IBM Verse Mobile

 

IBM Verse Mobile allowed users to focus on top priorities, find and share content and take control of action items all in one app. IBM Verse was not just about email. It was about integrating mail, calendar, contact and to dos in one place. I led the mobile UX team to define, strategize, and design the iOS mobile experience.

  • Company: IBM

  • My Role: Mobile UX Lead, UX Designer for Mail

  • Team: 4 UX Designers and 1 Researcher

Overview

IBM Verse Mobile was a complete new product that needed to be created from scratch. Instead of taking a mobile first approach, the Web version of IBM Verse was already launched. We needed to understand first what the motivations and pain points around our users were when using the stock iOS Mail, Calendar, Contacts and To Do mobile apps and reimagine a way to string these apps together to deliver a seamless experience. While iOS optimizes for single app experience, the challenge of this mobile project was to fit the experience of each app into one framework and consistent navigation scheme.

Discover & Envision

To set the vision and framework of IBM Verse Mobile, our mobile team's first task was to work with an extended team of UX designers, developers and project managers to create a mobile demo story to demonstrate our capabilities.

The mobile demo story was created as a playback to:

  • understand the users

  • explore the concepts

  • prototype a solution

  • evaluate with users and stakeholders.

Understanding the Users

Personas were developed based on user research to define the following business goals (hills) for our mobile product. Here were the goals from the perspective of Nancy who is an account manager:

  1. While visiting a client, Nancy Smith uses IBM Verse to quickly resolve a sudden crisis more effectively than if she was only using the stock iOS email app alone

  2. Nancy can seamlessly communicate and collaborate using mail, social, or chat while on her mobile phone

  3. Nancy can find out what she needs to focus on at any time she picks up the phone

  4. Using Mail Verse, Nancy is connected and productive whether or not she is at her desk, at home, or at a client site

Define User Stories

Detailed user stories were defined for mail, calendar, people and actions to map to our business goals of the product. Here are some high level areas we focused on when writing the user stories:

  • See mail from people important to you

  • Set people you interact with often as Important

  • Mark mail as Needs Action

  • Manage items that need follow up

  • Track who owes you a response and when

  • Work with your calendar seamlessly

  • Interact with all of your contacts

Below are some example of the user stories that mapped to the business goals (hills) defined above:

Hill 1

  • I could see the bottom tab bar to navigate between my Mail, Calendar, Contacts, and Actions

  • I see notification badges on all tabs

  • I see a notification badge on the app icon when there are any new items in Mail, Calendar, and Actions due

 

Hill 3

  • I can flag or mark as "needs action" or "waiting for" so that I can recall and reference it later in the Actions section

  • I can go to the Actions section to quickly see messages I've marked as "needs action" or "waiting for"

  • A can access the Notification Center widget from anywhere and quickly view pending calendar events, communications from favorite users and items needing my attention

Hill 2

  • I should receive push notification at a set time before an important calendar event

  • I can see the person's availability status on their profile card

  • I can initiate a chat with another person directly from their profile card and return to IBM Verse

 

Hill 4

  • I can mark a person as a favorite from their profile card so I can easily find messages from them later

  • I can see notifications on the avatars of my favorite contacts, so I can quickly recognize a message that came from them

  • I can see a list of all messages in the Inbox by tapping the Inbox tab

  • I can navigate to day, week, month, and agenda views of the calendar

Explore through sketches

Based on the user stories, we brainstormed ideas and explored design concepts through sketches in the different areas of the Mail, Calendar, Contacts and Actions app.

Storyboard the flow

Once we nailed down on a high-level direction, a detailed storyboard was created to walk through the flow and to visualize the holistic experience. We started to string together the different areas of Mail, Calendar, Contacts and Actions into one flow, map out the structure and look for areas of improvement before creating a prototype.

Prototype Demo

Wireframes were converted into hi-fidelity mockups and stringed into a prototype to review and validate with users and stakeholders.

Ideation & Design

After designing our "IBM Verse Demo Story" and getting validation from our users and stakeholders of our high-level vision, we went into working on the detailed design of our product. I led a team of 4 UX Designers. We each took a specific component and flushed out the entire flow of the product. We had bi-weekly team meetings to check on progress and review each other's work.

IA and Navigation

The overall architecture was defined by our team to organize content and navigational flows.

Wireframes

My focus was on the mail component of IBM verse. I created lo-fidelity wireframes for further exploration of the designs and continued validations with our users.

Mail Wireframes

UI Design

Color Palette

The final color palette for IBM Verse Mobile was derived from the expansive global IBM Design palette. We explored through many iterations of the palette to arrive at the following colors for our product.

Log In Ideation

Here are "Log In" ideations for web, tablet and phone and showing how it evolved to the final product for IBM Verse Mobile. Initial concepts for "Log In" screens were drawn across the different platforms that were consistent with the Verse marketing campaign.

Final Log In

Final Verse "Splash" & "Log In" screens after several design iterations and testing on physical device.

Design Specifications

Provided visual specifications to developers to implement into final product.

Final Design

Final color, styles, components holistically applied across mail, calendar and contacts for the first release of IBM Verse Mobile.

Lessons Learned

Building a product from start to finish is a monumental task. It took our team over a year to plan out the mobile "Mail Next Demo Story", collect the feedback we needed, and get stakeholder and user buy-in. At the end of the day, all the planning was a stepping stone to make the transition into building the final product a lot smoother. We started with a vision and we ended with a product that we could all be proud of.

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