Create a better user experience for their online community site, and redesign the IA and navigation to create a seamless integration of the online community and other necessary siloed sites.
An enterprise company offering a low-code BPM solution
The company that approached us had large goals to accomplish that required significant attention to their website. Our first challenge to overcome was to determine what a future state user experience and navigation might be, then design a framework that allowed them to fill it over time.
My Role
Lead UX Designer - UI Designer
I was the lead UX and UI Designer on this project. I was tasked with—and excited to accomplish—user research, data synthesis, information architecture, navigation taxonomy, mock-ups, and wireframes.
Table of Contents
Discovery
Analysis
Problem Statements
Research
Synthesize
Key Findings
Determinations
User Flows
IA/Navigation
Wireframes
Discovery
In the beginning, we spent some time with the company discussing their business goals, as they pertained to their website. We were happy to help bring clarity to the conversation by approaching the solution in two separate ways IA and Navigation for their site as a whole, and UX with beginning wireframes for their online community.
IA/Navigation
Online Community
Better integration of all sites associated with their main site
Significant growth in online community signups
Determine taxonomy for a future state
Bring clarity to user needs and desires
Create a better overall user experience
Integrate online community goals of Grow, Collaborate, and Learn
Analysis
As we came to understand their goals and objectives, I began to look forward to analyzing their website. I wanted to understand how a user might operate and accomplish tasks on their website, as well as reveal any major pitfalls that users may run into.
Areas to grow
Full Site IA/Navigation
Online Community
Too many options in the navigation. This created an experience that was confusing and convoluted.
A taxonomy that didn’t feel intuitive.
The main pages lacked clarity on what they aimed to accomplish.
Accessibility was lacking with pertinent content and functions.
Problem Statements
After analyzing their website, I was able to clearly identify the problems.
The taxonomy within the main site navigation seemed to lack intuitive placement and the menu contained too many options. This led to a confusing user experience and an inability to easily navigate between multiple related content pieces.
The online community pages lacked direction for the tasks users desired, and many of the pages contained options that didn’t directly answer the user's needs.
Problem Statements
After analyzing their website, I was able to clearly identify the problems.
The taxonomy within the main site navigation seemed to lack intuitive placement and the menu contained too many options. This led to a confusing user experience and an inability to easily navigate between multiple related content pieces.
The online community pages lacked direction for the tasks users desired, and many of the pages contained options that didn’t directly answer the user's needs.
Research
As my assumptions began to build, I needed further data to prove or disprove what I was finding. Research is a joy of mine, and it was my pleasure to understand user needs for the online community and ways to design an information architecture with more clarity.
IA/Navigation
Heatmap analysis
Page analytics
The objective was to discover the content and pathways users were choosing most.
The objective was to determine page efficacy which would inform hierarchy decisions.
Website goals
Card sort
The objective was to understand the tasks and activities they wanted users to perform.
The objective was to discover content categories and placement determined by users.
Online Community
50 unaffiliated survey respondents
3 unaffiliated interviews that fit their target persona
The objective was to determine how a user, fitting their persona, would benefit most from a website similar to theirs.
The objective was to discover the desires and needs a user would have to navigate a website for a product like theirs
110 current user survey respondents
3 interviews with current users
The objective was to discover the needs users found most immediate and most important. I also wanted to determine how they accomplished pertinent tasks and their experience doing so.
The objective was to discover how they currently use their website, which desires are being met, and which ones are not.
Additionally I performed a competitive user flow analysis on four of the companies main competitors
The objective was to discover common user patterns, strengths we might glean from, and areas of opportunity where we may create a better user experience.
Synthesize
I utilized affinity mapping as one of the main tools to draw insights and synthesize my data. This allowed me to discover the cross sections between business needs, and user desires. It also uncovered potential pitfalls in the companies online community strategy altogether.
Grow
Learn
Collaborate
Problem Solve
Drive/Desire
Key Findings
As we synthesized a significant amount of data, these were some of the key findings that helped to shape the solutions needed.
