
How might we improve our content review process with Marketing, Legal & Compliance, and Design across projects?
At Arity, there was no formalized content review process for projects worked on by the Insurance Solutions (InSol) and Mobile Publishing (MoPub) teams. This made the task of reviewing, editing, and approving content between design, marketing, legal and content stakeholders needlessly repetitive and confusing. Therefore, for this project, I (alongside a fellow intern) investigate the source of this friction before developing a potential solution.
Due to the nature of this project, interviewing the affected parties was paramount. However, to quantify the results of these interviews, we had to establish a standardized process for consistent results.
I created a moderator's guide to direct our interviews, focusing on 3 key topics: what worked well in the current content preview process, what could be better, and what were the most utilized tools and workflows for both teams. After creating our questions for each topic, I moved on to the interviews.
I selected 6 interviewees across both the InSol and MoPub teams. Of these 6, 1 represented the Legal & Compliance team, 2 represented the Marketing teams, and 3 represented the Experience Design teams. The resulting interviews were transcribed using Marvin AI and all interviewees received a survey following their respective interviews.
Using the produced transcriptions, I pulled out noteworthy quotes to graph on an affinity diagram to further our understanding. Through this process, I identified 3 common themes:
Additionally, I used the results from the post-interview survey to quantify the emotional journey of the team members. Using a likert scale, I measured agreement by having participants rank how strongly they agree with a provided statement from a scale of 1-5. My analysis identified the main pain point of concern: that team members are unable to easily access materials from other departments across different softwares.
Using the results from the interviews as a guide, I moved into diagramming the workflows of two processes: the current content review process as is, and the "ideal" revised content review process.
Visualizing these workflows made it possible for me to write down a step-by-step workflow of the revised content review process, which would later help generate a tree diagram of the proposed final solution.
However, I first had to consider what platform the solution would exist on. I envisioned a centralized location where the content review process could take place, thus whatever platform I ultimately chose must support cross-team collaboration and have features to track the progress of content items for a project.
I took inventory of the currently used tools at Arity: Confluence and Jira were the main ones, followed by GitHub/Git Towers, and the MS Office Suite (containing OneDrive, Copilot, and SharePoint). Additionally, I researched other tools that were either previously used OR had not been implemented, which were Trello, Notion, and Linear.
Considering the collaborative nature of this content review process, platforms that were more technical to use were struck out. This included GitHub/Git Towers and Jira. Following the same thought process, I opted not to suggest a completely new tool like Trello, Notion or Linear because the process of learning to use these tools and incorporate them into preexisting workflows would be too burdensome for team members, who are often working on fast-paced projects that would be bottlenecked by implementing a new software.
This left me with only one option: Confluence. Confluence already supported cross-team collaboration and all Arity team members were familiar with its platform. Thus, I created a tree outline that functioned as the "skeleton" for my final solution: a template that tracks the content review process of a project, all housed within Confluence.
Finally, the only task remaining was to export my tree outline to an actual functioning Confluence template.
Our final solution was a Confluence template that team members could easily duplicate and edit for their specific project needs. Its main feature was a content item table where members could upload content items and assign a tag to designate its status in the workflow. Additionally, team members could be assigned to these content items for review as needed, ensuring clear visibility of ownership in the content review process. The tabular format also provided significant information such as version history, the name of the uploader, and so forth, allowing for more clarity and conciseness.
Overall, I created a solution that formalized the (formerly nonexistent) content review process at Arity. This solution will streamline future projects, reducing time and money wasted on alleviating confusion regarding project items and ownership in the review process.
The main accomplishments for this project were:
While I did make an impact on the organization through my work on this project, this project also made a significant impact on me. I learned how to use mixed research methods, interview users, and design solutions, which all will be instrumental assets in my toolbox as I continue my journey as a UX designer.