Streamline Member Management

UX Design @ Teambition - 1 months

Contribution

UX design

Product

Project management (web+mobile)

Status

Overview

Teambition is a cloud-based project management and collaboration platform designed for teams of all sizes. It offers a range of features such as task management, team communication, file sharing, and calendar scheduling, all of which are integrated into a single platform.

As the main UX designer, I led the project by conceptualizing ideas, conducting design sprints, and collaborating with the UI designer to deliver final assets, resulting in a threefold increase in user engagement rate for the redesigned feature.

Highlights

3X usage

After the redesign, we received overwhelmingly positive user feedback, and usage increased threefold.

Revenue-Driven

The redesigned feature is crucial for our paying customers, who are the main source of revenue for the company.

High Complexity

This core feature was deeply integrated into a significant number of other features, which means it could break user experiences on a large scale if not designed correctly.

The Problem

In the previous user flow, HR personnel had to navigate back and forth between different pages to onboard a new member to the system, leading to a cumbersome and time-consuming process.

The original user flow: users needs to jump between pages to manage members

Additionally, it lacked the ability to create sub-groups within larger groups, which was a common requirement for medium/large-sized organizations. To address these issues, we completely redesigned the feature.

User Goal

Enable HR personnel in medium to large companies to create organization structures with minimal friction.

Business Goal

Enhance the member management features to attract more medium and large companies as customers.

Success Metrics

Increase the department and sub-department creation rate.

The Design

We introduced a single-page solution to simplify the process of member management, with a focus on three key aspects:

Simplify user flow

Grant permission with ease

Support sub-department

Member Page

This core feature overhaul significantly transformed the user experience of Teambition and how our customers utilize our product. For example, users can now easily add specific departments to projects, automatically granting project access to all members within those departments. This simplification has streamlined daily operations for our customers, enhancing their productivity and efficiency.

(Hover over the UI above to view feature explanations. )

Invite a Member

The redesigned Member Invite feature significantly simplify the process of onboarding a member on Teambition for our users, compared to the previous design.

Invite a member to the organizations

Global Search

By making the Search a global feature, users are able to find the members on any page they are visiting.

Search a member on any page

Member Details

The new Member detail panel offers comprehensive information about individuals across the organization, facilitating a better understanding of their activities and contributions.

* Only members with the appropriate permissions can view the information that has not been set as private, ensuring privacy and control over the visibility of the shared information.

Department Details

Similar to Member Details Panel, Department Details panel provides a comprehensive overview of tasks and events within the organization, enabling a better understanding of team activities and contributions from a departmental perspective.

*Only members with the appropriate permissions can view the information that has not been set as private, ensuring privacy and control over the visibility of the shared information.

Result

Following the launch of the new member management feature, we received overwhelmingly positive feedback from our users. The key metrics related to creating departments (groups) experienced a significant increase, with a threefold growth observed. This surge in metrics indicates that our customers not only loved the feature but also fully utilized it.

Fun fact

The member management shortcut for the empty state when a user hasn't been assigned to any department is a critical usage-driven secret in this project.