Bluemine

IBM has been a technology leader for more than 100 years due, in large part, to its ability to stay ahead of the market and continually reinvent itself. Doing that requires that IBMers have a way to access the latest market intelligence and research quickly and easily. That's what Bluemine offers— by aggregating market intelligence and research from subscription-based services into one place, users don't need subscriptions to each vendor's site.

In early 2017, our team undertook the application's first major redesign, overhauling its information architecture, design experience, interface language and technological infrastructure with an overarching goal: to create a simple but comprehensive community for consuming, monitoring, and sharing market insights.

IBM has been a technology leader for more than 100 years due, in large part, to its ability to stay ahead of the market and continually reinvent itself. Doing that requires that IBMers have a way to access the latest market intelligence and research quickly and easily. That's what Bluemine offers— by aggregating market intelligence and research from subscription-based services into one place, users don't need subscriptions to each vendor's site.

In early 2017, our team undertook the application's first major redesign, overhauling its information architecture, design experience, interface language and technological infrastructure with an overarching goal: to create a simple but comprehensive community for consuming, monitoring, and sharing market insights.

IBM has been a technology leader for more than 100 years due, in large part, to its ability to stay ahead of the market and continually reinvent itself. Doing that requires that IBMers have a way to access the latest market intelligence and research quickly and easily. That's what Bluemine offers— by aggregating market intelligence and research from subscription-based services into one place, users don't need subscriptions to each vendor's site.

In early 2017, our team undertook the application's first major redesign, overhauling its information architecture, design experience, interface language and technological infrastructure with an overarching goal: to create a simple but comprehensive community for consuming, monitoring, and sharing market insights.



Timeline

  • October 2016 - Formed and hired an in-house design team

  • April 2017 - Project Kickoff

  • December 2017 - MVP Release

  • 2018 through 2019 - New Feature Releases

Design Impact

Design Awards

Timeline

  • October 2016 - Formed and hired an in-house design team

  • April 2017 - Project Kickoff

  • December 2017 - MVP Release

  • 2018 through 2019 - New Feature Releases

Design Impact

Design Awards

Timeline

  • October 2016 - Formed and hired an in-house design team

  • April 2017 - Project Kickoff

  • December 2017 - MVP Release

  • 2018 through 2019 - New Feature Releases

Design Impact

Design Awards

THE PROBLEM TO SOLVE

BACKGROUND

Bluemine is an intranet application that serves nearly a third of IBM employees— approximately 125,000— from around the world. Since 2003, IBMers have come to Bluemine for its deep repository of market insights and, once there, can discover market information, share market intelligence with colleagues, and follow the latest market trends.

Bluemine is an intranet application that serves nearly a third of IBM employees— approximately 125,000— from around the world. Since 2003, IBMers have come to Bluemine for its deep repository of market insights and, once there, can discover market information, share market intelligence with colleagues, and follow the latest market trends.

USER PROBLEM

Over the course of 14 years, users begin describing the application as hard to navigate and overwhelming in information. With limited resources and a strict adherence to IBM's intranet regulations, efforts to improve user experience upon legacy code were challenging. As patchwork features were appended, the overall experience suffered. The platform felt disjointed and “Franken-knitted.”

Over the course of 14 years, users begin describing the application as hard to navigate and overwhelming in information. With limited resources and a strict adherence to IBM's intranet regulations, efforts to improve user experience upon legacy code were challenging. As patchwork features were appended, the overall experience suffered. The platform felt disjointed and “Franken-knitted.”

My ROLE

As Bluemine’s product owner and design lead, I drove project vision, set our product roadmap and priorities, and directed four design workstreams.

I managed a design team of 14 UXers on a product team of ~50. I scoped and allocated work; pushed our team’s craft through weekly design reviews; and advocated design decisions to stakeholders and partners.

I partnered with Bluemine’s tech lead, two product managers, and two marketing/analytics leads to plan sprints, prioritize features, and make product decisions.

I championed my team’s work internally across IBM Design as well as shared the success of our redesign externally by writing and submitting our work to StepTwo and Nielsen Norman Group for award consideration.

APR 2017 - PROJECT KICKOFF

The design team hosted a 2-day workshop with our marketing, development, and business partners to kick off ideation as a response to early research findings. I planned the activities and agenda for the full workshop, and I co-facilitated sessions with members of my team.

APR 2017 - PROJECT KICKOFF

The design team hosted a 2-day workshop with our marketing, development, and business partners to kick off ideation as a response to early research findings. I planned the activities and agenda for the full workshop, and I co-facilitated sessions with members of my team.

APR 2017 - PROJECT KICKOFF

The design team hosted a 2-day workshop with our marketing, development, and business partners to kick off ideation as a response to early research findings. I planned the activities and agenda for the full workshop, and I co-facilitated sessions with members of my team.

