02. Research & Discovery

Sakeholder Input

Mobius Life shared extensive information about the vision from both a business standpoint and the intended client offering. This foundational insight helped establish the overarching objectives for the product and user experience in this implementation.

During the discovery phase, it became clear that while the product included most of the essential features, there were also additional functionalities to consider. These could either be integrated as product enhancements for initial launch or scoped for potential Day 2 enhancements. With this in mind, we agreed on a phased approach that would allow for the launch of a Minimum Viable Product (MVP) within a shorter timeframe, while enabling thorough scoping of change requests and desirable features for future release.

User Research & Competitor Analysis

Mobius Life shared insights from client surveys, feedback from account managers, and the specific requirements of their client accounts, including account-dependent variations. This information enabled us to define clear user personas and develop a comprehensive product scope.

Additionally, we conducted further research to gain a holistic understanding of similar portals, broader client expectations, and alternative approaches to both the user interface and the administrative tools.

03. The Solution

System & Information Architecture

We were able to gather valuable information on the current product's usability and functionality from the existing client base, as well as insights from internal stakeholders regarding product management processes and maintenance.

When scoping the information architecture and system requirements for this implementation, the primary focus was on organising all necessary data in a clear, intuitive manner that seamlessly integrated into the broader user journey. When beginning the design of the initial concepts, there were several data points still to be confirmation, making client collaboration essential to efficiently scope new developments and effectively implement any resulting changes to the overall experience.

User Flow & System Flows

As part of the implementation scope, we reviewed and verified the system flow for the product alongside the overall user flow for the portal. This process ensured that both aligned with the intended functionality and user experience while identifying opportunities for enhancement. Despite the portal having a limited number of pages, this step was crucial in accounting for all touchpoints to deliver a seamless experience for users.

Design

When designing the branded portal components, several factors needed careful consideration. While the brand provided foundational guidelines focused mainly on editorial elements, there was a clear need for a comprehensive and structured design system that included detailed specifications for digital applications. This encompassed component styling and layouts, interaction states, typography scales, and accessibility standards.

The final design resulted in a portal that was not only tailored to the brand but also presented content and data in a logical and engaging manner, ensuring full accessibility. The product and its associated user journeys were designed to work seamlessly for all use cases and with every interaction. This approach ensured that users were presented with personalised experiences, clear navigation, and intuitive next steps at every stage of their journey, reducing cognitive load and creating an enjoyable platform experience.

Implementation

During the design implementation, I collaborated closely with both the development team and the client. This allowed any roadblocks to be identified and resolved efficiently, and the quick ideation of solutions to unforeseen change requests that emerged throughout the build.

Once the MVP was complete, I oversaw the User Acceptance Testing (UAT) for the portal, ensuring that all use cases were addressed and every aspect of the product was thoroughly checked.