Design System Initiative

From creation, update, documentation, and maintenance I owned the design system on behalf of the UX Team, by collaborating with UX team members, UI & Product Teams. Multiple Frameworks, Multiple Products, Merger of two brands, & UX styles. Created and evangelized the Design System UX architecture & website. 

My reflection on working on a couple of design systems, an article on "Design System Roadblocks"

Related Casestudies:    ML Based Maps Interface   |   Feature Updates for Data Visualization

My Role

Lead UX Designer

My Responsibilities

Created Design System Website

Update & Maintain Components & Documentation

Team Management 

Our Team

Lead UX Designer (me)

Sr. UX Designer  - 3

Junior UX Designer - 1

UI Developer

Project Manager

100% adoption in 2 + Products

2 Branding styles merged

40+ Components designed

90% Implemented in Products

8 + Products for UI Inventory

Highlights of the Design System

Design System Documentation

I created a Sharepoint Website for Design System Documentation, bringing the standards together, instead of being lost in various sources. This was shared with Product Managers, UI front-end Developers, Testers, and Stakeholders.

Collaborative Team:

Instead of the handoff of every design and going back and forth, we had a collaborative dev & design team and did paired review.

Merger of two branding styles :

Successfully combined two branding styles - some components are in progress: One full-fledged branding style guide with components were merged with another in progress style guide.

100% adoption in new projects :

New projects uses 100% of the Design System components. This made design iteration take less time and gave more time to create new solutions quickly.

Why Design System is important to me?

Why we needed a design system?

Design System Roadmap

Problem faced while on this roadmap

My reflection on working in a couple of design systems, and the problems faced while on a design system roadmap is given here in my article :

Design System Roadblocks

Coming soon..

Merger: After working on the Design System for one year, while we followed the roadmap and started to release components to products, the organization had a merger, which challenged our roadmap. Now the design system team had only me. Later after the merger, it grew into a 4 people team, which I led the design system activities. We continued the design system journey.

UX in the Organisation

To start work on the Design System we needed time, resources, and budget which we tried to find out from the Management. For that to happen we needed to find out where UX is in the Organisation structure. After many discussions and team meetings with the UI team, we found out UX as part of the Core Development Services - a team of leads from every core service.

Design System Structure

During the initial stages, while identifying the overall design system resources, we discussed with various teams to help with the design system process. A UI Developer whose contribution to the design system is important, we discussed the overall structure of the design system with the Development/Application/Product team and identified the deliverables mapped to resources and teams.

Design System Structure

Key Constraints

Constraints/Challenges finding a place UX in the Org and getting a buy-in

UX Maturity Level

The UX maturity of the organization was still at the low level between Stage 2 to 4, which made UX deliverables invisible and less important to the Product Development Teams.

Management's Interest

Even though management had an interest in UX, their focus was on the whole product and looking for ways to enhance the UX.

Roadmap Commitment

Even though we had a plan to execute the design system, we didn't have a workable schedule or a deadline about when and what to deliver on the design system. We did it on a need basis and whenever we had time out of the project.

Merger

After working on the Design System for one year, while we followed the roadmap and started to release components to products, the organization had a merger, which challenged our roadmap.

Reflections/Learnings

My reflection on overcoming the challenge and proceeding further

UX Maturity Level

To prevent being overlooked, to make UX more visible, we determined to show the difference between before and after of existing UX work. We showcased the UI inventory and its gaps and inconsistency.

Management's Interest

Our leaders were interested in delivering good experiences for enterprise software and were determined to help our small UX team.

Roadmap Commitment

This happened only during the initial stages when we started showing progress with just two of us in the team, and when we had a junior and a senior designer as part of the team, we saw more progress in spite of the project work.

Merger

After the merger, the Design System team had only me. The Applications team still wanted to continue with the Design System and provided with new resources. We grew into a 4 people team and still continued the design system journey.

UI Inventory

To start laying the groundwork for a design system and to show evidence of inconsistency and convince the management, we started collecting the interface inventory. This way we were able to see the gaps in all the products.

Header section from every project

Progress Indicators

Breadcrumbs inventory

Icons Inventory

Tables of various style from different projects

Left Navigation

Key Constraints

Constraints / Challenges in doing Interface Inventory

All components

Not all components were accounted for because the work is not one man's job, we needed more resources and access to all the products.

