Timeline
10 weeks

Tools

Figma, Adobe Suite,
NotebookLM, Miro

My Role
User Research
Co-design
Product Design

Tools

Figma, Adobe Suite,
NotebookLM, Miro

Tools Used
Figma
Adobe Suite
NotebookLM
Miro
Jira

Tools

Figma, Adobe Suite,
NotebookLM, Miro

Team
Product Managers
Experience Designers
Product Designers (me)
Engineers

Tools

Figma, Adobe Suite,
NotebookLM, Miro

Problem

Problem

Rapid company growth and the shifting nature of consulting have created a fragmented knowledge landscape at Method.
Employees often rely on time-consuming workarounds to find the information they need, sifting through complex collections of stored data to understand what's relevant to them.

Rapid company growth and the shifting nature of consulting have created a fragmented knowledge landscape at Method.
Employees often rely on time-consuming workarounds to find the information they need, sifting through complex collections of stored data to understand what's relevant to them.

Why does this matter?

Why does this matter?

Having a system to easily find company information can save up to 35% of employee time

Having a system to easily find company information can save up to 35% of employee time

SOLUTION

Creating an easily accessible shared source of truth

Creating an easily accessible shared source of truth

Creating an easily accessible shared source of truth

We developed NEXUS, a web app that serves as a centralized source of truth for all things Method, providing smart, customized filtering, AI-assisted uploads, a personalized experience.

We developed NEXUS, a web app that serves as a centralized source of truth for all things Method, providing smart, customized filtering, AI-assisted uploads, a personalized experience.

We developed NEXUS, a web app that serves as a centralized source of truth for all things Method, providing smart, customized filtering, AI-assisted uploads, a personalized experience.

Directed search, 


smart search,
browsing

Directed search, 


smart search,
browsing

Directed search, 

smart search, browsing

Users can search using specific file names (traditional search), conversing with AI (semantic search), or browsing the library of files available in NEXUS.

Users can search using specific file names (traditional search), conversing with AI (semantic search), or browsing the library of files available in NEXUS.

Standardized tags and filters

Standardized tags and filters

Standardized tags and filters

Users can filter search results based on Method-specific tags like content type, project phase, client, project name.

Users can filter search results based on Method-specific tags like content type, project phase, client, project name.

Smart Uploads

Smart Uploads

Smart Uploads

Users can upload any kind of file (Google Drive, Figma, Miro, code bases) and label each file fast and accurately with the assistance of AI.

Users can upload any kind of file (Google Drive, Figma, Miro, code bases) and label each file fast and accurately with the assistance of AI.

Customized experience

Customized experience

Customized experience

Methodites can specify their roles and their information needs when they join NEXUS. This results in otherwise empty states being populated with relevant and meaningful information.

Methodites can specify their roles and their information needs when they join NEXUS. This results in otherwise empty states being populated with relevant and meaningful information.

DISCOVERY AND USER RESEARCH

DISCOVERY AND USER RESEARCH

Understanding who we are designing for

Understanding who we are designing for

Understanding who we are designing for

Through our research we set to answer a number of questions, such as: who are Methodites? How are they currently storing, searching for, and sharing information? To get these answers we conducted 10 user interviews, 5 SME interviews, 2 surveys, a competitive analysis, and a literature review.

Through our research we set to answer a number of questions, such as: who are Methodites? How are they currently storing, searching for, and sharing information? To get these answers we conducted 10 user interviews, 5 SME interviews, 2 surveys, a competitive analysis, and a literature review.

Through our research we set to answer a number of questions, such as: who are Methodites? How are they currently storing, searching for, and sharing information? To get these answers we conducted 10 user interviews, 5 SME interviews, 2 surveys, a competitive analysis, and a literature review.

Currently, knowledge is fragmented and dispersed

Currently, knowledge is fragmented and dispersed

Observing people in real life allowed us to create hypotheses on their ingrained patterns, and generate two personas to represent our prospective customer base.

Observing people in real life allowed us to create hypotheses on their ingrained patterns, and generate two personas to represent our prospective customer base.

USER JOURNEY

USER JOURNEY

The lack of structure results in Methodites relying on each other by default

The lack of structure results in Methodites relying on each other by default

During interviews we heard one thing over and over again: I will find someone who knows before I look for what I need to know.

During interviews we heard one thing over and over again: I will find someone who knows before I look for what I need to know.

The way information is organized varies on a person by person basis

The way information is organized varies on a person by person basis

How might we help Method AGGREGATE, ORGANIZE, and ACCESS information?

