A laptop on a wooden table displaying a document editing software with photos and text. A glass of iced coffee and a white notebook with a pen are next to the laptop.

Template Editors

My Role:

UI/UX Lead Designer

Tools:

Figma

Full Story

Timeline:

May 2023 - June 2023

Problem

Buildout's three editors (documents, email, and website plugin) suffered from inconsistency and outdated design, leading to several issues:

  1. Inconsistent User Experience: Each editor, designed at different times by different designers, had unique interfaces and workflows.

  2. Steep Learning Curve: The differences between editors increased the cognitive load on users, making the system difficult to learn and use efficiently.

  3. Outdated Features: Lack of modern features made the editors less competitive in the market.

  4. User Churn: These issues were causing users to leave Buildout for competitor products.

Solution

Rebuild and unify the editors with a consistent look, feel, and functionality, while introducing new features to enhance usability and competitiveness.

Reasoning behind this approach:

  1. Unified Design: A consistent interface across all editors reduces cognitive load, making the system easier to learn and use.

  2. Modernization: Updating the editors with new features addresses the competitive disadvantage and meets evolving user expectations.

  3. Retention Strategy: By addressing the core issues causing user churn, we aim to improve user satisfaction and retention.

Process

01. RESEARCH

  1. Feedback Analysis: Direct user feedback provides invaluable insights into pain points and desired features. Design Impact: This informs prioritization of new features and improvements.

  2. Bug Identification: Addressing existing bugs is crucial for improving user experience and trust in the product. Design Impact: This helps in creating a more stable and reliable system.

  3. FullStory Analysis: Observing actual user behavior reveals issues and usage patterns that users might not articulate in feedback. Design Impact: This data informs design decisions by highlighting areas of friction or confusion in the current interface.


02. DESIGN

  1. Workflow Wireframing: Wireframing ensures that all user requirements are captured before moving to visual design. Design Impact: This step helps in creating a logical and efficient user flow across all editors.

  2. Design System Integration: Basing the new look and feel on an existing design system ensures consistency not just between editors, but across the entire Buildout platform. Design Impact: This approach speeds up the design process and creates a cohesive user experience.

  3. Key Design Decisions:

    1. Consistent Interface Elements: Using the same UI components and layout across all editors reduces the learning curve and improves efficiency.

    2. Unified Workflow: Aligning the process of creating documents, emails, and website content creates a seamless experience for users working across different types of marketing materials.

    3. Feature Parity: Ensuring that common functions are available and work similarly across all editors reduces confusion and increases productivity.

    4. Implementation: Implementing a design that reveals advanced features progressively helps in managing complexity while catering to both novice and expert users.

    5. Responsive Design: Ensuring the editors work well on various devices and screen sizes increases accessibility and user satisfaction.

    6. Customization Options: Allowing for some level of interface customization can help users tailor the tool to their specific needs and preferences.

Conclusion

This approach demonstrates a user-centered design process that prioritizes consistency, usability, and modernization. By addressing the core issues of inconsistency and outdated features, the redesign aims to not only stop user churn but also to create a more competitive and satisfying product.

The emphasis on research, including both user feedback and behavior analysis, ensures that the redesign is grounded in real user needs and behaviors. This data-driven approach, combined with the application of design system principles, sets the foundation for a significant improvement in user experience across all of Buildout's editors.

Research

Customer feedback + quick wins

A digital project management board with multiple lists and sticky notes in various colors, including categories like Photos, Edit Templates, Errors, Selections, Quick Wins, and Larger Projects. Each list contains multiple notes with printed text.
A digital Kanban board with sticky notes organized into columns labeled Pain Points, Client Needs, Solutions, High-Level User Experience, Quick Wins, and Larger Projects. The notes are color-coded, with some featuring yellow star icons.

Final Mockups

Document Template - Before

A commercial real estate brochure displaying exterior photos of a retail building and an interior lobby area.
Screenshot of a real estate or commercial property presentation with images of a building's exterior and interior, editing tools visible on the screen.

Document Template - After

Email marketing template displaying property listing for Southgate Market in Chicago. Contains a photo of the building, address, sale price of $5,000,000, building size of 310,000 square feet, lot size of 2.4 acres, built in 2004, zoned B3-10, with buttons for website and visual media.

Email Template - Before

A real estate listing for Southgate Market located at 1101 South Canal Street, mentioning sale and lease options with buttons, property details, and images of a commercial shopping center.

Email Template - After

Exterior view of a retail building with brick and beige walls, and large glass windows with wooden supports, in a parking lot with a handicap parking sign.

Website Template - Before

Screenshot of a real estate listing webpage showing a commercial retail property at 1101 South Canal Street, Chicago, IL, listed for $5,000,000. The page includes property details, photos of the building, and contact information for brokers Alden Almagro and Mandy Curtis.

Website Template - After