Not a one man's job

I tried to collect as many components categories however with the project work doing a UI inventory for all the components was very hard.

Compiling Interface Inventory

When my teammates did the inventory, there were repeated capture of the same component.

Access to all products

Due to licensing, we had issues with access to the products

Reflections/Learnings

Solutions/Learning in overcoming the challenges

All components

For the components which we didn't do a UI inventory when we started to design, it was a bad surprise so we did a UI inventory at that time.

Not a one man's job

We needed more resources for design system effort.

Compiling Interface Inventory

We shared the components among us, and later shared about each component in a discussion.

Access to all products

We managed to get access to all products by letting the management know the work we are doing

Dedicated Website/Space for Design System

“

Design System website is neatly organized and has a good source of UX knowledge, I need a dedicated website just like the Design System website for all our core services. It saves time for me. - Core Services, Manager

Before: Design System Documentation in Word, OneNote, Slack Channel, Emails

Before: Design System Documents in the form of Word Document & One Note. Some of the standards were also in the Slack channel & in emails.

After: Design System Documentation in Sharepoint Website

Key Constraints

Challenges /Constraints faced in identifying and designing a single location for documentation.

Identifying a Documentation Tool

As a team we had many options identified as a documentation tool. Invision Design Manager, Confluence & a Custom website. 

Sharepoint feature for Design System

Insufficient features, such as template-based layouts restricted in formatting the content. Adding images instead of filling colors was a major pain.

Source code feature

There were separate URLs maintained for source code of the components, but we wanted to have it as part of the documentation, which wasn't available in Sharepoint.Whenever a component changed in our main codebase, we had to remember to actually update the documentation.

Version Control

Version control of the documentation was easy, however, relating it to the component was in a different URL

Reflections/Learnings

My reflections/learning and solutions in documentation as a single source of truth.

Identifying a Documentation Tool

Due to budget constraints we settled with using Sharepoint as our documentation tool.

Sharepoint feature for Design System

We found a workaround until we were able to get a budget for a good documentation tool, the amount of work to be transferred to the new tool has to be considered.

Source code feature

So to avoid back and forth between the code and the documentation, we were constantly in communication and checking the documentation periodically.

Version Control

Sharepoint stored previously published pages, so we had a previous version of the documentation to go back.

Design System Team

Design System Team

From a two-member team, and into the merger, our Design System team has been changing. Each member of our team spend 30-40% of their time in the Design system activities and work on the project work rest of the time. We worked with the product team as part of the SCRUM team and in designing and updating and maintaining the design system components. The skillsets we had are visual design, interaction design, information architecture, and knowledge of HTML CSS skills. Some of the team members had research, SEO & Branding skills.

We shared the design system activities, as our team grew our team decided to pick up the components they wanted to work.

Sharing components among the team

Axure Devops to track progress

Team Communications

As a Design System Team, we communicated: Internally with the team members, With the developers about the release, With the product team for features. We used various channels for this. Also, Design System is itself a communication for many audiences - developers and product teams.

Design System Team Communications Channel

Key Constraints

Challenges faced forming a Design System Team & Communicating to various audiences

Design System Communications

We wanted to add the Status update for components, release history. Since we didn't have a planned delivery we did not update the status page even though we had one. So it was difficult when a new UI developer came to our Design System team to understand the status of the components.

Too many messages to track

Sometimes it was overwhelming by the number of messages we communicate to different people through different channels. Keeping track of all the communication was difficult. For example, when person A was designing a component, and person B brings up a valid point in another channel, it will not be communicated to person A. It has to be brought only through meetings or indirect means.

Roles & Responsibilities

Everyone in the team was new to the design system, so we were still figuring out roles and responsibilities

Part of one portion

We were only part of one portion of the organization which had many products, we still had many other teams who needed design system usage however it was on the surface level.

Reflections/Learnings

My reflection in overcoming the constraints/challenges in working with the Design System Team

Design System Communications

Since it was a small team, we were constantly in communication of what was the status of the components, later after the merger, I updated the page continuously.

