Digital IBM

Building Digital IBM 2018–2021

Creative Director+Design Manager, IBM.com

Background

The digital transformation in all industries and markets is accelerating. The recent pandemic made it even faster and urgent. For the past few years, I have had the fortune to work with many amazing people to work on IBM.com’s digital transformation.

IBM.com is massive with 40 million pages, and complex as it represents all of IBM’s portfolio, covers all markets, much of the activities that our customers take pre- and post-purchase, and much more, all built by globally distributed teams.

The team recognized the fragmentation and the lack of coherency as one of the core areas that need to be addressed for IBM’s digital transformation to be successful.

Roles: Design Lead, Sr. Designer, Creative Technologist, Illustrator

The Problem to Solve

  • Inconsistent look, feel, and experiences driven by the lack of standards and 16 different design systems across the 40 million page.
  • Distributed ownership of the 40 million pages.
  • Pages and interfaces being designed and built without design resource.

Five pillars of our strategy

The following workstreams were established to handle this massive mission.


1. Journey System

The foundation for aligning distributed teams and business units was to look at IBM.com as a cohesive system of user journeys.

I was part of the Hero Journey team to explore how this new framework can be used to evolve and implement new user experiences on IBM.com.

My roles: Creative Director, Sr. Designer

2. IBM Design Language 2.0

The new IBM Design Langauge provided consolidated design language as the foundation for the new design system to be used on IBM.com.

My roles: Workstream Lead, Sr. Designer

3. Carbon for IBM.com

Based on the Carbon Design System, my team, the Digital Design System team was charted with expanding Carbon to meet the demands and requirements of IBM.com.

My roles: Creative Director, Design Lead

4. IBM.com Style Models

On the pattern level, to be able to handle the unique situation where the ownership is distributed amon many independent business units across the globe, this new construct was introduced.

My roles: Creative Director, Lead Designer

5. Designing the new IBM.com

Armed with the above assets and resources, we also provided hands-on support and collaborated with the many teams designing and building IBM.com experiences.

My roles: Creative Director, Design Manager

1. Journey System

Hero Journey Project

This project was a chance for the multidisciplinary joint project between the Customer Experience and Growth team and the IBM Design Program Office to envision a brand new IBM.com experience for the SaaS era with the notion of IBM.com as a place to get jobs done as the driving concept.

I joined this project as a Cretive Director and worked with researchers, content strategists, UX and visual designers, and engineers.

Roles: Design Lead
Universal Journey with generalized touchpoints
User Journey: AI Chatbor Build journey
Hero Journey Project

IBM.com as a platform


Based on the new Journey System and the accompanying customer experience researches and combining with the Cloud OS concept created by Charlie Hill, VP of Platform Experience, and his team, we started looking at a particular journey of building a chatbot. Some of the core UX concepts included:

  • Experience journey for a multidisciplinary team
  • A unified platform experience that spans all stages of marketing, dashboard, and product use experiences
  • The digital expression of IBMer

Hero Journey Project

Always progressing the user

This seamless continuous experience starts with a tutorial, driven by the actual product, embedded on a marketing page. After finishing the guided, easy-to-use tutorial, the user will have an actual working product that connects to a free trial.

Hero Journey Project

Opportunities to minimize friction for the user

As the user seamlessly transitions to the actual product experience from the embedded tutorial, the differences between the two experiences need to be addressed in order to make the transition as painless as possible—our idea was to use a contextual onboarding experience that understands what the user had done during the tutorial.

Hero Journey Project

IBMers are the greatest invention of IBM.


IBM comes with the expertise that only a company with a long history of serving enterprises can have. And IBMers have been one of the main channels our customers experienced this. But we wondered what this means in the digital era where human contact is minimized.

Our idea was to implement a unified and personalized toolbar driven by Watson that makes recommendations for resources and product add-ons, while also acting as an always-on support point.

