Internal Communication Portal
The project was based on create an internal communication platform to allow business and product areas communicate and support sales and marketing teams around the globe.
Challenge: Create an internal communication platform to allow business and product areas communicate and support sales and marketing teams around the globe.
First step: From the beginning, the business areas shared their goals, what make the UX activities focus on identifying the user profiles and their needs.
Our main goal during interviews and workshops during the discovery phase was to understand how they’re interacting with the marketing materials, forms, documents and notifications, and how this new internal platform could support their routine.
We run a series of interviews and workshops with a different group of users and product owners and after it crossed their goals against the business goals.
I’ve created a first proposal that would allow the business area to tag the content and also the users to search for information according to the country where they’re based on, or where their clients were based.
I've decided to use some time during a meeting to try to make stakeholders and product owners to think about the portal with a user perspective, it was also a resource to try to convince them about the value of run users experiences and workshops.
We'd identified the users as part of team members from different areas, and that had different goals and needs, also related to the type of content that was relevant to them.
The sitemap structure was short and objective, with just 3 levels.
All components used to build the wireframes should be used according to a specific Component Library, what guided most of the UX and design decisions.
With users based in different countries, one of the most relevant features was allow them to find content according with country.
With many types of users profiles and needs, based on different countries and with different expectations we decided to allow the product owners to customized the Home page according to the user type, that would be identified by their login.
We're considering 4 highlight sessions and at the navigation bar the option for the user access different users profiles or change their country.
This possibility of check other user profiles was something that came out from our interviews and that we wanted to test with users during the pilot phase.
There was a need to having a session where the users could download documents, forms and marketing materials to support their routine with their clients. By using existing components we defined that using a lateral filter would be the better solution for helping them to filter what they need. Also an item to be tested during the pilot phase.
Our design team applied the bank brand guidelines to change the wireframes into this final design, that is still conservative and basic but that is also aligned with the user and business goals.
The business area since the beginning of the project showed some concern about being able to publish and promote news at the portal, considering that important legal and business changes are decided in the UK or Hong Kong and needed to be spread around all teams as quickly as possible.
During phase 1, the "News" session would be available on the main menu, but on the second phase forwards the users would be able to settle notifications about what kind of news they would like to receive an alert about it.
All the designs created were responsible and when this portfolio was created were still in tests - Pilot Phase 1.