Overview
Redesigned the template and managed graph experience within Kitewheel Hub, a technical platform enabling marketing professionals to orchestrate customer journeys through graph-based programming.
The Problem
Users struggled to locate source files and organize reusable components. The terminology “Sharing” was misleading, and created templates couldn’t be reopened or modified. Users lacked confidence in the creation process, and it was easy to import the wrong templates due to unclear nomenclature and poor discoverability.
Solution
A centralized Library model accessed from the Hub homepage consolidated all template and managed graph functions. The redesign enabled users to:
- Create reusable components directly within graph contexts
- View template contents before importing
- Tag imported elements for organization
- Implement a push/pull update mechanism for managed graphs
Research & Testing
Conducted user interviews across multiple personas—technical configurers, services teams, third-party resellers, and journey managers—using one-hour Q&A sessions and working sessions.
Outcome
Testing revealed users “immediately understood where to find templates, how to create them and how to edit them.” The Library model successfully resolved information architecture issues and significantly improved user comprehension and workflow efficiency.
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