Too many messages to track

Even though we had many channels, we brought in all the topics which needed attention even though it was discussed in slack or any other channel. It was a repetitive task, but we touched on the topics. Also these meetings helped in easy design decisions by the concerned. 

Roles & Responsibilities

As we spent more time on the design system activities, we were able to determine the responsibilities of the team member for receiving any updates, or inform the design decision to the team or inform about each deliverable and who does what. It wasn't a solid description but we had an understanding.

Part of one portion

Even within the AAET domain, there were siloed applications and products which needed to be brought to adoption, Hence we wanted to focus on this first.

Components

Components List

I created a list of components from the UI inventory and mapped it under categories to get an idea of what is it we are dealing with. Also, it formed as an information architecture of the documentation website. We started to add all aspects of the design system documentation and components.

Components list mapped to categories, which is also information architecture for the design system website

Design, Redesign Process

Design System Process

Component Status

Tools used

UI Kit - StyleGuide

I consolidated the components from various sources into one single UI kit and maintained versioning for it. Our UI Kit evolved with the addition of new components & mergers. It provides the core objects needed to build new applications or update existing applications. It was used by designers for their basic behavior, which could be customized to match specific needs.

Latest UI Kit

Latest UI kit which I maintained and shared with the UX teammates for reference

Evolution of UI Kit in 2 years

Sketch file - When I started I put together all the components from various sources into a sketch file

Adobe XD - As a team we moved to XD for collaboration of the UI kit. 

Styleguide from the Merger.  We had the merge this and our style guide for the next UI kit version.

Interactive UI kit to share with members outside the Design System Team

Before: Design System Documents in the form of Word Document & One Note. Some of the standards were also in the Slack channel & in emails.

Designing Components

I owned the below components design & updated and maintained in the design system. Other components were designed by my teammates. As a team, we shared our work in designing and updating the components. We picked up components to work on and if there is a need to work on the other components we discussed what work needs to be done with the teammate. 

Tables & Grids

Evolution of Tables - AG Grid

Tables when I started with the Design System

Standardised document in the Design System

Tables after the merger

Before: Evolution of Table Component

Buttons

Evolution of Buttons

Before: Evolution of Buttons

Textfield

Evolution of textfield

Before: Evolution of Texfield Component

Left Navigation

Evolution of Left Navigation

Colors

Evolution of Colors in 2 years

Evolution of Color Documentation in 2 years

Evolution of Color Documentation in 2 years

Evolution of Color Documentation in 2 years

Evolution of Color Documentation in 2 years

Key Constraints

Content Format

As the owner of the component changes every time, they had their own style of content format. 

Design Tokens / CSS - Class Names

It was difficult to refer to which blue - light, bright, dark blue. Every time we had to inform codes to the UI developer. 

Colors

Provided colors for all components on the color page. It was difficult to go between the component page to the color page to check the color codes. 

Reflections/Learnings

Content Format

We cameup with a standard format for the content. - Intro, usage, Specifications, and Class table

Design Tokens / CSS - Class Names

From providing only the color codes, we created the class name for the css for the UI developer. 

Colors

Instead of providing the colors and specifications in one page, we provided colors for every component page.

 

User Testing Finalised Components

When we have a new design or want to test the existing design we did A/B Testing, Preference Testing. Some of the components we tested were the tables, buttons, dialog boxes. We brought major changes in the design and thus we wanted to test it if it is an effective design. I did a test for Tables - after researching a lot, I couldn't find evidence for dark theme zebra stripe tables. Hence wanted to test if users find it easy with zebra stripe or single color in a high data density table.

Example 1 : Zebra Striped vs Single color rows - Preferences test for Tables

Example 2 : Label Position & Animation - Preference test for text field

Invited users for the test - Received around 30% test participants from the total

Release components to Products

Products which needed design system adoption

Conclusion

Just getting started:

The adoption of the design system components was successful with 2 products and there are many other products that require adoption. After the merger, the standardization of the components has just started, it will take some time to release the new brand's components into products.

Measuring Design System Success:

At this stage, the impact is largely anecdotal. We hear stories that the system has helped people make decisions either faster or more consistently, and that it has helped us develop faster. But we need better measures.  Need a plan to measure success.