Role

UX Designer

Year

2020 - 2021

Industry

B2B2C Telecom

Notification Management

Default SMS messages currently must be configured within the admin portal which is complicated to understand and navigate, leading to misconfigurations and production errors. This project is to improve BrandVNO SMS Notification Management and configuration. View live

Problem Statement

Currently, default SMS messages (e.g. welcome SMS, plan activation SMS) must be configured within the admin portal which is complicated to understand and navigate, leading to misconfigurations and production errors.

Hypothesis

By adding SMS message configuration to the Portal BrandVNO, we believe we will provide users with additional flexibility around messaging end-users, clarity/visibility around current SMS configurations, and progress towards deprecating the admin portal.

Persona

Primary Persona


OXIO Internal - Customer Operation Team and Marketing Team (OXIO Admin)
OXIO's Clients - Brand representatives (Brand Rep)


Secondary Persona

Customers of OXIO's Clients - End-users


Primary Persona


OXIO Internal - Customer Operation Team and Marketing Team (OXIO Admin)
OXIO's Clients - Brand representatives (Brand Rep)


Secondary Persona

Customers of OXIO's Clients - End-users


User interviews

The interviews were conducted with 5 users, 3 users were OXIO Admins and 2 other users were Brand Reps.

 Interview strategies

  • 1:1

  • Screening questions: day-to-day responsibility and personal information

  • Walkthrough experiences of how the users interact with the current UI of the SMS feature

  • Following up questions( lots of "why") regarding any issues from observation

  • Open-ended questions to gather suggestions for improvement.

Default Notification

Custom Notification

Suggestion

Solutions

Many solutions were determined around the interview results. The suggested solutions or features were also included and would be validated through testing.


Summary of solution requirements

  • Addition of a new SMS Configurations section

  • Default Welcome SMS Configuration message

  • Default Plan Activation SMS Configuration message

  • Default Base Plan Queued SMS Configuration message

  • Default Booster Plan queued SMS Configuration message

  • Default Consumption Trigger SMS Configuration messages

  • Default Time Trigger SMS Configuration messages

  • Default Ported Number SMS Configuration message

Many solutions were determined around the interview results. The suggested solutions or features were also included and would be validated through testing.


Summary of solution requirements

  • Addition of a new SMS Configurations section

  • Default Welcome SMS Configuration message

  • Default Plan Activation SMS Configuration message

  • Default Base Plan Queued SMS Configuration message

  • Default Booster Plan queued SMS Configuration message

  • Default Consumption Trigger SMS Configuration messages

  • Default Time Trigger SMS Configuration messages

  • Default Ported Number SMS Configuration message

Userflow

The userflow was determined, reviewed, and updated many times throughout the design process. Below is the final userlow which was determined and defined to reflect all of the solution requirements of the final deliverables.

NG-ZORRO | Ant Design System

OXIO is currently using NG-ZORRO, an Angular UI component library, for the BrandVNO Web Portal. Therefore, Ant Design System for Figma is used for prototyping. With an established UI component library being built, wireframing was skipped, and the design reviews within the Product Team internally were mainly focused on the user-flows. Below is a peak of the Ant Design System in Figma.

Medium fidelity prototype & Usability testing

The medium-fidelity prototype was built based on the defined user flow, the existing UI components, and Ant Design System components combine without pixel perfecting for the usability tests. Usability testing was conducted with 5 users: 3 were OXIO internal members, and 2 were Brand representatives. Below is the Figma displayed of the med-fi prototype that was used for the usability tests. The testing is 1:1 and lasted about 25-45 minutes for each participant. Usability testing conducted was consisted of 3 main tasks, and they were designed open-ended to observe any potential hidden UX issues. Link to Testing Guideline.


Note: It is a medium-fidelity prototype, please disregard any UI inconsistency and typos.

The medium-fidelity prototype was built based on the defined user flow, the existing UI components, and Ant Design System components combine without pixel perfecting for the usability tests. Usability testing was conducted with 5 users: 3 were OXIO internal members, and 2 were Brand representatives. Below is the Figma displayed of the med-fi prototype that was used for the usability tests. The testing is 1:1 and lasted about 25-45 minutes for each participant. Usability testing conducted was consisted of 3 main tasks, and they were designed open-ended to observe any potential hidden UX issues. Link to Testing Guideline.


Note: It is a medium-fidelity prototype, please disregard any UI inconsistency and typos.

Tasks participants were asked to performs

  • Modify welcome SMS and add "Hello" in the content

  • Add another Consumption Reminder Threshold of 50% to let end users that they have used 50% of their data capacity

  • Schedule to send a bulk SMS on Sep 1st at 10:00 AM

  • Modify welcome SMS and add "Hello" in the content

  • Add another Consumption Reminder Threshold of 50% to let end users that they have used 50% of their data capacity

  • Schedule to send a bulk SMS on Sep 1st at 10:00 AM

Testing documentation

The testing documentation is displayed in sticky notes for more transparent review. The star icon on some notes is an indication of highlights that would be considered carefully and applied to the next UI updates.

Cluster the results

The results are grouped and clustered to find patterns between all of the sticky notes. This exercise played an important role in determining and prioritizing the design changes for high fidelity prototype.

Summary of updates 

  • Add multi-language support: English and Spanish

  • Differentiate between line and plan SMS

  • Cards of SMS converted to be clickable. When clicked, view mode would be the primary view.

  • Reminder SMS will have the "Add another threshold" option meaning the user can set up to 3 threshold percentages, e.g: 90%, 80%, and 60%.

  • Within each threshold, there will be "Add another SMS"  to let the end-user configure more than 1 message for the threshold.

  • Draft Bulk SMS feature will be removed due to pollution in the notification system plus technical constraints

High fidelity

Due to the heavy volume and the complexity of the design, the high fidelity is displayed here under User Stories which would help the flows much easier to understand. There are two sections of the User Stores: Automatic Notification and Manual Notification.

Automatic Notification - Before & After

Before
After
Emily Tran's Portfolio

User story 1

As an OXIO or Brand Admin, I want to be able to view all notifications in Line and Plan cycles in multiple languages.

User story 2

As an OXIO Admin or Brand Rep, I want to be able to update any of the default notifications.

User story 3

As a Brand Rep, I would like to be able to update the parameters of the default Time Reminder SMS.

User story 4

As a Brand Rep, I would like to be able to update the parameters of the default Time Reminder SMS.

User story 5

As a Brand Rep, I would like to be able to update the parameters of the default Consumption Reminder SMS.

Manual Notification

User story 6

As an OXIO or Brand Admin, I want to be able view and keep recorded of all SMS.

User story 7

As an OXIO or Brand Admin, I want to create a manual SMS to send now.

User story 8

As an OXIO or Brand Admin, I want to schedule a manual SMS to send later.

Skateholder Reviews

The high-fi prototype then got shared with the internal product team, FE, BE, and other stakeholders to get more design feedback. This is the phrase where additional design reviews are conducted upon some of the members that have well knowledge of this feature.

Final Deliverables

This is the final prototype that covers all of the product requirements which satisfy all of the listed above user stories. The prototype includes additional UI scenarios, for example: return error messages or confirmation modals. It is also clickable, so please explore as you wish. 

Future Works

The top-up (add-ons, such as extra data roaming, extra minute calling, etc) process currently in place is not in line with the market expectations. This is causing confusion amongst end-users and leading them to believe top-up at local stores is likely not possible. This is contributing to lowering end-user retention. Therefore, the next step for the OXIO Notification Management feature is to support automatic instore cash top-up through the SMS delivering channel to minimize the required end-user input and lead to a higher end-user retention. 

Main project

User story 3

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