WalkMe System’s Settings
As our product evolved, new features were continuously added to the settings menu without a structured organization. This led to a cluttered and inefficient navigation system, making it difficult for users to find what they needed. To address this, I led a redesign to streamline the settings navigation and usability.
My role: UX design, UI design
Why redesign the current Setting page?
Fixing navigation issues
Addressing a problematic structure, including page hierarchy, navigation, and clear flow, to make the site easier and more intuitive to use.
Business goal
The need to shift all system operations to the console required creating a centralized area for managing all settings in one place.
Alignment to design system
With the introduction of a new design system, all components needed to be updated accordingly.
We gathered feedback from a range of users who had trouble locating certain settings. The primary pain points identified were:
What is not working today?
Before redesign
⛔️ Lack of visibility – important settings were hidden within subcategories, making them difficult to access.
🤔 Cumbersome navigation – Users frequently had to navigate back and forth between multiple pages to locate the correct settings.
🔎 Inaccurate labeling – Some settings were placed in categories that didn’t align with users' expectations.
Users Organize Information Differently Than We Thought
One of the best ways to rearrange interface navigation is ‘Card Sorting’, which helps reveal how users perceive information and trace their mental model. In our workshop, we found that:
⚖️ Users' perceptions of the information differed greatly from the business's.
❌ Categories that seemed essential to us were actually unnecessary for the users.
This insight helped us better align the information architecture with users' needs, improving overall usability and efficiency.
Card Sorting
As part of the process, we built an information architecture based on the results from the users' card sorting workshop. This is a time-consuming process, but it’s well worth the effort. Through the card sorting workshop, we were able to understand how users perceive the order of information and what steps are necessary to organize the content optimally.
Based on this, we introduced new categories, retired old ones, moved items to different sections, and renamed some categories, all to improve navigation and help users find information more quickly and easily.
Information Architecture
💪🏼 Grouping similar settings under one category- We removed categories that were deemed unnecessary and introduced new ones to better match how users naturally group and prioritize settings.
💪🏼 Reducing the number of clicks needed to access various sections- We identified that many actions were hidden in drop-down menus, making them hard to find and causing users to overlook them entirely. To improve accessibility, we made these actions visible, ensuring users could easily access the information without unnecessary clicks.
Research Findings
Main Screens
Focusing on optimizing the experience for the users with simple navigation, while staying consistent with the updated design system elements.
01
Side Menu Reorganizing
In the previous menu structure, a limited number of categories resulted in new features being added inconsistently over time, leading to navigation challenges and misalignment with user expectations.
Before
The redesigned menu introduces a more structured categorisation, ensuring logical grouping of features that enhance discoverability and streamline the user experience.
After- Rearranging and adding categories
From Hidden to Visible
02
The previous design relied on dropdown menus that obscured important components, requiring multiple clicks and hampering both visibility and accessibility.
Before
We replaced dropdowns with a tab menu, creating a flat hierarchy that improves visibility, reduces clicks, and enhances usability.
After- Tab Navigation Instead Dropdowns
Eliminating Hidden Elements
03
The previous design required users to scroll within dropdown components, hiding crucial elements and creating a cumbersome navigation experience.
Before
After- Avoiding scrolling
The redesign reorganized the navigation menu and eliminated scrolling, making all components instantly visible. This new structure promotes better hierarchy and reduces cognitive load.
Helping Users Create a Refined Interface
04
We identified that many users struggle with understanding the best practices for setting up their internal interface. To support them, we introduced a new screen with practical design tips—covering aspects like optimal logo format, size, and color matching—ensuring a professional and cohesive look for every user.
Design Tips for Users' Pain Points
Key Takeaways from the Process
Users appreciate being involved- Engaging users in decision-making and seeking their input fosters trust and increases satisfaction.
Engaging participants leads to better results- Understanding users' mental models and aligning the design with their expectations results in a more effective and well-received solution.
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