In this flow, users pick a template, like a grid or carousel, and then add AI-powered product recommendations (such as "Recommended for you" or "Best summer collection"). These recommendations automatically populate the template with relevant products. Once the module is ready, users can easily embed it into their website.
The biggest concern of all was that the clients would not use it and outsource it to our delivery team. To understand why the process was tough, I interviewed the delivery team.
CHALLENGES IN THE FLOW
It was a 3-month long iterative process with small product features introduced through the sprints. There were multiple conversations backend and front end developers to finalise the feasiblity.
In the initial stages, I iterated on two-step process to match other create flows on the platform but quickly realized that it was inefficient and increased the number of user clicks. (See Img below)
The final result is as shown below is a 1 step process where the template is first chosen, and then the strategy! This makes it easier to view all information in one space, reducing cognitive overload to memorize information.
The current interaction requires the user to manually click on all tiles. The use cases usually have 12+ tiles selected per strategy. Hence, I conducted A/B testing on two different types of interactions, resulting in a "double click" range selection!
The new flow showed tremendous improvement in adoption rate and task completion efficiency. The learning curve was quick due to familiar interactions and reusable templates and modules. The live preview with vsi
Being the first project that I oversaw from end to end, I had major learnings. I learned to handle scope creep by setting clear expectations and defining priorities early on. I created and maintained components in the design system, ensuring scalability and consistency across the platform.
This project also deepened my collaboration skills—I worked closely with engineers, product managers, and stakeholders, translating business and technical requirements into user-friendly solutions. Through this, I improved my ability to communicate design rationale, balancing user needs with business goals.
Additionally, I gained hands-on experience in iterative design, using feedback loops from internal teams and clients to refine the module creation flow. I also sharpened my problem-solving skills, particularly in designing for diverse user scenarios, ensuring that both simple and complex use cases were intuitive and efficient.
Lastly, working within a fast-paced SaaS environment taught me to be adaptable, make data-driven decisions, and focus on delivering impactful user experiences while aligning with business objectives.
If you like what you see and want to work together, get in touch!
isubram4@asu.edu