Hero Journey Project outcomes


This project led to another collaborative project, Platform Unification project, between The IBM Design Program Office, Cloud, and Customer Experience & Growth teams. This project was presented to Arvind Krishna at the TT meeting.

Many aspects of this project are being applied in many subsequent projects including the IBM.com Library and IBM.com Reboot projects.

3. Carbon for IBM.com

Carbon for IBM.com

As Carbon is positioned as the one design system for all of IBM’s digital experiences, we, the Digital Design System team, formerly Northstar, started the long, exciting, and at times challenging journey of adopting Carbon.

Roles: Design Lead
Carbon for IBM.com

Optimizing Carbon

Reading is one of the major activities that take place on IBM.com as it is a place where our users come to read, learn, compare, and make a decision. The first task was looking at Carbon and making sure that it was adopted in the right way. Through various generative and secondary researches as well as visual audit and studies of the components, the team decided to create a version of Carbon that is optimized for IBM.com experiences.

Working with the team, I led the various audits and design updates necessary for the new component sizes, which were later introduced as the expressive theme components, to be released in late 2020.

Carbon for IBM.com

Building for IBM.com makers

Carbon was designed as a context agnostic design system for all adopters. IBM.com is one such context, albeit a very large and complex one. What makes IBM.com unique is that there are many makers who are practically a secondary adopters of the design system.

We conducted an audit of the Carbon components against the existing Northstar counterparts identified 15 components that were unique to IBM.com experiences in order to serve the makers of IBM.com. Some notable components include:

  • Masthead naviation bar
  • Footer
  • Lightbox media viewer
  • Locale selector

IBM.com Library outcomes

* The reports on the right were captued in January, 2020

The new IBM.com Library was realsed in mid-2019 and is currently in controlled adoption phase as the collaboration with the Enterprise CMS team is on-going to ensure scalable adoption takes plase in a consistent and coherent way.

Here are some of the highlights that showcase the team's achievements.

13 New Components

35 New Layout Patterns

Sketch Design Library availbale in 4 themes

3800+ Sketch Design Library download

Git Repos 86k+ page views / month

Carbon for IBM.com Standards Website 100k+ page views / week

4. IBM.com Style Models

IBM.com Style Model

Guiding and coordinating makers of 40 million pages


One major paint point that the team needed to address was the lack of comprehensive, easy-to-follow guidelines and a way to coordinate the many globally distributed teams that are making IBM.com experiences. This has resulted in the current fragmented and sub-optimal experiences through the users’ journeys.

I initiated and led this project to address these two core issues around IBM.com.

Roles: Creative Director, Design Lead
IBM.com Style Model

How do you design a website

with 40 million delightful, consistent, and coherent pages

owned by various business units and teams across the globe?

IBM.com Style Model

Research

We started by capturing some of the core touchpoints that users go through as they traverse through IBM.com. As part of analysis, these pages were broken down into some of the more foundational design dimension such as grid, colors, layout, type scales, etc.

When we grouped these pages per the design intents, the purpose of the page, we started seeing patterns and convergences emerging—many pages that were doing similar things were designed similarly.

IBM.com Style Model

Intent driven design framework

Through the analysis of the page types, their intents, and their stylistic dimentions, we found a way to help a vast number of makers in a standardized and easy-to-understand way to start designing.

A new construct — style model

With this understanding, we established the new concept of a style model, which is based on the design intent and include both stylistic and UX dimensions such as grid usage, color themes, and screen regions.

IBM.com Style Model

Smaller stylistic footprint to drive consistency

TUsing the style model as a way to look at page designs, compare and consolidate, we were able to identify the following seven core design intents and corresponding style models as our hypothesis and starting point.

  • Navigational
  • Listing
  • Reading
  • Simple transactional
  • Transactional
  • Dashboard
  • Conversational

IBM.com Style Model

Consistency & coherency to help our customers

The style models are in the early stage at the moment, but I’m working closely with Modern Commerce, My IBM, IBM.org, Knowledge Center, and IBM.com Reboot design team, to test, update, validate, and create new models when necessary.

