NCR Training Documentation Website
Discovery and design of a website to house documentation for all of NCR's products and services
work
National Cash Register (NCR) Internship Project
date_range
May 2021 - Aug 2021
people
Roles:
Me: UX Architecture, UX Design, UI Design, UX Research
Team: Content Strategist, Frontend Developer, UX Designers

About This Project

For the duration of my internship, I designed the training portion of the new NCR documentation website. I worked with two interns with backgrounds in computer science and content strategy. We conducted market and user research for training and learning sites in general. We then used our findings to create an initial design and prototype, which we were able to test with users. We presented the final prototype to NCR's Experience Design team along with suggestions for further UX improvements.

The Challenge

At the time of the project, we found three main issues with the state of NCR's training arsenal:

  1. Most resources that could be useful to end-users were unnecessarily locked behind authentication.
  2. The training was hosted on various websites that were in no way interlinked.
  3. The formatting of the training was inconsistent and varied based on product and/or line of business.
Three main issues with the initial state of NCR's documentation were it being over-autheticated, scattered, and inconsistent.

Knowing this, we set some initial goals for the final design, which we refined through subsequent research:

  1. Organized - how can we create a site that is easy to navigate?
  2. Cohesive - how can we push the training to be cohesive within itself and with NCR's branding as a whole?
  3. Flexible - how can we format the site so that it can hold a variety of training types?
  4. Scalable - how can we make sure to build the site for the future state when there will be a ton of training for various user groups?
Our four design goals were to make a site that is organized, cohesive, flexible, and scalable.

Solution

Discovery

Interviews

We interviewed 8 NCR employees who are affiliated with training creation or use. Their responses helped us determine the user personas, the current state of training, and key features to consider moving forward.

Diagram showing how our 8 interviews led to former insight validations and new insights. These then informed key requests for the website.
6 personas we created to help visualize the site's potential user base

Competitor Analysis

We looked at the training sites of 18 competitors. We ranked the competing websites on various metrics to communicate with the docs site team which sites we thought would be good to emulate.

Results of our competitor analysis including key metrics, evaluation matrix, and example designs we liked.

Content Analysis

The final information we needed was where to find the current NCR training and what format it exists in. We found that it existed in a plethora of websites across various platforms.

Table showing where NCR documentation currently exists,  what format it exists in, and who has access to it.

UX Design

Since navigation is so important for a documentation site, we started off the design process by figuring out the IA and making some user flows and journey maps.

Information Architecture

Building off of what the docs site team had already created for the overall docs site IA, we fleshed out the training portion based on how we can logically bucket information.

Flow chart showing the site's planned information architecture

User Flow

Next, we created a user flow informed by what we learned in our interviews. Working on this helped up validate whether our IA had grouped the information and pages well. It also forced us to think through the experience step-by-step and brought to light any gaps and pages we might have forgotten to mock up.

Flow chart showing the user flow with key decisions and pages.

Journey Maps

We created journey maps based on our key persona groups. This helped us break down the user's thoughts and interactions before, during, and after their visit to the site. By looking at the full journey, we were about to extract additional insights and opportunities that would both help NCR better serve its customers and promote their products and solutions.

Four different journey maps that we created for our personas.

UI Design

Sketches

I started ideating by sketching out ideas for the different pages. This step helps me to get my ideas down quickly and brainstorm different layouts.

Sketches for 5 different pages on the site: the homepage, training directory, all certifications page, all live training page, and line of business overview pages.

Low-fidelity Mockups

I used Figma to transform my sketches into low-fidelity mockups, further brainstorming layouts and consulting with my teammates about various design ideas.

Samples of grayscale low-fidelity wireframes.

Mid-fidelity Mockups

I then applied brand colors, graphics, and filler text to make mid-fidelity mockups that could be presented to the team for feedback.

Samples of mid-fidelity mockups

High-fidelity Mockups

For the final screens, we created a more comprehensive set of screens for the entire website. This included everything from updating graphics on some of the pages to creating additional pages and modals that we could prototype into a full website demo for the stakeholders to see.

Samples of high-fidelity mockups

Final Clickable Prototype

We created a final prototype of the site in Figma. We wanted it to be very clickable so that we could present it to the head of design at NCR and use it for user testing.

Screenshot of some of the prototype connections in our final clickable prototype.

User Testing

We were able to do some initial A/B testing with eight internal NCR employees. We tested two different prototypes with designers, software developers, and the training creators we initially interviewed. We found that:

Users rated the site as very easy to use and navigate.

Results

At the end of our internship, we presented this feature as our intern expo project. For the presentation, I created a promotional video using Adobe After Effects and my teammates created a supplementary slideshow. Together, we presented the Docs Site Training along with some design edits we made based on user feedback.

Design Edits

Card Redesign

The eight user testers gave feedback on the importance of each piece of information on the cards, so we rearranged what was displayed on the default and hover states to reflect their feedback.

We redesigned the training cards to reflect how important the user testers viewed different pieces of information.

Sort By Feature

One of the features that received support across the board was a "sort by" option in the directory.

We added a more robust sort by feature.

Recommendations

We left the Docs Site team with a summarized list of recommendations for further design iterations. These included suggestions that looked to the future state like subscriptions to products and tags and suggestions for design changes that we didn't have time to fully flesh out.

Personal Learnings

I had two major takeaways from this project and internship:

Overall, this project helped me better understand the UX process in a corporate setting and introduced me to many talented designers who guided me along the way.

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