DEC 2017 - MVP RELEASE

DEC 2017 - MVP RELEASE

DEC 2017 - MVP RELEASE

APR 2018 - AWARD SUBMISSION

APR 2018 - AWARD SUBMISSION

APR 2018 - AWARD SUBMISSION

OCT 2018 - CURATED HOMEPAGE

OCT 2018 - CURATED HOMEPAGE

OCT 2018 - CURATED HOMEPAGE

JAN 2019 - CHANNELS RELEASE

JAN 2019 - CHANNELS RELEASE

JAN 2019 - CHANNELS RELEASE

🔍 INSIGHTS

study

RESEARCH PURPOSE

One of the first goals of this effort was to prioritize major IBMer painpoints of using Bluemine.

One of the first goals of this effort was to prioritize major IBMer painpoints of using Bluemine.

One of the first goals of this effort was to prioritize major IBMer painpoints of using Bluemine.

*After launching an IBM survey with 527 completed responses, 40 IBMers volunteered to be interviewed by our design team.

RESEARCH METHOD

IBM is a global company with Sales, Marketing, Services, Offering Management and other roles that span across the world. Because we had heavy users that were based in the US, Asia, Europe, Africa, and South America, most of our interviews were conducted online through Zoom or WebEx. We asked IBMers to:

  • Describe their experience using Bluemine

  • Tell us about a recent search they did. What were they looking for? What did they find?

  • Tell us where they spend most of their time when it comes to Bluemine

  • Tell us what was working well and not not working well

IBM is a global company with Sales, Marketing, Services, Offering Management and other roles that span across the world. Because we had heavy users that were based in the US, Asia, Europe, Africa, and South America, most of our interviews were conducted online through Zoom or WebEx. We asked IBMers to:

  • Describe their experience using Bluemine

  • Tell us about a recent search they did. What were they looking for? What did they find?

  • Tell us where they spend most of their time when it comes to Bluemine

  • Tell us what was working well and not not working well

IBM is a global company with Sales, Marketing, Services, Offering Management and other roles that span across the world. Because we had heavy users that were based in the US, Asia, Europe, Africa, and South America, most of our interviews were conducted online through Zoom or WebEx. We asked IBMers to:

  • Describe their experience using Bluemine

  • Tell us about a recent search they did. What were they looking for? What did they find?

  • Tell us where they spend most of their time when it comes to Bluemine

  • Tell us what was working well and not not working well

HIGH LEVEL INSIGHTS

Bluemine’s experience was inconsistent and outdated.

  • Many landing pages often got in the way of getting directly to the desired content, especially for pages that were rarely maintained.

  • Search didn’t always come back with relevant results; at times, reports dating back five years would appear in top results, thwarting user expectations.

  • Finding market answers was time-consuming. Because of how search was structured, IBMers often had to read through many reports to find a key nugget of information.

Publishing was time-consuming and complicated, which dissuaded many IBMers from contributing to Bluemine.

  • Publishing took 30–90 minutes to post content that had already been written as a report, and another 24 hours before the content would go live.

  • The publishing tool’s categorization and selection criteria were out-of date and complicated to use.

ChallengeS

#1: We struggled to figure out the “right model” and design for search.

IMPROVING SEARCH

Because of search’s design structure and outdated algorithm, existing metrics weren’t useful. User interviews supported our assumptions that the rigid design forced people to behave in a way they didn’t want to

Users cited Google as a complementary way of getting market intel, so we used Google search and filters for design inspiration

PRODUCT RISKS

  • Designing an interface on top of a new algorithm (that didn’t yet exist) without know what results might look like

  • Simply copying Google’s search design without the power of its search algorithms would likely mislead user expectations

#2 We struggled with politics and relationship management when the redesign included culling and combining content.

CULLING CONTENT

  • A redesign of our content ecosystem affected 668 pages, 126 tools, 1800 internal active reports, 88k links to external reports, 50 content owners, 350+ IBM publishers, 16 executive stakeholders, and 125k users

  • Over 30% of pages had not been updated in over two years, but we could not simply kill off unused content

PRODUCT RISKS

  • Unintendedly killing off valuable content due to Bluemine’s design weaknesses biasing existing metrics

  • Potentially damaging relationship between organizations who contributed to Bluemine’s repository of insights

Our Solution

SIMPLE, BUT COMPREHENSIVE

Users want to find market intelligence, key insights, and IBM’s perspective on topics quickly. Publishers want to get thought leadership and data in front of users as quickly as news and trends unfold in the market.


