The objective is to transition all PDF attachments to clients into a digital one pager. This strategic shift aims to streamline communication with clients by providing direct access to relevant resources through hyperlinks embedded within the webpage. To achieve this, Upsun plans to develop a distinct HTML template that diverts from the current webpage design, ensuring a fresh and engaging experience while also maintaining brand voice and identity.
Pulling in our current PDFs, do we see any patterns? Could we keep the skeleton and reinvent on top of that? Are there any limitations within Strapi? What is the dev's workload for the upcoming quarter? Who should be looped in outside of our team? What recieves well from the client's point of view?
My role as the lead designer of this project is to make sure that the layout is adaptable to a variety of content and work with the content team to make sure we cover all basis. The first step is maintaining the skeleton of what we had in Platform.sh to preserve its strengths, while addressing usability issues. Large part of the process involved working closely with the Director of Brand and developers as well brainstorming and testing layouts and functionalities, laying the groundwork for informed decision-making in later stages of development. Do we want a tab option? What if we add some constraint boxes for each category? Any pitfalls in all viewpoints?
Quick skeleton with the assets we have on the Upsun website, start off basic... but now is it too simple? We want to differentiate from the current webpages.
Creative block is real. Let's try something that we have never done before. What if we base it off of our light mode? Then we can play with color a little bit more.
Looping in the developers in earlier stage so that we know what are the pitfalls when building the template. As a designer it's easy to make an extravagant template but it may take a lot of unnecessary time out of the developers. As for the header graphics, can we repurpose something our team as made similarly for the Upsun blog webpage?
Seeing how the header graphics, layout and implementing our secondary palette works all together. Looping in the Director of Brand and rest of the design team for feedback, whether the visuals are distracting the content itself.
Since we have two categories of these digital booklets: one for marketing purposes and another for information on our product and company, why not have both variations? The campaign template is for when we have visual components that will be used to elevate the content and drive engagement meanwhile the product and company template places a heavier emphasis on textual content related to the product or company. It may include detailed descriptions, features, benefits, specifications, and other relevant information.
Instead of dozens of attachments floating around in finder, google drive or desktop, now we have streamlined all Upsun PDF attachments. Sales and the Agency Partner team can now send custom links to their clients.