Building Design Standards for Managing Data

A product feature that enhances the way users format their data tables

Hololens UI

Project Overview

Conditional Formatting is a feature within Wdesk Spreadsheets, a collaborative data management tool for different departments, divisions, an entire enterprise. This feature allows users to conditionally highlight data, helping them identify key points at a glance. With Conditional Formatting, users can change colors and other cell formatting properties based on a user set and specified criteria.

Company

Enterprise - B2B

My Role

Main UX Designer
Researcher
(see deliverables)

Team

Product Manager, QA, Tech Lead, 8 Devs (Collaborated with Visual Designer and Researcher)

Timeline

Q4 - 4 Months

Fall 2018

Outcomes overview

Jump to solution
01

Contributed to 24.6% of quarterly profit increase

Allowed existing customers to rollover to the newer Wdesk Spreadsheets and help acquire new customers.

02

Increased overall customer satisfaction

Users are now able to quickly set up and manage conditions in their documents.

03

Helped reduce reporting incorrect data

Users can confidently manage their data within our new gen platform.

Area of opportunity

How might we allow users to format their data sheets based on a set and specified criteria while instilling confidence in their work?

There is still a large subset of users who do not want to use Spreadsheets because Classic Workbooks offers them all the features they need to be successful and effective in their jobs. It's in the product's best interest to understand how incorporating a feature such as Conditional Formatting will help all types of users to gradually migrate into the next generation platform.

GOALS

MVP to expedite user rollover

Help business rollover current users into the new platform. Retain current users, and increase user acquisition.

Leverage current design

Leverage user data and design on the current platform and build something better.

Increase user satisfaction

Understand current frustrations and find better solutions within the new design.

Constraints

Legacy product

Plenty of loyal customers love the old platform but it will no longer be supported once flash shuts down.

Lack of previous research

Old design has a lot of SMEs and recorded design explorations, minimal user research and analytics.

My Process

Strategy

-Define project goals
-Competitive analysis
-User interviews
-SME interviews

Concept

-Storyboard
-Define user flows
-Concept explorations
-Wireframes

Design

-Interaction design
-Usability test
-Collaborate with UI designer on final look
-Developer ready specs

Implement

-QA testing
-Support developers
-Iterate + track incoming feedback and bugs

User storyboard

I lead an initial goal setting and ideation workshop to help stakeholders and product team members align. From that workshop, we generated a list of core features, MVP scope, and a shared understanding of our users' typical steps based.

Working on data

Alex is working on a data sheet. They want to identify how the data is compared based on the initial numbers.

Find feature

They want to set a condition based on a set of instructions to avoid future manual work.

Apply format

Alex selects the data they want to format and sets the condition rules.

Reassurance

They finish and save everything. They feel confident they affected the correct data with the correct format.

Complete task

Alex can now share their work with their coworkers.

Before we launched...

As a team, we double-checked (QA testing) on various browsers and devices (Windows and MacOS). We included 2 additional internal users as part of the testing process. I worked alongside the content team to define training materials.

Outcomes and insights

Users are now able to move forward and transfer a lot of their documents into the new platform. Users are excited and glad we're able to support them.

OUTCOMES

01

Contributed to 24.6% of quarterly profit increase

Allowed existing customers to rollover to the newer Wdesk Spreadsheets and help acquire new customers.

02

Increased overall customer satisfaction

Users are now able to quickly set up and manage conditions in their documents.

03

Helped reduce reporting incorrect data

Users can confidently manage their data within our new generation platform.

Reflection

We had to deal with a lot of technical constraints and work at a quick pace due to the increase of demand in parity features like this one. Towards the end, we noticed that we had to consider more breakpoints and typical screen sizes. In the future, the product could benefit from long-term research to better understand what other features users use in tandem to conditional formatting. The best part is that there are plenty of opportunities to re-use the components and design standards we built during this project.

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