Let’s work together toward a shared design goal

UI & UX PATTERN PAGE GUIDELINES AND DOCUMENTATION

As our digital platform matured our design teams needed a process and a platform to align on common patterns and a place to document those patterns in order to ensure consistency across the platform. We created that documentation, as well as a process to help us come to an agreement on what patterns and what guidelines need to get recorded. Over the years, we have adjusted our model in order for it to grow with our platform, with our evolving design system or for it to adjust to new team structures but the essence of it has held fast.

Patterns that need alignment get either identified by the team, in our sync sessions or by annual alignment exercises that we host in order to identify patterns that may haven’t gotten documented yet. We identify smaller teams to work on the problem and to create a solution that they feel confident in to bring back to the larger team for team feedback and before it gets moved into the guide. Teams then identify any design debts that needs to get fixed in our features as they are able and as features are open in order to implement them and keep our experiences as aligned and coherent as possible.

Creation of library
Creation of process
Hosting of collaboration and alignment sessions
Support of design deep-dive efforts


Agenda for alignment exercise with the team

PROBLEM STATEMENT:

“Create a safe place, meeting cadences, processes, working sessions and
documentation that allows the teams to agree and align towards common patterns
and pages and a shared design language beyond the design system
that ensures a cohesive client experience.”

Alignment exercise with the team to identify patterns

Outcome of work sessions on patterns that need alignment as well as assignments of smaller deep-dive teams

Process that we aim to follow

Example of documented pattern

Example of documented patterns

Example of documented pattern

Type of documentation from UI pattern, to examples, to accessibility annotations

Next: Connecting applications and design systems