Message Builder is a messaging platform that gives Univerus stakeholders the ability to send Email and SMS messages to their clients for marketing and customer service purposes. Message types include campaign, triggered, inbound, and more.
We first needed to understand the goal of the design - who we were designing for, and what their needs or pain points were. We began by meeting with different Univerus stakeholders to discuss what issues they were currently experiencing, what business goals they had, etc. in regards to customer communication (5 User Interviews). From these insights we generated some User Personas, User Stories, and Use Cases to help inform our design. Lastly, we began exploring various industry leading messaging platforms such as Hubspot, Sendgrid, etc. to draw inspiration and spark UX ideas (Market Research).
With a concrete UX goal now in mind, we set out to design the Message Builder application. We needed to design a platform that allowed Univerus stakeholders to communicate effectively with their clients, in order to improve customer relations, marketing efforts, and business efficiency / costs. The design process was an iterative one, whereby we received feedback on each version of the design from both the UX team and the stakeholders themselves, and made design changes accordingly. For the UI design of the platform, we adhered to the Design System we fleshed out earlier, covered below in this case study.
Workflow Builder is a workflow platform that gives Univerus stakeholders the ability to create business automations to help serve their business needs. They input the details of the workflow, then set corresponding triggers, actions, and conditions.
We first needed to understand the goal of the design - who we were designing for, and what their needs or pain points were. We began by meeting with different Univerus stakeholders to discuss what issues they were currently experiencing, what business goals they had, etc. in regards to business automation (3 User Interviews). From these insights we generated some User Personas, User Stories, and Use Cases to help inform our design. Lastly, we began exploring various industry leading workflow platforms such as Jira automation, Hubspot, etc. to draw inspiration and spark UX ideas (Market Research).
With a concrete UX goal now in mind, we set out to design the Workflow Builder application. We needed to design a platform that allowed Univerus stakeholders to create effective business automations, in order to primarily improve business efficiency / costs. The design process was an iterative one, whereby we received feedback on each version of the design from both the UX team and the stakeholders themselves, and made design changes accordingly. For the UI design of the platform, we adhered to the Design System we fleshed out earlier, covered below in this case study.
Inquiry is a sophisticated search system that gives Univerus stakeholders the ability to search for, retrieve, and display various types of information (called entities) simultaneously on the same page. It gives users control over how they consume data/info.
We first needed to understand the goal of the design - who we were designing for, and what their needs or pain points were. We began by meeting with different Univerus stakeholders to discuss what issues they were currently experiencing, what business goals they had, etc. in regards to retrieving and consuming information (3 User Interviews). From these insights we built some User Personas, User Stories, and Use Cases to help inform our design. Lastly, we began exploring various robust search user experiences from different data rich platforms, as well as off dribble and other UX sites.
With a concrete UX goal now in mind, we set out to design the Inquiry application. We needed to design a platform that allowed Univerus stakeholders to effectively retrieve information, in order to improve the way data / info was consumed within Unity. The design process was an iterative one, whereby we received feedback on each version of the design from both the UX team and the stakeholders themselves, and made design changes accordingly. For the UI design of the platform, we adhered to the Design System we fleshed out earlier, covered below in this case study.
While at Univerus, I was part of the Product Team that fleshed out the Design System and ensured Usability across Unity. There were many brainstorming sessions that went into creating the Design System. We decided that we needed a design that addressed the following: 1. Displayed a lot of info at once coherently (enterprise software is info dense) 2. A simple and clean user interface (with so much info simplicity is key) 3. A corporate/enterprise visual aesthetic (to stay on brand). Based on these three requirements we chose to model our Design System after Microsoft Fluent Design System given it's compact, simple, corporate, and user-friendly design. Naturally, we brought our own flare to the library, making changes to the UI where needed.
WCAG Design: Throughout the design process we made sure we were meeting the WCAG requirements with every design component. This is a very important aspect of design, one that is not just a business obligation, but an ethical one as well.
I am grateful for the opportunity to have worked at Univerus and contributed to their overall product success in my role as Product Designer. It was an incredible endeavour working with the Product Team, where the design process was a collaborative and fun experience. Together we delivered some impactful work, applications that will be used by hundreds of people in the real world solving real problems. I will stay in touch with the team at Univerus, and maybe one day we can work together again!
