Designing a consistent profile experience across all of User Interviews

Overview

In this project, I audited an inconsistent profile experience across 9 different product locations and implemented a consistent interaction and visual design structure. I designed a modular profile component to be used across the entire product for accessing attributes associated with participant accounts. I conducted 5 rounds of research and design iteration. Finally, I led the final development QA with our engineering team, and we shipped a universal profile view across our application.

Project collaborators

Luke Friedman

Product Manager

Kyle Shike

Senior Engineer

Rachel Roppolo

Engineering Manager

Sav Phillips

Product Designer

Key metrics

  • Metric 1

  • Metric 2

Timeframe

Fall 2023

Overview

In this project, I audited an inconsistent profile experience across 9 different product locations and implemented a consistent interaction and visual design structure. I designed a modular profile component to be used across the entire product for accessing attributes associated with participant accounts. I conducted 5 rounds of research and design iteration. Finally, I led the final development QA with our engineering team, and we shipped a universal profile view across our application.

Project collaborators

Luke Friedman

Product Manager

Kyle Shike

Senior Engineer

Rachel Roppolo

Engineering Manager

Sav Phillips

Product Designer

Key metrics

  • Metric 1

  • Metric 2

Timeframe

Fall 2023

Overview

In this project, I audited an inconsistent profile experience across 9 different product locations and implemented a consistent interaction and visual design structure. I designed a modular profile component to be used across the entire product for accessing attributes associated with participant accounts. I conducted 5 rounds of research and design iteration. Finally, I led the final development QA with our engineering team, and we shipped a universal profile view across our application.

Project collaborators

Luke Friedman

Product Manager

Kyle Shike

Senior Engineer

Rachel Roppolo

Engineering Manager

Sav Phillips

Product Designer

Key metrics

  • Metric 1

  • Metric 2

Timeframe

Fall 2023

Understanding the problem space

Prior ecosystem

Before the profile component updates, the researcher experience of reviewing participant data was inconsistent across multiple contexts. Our project workspace context offered one view of a participant, while our CRM experience presented another.

In the previous ecosystem, there were significant discrepancies in the data shown across these two contexts. Data display also varied dynamically depending on the type of project—moderated or unmoderated—that a researcher was running.

Many users reported frustration with not being able to access the right data at the right time, often needing to toggle between views to piece together a complete participant profile. Inconsistencies in components and review workflows added further friction, underscoring the need for a more unified and coherent profile system.

Snapshot of previous profile experiences (Project workspace). The context of this profile is a participant from our external audience ("Recruit audience"), in a Moderated Project template

Snapshot of previous profile experiences (Research Hub CRM)

Understanding the problem space

Prior ecosystem

Before the profile component updates, the researcher experience of reviewing participant data was inconsistent across multiple contexts. Our project workspace context offered one view of a participant, while our CRM experience presented another.

In the previous ecosystem, there were significant discrepancies in the data shown across these two contexts. Data display also varied dynamically depending on the type of project—moderated or unmoderated—that a researcher was running.

Many users reported frustration with not being able to access the right data at the right time, often needing to toggle between views to piece together a complete participant profile. Inconsistencies in components and review workflows added further friction, underscoring the need for a more unified and coherent profile system.

Snapshot of previous profile experiences (Project workspace). The context of this profile is a participant from our external audience ("Recruit audience"), in a Moderated Project template

Snapshot of previous profile experiences (Research Hub CRM)

Understanding the problem space

Prior ecosystem

Before the profile component updates, the researcher experience of reviewing participant data was inconsistent across multiple contexts. Our project workspace context offered one view of a participant, while our CRM experience presented another.

In the previous ecosystem, there were significant discrepancies in the data shown across these two contexts. Data display also varied dynamically depending on the type of project—moderated or unmoderated—that a researcher was running.

Many users reported frustration with not being able to access the right data at the right time, often needing to toggle between views to piece together a complete participant profile. Inconsistencies in components and review workflows added further friction, underscoring the need for a more unified and coherent profile system.

Snapshot of previous profile experiences (Project workspace). The context of this profile is a participant from our external audience ("Recruit audience"), in a Moderated Project template

Snapshot of previous profile experiences (Research Hub CRM)

Design approach

Audit the existing experience

First, I audited the existing experience, the understand how existing data attributes lived across our product. I looked into EnjoyHQ our feedback database to understand current customer pain points and how that relates to the current structure.

Comparitive analysis

Next I conducted a comparative analysis of other leading products, and how the visualized the profile experience. I paid close attention to information architecture of the profile within tables, and how the profile interactively opened and closed.

Create hypothesis wireframes

Last, I framed design requirements internally with team based on audits, customer feedback, and comparative analysis. Then I created hypothesis wireframes, synthesizing design requirements into an artifact.

Design approach

Audit the existing experience

First, I audited the existing experience, the understand how existing data attributes lived across our product. I looked into EnjoyHQ our feedback database to understand current customer pain points and how that relates to the current structure.

Comparitive analysis

Next I conducted a comparative analysis of other leading products, and how the visualized the profile experience. I paid close attention to information architecture of the profile within tables, and how the profile interactively opened and closed.

Create hypothesis wireframes

Last, I framed design requirements internally with team based on audits, customer feedback, and comparative analysis. Then I created hypothesis wireframes, synthesizing design requirements into an artifact.

Design approach

Audit the existing experience

First, I audited the existing experience, the understand how existing data attributes lived across our product. I looked into EnjoyHQ our feedback database to understand current customer pain points and how that relates to the current structure.

Comparitive analysis

Next I conducted a comparative analysis of other leading products, and how the visualized the profile experience. I paid close attention to information architecture of the profile within tables, and how the profile interactively opened and closed.

Create hypothesis wireframes

Last, I framed design requirements internally with team based on audits, customer feedback, and comparative analysis. Then I created hypothesis wireframes, synthesizing design requirements into an artifact.

Research approach

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Outcomes

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