Project overview

The first version of Transcend's admin dashboard was built and designed by engineers, so we had a number of usability issues that went unaddressed for some time until the product design team was built. The administration section of Transcend is where users are managed and invited on the platform, and the experience needed a facelift.

Role

Product designer

Duration

1½ month

What did I learn?

  • As this was my first Product design project, the process was very much of me absorbing and synthesizing existing knowledge.

  • First off, I spent some time studying the old design files. Doing this really helped, as it helped build a pattern recognition, as our design system wasn't fully matured

  • Converted low fi stakeholder decisions into functional prototypes while getting to apply Figma concepts like variants & translating them into hover states

How I solved these problems

We defined a new way of handling tables in Transcend, which maximizes horizontal and vertical space, as well as gives us the ability to use our new powerful filtering mechanisms.

Process

We wanted to maximize the amount of rows of users we could display on screen without sacrificing readability, and also make it easy to apply changes in bulk as well as filter this view with our powerful filtering mechanisms. We looked at other various tools that solved similar problems and found that a straightforward implementation was not hard to imagine.

User journey map 1 - Admin/Accounts manager wants to add a new user

  • Invite sent, Pending screens

  • New user flow

  • Switch organizations, & Account settings

User journey map 2

Accounts manager wants to

  • Add new team

  • Edit existing team

  • Edit team scopes

User journey map 3

Administrator/Accounts manager needs access to

  • Switch organizations

  • Account profile settings

  • Organization profile settings, and Sign-on details

Plan & Billing tab - After/Before aggregated customers feedback

How the solutions performed

These design patterns were reused and adopted throughout the platform, and were able to help us lay a very solid foundation for many subsequent designs. It was a good exercise in creating design patterns that are reusable and test them on low-stakes functionality with users.

How would I do things differently next time?

  • Migrate early from base component model of building design patterns to using variants. the latter prevents endless nestings, is a better alternative to the previously clunky way Figma handled states and in overall buys time

  • Asides this, nothing. I was off to a good start.

© November 2024