Project Overview
The Company:
SOCi is the next generation social media marketing and management PaaS With its proprietary Content Discovery and Recommendation Engine and Instant Insight scoring algorithms, SOCi is helping businesses and digital marketing firms achieve success in social media.
How might we improve the “Templates Library” to allow our local users to experience less friction when creating & viewing templates?
The Objective:
To add value for our local users by improving the look, feel & flow of the “Templates Library” feature
Who I worked With:
Project Manager, Software Engineers, VP of Product, VP of Engineering, SOCi Users
Tools:
Trello, Miro, Google Drive(Project Management), Figma (Design & Prototyping), Whimsical (Personas & User flows)
The Process
Discovery
Usability Testing the existing product
Ideation (user flows, wireframes & prototypes)
Usability Testing with interactive prototypes
Stakeholder meetings & approval
Coding and deployment
User personas paired with their respective Task Flows helped us understand areas of possible friction
Design Constraints
1 Week to test and design
1 Week allotted for development and deployment
Required to use existing top tool bar
Limited to using existing UI styling without access to a “design system”
Not being able to include the “template creation” flow inside the main screen
Incorporate the new tag title system to replace the traditional naming convention.
List vs. Tables approach
Usability Test 1: What was tested?
• How users created new libraries
• How often they created new Libraries
• How efficiently users created new templates
• How users edited existing libraries and templates
• Understand how often they use template responses for engagements
• Observe any friction that users were experiencing
• Icon & button identification
• Understand users goals when revisiting the “Templates” area
Desktop and Mobile interaction flows
What Was Improved
Making Tags more prominent
The ability to view the entire template without entering the “edit” mode
Providing a metric for how many times a template was used
A time stamp metric for how long ago the template was created
Desktop version of Templates Libraries
Mobile version of the Templates Libraries
Usability Test Results
• Roughly 80% of the users we usability tested with were able to complete the tasks given
• Some users weren’t entirely sure what changes were made but felt like they were still able to accomplish what they needed regardless
• A percentage of users felt that they were able to identify / edit existing templates easily when compared to the previous version