Team
Me (Designer)
Product manager
Customer success team
Process
Research
UX stratety planning
Wireframing
Prototyping & testing
Getting leadership buy-in
Roadmap planning
What is Alert?
Alerts provide customized notifications about industry activities and market trends, helping professionals gain insights into potential investment opportunities/threats and make informed decisions.
Mira
Principle @ Venture Capital
“I need to stay abreast of certain markets. I track funding rounds of relevant competitors. It helps us advise our companies”
Nick
Analyst @Service Provider
“I’m looking for companies in our focus area, I set alert on new companies that fit my criteria. I review these alerts and reach out to those I’m interested in evaluation.”
Research Process
🗂️  Competitive Analysis
🧠 Heuristic Evaluation
💻  Baseline data
💬  Support Chat
📝  Support Interviews
👩🏻  Customer Interviews

I conducted a series of research, using a combination of quantitive methods with qualititive methods. I then grouped all the insights in the affinity map to define trends on user pain points and what users are asking for.

The Alert Journey & Pain points

From the insights I have gathered, I mapped out identified painpoints onto user flow.

Northstar Deifination
Based on the research insights I've compiled, I collaborated with my Product Manager to establish a clear vision, or "north star," for enhancing the overall alert experience.
Empower users with intuitive and customizable alert setting and management options that provide accurate and personalized updates
Engage users with a corss-platform alert system that offers a seamless and intuitive viewing experience
Subsequently, I proposed a refined user flow that directly aligns with these guiding principles, effectively addressing identified pain points and optimizing the user journey.
Features - Before & After
Incorporate obvious entry points that better fits users’ mental model: creating alerts intuitively based on use cases

After conducting research, it became clear that many users struggle to find the current entry point and discover the alert functionality. This has led to low conversion rates for setting up alerts and an increase in support tickets.

To tackle this issue, I developed a new design approach that covers the 3 most common scenarios for setting up alerts at the begining of a user's workflow.

Ability to set alerts in context

During my research, I found that users often want to set up alerts for content they like while browsing the platform.

Users are now able to set alerts while they're in context, through a set of alert entry points, and know where to look for them as new contents becomes available.

One place to view alerts

Our primary business objective for alerts revolves around enhancing platform engagement through personalized alerts. To achieve this, we aim to attract users to the platform via alerts. Recognizing that users find the current viewing experience confusing, necessitating improvements for increased user conversion, I revamped the email template and created a centralized hub where users can conveniently access all alerts without navigating across the platform.

Users can now conveniently access all alerts in one centralized location, eliminating the need to navigate across multiple pages and reducing the cognitive load of tracking their progress. Additionally, they have the ability to view updates across multiple alerts seamlessly. Regardless of their usage frequency, users can effortlessly access the most relevant alerts upon visiting the platform.

User Value & Business Impact
I gained leadership support for this innovative design and collaborated with my Product Manager to fine-tune our roadmap. This project sets the direction for future initiatives, ensuring alignment with our overarching vision.

Subsequently, I collaborated with various teams on implementation. After completing three key projects—implementing the alert drawer (Click to view project), reorganizing entry points, and redesigning emails—we achieved significant improvements:
  • User engagement increased by X percent
  • Alert sign-up rate rose by X percent
  • Notable increase in Email open rates among new cohorts
Thank you for reading! I will be happy to share more stories and learnings about this project in an interview, please don't hesitate to reach out if interested!
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Alert drawer
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Facility tour
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Pep pay
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Chores tile