What we did

Improved navigation, flexibility, and efficiency of searching marketing insights and publishing content. Created Bookmarks for users to save and organize insights

Users want to find market intelligence, key insights, and IBM’s perspective on topics quickly. Publishers want to get thought leadership and data in front of users as quickly as news and trends unfold in the market.

What we did

Improved navigation, flexibility, and efficiency of searching marketing insights and publishing content. Created Bookmarks for users to save and organize insights

Users want to find market intelligence, key insights, and IBM’s perspective on topics quickly. Publishers want to get thought leadership and data in front of users as quickly as news and trends unfold in the market.

What we did

Improved navigation, flexibility, and efficiency of searching marketing insights and publishing content. Created Bookmarks for users to save and organize insights

WEB-RESPONSIVE, CONTENT FLUID

Although only about 1% of legacy Bluemine use came from mobile, consultants struggled to use the native app in place of the web version. Users want to quickly find answers no matter when, where, and how they choose to access the site.


What we did

Responsive, content-first design which eliminated the need to maintain two experiences; removed fixed-width UI issues; gave users access to the same content no matter what real-life context they’re in

Although only about 1% of legacy Bluemine use came from mobile, consultants struggled to use the native app in place of the web version. Users want to quickly find answers no matter when, where, and how they choose to access the site.

What we did

Responsive, content-first design which eliminated the need to maintain two experiences; removed fixed-width UI issues; gave users access to the same content no matter what real-life context they’re in

Although only about 1% of legacy Bluemine use came from mobile, consultants struggled to use the native app in place of the web version. Users want to quickly find answers no matter when, where, and how they choose to access the site.

What we did

Responsive, content-first design which eliminated the need to maintain two experiences; removed fixed-width UI issues; gave users access to the same content no matter what real-life context they’re in

DESIGN IMPACT

User Satisfaction

Prior to the redesign launch, NPS for legacy Bluemine sat at a -1 in November 2017. 6 months after MVP launch, NPS was +14.


Publisher Time Savings

Publishers can submit thought leadership in 5-15 minutes (opposed to 30-90 mins), leading to over 50% publisher time savings in content creation. In addition, publishers gained the ability to publish instantly without a 24-hour waiting period.

User Satisfaction

Prior to the redesign launch, NPS for legacy Bluemine sat at a -1 in November 2017. 6 months after MVP launch, NPS was +14.

Publisher Time Savings

Publishers can submit thought leadership in 5-15 minutes (opposed to 30-90 mins), leading to over 50% publisher time savings in content creation. In addition, publishers gained the ability to publish instantly without a 24-hour waiting period.

User Satisfaction

Prior to the redesign launch, NPS for legacy Bluemine sat at a -1 in November 2017. 6 months after MVP launch, NPS was +14.

Publisher Time Savings

Publishers can submit thought leadership in 5-15 minutes (opposed to 30-90 mins), leading to over 50% publisher time savings in content creation. In addition, publishers gained the ability to publish instantly without a 24-hour waiting period.

HOME

BEFORE - 2016

after - 2018

SEARCH

BEFORE - 2016

after - 2018

Publish

BEFORE - 2016

after - 2018

🔍 INSIGHTS

10-10-10 STUDY

RESEARCH PURPOSE

In January 2018, a month after MVP was deployed, I led our researchers in conducting a round of research that would help gauge user adoption at the behavior level.

The goal of that research, dubbed 10-10-10 Testing, was to follow a group of users over a period of time to see how their habits and behaviors changed.

In January 2018, a month after MVP was deployed, I led our researchers in conducting a round of research that would help gauge user adoption at the behavior level.

The goal of that research, dubbed 10-10-10 Testing, was to follow a group of users over a period of time to see how their habits and behaviors changed.

In January 2018, a month after MVP was deployed, I led our researchers in conducting a round of research that would help gauge user adoption at the behavior level.

The goal of that research, dubbed 10-10-10 Testing, was to follow a group of users over a period of time to see how their habits and behaviors changed.

RESEARCH METHOD

Our research team conducted interviews with IBMers through a longitudinal study that would observe IBMers using Bluemine.


The first 10 minutes: These first moments would help us understand immediate impressions of using the new application design and how first-time and long-time Bluemine users perceived the platform. During the first 10 minutes, we assessed intuitiveness and ease of use by observing how users interacted with features and navigated the redesigned site.


After 10 weeks: This second interview probed users on short-term adoption and use. Are they still using Bluemine? If yes, how frequently did they use the site and what parts are they using the most? How has Bluemine started to integrate into their workflow? Which aspects are meeting their expectations and which are not?


After 10 months: This research sprint was conducted in October 2018. The goal was to compare results from this sprint to those seen during the 10-weeks sprint. The team aimed to assess if and how people used Bluemine after a long period of time: Are they still using Bluemine? What are the characteristics of frequent and power users? What parts of the platform do people use and how have they adopted Bluemine into their workflow (or conversely, adapted their workflow to Bluemine)?

