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Redesigning Salesforce’s Values and Behaviors Interface
MY ROLE
UX Designer
User research
UI Designer
Graphic Designer
DELIVERABLES
Usability Testing
Prototype
TEAM
Copy Writer
Project Manager
Developers
YEAR
2023
Overview
Project overview
The current Values and Behaviors Interface at Salesforce presents a significant challenge for users attempting to engage with our organizational values, particularly during manager check-ins. Users report a frustrating experience characterized by unclear clickability, inconsistent link behavior, and accessibility issues, which lead to confusion and disengagement. As a critical tool for facilitating meaningful check-ins with managers, the interface falls short in enabling users to effectively access and interact with essential content.
Objectives
This project aims to address these pain points by creating an intuitive, user-centered interface that empowers a diverse range of user personas to navigate a complex volume of content with ease. The objectives of the redesign include improving navigation clarity, standardizing link behavior, and enhancing accessibility to foster an engaging, user-friendly experience that supports productive manager check-ins and reinforces organizational values.
Understanding what doesn't work 🧐
Current state
To tackle these challenges head-on, I embarked on a thorough research journey. I conducted user interviews with employees representing different roles to uncover their needs and frustrations. Their insights revealed the struggle to engage with an interface that felt convoluted and unwelcoming.
This image shows the current design and its usability challenges
Usability test findings
The existing interface had several limitations that significantly impacted usability:
Unclear Clickability: Users struggled to identify which elements were clickable, leading to confusion during navigation.
Inconsistent Link Behavior: All links opened in new tabs, disrupting user flow and making it challenging to trace their navigation path.
Accessibility Issues: Legibility challenges arose from poor contrast ratios and small font sizes, hindering readability and engagement.
Unclear Clickability: Users struggled to identify which elements were clickable, leading to confusion during navigation.
Inconsistent Link Behavior: All links opened in new tabs, disrupting user flow and making it challenging to trace their navigation path.
Accessibility Issues: Legibility challenges arose from poor contrast ratios and small font sizes, hindering readability and engagement.
Crafting the Solution
Low-fidelity prototype
With insights from current state testing in mind, I began sketching initial concepts and creating wireframes focused on improving the interface. This process allowed me to visualize the structure and layout of the design. Utilizing these sketches, I developed a low-fidelity prototype to test the concepts effectively. These tools provided a practical starting point for gathering user feedback and assessing how well the new design could enhance the overall user experience.
Low fidelity prototype I used to test usability
Usability Testing
I tested the initial design with six company employees representing different personas, and the results were illuminating:
Task 1: All six users were able to easily navigate and find relevant information.
Task 2: Five out of six users understood their location within the interface and the purpose of the page they were on.
Task 3: Five out of six found the interface intuitive and easy to use.
Overall, the feedback indicated that users had a clear understanding of the interface and its functionalities.
The final design
The final design featured an enhanced navigation structure tailored for all three personas. Engaging UI elements guided users seamlessly through the content, addressing previous pain points and significantly improving usability. Additionally, I included animations for the developers to implement, creating a pleasant and smooth experience as users interacted with the interface. This thoughtful addition aimed to enhance overall engagement and make navigating the platform more enjoyable.
Reflections on the Journey
Lessons Learned:
This project reinforced the critical importance of usability testing at every stage of the design process. Conducting current state testing allowed me to identify key pain points and usability issues early on, which informed subsequent design decisions. Following the development of the prototype, usability testing provided invaluable feedback that directly influenced the final design. Engaging users throughout both phases ensured that the solution was not only functional but also aligned with their expectations and needs. This iterative approach highlighted that effective design is built on continuous learning and adaptation based on user insights.
Next Steps
With the redesign successfully implemented, I emphasized the importance of ongoing user feedback sessions to ensure the interface evolves with user needs. As we look to the future, I plan to explore expansion possibilities for the platform to accommodate future content growth while maintaining its user-friendly design.
