SOPHIA Y LIU
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OM Inform Experience Deep Dive

Design challenge + vision

IBM Consulting must continue to expand the quality of the Offerings we deliver while leveraging predictability and time-to-value to build trust. To do this, our Offerings need to reflect a deep understanding of real human needs and data insights to tell stories in a way that is compelling to our most high-profile clients.

 

As-is user experience: Time-intensive data sifting without clearly identified next steps and easily digestible data insights

 

The data we have today need to empower our users to tell meaningful stories and inform them of actionable next steps.

Surfacing this data in Orchard can be considered the MVP of lifecycle management—one of the first steps needed to help our Offering Leaders and their teams continuously iterate and update their Offerings as they learn about them over time. This type of storytelling sets up Orchard at a foundational level to be more of an iterative space, that is relevant and useful to all Offering Teams at any point in the life span of an Offering.

As Co-Lead Experience Designer, I collaborated closely with a fellow UX Designer and UX Researcher on the project to identify current user workflows, user needs, developed to-be user scenarios, and designed the MVP prototype. Additionally, I was in charge of the UI and Visual experience of the data dashboard experience.

 

My design initiatives and impact

  • Design vision & strategy framing

  • User research synthesis

  • Content audit

  • Information architecture

  • Rapid prototyping

  • Executive presentations

  • Pair design & build with Dev Lead on the team

 

Starting point

To kick off the design sprint, the three of us conducted a series of research sessions with sponsor users to understand what Offering Teams need in terms of data insights and evidence-based storytelling that will drive better Offering iteration.

We then went through several rounds of conceptual explorations and executive presentations to get stakeholder alignment and feedback on the MVP prototype.

Based on user research insights and executive feedbacks, we were able to pinpoint key data points that are top-of-mind for our users and will help them do productive work that drives quality Offering iterations. After stakeholder buy-ins, I collaborated closely with my fellow UX Design Co-Lead, UX Researcher, and Dev Lead to start wireframing and prototyping to bring our MVP Inform experience to life.

 

Top success criteria

  • Ensure the data our user receives feels inspiring, alive, and digestible - versus a set of data-heavy Excel sheets that get buried in someone’s Inbox. 

  • Deliver an Inform experience our users feel confident in and can quickly capture and share with their audience and network. 

  • As the Inform experience will exist within the Offering Management ecosystem, its visual construct needs to align with the new Offering Management Brand experience to drive the sense of unity and cohesiveness across.