Integrate - March 2022 - March 2024

Transforming Integrate's

Transforming Integrate's

Transforming Integrate's

Core Products

Core Products

Core Products

Company

Integrate

My Role

Senior Product Designer

Timeline

2+ Years

Responsibilities

UX Research

Market Research

Interaction Design

Visual Design

Prototyping

Creative Direction

Design System

Overview

Integrate's marketing software integrates with CRMs to manage campaigns and leads. The platform allows users to create campaigns, flow leads, and apply governance rules to filter out bad leads, ensuring CRMs only contain MQLs (Marketing Qualified Leads). I worked on several key projects, including Mobile Connect and Experience Builder.

Spoiler Alert!

What you will see throughout this case study is a fully functioning, working product that is only available to customers that are a part of our early access program

High Level Goals

01

Enhance User Experience and Efficiency

Redesign the Experience Builder to provide a more intuitive and user-friendly interface, enabling users to create and manage campaigns with greater ease and efficiency.

02

Modernize Visual and Functional Design

Implement a new visual language and significant UX/UI improvements to align the product with modern design standards and address long-standing user pain points.

OUTPUT

Key Contributions


After digging deep into user needs and market trends, we crafted a clear plan to revamp the design and tackle key pain points head-on.

1

Led the complete redesign of the Experience Builder, a core component of Integrate's platform.

2

Established a new visual language for the product.

3

Conducted frequent customer and user usability sessions to guide the project.

4

Delivered a wide range of design assets, including user flows, journey maps, empathy maps, wireframes, prototypes, and final mockups.

5

Collaborated with the design team to ensure alignment with design principles.

Design System Contribution

During my time at Integrate, I significantly enhanced the design system by hosting workshops, developing a comprehensive documentation library, and creating numerous reusable components. One impactful component was a table with inline editing and customizable views, saving users about 3 minutes per edit by streamlining workflows. This component received positive feedback and highlighted the value of iterative design and collaboration.

A Table To Rule Them All

The new table component allowed users to edit values directly within the table and configure their view by adjusting columns, column order, and filters. This feature saved users approximately 3 minutes per edit by eliminating the need to navigate through multiple screens, significantly streamlining workflows.

Reusable Components

I created numerous reusable components, including a table with inline editing and view customization, which collectively streamlined user workflows and improved platform efficiency.

Documentation

I contributed extensively to the overall design system by hosting workshops and developing a comprehensive documentation library, ensuring consistency and efficiency across the platform.

OUTCOME

+25%

Customer Retention

30%

Reduced time to create/manage

+45%

MQLs flowing into CRMs

Pain Points

Addressed and resolved numerous long-standing pain points documented over the years.

User Efficiency

Enhanced user efficiency in creating and managing campaigns.

Design System Adoption

The newly created components and design system improvements played a crucial role in ensuring consistency and efficiency across the platform. By standardizing design elements and interactions, the system provided a cohesive user experience and streamlined the development process. This consistency not only enhanced the overall look and feel of the platform but also facilitated easier maintenance and updates, ultimately contributing to a more robust and user-friendly product.

IMPACT

Customer Satisfaction

Boosted customer satisfaction through a more intuitive and responsive interface.

Product Adoption

Increased product adoption rates due to improved usability and functionality.

Organizational Influence

Helped drive the design culture forward at Integrate, fostering a collaborative and innovative environment.

Time Savings

The new table component alone saved users significant time, improving overall productivity and user satisfaction.

Design Thinking and Methodology

I focused on understanding user needs through direct research and interviews. Iterative prototyping and usability sessions helped refine the design. Collaborating closely with the development team ensured technical feasibility and high quality. This approach made our final design both functional and user-friendly.

NEXT PROJECT

Loan Performance
Management

Loan Performance
Management

Next Project

Take me back home.

© 2024 · Damon Strickland

All Rights Reserved

Crafted with ❤️ in Savannah

Made in Framer

A Table To Rule Them All

The new table component allowed users to edit values directly within the table and configure their view by adjusting columns, column order, and filters. This feature saved users approximately 3 minutes per edit by eliminating the need to navigate through multiple screens, significantly streamlining workflows.

Reusable Components

I created numerous reusable components, including a table with inline editing and view customization, which collectively streamlined user workflows and improved platform efficiency.

Documentation

I contributed extensively to the overall design system by hosting workshops and developing a comprehensive documentation library, ensuring consistency and efficiency across the platform.

+25%

Customer Retention

30%

Reduced time to create/manage

+45%

MQLs flowing into CRMs

Pain Points

Addressed and resolved numerous long-standing pain points documented over the years.

User Efficiency

Enhanced user efficiency in creating and managing campaigns.

Customer Satisfaction

Boosted customer satisfaction through a more intuitive and responsive interface.

Product Adoption

Increased product adoption rates due to improved usability and functionality.

Organizational Influence

Helped drive the design culture forward at Integrate, fostering a collaborative and innovative environment.

Time Savings

The new table component alone saved users significant time, improving overall productivity and user satisfaction.

© 2024 · Damon Strickland

All Rights Reserved

Crafted with ❤️ in Savannah

Made in Framer