IA/Navigation
Main content categories
Top 10 pages visited
Website goals
Tasks and info users desired
Discover
Products & Services
Learn
Community
Resources
Grow community users from 50k to 200K
Integrate siloed web experiences into one ecosystem
Online community goals of grow, connect, and learn.
Home
Getting started
Pricing
Low-code Platform Overview
About
Low-code App Development
Contact
Why us
Business Process Management
Resource center
Social Proof
Specific use needs
Products and services
What’s new
Problem-solving
Testing the product
Online Community
Tasks users found most important to perform.
Troubleshooting
Explore Best Practices
Hands-on exploring platform
Enroll in training
Execution vs encouragement
Motivation to learn new skills
Access to peer support
Quickest and Clearest Access
Find technical articles and resources
Ask a question or troubleshoot a problem
Explore best practices
Key Findings
As we synthesized a significant amount of data, these were some of the key findings that helped to shape the solutions needed.
IA/Navigation
Categories
Tasks and info
Discover
Products
Learn
Community
Resources
Social Proof
Specific use needs
Products and services
What’s new
Problem-solving
Testing the product
Grow community users from 50k to 200K
Integrate siloed web experiences into one ecosystem
Online community goals of grow, connect, and learn.
Website goals
Online Community
Tasks users found most important to perform.
Troubleshooting
Exploring best practices
Hands-on exploring platform
Enroll in training
Execution vs encouragement
Motivation to learn new skills
Access to peer support
Quickest and Clearest Access
Find technical articles and resources
Ask a question or troubleshoot
Explore best practices
Determinations
IA/Navigation
A secondary navbar needs to be created to better navigate between related content groups
New landing pages need to be created to streamline menu options, and bring clarity to the navigation
An interim solution is needed for the IA and navigation to create a foundation for the future state
Primary navbar categories need renaming to match website goals and user needs
Online Community
Highlight the earning potential from being a certified App user
Bring attention to the value proposition of the online community
A new main page that fits the user needs hierarchy
New landing pages for the categories that match the company's online community goals
Determinations
IA/Navigation
A secondary navbar needs to be created to better navigate between related content groups
New landing pages need to be created to streamline menu options, and bring clarity to the navigation
An interim solution is needed for the IA and navigation to create a foundation for the future state
Primary navbar categories need renaming to match website goals and user needs
Online Community
A new main page that fits the user needs hierarchy
New landing pages for the categories that match the company's online community goals
Bring attention to the value proposition of the online community
Highlight the earning potential from being a certified App user
User Flows
I utilized user flows to help determine how a user might most effectively accomplish a task. The task chosen for each user flow was aimed directly at a goal the company had for its website. Here are two of the most pertinent user flows for the user and website goals.
Key
Community signup
Solve a problem
IA/Navigation Diagram
This diagram provided a great way to visualize the new information architecture. What was exciting about this diagram is how it opened up the conversation about a secondary navbar for specific content groups and the need for new landing pages in a later phase!
Key
Wireframes
These wireframes are the main category landing pages for the online community and are directly related to the company’s community goals of growing, collaborating, and learning. I aimed to design something highly functional and visually appealing!
App Community Homepage
Wireframe Logic and Key Insights
Business Goals
Make Community easy to join/access.
Increase the number of Certified users.
All users should be Community users.
Drive and Desires Insights
The most important goal, and most often goal is technical articles and resources.
Users found it highly and equally important to troubleshoot and explore best practices. (platform tips or building successful teams), but not as often to explore best practices.
New users may also be coming to the community to evaluate the platform.
Users found it highly important to explore the platform hands-on.