So far, we were able to consolidate 10 style models within My IBM and Modern Commerce spaces into just two.

IBM.com Style Model outcomes

* The reports on the right were captued in January, 2020

IBM.com Style Models project is in its early stage with the following, rather limited impacts at the moment. It will be part of the core mission in the new Design Principal role to publish this and work with a wider audience to make sure to hit the total scope and future impact.

Style model footprint reduction

Working with My IBM, Modern Commerce, and marketing platform squads, the total number of known style models were succesfully reduced.

* These numbers represent only a small part of IBM.com and can change as more redesign efforts continue and partnerships extend. But even with this limited application, the power of this design framework is already visible.

Here are some of the highlights that showcase the team's achievements.

Before: 19+ Style Models

7+ known models in marketing
2 models in registartion/login
7 model in My IBM
3 model in Modern Commerce


After: 8 Models

4 models in marketing
2 models in registartion/login
1 model in My IBM
1 model in Modern Commerce


58% style footprint reduction

5. Designing the new IBM.com

Designing the new IBM.com

Scaling good design

Since early 2018, armed with the new IBM Design Language and the various new concepts, guidelines, and tools, 
I have been working with various squads within the Digital Growth & Commerce team and partner BUs such as Watson Marketing, and Cloud, to layout the foundations for the next generation IBM.com.

Roles: Creative Director, Design Lead

Performant Design through Research

As new modules and templates were designed, we wanted to make sure that the new designs are helpful to the users and deliver desired business outcomes.

The team, with dedicated researchers, content strategists, and designers, conducted several rounds of usability testing with focus on users’ content consumption behaviors and navigational behaviors on some of the early discovery pages including the learn pages, solution pages, and Products and Solutions ecosystem pages.

Learn Page Template Candidates for Testing
Discovery phase page template research reports
Designing the new IBM.com

Watson Marketing Collaboration

Through 2018 and early 2019, I worked closely with the Watson Marketing team to test and create new page templates based on the new design language and design system, Northstar v19a, which expresses some of the IDL elements such as colors, 2x Grid, type, and icons, and the new guidelines and various design artifacts that I worked on with my team.

Collaborators

Lila Title
AnnMarie Avila
Emma Sainz

Designing the new IBM.com

Modern Commerce Collaboration

Modern Commerce squad within the Digital Growth and Commerce team designs and build one of the core platform features of IBM.com, the checkout process experience.

I worked with the Modern Commerce team as their creative director and guided the design team on the application of the new design system to design innovative new and modern experiences for their users.

I also worked closely with them to create a unique style model for their space, which eventually was used in another closely related squad, My IBM.

Collaborators

Charlie Douglas
Colleen Corkery
Tam Cai
Shenxun Wang

Designing the new IBM.com

My IBM Collaboration

Modern Commerce squad within the Digital Growth and Commerce team designs and build one of the core platform features of IBM.com, the checkout process experience.

I worked with the Modern Commerce team as their creative director and guided the design team on the application of the new design system to design innovative new and modern experiences for their users.

I also worked closely with them to create a unique style model for their space, which eventually was used in another closely related squad, My IBM.

Collaborators

Charlie Douglas
Shixie Trofimov
Colleen Corkery
Shenxun Wang

Outcomes from the various collaborations

The IBM.com Reboot project is an on-going project with a timeline that spans multiple years and scope that involves multiple BUs.

Currrently there are only results from Cloud product pages, which were among the first pages to adopt the new IBM Design Language design directions.

The IBM.com Reboot program already has dedicated analytics team and processes, with which we will continuously monitor, iterate, and improve.

Highlights

New Watson/Cloud product pages saw

42% engagement increase


Modern Commerce checkout conversion

~5% increase


IBM Search Experience engagement

~5% increase