About

I worked with Meta’s People Products team to vision and design a totally new dynamic, combined single CMS solution where users could create, edit, review, and publish content articles across to ecosystems.

Team

Product Design
Research
Engineering
Product Management
Client Stakeholders
Consultant Team

Deliverables

Workshop Leadership
UX/UI Designs
Prototypes
User Research

Understanding the challenge

Our users are  HR content writers and managers, who are responsible for overseeing the content for the People Portal, which houses employee facing content related to life at Facebook, and HR Knowledge Base, or HRKB, that houses all the content HR professionals use to reference resources and employee resolution information on a global scale.

The problem these content writers and managers were facing was that the People Portal and HRKB were implemented inconsistently in individual surfaces and tools.

The opportunity

So the opportunity here was to design an easy-to-use single CMS solution that would enable content owners to create and update content quickly, facilitate distributed publishing across platforms, and ensure consistent structure and presentation of content components across systems and audiences.

The problem these content writers and managers were facing was that the People Portal and HRKB were implemented inconsistently in individual surfaces and tools.

Making sense from the complex

As part of their first milestone for this work, the People Core team produced a data schema, which was basically an excel spreadsheet consolidation of the various data points that would make up article templates for both the People Portal and HRKB surfaces.

Validating direction with whiteboarding

Using the schema as my only source of truth, I leveraged these data points to first organize the information from my limited perspective.

I brought this list to a collaborative whitebaording session with Meta stakeholders who helped me understand how these content fields were to be leveraged and reorganized.

After gaining clarity on how the content fields are functioned together, I sketched some initial ideas to validate direction.

Building the interface

Over the course of eight weeks I utilized XDS, Meta’s internal design component library, and created a 55-screen clickable prototype, actualizing the 120+ data point requirements in to a working interface.

I met with Meta stakeholders and design leadership throughout the week to present progress and gather their feedback.

Testing our assumptions

Collaborating with a Meta researcher, we conducted usability tests and interviews with these initial designs with eight Facebook content writers to identify opportunities to optimize the content templates and validate the design direction.

We uncovered moments of improvement to give the user more clarity, such as highlighting that this experience is for both creation and editing. Overall, the creators and editors we tested with appreciated the simplification offered by the tool. We were headed in the right direction.

Insights-driven improvements

I improved the initial designs and continued creating additional flows related to the content templates. Below is a walkthrough of the final product solutions.

Meta Content Templates: Product Walkthrough

Flexible use cases

Content writers are constantly making updates to current articles. To maintain user understanding, the templates are flexible and will retain the same structure for creating new articles or editing existing ones.

Structured menu

The templates feature a structure menu of organized groupings which hold all of the required data points and content fields that need to be populated for an article to be published, turning green, once filled. Work would be auto-saved and will always be able to be previewed.

Authoring & ownership

Authoring & Ownership where content creator would select the relevant article and program owners -  these details align with the content governance model for authoring and reviewing an article before publishing.

Article template tags

The template tags that the content writer adds powers the metadata for article and allows content to be served on other surfaces, aligning with the HR content taxonomy.

Article content sections

Content sections would be dynamic based on the type of article surface and content the user is writing about.

In addition to accounting for required fields, we iterated on net-new features that could help expedite and simplify a content creators work with modular template blocks – allowing content writer to utilize save templates, and to create and save new ones.

Adding authoring clarity

A People Portal and HRKB article follows a certain structure dependent on the article surface, topic, and template. I utilized this tagging component to identify what the content writer should be focusing their text on.

Customization modules

When learning about my persona’s use cases across platforms, it was evident we needed an easy way to allow writers to include variable content that could be dynamically adjusted depending on the end-user. I created this Variable Content module to allow a writer to create default and variable text, as well as set conditions that need to be true in order to display the variable text.

Article lifetime scalability

I accounted for how these templates would scale across the lifecycle of an article and incorporated features that give access to version and update history for reference.

Persona based design

People Portal and HRKB articles both follow a choreographed approval process between different roles. Due to this nature, the dashboard use cases varied and needed to be customized to user’s needs.

Approval process simplified

To date, approvals were communicated and completed in an ad hoc, disjointed fashion. I reimagined how the article CMS could transform in to a “Review” or “Update” state to allow users to review changes, leave or respond to comments, and approve or send back changes to be further improved.