Top 3 reasons people are visiting most often
Find technical articles and resources (68.5%)
Ask a question or troubleshoot a problem (67.6%)
Explore best practices (43.2%)
Close 4th, Explore AppMarket solutions and plug-ins (36.9%)
User Needs/Desires Hierarchy
Find technical articles and resources (87%)
Explore best practices (78.7%)
Ask a question or troubleshoot a problem (72.2%)
Explore AppMarket solutions and plug-ins (70.4%)
Try the platform and understand new features (65.7%)
Become an Certified developer (61.6%)
Enroll in training (54.6%)
Community Key Features
Quick access to options used most often (technical articles, troubeshoot, explore best practices)
Clear value for users to join the community
Easy access to join the community
Clear value for Appian Certifications
Easy access and clarity on ways to learn
Community Primary Navigation
The primary navigation options were created based on Appian goals for Community, and insights from user needs.
Grow Landing Page
Wireframe Logic and Key Insights
Grow Business Goals
Endorsed by top influencers.
Develop skills.
Get Appian Certified.
Grow Key Insights
Grow” in the community can have two categories. Growing current skill, growing opportunity
Certifications are viewed as a way to help grow opportunities, but not so much as skill validation within the community.
Users would be highly motivated to learn new skills by seeing Appian developers' unique careers and personalities.
Users found it important to try the platform in a hands-on way to learn new skills.
When learning a new skill, users find docs highly valuable. then in descending order online training, and knowledge base or Appian playbook with a 10% difference between the two.
Grow Key Features
Appian Certified Developer spotlight, highlighting the earning potential with certifications.
Quick access to Hands-on Training option.
Quick Access to Online Training option.
Easy access to Appian Playbook and Standard Installations
Learn Landing Page
Wireframe Logic and Key Insights
Learn Goals
Training.
Best practices.
Resources.
Former Learn Page Elements Upgrade
Brought Appian Guaruntee higher in visual hierarchy.
Brought clarity to secondary nav/icon options. Either reworking the icons or turning into sections.
Certifications is still present but lower on visual hierarchy since Certifications is more testing than it is learning.
Resources doesn’t completely fit the Learning objective. Currently, Resources is mixed between customer support and technical articles (docs, Playbook, Knowledge Base).
Learn Key Insights
Exploring best practices was 2nd in what user are wanting to accomplish when visiting the Community.
Exploring best practices is a highly important option (83.7%) but It is much lower frequent usage (42.6%).
Enrolling in training was 7th in what users are wanting to accomplish when visiting the Community.
When learning a new skill, online training was 3rd in the methods users prefer.
On a scale of 1-8, 67.5% selected a 6 or higher, rating the importance of enrolling in training to learn new skills.
Learn Key Features
Quick access to Class Paths & Styles.
Quick access to Learning Portal & Progress.
Easy access to join the community.
Clear value for Appian Certifications.
Visual Clarity in learning paths and delivery style.
A section including standard installations and best practices (perhaps Appian Basics).
Collaborate may need to be iterated.
Collaborate/Problem Solving Page
Wireframe Logic and Key Insights
Troubleshoot/Problem Solve Key Features
Usually, a forum would be home for a function like this, but Appian Users find other means that are disconnected to solve a problem.
Quick access to documentation, Articles, and Discussions.
Clean Simple UI that is to the point.
Content block that toggles between docs and forum (auto set to docs).
Problem-Solving Key Insights
Users visit to troubleshoot very often and found its utility very important.
When troubleshooting, users found documentations most important, then going to Community and selecting the best option second in importance.
.9% went to the forum first to troubleshoot a problem.
Beginners ask questions most about how Appian works.
Mid-level users typically ask questions about turning what they know into a solution, how to apply the knowledge they have. They have use-case specific questions.
Users typically view multiple sections such as Docs, Knowledge Base, and Forum to find the right solution.
Conclusion
Much of this project felt like untying a knot only to reveal more knots to be untied! I thoroughly enjoyed this project as it did require a high level of problem-solving for the company and empathy for the users. In the end, I was able to design solutions and set a foundation that would propel the company into the future state it desired!
The deliverables included research and insights, information architecture that allowed growth into their future state, goals-based user flows, and wireframes to redesign the online community experience.