Raina Shannon

Desktop-to-Mobile UX

The case:

While working on our web application’s alert capability, I had to solve for a way to set, edit and view notification rules in a way suited to the mobile experience. I also had to propose content for the push notifications and emails that didn’t expose any sensitive data outside this secure app, while still providing value by being clear what the notification was for.

Desktop view of the Research Center application showing a 'Manage Rules' modal dialog window. The modal includes a left sidebar listing rules such as 'Starred Rating for Funds greater than 1.50% Yearly,' and a right configuration panel with dropdowns for Alert type, Operator, Frequency, and security selection.

The role:

As the interaction designer responsible for the framework of the product, I worked with our mobile development team to understand various workflows as they translated to a mobile experience. In this, I advised the team in a UX capacity, and provided workflow updates for the unique opportunities a mobile environment poses, such as scrolling and viewing data-dense information.

Responsive transition mockup titled 'Desktop, Modal > Full screen; ≤600px', illustrating how the two-column 'Manage Rules' interface reorganizes or scales to fit smaller screen sizes on the Research Center dashboard.

The solve:

The design system my product used was still growing in the mobile element department, and there was no ready-to-use table for mobile data. I directed a new order of information for the mobile notification experience: As opposed to data tables and lists, I outlined an editable card function with more focused actions than our desktop app — For the user’s scrolling and visual scanning ease.

These cards could expand for more information on what items triggered an alert rule, and review the rule criteria themselves. I also defined what parts of the cards’ data could be securely surfaced as content in a potentially in-public mobile alert or email (being on a user’s un/locked phone), while still being clear as to what the alert is.

UX flow diagram demonstrating proposed alert messaging from the Research Center. On the left, a 'Create Rule' form includes highlighted toggles for email and mobile notifications. Pink indicator lines connect these settings to a mockup of an email notification in the center and a mobile lock screen with push notifications on the right.

Adapted mobile wireframe workflow showing four key screens linked by pink indicator lines. From left to right: an Alerts list screen showing expanded rule details, an 'Edit Rule' configuration screen, a 'Create Rule' configuration screen, and a 'Manage Rules' list screen with delete options.

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