Immuta

Redesigning an app settings page to make the user experience more understandable.

Timeline

Jan. - May 2023

Team

UX Design Team

Role

UX Design Intern

Deliverables

Hi-fi wireframes
Prototype
Overview

Improving the app settings experience for users

Immuta is a data security software company. As a UX Design intern I was tasked with redesigning the app settings page of the application. Throughout this project I worked with the UX team and customer zero participants. Customer zero participants are customer success employees who volunteered as subjects for usability tests. They work closely with customers and are a great resource when unable to speak to actual customers.

User Problem

The app settings experience is long, cumbersome, and overwhelming to new and existing users

The existing app settings page at Immuta is hard to get through for various reasons. It is a long scrolling page with accordion style sections. To effectively redesign the page, I started with research. After going through the page on my own, I came up with interview questions and met with Immuta's customer zero participants to get understand their perspective of the page. Below is what I found.

Opportunity area 1

Understanding the functionality

The overall functionality of the page causes disruptions in workflow and doesn’t provide a smooth process. I wanted to determine how functional the current page is and identity where customers get stuck.

Results

  • 4 out of 5  participants rated the ease of understanding for customers a 3 or below
  • Hidden obstacles that prevent users from completing tasks

Reccomendations

  • Implement a way for changes to be reviewed before saving
  • Allow users to save changes per section instead of global save
Opportunity area 2

Understanding the navigation

The function and workflow of the current page makes processes on the page more difficult, negatively impacting how customers complete tasks. I wanted to find out how customers use the page and understand how the current page impedes or assists customers’ workflow

Results

  • Single-page flow can hinder efficient workflow and is confusing
  • To complete certain tasks users have to backtrack or jump ahead in the process

Reccomendations

  • Allow users  to complete sections one at a time without having distractions
  • Have all requirements for completing a task in one section, provide easy access if outside of section
Opportunity area 3

Understanding the organization

The organization of the app settings page makes customers confused when completing tasks because of labels, terminology, and hierarchy. I wanted to find out how the current organization of the page hinders customers from completing their tasks and where the major pain points are.

Results

  • The labels and numbered steps lead to confusion when inconsistent between sections
  • Collapsed navigation bar doesn’t allow customers to easily identify the steps

Reccomendations

  • Navigation bar labels and sections should be clearly labeled at all times
  • If we keep the  numbered sections (1.1,1.2,etc.) they must be  consistent and in some type of order
Exploring alternative layouts

Redesigning the app settings

After completing my research and interviews, it was time to explore the actual redesign. I explored multiple layouts in an attempt to better organize the page.

Pages

The first direction I explored was dividing the subsections into sequenced pages. However, this layout didn't match the actual workflow of the page

Accordions

Another direction I explored was using accordions to split up the content. However, we decided it's best to not hide information

Side Nav & Accordions

A final direction I explored was a side navigation for the subsections and accordions. However, the side navigation was taking up useful real estate.

Sticking to what we know

Instead, I was tasked with utilizing the current tab group

After presenting the above iterations to leadership, we decided it's best to use existing patterns. However, in certain sections, this became unmanageable because of the amount of content housed in them. I had to figure out a way to reorganize the information in a way that made sense.

Card Sorting Exercise

Content reorganization

Since I wasn't familiar with the actual workflow a user goes through to complete tasks in the app settings, I met with the customer zero participants again to conduct a card sorting exercise. I allowed them to add, remove, and rename sections so it could align better with the customer experience.

Usability tests

Reorganizing the app settings

After completing the card sorting exercise, I took the new sections and implemented the new design. I then met with customer zero participants again for user testing.

Results

  • 3/3 participants found the new design to be a better experience
  • Big changes can cause friction, however, changes are intuitive enough for users to transition over

Reccomendations

  • Reorder parts of the nav bar to better align with workflow
  • Rearrange and reorder a couple of subsections so sections are more cohesive
Implementing change

The new app settings

Here are the final changes I made to Immuta's app settings page. All changes were made based on research and user testing with customer zero participants.

Opportunity area 1

Improved functionality

The major functional change is seen below through the introduction of saving per section.

Opportunity area 2

Improved navigation

The major navigational change is seen below through the navigation bar used to get around the page.

Opportunity area 3

Improved organization

The major organizational change is seen below through the layout of the page.

Final Screens

Updated flows using the new design

Below are a few flows I worked through to communicate ideas and concepts to stakeholders.

Reflection

Looking back, here's a couple of takeaways:

01

Research is essential! It was so important for me to complete detailed research before even attempting to redesign this page. Without the proper research, I wouldn't have known what I was trying to change and why. In order to make a positive change to the user experience, you have to understand the need for change.

02

This was my first professional UX position and I learned A LOT! I got experience with a full design system and got to learn and work with some great designers. I also learned how to communicate design ideas to stakeholders and design for user needs. The work I did was super impactful and I enjoyed every part of the process.