How might we help Method AGGREGATE, ORGANIZE, and ACCESS information?

This question led our collaborative qualitative research synthesis efforts, spanning over 400 individual data points from interviews, observations, and survey results.

This question led our collaborative qualitative research synthesis efforts, spanning over 400 individual data points from interviews, observations, and survey results.

RESEARCH ANALYSIS & SYNTHESIS

RESEARCH ANALYSIS & SYNTHESIS

CO-DESIGN

CO-DESIGN

Making sure we are solving the right problem

Making sure we are solving the right problem

Making sure we are solving the right problem

Leveraging the user needs and opportunity areas identified in our research, we moved on to collectively brainstorming possible solutions bringing the client, end users, and the larger team in two workshops.

Leveraging the user needs and opportunity areas identified in our research, we moved on to collectively brainstorming possible solutions bringing the client, end users, and the larger team in two workshops.

Leveraging the user needs and opportunity areas identified in our research, we moved on to collectively brainstorming possible solutions bringing the client, end users, and the larger team in two workshops.

Project timeline

Design process

With 6 weeks left, we planned and facilitated 2 co-design workshops 

to bring client, the team, and end users together in the ideation space.

With 6 weeks left, we planned and facilitated 2 co-design workshops 

to bring client, the team, and end users together in the ideation space.

As we explored potential concepts, we focused on supporting quick retrieval and fast uploads, the two capabilities we identified as key for our solution to gain traction and deliver immediate value to Methodites.

As we explored potential concepts, we focused on supporting quick retrieval and fast uploads, the two capabilities we identified as key for our solution to gain traction and deliver immediate value to Methodites.

CO-DESIGN WORKSHOPS

CO-DESIGN WORKSHOPS

INTERACTION DESIGN

Designing AI-assisted workflows

Designing AI-assisted workflows

Designing AI-assisted workflows

Realizing the complexity related to standardizing information storage while allowing for anyone at Method to contribute to a shared knowledge base, we explored ways to leverage AI to streamline uploads, preserve data integrity, and offer flexible ways of searching for information.

Realizing the complexity related to standardizing information storage while allowing for anyone at Method to contribute to a shared knowledge base, we explored ways to leverage AI to streamline uploads, preserve data integrity, and offer flexible ways of searching for information.

Realizing the complexity related to standardizing information storage while allowing for anyone at Method to contribute to a shared knowledge base, we explored ways to leverage AI to streamline uploads, preserve data integrity, and offer flexible ways of searching for information.

Project timeline

Design process

Balancing automation with user autonomy: keeping humans in the loop

Balancing automation with user autonomy: keeping humans in the loop

The team spent a long time thinking about how to incorporate AI in our product and the role it should serve for the user.

The team spent a long time thinking about how to incorporate AI in our product and the role it should serve for the user.

Data integrity, user autonomy, and consistency were key areas of focus at the stage where we focused on the WHAT before jumping to the HOW.

Data integrity, user autonomy, and consistency were key areas of focus at the stage where we focused on the WHAT before jumping to the HOW.

INTERACTION FLOWS

INTERACTION FLOWS

LOW-FIDELITY WIREFRAMES

LOW-FIDELITY WIREFRAMES

Before moving to high fidelity prototypes, product designers used Method’s Paperkit to create low fidelity mockups to solicit feedback early and iterate quickly .

Before moving to high fidelity prototypes, product designers used Method’s Paperkit to create low fidelity mockups to solicit feedback early and iterate quickly .

What do 4 designers need to work as 1?


→ Alignment, frequent communication, and a design system

What do 4 designers need to work as 1?


→ Alignment, frequent communication, and a design system

DESIGN SYSTEM & REUSABLE COMPONENT SET

DESIGN SYSTEM & REUSABLE COMPONENT SET

HIH FIDELITY WIREFRAMES + ENGINEERING HANDOFF

HIH FIDELITY WIREFRAMES + ENGINEERING HANDOFF

As a product designer, my work did not end here: annotations, Jira tickets, bug fixes and user testing were highly collaborative efforts between designers and engineers.

As a product designer, my work did not end here: annotations, Jira tickets, bug fixes and user testing were highly collaborative efforts between designers and engineers.

Communicating frequently and clearly allowed the team to move quickly and develop an MVP within a 2-sprint cycle.

Communicating frequently and clearly allowed the team to move quickly and develop an MVP within a 2-sprint cycle.

Other work

Other work