Digital transformation website

Daniel Martin
Daniel Martin UX Projects
4 min readJun 9, 2017

The Brief

One of the largest banks is Spain asked us to create a site that would serve as an informative and collaborative tool.

It would be a site that would be integrated into the architecture of an existing intranet. The site, in addition to informing employees about technology news, should encourage participation and digital collaboration.

The work methodology that I followed

What i did

My role within the team was as an interaction designer. I was in charge of analyzing the insight of the research and, together with the client, analyzing the possible functionalities of the site.

After long conversations with the technical team of our company, the development and computer security team of the bank to understand the technical limitations and the complexity of the project, I started the conceptualization process (information architecture, module design, and wireframe)

Once the handoff to the design team was done, I worked together with the visual designer to provide a graphic identity to the site without losing the cognitive mechanics that had been developed.

Lastly, I worked with the development team to validate that the product had maintained the same line of conceptualization and its operation was correct without affecting the user’s experience.

The process

1.- Research / discovery

At this stage, it was important to understand the context in which the problem developed. The first challenge we faced was to understand how the bank employees were consuming the information. We conducted a series of interviews with Bank employees to find out what their problems were when using the bank’s media.

2.- Insights

The beginning of the investigation focused on understanding the user. We had to perfectly know the activities the user carried out within the company, at what time the user had to read the content that was presented to him and under what environment he did this.

This allows us to understand how the structure of the site should be and how the content should be presented.

The second part of the research was to know the technical limitations and to understand perfectly how to integrate this new site into an existing intranet and its possible scalability.

3.- Designing the Experience

To work on a correct information architecture we took into account the following points:

  • The user must be able to consume information quickly
  • We should have tools that encourage participation and collaboration
  • The structure of the site should be flexible allowing the editor to have total freedom
  • Supporting elements of gamification or psychological triggers such as social approval, to further promote participation in the platform.

To lighten the learning curve, we designed the site by repeating modules. One of the most used elements on the site is a card. The card as an information element allows us to store different types of content: Articles, downloadable resources, videos, phrases, etc.

Card IA
Timeline Screenshot

The cards were organized in a responsive grid, which was sorting by time. The cards could change their dimensions and content depending on the device or the options that the editor selected.

Social colaboration

To encourage discussion and exchange of ideas, employees have complementary actions such as: (make like a content, share it on social networks or make a comment in an article). In the information architecture we contemplate a section of forum with a dynamic of question and answer design, allowing to create an environment that promotes the collaboration and the exchange of information.

Forum Screenshot

To solve the need for a recurrence of website use we created a section called “my activity”, which shows the user a summary of all his actions throughout the site, this allows him to keep in constant contact with people who interact with All the content that the user has generated in the site.

Finally, the user has a transversal search engine that allows him to find all the content along the different sections and typologies of contents.

4.- Design and Release

Design Screenshot — Credits: Juan De La Torre

Credits: I have developed this project in the company Opinno as UX consultant

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