure to new features
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2. Core page consolidation Consolidating patterns into a single design language using core pages from each product to cover ~80% of the needed patterns

We followed our hypothesis to apply the visual language of the most recently designed product to the identified core pages

Ignoring forms (which are a given need for most design systems)

To consolidate we

  1. We split the core pages designs 50/50 between us, leading our set and collaborating on new patterns when we discovered gaps in the design language
  2. Ensured the single navigation layout would work for each product with room to grow
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3. Stress Testing With a parallel project, I'd design using our new patterns to further stress-test the system

The parallel project was for a new pricing model that would be accessed in a new hub product. During its discovery phase I sketched out the flows with stakeholders and used these as the base to stress testing the design language

Consolidated Designs

Bot Platform - Chatbot Flow map

Original Chatbot Flow map
Original Chatbot Flow map
Original flow node menu
Original flow node menu
Design System Chatbot Flow map
Design System Chatbot Flow map (My Design work)
Design System Original flow node menu
Design System Original flow node menu (My design work)

Settings Pages

Each product was using the same setting template just with different visual styles.

These pages also covered the core form elements

Example of an original settings page
Example of an original settings page
Design System base settings page (Design from my colleague.
Design System base settings page (Design from my colleague. I only consulted on this design)

Agent Workspace Product

Default view

Original Inbox view of Agent Workspace that customers report has good usability
Original Inbox view of Agent Workspace that customers report has good usability
Design System Inbox view (Design from my colleague.
Design System Inbox view (Design from my colleague. I only consulted on this design)

Pricing model Hub Stress-test

Sketches from Pricing hub stakeholder workshop
Sketches from Pricing hub stakeholder workshop
Design System landing page for the new pricing model project
Design System landing page for the new pricing model project (My design work)

ROLLOUT

Implementing the new design system interfaces & components

The design system was ready to have its components built and a rollout plan prepared for Q2 2020

From the core page designs we extracted the various atoms, components & modules and created the sketch assets

Example atoms from the design system
Example atoms from the design system

WHAT DID I LEARN

Workshops for pattern audits are stronger than doing it at your desk
  • As a workshop, both designers understood the context for where the patterns were being used to a greater depth
  • Cutting out UI gave a physical presence to the number of similar patterns with the current products
  • By using the walls we had a great asset to show stakeholders (in person or pictures) the amount of variation
Designing a system that focuses on core pages gives a more robust and grounded set of patterns
  • I wanted to create this design system by designing from a group of core product pages and then turning them into a set of components. At Aviva, I'd experienced it done the other way, which left large gaps for differing use cases
  • By using core pages we saw overlap more easily and critically where patterns needed to deviate for better usability in their context
Taxonomy and system structure should start flexible. As the system grows structure becomes more firm
  • We designed this system without enough developer involvement and between ourselves experienced confusion between molecules and organisms
  • By using a hybrid structure we gave the system scope to firm up decisions later in its lifecycle
  • Combining with learnings from Aviva, the flexible structure gives the system options as the other disciplines get involved down the line