Scaling design systems

IBM SHARED SERVICES DESIGN SYSTEM

Reduced design and development efforts by increasing cross-product efficiency through common interaction patterns and design systems

Screenshot of a software interface with a side navigation menu titled 'Operation center.' The menu includes sections like Dashboard, Work queues, Data explorer, Administration, and Builder, with subsections under Administration and Builder. The interface highlights options such as Menu customization, Top pages, and View toggle, accompanied by numbered labels and descriptive text explaining each element.

Example of published component guidelines for shared navigation.

What if product teams could innovate faster, without working longer hours? Our goal was to streamline design and development efforts across a myriad of applications within the Intelligence Suites and Sustainability Software portfolio. But how could we do it?

Through meticulous research, collaborative workshops, and relentless iteration, I led multiple teams to craft an extended and scalable ecosystem of interaction patterns, paving the way for enhanced efficiency and elevated user experiences. With each milestone achieved, we forged a path towards sustainability, accessibility, and excellence in design standards, leaving an indelible mark on IBM's design landscape.

Design Leadership, Design Systems, Cross-functional Partnerships, UX + Visual Design, Design Research

RESULTS

75%

Common use cases addressed

5

Designed for the needs of 5+ supply chain products

8

Added 8 new components, interaction patterns, and layouts to the IBM Pattern and Asset Library Design System

30%

Product design, development, and creation saw a 30% reduction in time spent

CHALLENGE

Historically, design and development teams continuously rebuilt components with overlapping functionalities for each product, leading to inefficiency and lack of consistency. Our goal was to drive the adoption of shared design patterns to reduce churn, improve efficiency, and promote a cohesive user experience while ensuring accessibility compliance and holding product teams to higher standards.

5 product teams + ~50 user tests + 6 months
= 8 scalable components and interaction patterns

ACTION

Lead with a collaborative approach.

A group of Design Leads, PMs, and Engineers across 5+ supply chain products and the Shared Services Pattern and Asset Library, came together for 16 weeks with a mission to enhance the design system for IBM's supply chain offerings.

We leveraged the existing IBM Carbon Design System, and ensured purposeful collaboration to maintain transparency, organize and understand unique product needs and requirements, and facilitate enterprise design thinking workshops to co-create alongside cross-functional teams. Our iterative process allowed us to test concepts quickly, and drive continuous improvement.

Auditing needs for 5 different supply chain products.

6 months of


Continuous iterations and conducting ~50+ user tests.

Playbacks with stakeholders and PAL teams.

Identifying scalable patterns to streamline and prioritize.

Close-up of a wall covered with pink, yellow, and orange sticky notes attached with push pins, with one note reading 'impact full' partially visible.

Aligning on product needs and prioritizing impact and feasibility alongside product teams.

We spent the first few weeks meeting daily to identify existing pain points and gaps in the current design system across the portfolio, as well as understand product needs and requirements.

Each team had different needs — but the goal remained this same – build flexible and scalable components that address our most used, common use cases.

Flowchart diagram of an order management system with colored sections, labels, and connecting arrows.
Flowchart with annotations and notes about user interface design, navigation options, and customization features for a software application, with color-coded comments and questions.
A detailed organizational chart with six sections labeled Foundation EIS, Renewables, Alerting, Agriculture, Aviation, and EIS + airport ops center. Each section lists various menu items and features related to different operational and administrative functions, with some sections marked as December and TOTO versions.
Comparison diagram of different user interface states showing menu structure, with various labels and notes explaining icons and states, including hidden elements and open states.

Mural snippets of product audits to identify gaps, pain points and current + future needs. This sampling focuses on the navigation across various products within the supply chain portfolio.

We identified 8 common patterns and experiences that could be utilized across 5 different products.

We identified and designed potential solutions that catered to the highest priority use cases based on product roadmaps. We continuously iterated and tested variations of the solutions with users and refined daily.

HIGHEST PRIORITY NEEDS


Navigation component: The biggest lift considering existing functionality in order not to “break” existing products.

pRIORITY 1:
SHARED NAVIGATION

Onboarding pattern: Another heavy lift. We want users to be able to onboard faster so they can user the product faster. Products needed to be able to customize this to fit their specific needs.

pRIORITY 2:
SHARED ONBOARDING

Additional 6 patterns included: Log in/log out experiences, Suite product switcher, Advanced filtering and intelligent search, Chatbot assistant (relied heavily on AI capabilities and included enhancing natural language processing), Details pages, Work queues and work queue builder patterns

A highly blurred and pixelated image of a detailed presentation or infographic with rows of text boxes and highlighted sections in yellow and purple.
Screenshot of a software dashboard menu with categories such as Work Queues, Data Explorer, Partners, Suppliers, Clients, Trace, Documents, Management, User Management, Job Management, Metering and Billing, Builder, Dashboard Builder, Card Builder, Work Queue Builder, Resolution Builder, Research Topic Builder, Rule Builder, Criteria Builder, Menu Customization, and Top Pages.
Screenshot of a task management dashboard showing multiple cards for the same online course, titled 'SCIS Discover Suite Nav' and 'SCIS Product Switcher', indicating courses with completion statuses, offline status, and duplicate options, organized in a grid layout.

Left: Wireframe of a proposed solution for navigation. Middle: sampling of a few of the user tests we conducted with our prototypes. Right: Synthesized research from usability test from the admin onboarding testing.

We continuously iterated and tested concepts, keeping our stakeholders in the loop throughout the process. Sometimes, we even went back to the drawing board, literally.

We learned that shared navigation needed to be more flexible than we initially thought, in order to not disrupt existing product functionality. We also learned that admins preferred a checklist style of onboarding, something simple so they can get straight to the point and track where they are along the way.

