Value Assessment Tool

In Spring 2018, I was part of a net new product called the Value Assessment Tool. This tool initiates a conversation between customers and sales. I was the main UI UX Designer. I worked along with the UX Lead, Product Marketing Managers, Content Strategists, External Brand Agency, and Engineers.

Wireframes Round 1

After having the kickoff meeting and working with the content strategist, it was time for me to design the wireframe phase. I started out with sketches on paper on how I wanted the layout to look like. I then went into Sketch to design the wireframes. For the customer profile section, I went with a form field style. For the value map section, I designed the layout so that the information on the page is easily readable all at once. We then went on testing the wireframes on usertesting.com.

Testing

I am a firm believer in testing everything when possible. Test early and test often so there are no problems down the road. When we got the results back, analytics showed that users were not fond of the customer section form field style. Users thought it looked daunting and boring. The value map section did well and users had a smooth experience in reading the content.

Wireframes Round 2

In this round of wireframes for customer profile section, I decided to design the wireframes in a step by step style so that users can focus one question at a time. I also added some animation section as a status bar so that when users complete a question, the bar increases. The UX Lead and I conducted another A/B testing and the results showed positive with users. Users thought it was engaging.

Visual Design

When it came to visual design, the UX lead and I worked with an external brand agency to help us with the illustrations. We worked with the agency in giving them direction. When we got the assets, I added our brand color, buttons, etc according to our style guide.