Our research team conducted interviews with IBMers through a longitudinal study that would observe IBMers using Bluemine.


The first 10 minutes: These first moments would help us understand immediate impressions of using the new application design and how first-time and long-time Bluemine users perceived the platform. During the first 10 minutes, we assessed intuitiveness and ease of use by observing how users interacted with features and navigated the redesigned site.


After 10 weeks: This second interview probed users on short-term adoption and use. Are they still using Bluemine? If yes, how frequently did they use the site and what parts are they using the most? How has Bluemine started to integrate into their workflow? Which aspects are meeting their expectations and which are not?


After 10 months: This research sprint was conducted in October 2018. The goal was to compare results from this sprint to those seen during the 10-weeks sprint. The team aimed to assess if and how people used Bluemine after a long period of time: Are they still using Bluemine? What are the characteristics of frequent and power users? What parts of the platform do people use and how have they adopted Bluemine into their workflow (or conversely, adapted their workflow to Bluemine)?

Our research team conducted interviews with IBMers through a longitudinal study that would observe IBMers using Bluemine.


The first 10 minutes: These first moments would help us understand immediate impressions of using the new application design and how first-time and long-time Bluemine users perceived the platform. During the first 10 minutes, we assessed intuitiveness and ease of use by observing how users interacted with features and navigated the redesigned site.


After 10 weeks: This second interview probed users on short-term adoption and use. Are they still using Bluemine? If yes, how frequently did they use the site and what parts are they using the most? How has Bluemine started to integrate into their workflow? Which aspects are meeting their expectations and which are not?


After 10 months: This research sprint was conducted in October 2018. The goal was to compare results from this sprint to those seen during the 10-weeks sprint. The team aimed to assess if and how people used Bluemine after a long period of time: Are they still using Bluemine? What are the characteristics of frequent and power users? What parts of the platform do people use and how have they adopted Bluemine into their workflow (or conversely, adapted their workflow to Bluemine)?

HIGH LEVEL INSIGHTS

In the first 10 minutes, users were positive about the redesign. They commented on bringing Bluemine to modernity and simplifying the experience. Despite positive feedback, three areas of improvement emerged:

  • Price confusion: 12 of 12 users were confused about the interdepartmental charge and overall pricing of Bluemine.

  • Search was not prominent enough: 6 of 12 users did not initially notice the search box on the homepage.

  • Search relevance: Users who entered compound search phrases such as [topic + geography] did not feel search results were relevant enough.

After 10 weeks, only 7 of the original 12 users could participate due to holidays and scheduling conflicts. Three themes emerged:

  • Only frequent users noticed feature changes and could articulate those distinctions between Round 1 and Round 2 of 10-10-10s. These users a) used Bluemine daily, and b) primarily focused feedback on parts of the experience that were not meeting expectations.

  • Users still struggled to start their journey beyond the search bar, and search relevancy was still an issue.

  • Of the 7 users, 4 had changes in job role, scope, or project work. We noted that Bluemine team must be mindful of the fact that many IBMers change roles within the company, but search behaviors and needs of Bluemine didn’t. The team should minimize categorizing or gatekeeping areas of Bluemine by job role.

“[BLUEMINE] is one of our better efforts as a company.”

— IBMER, 10-10-10 STUDY

retrospect

SUCCESSES

IBM Productivity

The greatest success with Bluemine was reducing time that IBMers spent searching for and publishing market insights so that they could focus on more important work matters.


A Collaborative, Global Team

Apart from myself, all design team members and more than half of developers were hired in 2016 and 2017. We quickly learned how to work together collaboratively to deliver an MVP product in nine months.


IBM Productivity

The greatest success with Bluemine was reducing time that IBMers spent searching for and publishing market insights so that they could focus on more important work matters.


A Collaborative, Global Team

Apart from myself, all design team members and more than half of developers were hired in 2016 and 2017. We quickly learned how to work together collaboratively to deliver an MVP product in nine months.

FAILURES

Transparency to the wrong audience

In the first month of launching the redesign, there was confusion around Bluemine subscription costs. The interaction struck fear in IBMers who didn’t understand the back-charge and worried they would get in trouble with their managers.

LEARNINGS

Test microcopy early and often

While we spent a lot of time testing prototypes, microcopy was always the last step to be completed. We learned that writing good copy is an important part of design, which can make or break the user experience.


Simulate real-life scenarios

Testing the new search design was often done in a controlled environment as cognitive walkthroughs or with designated search prompts. Having users search with a small database of only 2,000 reports helped us get a more accurate read on if search design was meeting expectations.