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Redesigning settings

Redesigning 300+ settings to provide corporate administrators with a more streamlined and intuitive experience.

Role

Lead UX designer

Timeline

2023-2025

Team

2 Product owners

Development team

2 Senior architects

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Overview

This project was more complex than any other project I’ve led. Settings are a reflection of an application, and the redesign required extensive knowledge of the platform’s 20+ year history. With over 300+ settings in scope, I relied heavily on my product partners who have worked on the platform for over ten years. I addressed the design with a step-by-step approach shown in the diagram below.

Redesign goals

Increase engagement

Simplify the experience

Improve speed to update settings

breakdown of restructure
Step 1

Defining each setting

The first step was to learn about each setting and how it impacted users. In this stage, I addressed confusing language and added secondary text when applicable.

Challenges
Unclear definitions in help guides
No existing naming patterns
Unclear parent-child relationships


Outcomes
Clear names
Reusable naming conventions
Identified settings eligible for sunset

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Step 2

Group settings in a meaningful way

Breaking out settings into groups to combat cognitive overload

Challenges
Company settings is a child dependent page and settings were occasionally missed
Exploring all outcomes for sorting


Outcomes

Parent child relationships depicted
Clear groups of features
Site map

sorting sitemap
Step 3

Defining page structure

Establishing clear hierarchies to guide user flow and interaction

Challenges
Aligning with brand guidelines Managing stakeholder expectations Optimizing for accessibility standards

Outcomes

High fidelity designs ready for prototyping

low-fi exploration low-fi exploration
Step 4

Create repeatable patterns

Designing scalable solutions for consistent and intuitive user experiences

Challenges
Determining best way to show parent-child relationships

Patterns defined

Toggles
Checkboxes
Segmented controls
Saving
Input fields

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