Click Travel logo

Setting a UI vision and evolving the design system for Click’s game changing platform.

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Click Travel has been disrupting an area once dominated by individual travel managers. Click’s SAAS business travel product allows users to browse, book and manage their bookings themselves.

The Head of Product and Engineering brought me on board to deliver new features, solve more gnarly UX problems, improve their UI and develop their style guide. The focus of this case study is the evolution of the design system.

Photo of laptop with Click platform
The UI Vision we set for the brand was clean, modern and simple. Bringing the design forward leaps and bounds

The Core Team

  • Head of Product and Engineering
  • Product Owners (5)
  • Engineering Team Leads (7)
  • Full stack engineers (30)
  • UX/UI Designer (me)

My process

Overview

Click were building out features for their new platform ready to migrate their customer base. The platform used the latest tech and thinking to maximise efficiency, speed, scalability and reliability. But it looked like a product that had been designed by Engineers, because—well, it had. UI basics like typography, colour and spacing were all over the place leading to a feeling of discomfort and clunkiness for the end user.

Usability research

Whilst there were clearly some quick wins with the UI it was important for me to understand how real customers found using the product. In my first few weeks I organised some field research with one of their larger and more vocal clients. I spent the day with their key users and ran a set of moderated user testing sessions.

The research exposed a number of weaknesses in the current product areas. The biggest being the train search UX. With all research I shared and presented and shared as widely as possible. Issues are plotted on an Impact /Frequency Matrix which prioritised issues from Low to Critical.
The user research regarding the UI as a while seemed to suggest that it didn’t create any direct usability issues, although a number of smaller but critical issues were picked up around consistency in navigating backwards and forwards in search results.

Screenshot of research presentation
I present the user research showing items found by Frequency and Severity, providing an immediate prioritisation

Qualitatively we were also getting feedback from customers using the new system – in the form of NPS scores. I spent some time analysing the NPS feedback and found that we were frequently getting comments using the keyphrase ‘clunky’. Whilst these customers were clearly dis-satisfied, there was no clear usability problem they had encountered.

The Aesthetic/Usability Effect was coming into play with our customers perceived ease of use.

Understanding our customers

To understand our users a little better I organised an empathy mapping sessions with stakeholders. We identified 11 different customer profiles through these sessions (4 key customers) – its a complex product!

Screenshot of Empathy Mapping workshop
For each customer type we run an empathy mapping workshop, helping us understand what the user is thinking and feeling

Through the sessions I was able to flesh these out into user personas which we were able to use for all future product development work.

Screenshot of Persona summary
We documented and shared the findings of our customers in these persona documents

Establishing the pattern library

The engineers had created a semi living style guide but there were no design assets. I quickly sought to understand how to use/edit and update the html style guide and set to work recreating the components we had in a Figma pattern library.

Providing a vision for the future

So that we could get an idea of where we wanted to get to I worked with a small team of senior stakeholders and PMs to product a set of screens – which could highlight where we want to take the product in the future, both from a UX point of view and also a UI point of view.

Prioritising changes

As a single designer – and without a dedicated team we weren’t going to radically overhaul the UI overnight. The engineering team were busy shipping features, and they needed my support for that too. This may not have been such a bad thing because users dislike change. Instead I planned to make small incremental improvements to the UI, improving over time.

I created a Trello board with potential changes/improvements and rates each based on a combination of Impact, effort and confidence. Those with the highest score were tackled first. I invited engineers and Product Managers to feed into this list too.

Evolving the pattern library

As the incremental improvements were made so the pattern library and Figma component library were updated an evolved.

Screenshot of Component Library
The updated Figma component library after a number of incremental changes to improve type, colour and iconography

Outcomes

We saw that comments around clunkiness disappeared – giving confidence that we had addressed the Aesthetic Usability effect issue we were previously seeing

During the time the incremental improvements were made we saw a three fold NPS increase for platform users.

Learnings

Having a style guide codebase separate to the main codebase ensures a safe sandbox environment but causes lots of synchronisation issues. We could have save a lot of time by addressing this.

Whilst we couldn’t address some of the more systemic design problems the incremental approach did provide great design value and with very little pushback or resentment from users but it would have been great to have pushed it further.

Using Bootstrap really did limit us design wise – particularly the 12 column setup.