Overview
Product designer, 2018 - 2021. My work stretches from end user experience a focused effort on internal tooling. This case study is focused on the latter.
Scope: Integrated rights management platform governing complete copyright lifecycle
Timeline: 2.5 years
My role: Led end to end design, including defining product strategy, producing concepts, visuals and prototype, phased rolled out, built and maintained a design system
Tools: Sketch, Zeplin, dovetail (research)
Context
Led by the head of product, Early 2019, I partnered with a team of product managers and engineers to discover and align on the problem space
Antiquated technology, slow and unreliable. It can take up to 10, 12 hours to run certain tasks.
Fragmented workflow, heavily reliant on manual processes that are time-consuming and dependent on individual operational expertise
The lack of source of truth, coupled with enormous amount of historical data, creates significant challenges in tracking and responding to updates
Process
It was a long lead, multi phased project. Overall, there are two key core challenges we were trying to solve:
HMW effectively intake and deliver content from creators to corresponding upstream service so their works are registered timely?
HMW streamline royalties processing so people are paid on time and accurately?
The underlying implication in addressing both challenges is we will also need to construct and maintain a source of truth for all entities and relationships among them.
Early discovery
In order to create a cohesive connection between the two pieces, I led a design sprint with Subject Matter Experts (SMEs) from the product and engineering team. The goal was to gather insights, ideas, and perspectives to align on high level approach.
I then produced a Jobs-to-be-Done (JTBD) mapping, synthesized from a number of interviewing and shadowing various teams (including copyright coordination, royalty processing, and finance). I used this as a guide in framing the subsequent research.
Part 1 - Follow the money
First thing we learned from the research was that royalty processing was extremely critical, and at the same timeand a significant bottleneck for the business.
I worked with product manager to set up regular work sessions with tech leads and stakeholders to understand essentially how music works (no pun intended), e.g., how terms and conditions are structured in a publishing agreement, how do we receive royalty payments, and the subsequent workflows.
Meanwhile, I led a series of concretion exercises, to identify main pain points in existing operation, and further map our key user actions.
Impact
After a year of iterative research, design, prototyping, testing, and implementation. The new workflow automated and streamlined many pieces of tasks, reducing processing time from over 10 hours to just a few minutes with a few clicks. This transformation freed up and empowered the team to focus on more specialized problem-solving required their publishing expertise.
The simplicity was achieved through handling the heavy lifting in the back stage. We invested months in regular work sessions with key stakeholders to understand all the interested parties, relationships and processes in facilitating the operation. This allowed us to effective ideate and co-create, and established a solid object model that forms the foundation for our solution.
Part 2 - Content
Similarly, I conducted extensive research (interviews, contextual inquiries, co-creation ) with key stakeholders (copyright team), to align on the priority, and further map out essential user actions. We observed similar challenges, e.g. time consuming fragmented actions, but different problems, we extrapolated
Abstract and standardize the complex business relations with upstream service providers
Effectively translate and communicate the essential information and tasks to both operations and end users
Develop simple and elegant workflow, to support a large integrated system
We conducted extensive research sessions with key stakeholders, aligned on the priority, and mapped out essential user actions. Throughout the design and development phase, we collaborated closely, seeking their direct input and feedback and quickly reacted and iterated.
During testing, including User Acceptance Testing (UAT) and usability testing, we saw overall improvement in task completion, task time, errors, and user satisfaction. The time consuming registration process was reduced from hours * (depending on the task at hand) to a few minutes with a few clicks.
However, we’ve encountered resistance in adopting the tool despite the outcome. While it automated away all the piecemeal actions in checking and double checking registration are going to the right place, some operators expressed uncertainty about the accuracy of those decisions. Someone summarized it neatly in one of the usability testing sessions, transparency to logic is really important for us to build trust with the system.
We quickly adopted this learning and introduced new features to address these concerns.
Closing notes
Through the release of the calculator and delivery tool, we saw drastic improvement in operational efficiency, successfully reducing dependency on external tools, and providing access to in-house catalog management.
It was truly a team effort, involving enormous work, and it was rewarding to see how it came together, one step at a time. I was intimately involved in this project at every stage, from building object models with engineers to pushing every Zeplin update. It was both challenging and validating. and I feel incredibly fortunate to have had the opportunity to lead such a large, complex, and long-term project at that point in my career.