Overview

In my role as Product Designer for Highspot’s integration configuration pages, I noticed how confusing it was to set up and enable a new integration. I talked to some internal services team members and PMs about their experiences in setting up new integrations for customers and found there was confusion across the board.

Problems

While working on integration pages, I noticed a few key issues I wanted to solve:

• The current flow had users enabling an integration in two places, the cloud services homepage and the configuration page. This led to confusion on why an integration was not working as users frequently forgot to enable in both locations

• The homepage had no filtering or search, making it tedious to find a particular integration name or type

• No integration names were listed on the page, relying instead on static logo images, making it impossible for screen readers to find the right name

• Only some integrations need configuration pages which were listed in the left nav, making them hard to find

Goals

I scoped this project to a few key goals within the tight timeline I had:

• Consolidate the two enable locations to a single step and increase clarity for which integrations are currently enabled

• Increase discoverability of configuration pages when applicable

• Make particular integrations easier to find

Focus on Flow and IA

While the UI also needed an update, I knew the most problematic and challenging part of this project was the flow of enabling integrations. I spent a week documenting the current flows and IA and explored different options for refining the flow.