This format also made it easier for our engineering teams to develop and customize for each product. The new navigation created the ability to go up to 4 levels deep, and the onboarding checklist created the ability to add or remove unnecessary steps without creating a lot of work.

Whiteboard with instructions and notes for a product overview tour, including steps to open the menu, pick up items, and start onboarding.
Illustration of a data and technology network with connected devices including trucks, a server, a robotic arm, factory, and people collaborating on computers, representing IBM Environmental Intelligence Suite.
Screenshot of IBM Supply Chain Intelligence Suite onboarding home page with a pop-up tutorial overlay, showing options for navigating the onboarding process, including cards for generating API keys, adding users, and managing a specific area, with help panel on the right.
IBM Supply Chain Intelligence Suite welcome screen with an illustration of a woman working on a laptop, surrounded by icons representing supply chain processes.

Early onboarding ideation sketches and prototypes.

How challenging can a new navigation be?

Well, more challenging than you’d think. There were a few more pain points to consider.

Our initial number of 5 navigations quickly turned into 16+ navigations due to core products having the option of add-ons and applications. We also needed to consider flexibility in order not to “break” existing functionality of a specific order management product, future needs and product roadmaps, and inconsistent terminology.

Core products + application add-on variations.

CONSIDERATIONS


Be flexible when needed so we don’t “break” existing functionality.

Future product needs + product roadmaps.

Inconsistent terminology. We needed to rename commonly used items to ensure consistency across the suite.

A detailed comparison chart of EIS LEFT NAV in Toto format, dated March 14, 2023, with various sections including December and December versions, representing different categories like Foundation, Renewable, Alerting, Agriculture, Aviation, and other operational centers, displayed with color-coded elements and icons.

One example of a single navigation multiplying was the Environmental Intelligence Suite. There were about 11 variations we needed to design for.

In 6 months, the shared services team created and contributed 8 patterns and interactions to the IBM Pattern and Asset Library, expanding the capabilities of the supply chain portfolio’s design system. We considered accessibility every step of the way to ensure usable components for a variety of users.

Along the way, we made sure to keep the teams responsible for building and launching the components were engaged through regular playbacks. As the shared services team completed the designs, we guided and advised the PAL team in building the components and contributing to the adoption of new design system patterns across our portfolio with stakeholder support.

Contributions + highlights


Administrator onboarding + trial experience

Navigation

Log in / Log out experiences

Suite product switcher

Advanced filtering and intelligent search

Chatbot assistant (relied heavily on AI capabilities and included enhancing natural language processing)

Details pages patterns

Work queues and work queue builder patterns

Diagram of a side navigation menu with numbered labels and a legend describing each part, including Rail view, Expanded view, Function, Subfunctions, Selected function, Menu customization, Top pages, and View toggle.
Comparison of four side navigation menu styles with dark themes and highlighted sections.
Screenshot of IBM Supply Chain Intelligence Suite dashboard with navigation menu on the left and icons on the top, and the main display area showing various data tiles.

Example of the delivered components to the PAL design system for shared navigation.

Prototype showcasing a simplified Admin Onboarding experience through a checklist.

Screenshots of the IBM Supply Chain Intelligence Suite interface showing data explorer and various search dropdowns and menus.
Screenshot of IBM Supply Chain Intelligence Suite dashboard with a chatbot window showing inventory data for Phoenix, including product details and quantity.
Login page for IBM Maximo Application Suite with split-screen layout, showing visual illustration of interconnected technology devices and systems, with login form on the right side.
Screenshot of IBM Supply Chain Intelligence Suite dashboard showing work queues, including queues for critical inventory, missing parts, inventory issues, and shipments. The display includes columns for priority, items, go, progress, and description.
Multiple screenshots of supply chain management dashboard pages, displaying shipment details, inventory, and order information.
Screenshot of a software menu listing options for IBM Supply Chain Intelligence Suite, including environmental intelligence, fulfillment optimizer with Watson, intelligent promising, inventory visibility, order management, supply chain business network hub, and supply chain insights.

Additional patterns and components delivered to IBM Pattern and Asset Design System.

Through our collaboration and innovation within the IBM Shared Services team, we've significantly enhanced and scaled the IBM Pattern and Asset Library. By contributing reusable components and patterns, we've not only improved the design system but also revolutionized the way our teams operate.

We've accelerated the speed and precision with which products are built, allowing for faster innovation, testing, and iteration. This not only saves time and resources but also contributes to a more sustainable future by reducing energy consumption. Most importantly, it leads to happier users who benefit from seamless and intuitive experiences.

A screenshot of a software menu interface with a vertical sidebar on the left showing icons for different sections. The main panel on the right displays a hierarchical menu with categories like Operation Center, Dashboard, Work Queues, Data Explorer, Administration, User Management, Job Management, Builder, Dashboard Builder, Card Builder, Work Queue Builder, Resolution Builder, Menu Customization, Top Pages, and an Exit button at the bottom.

30% reduced waste

Delivered 8 new components and interaction patterns, reducing design and development waste by up to 30%.

Multiple yellow smiley face stickers with black eyes and curved mouths on a yellow background.

IMPROVED CUSTOMER SATISFACTION

Improved of overall customer satisfaction with consistent experiences across products and addressing 75% of common use cases, proven through usability testing.

Open laptop on wooden table displaying a webpage with the text 'I design and develop experiences that make people's lives simple.'

POSITIVE influence

Promoted sustainability, usability best practices, and built-in accessibility, influencing product teams to communicate frequently and share user-friendly, reusable components.

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