Appian Docs Redesign

Design System, UX Research, Accessibility, Responsive Design
Redesigned Appian Documentation Site for improved accessibility and mobile responsiveness.

Tools: Figma, Google Analytics, a11y Audit, Competitive Analysis, Usability Testing, Elicitation Studies, A/B Testing, User Survey, Design System.
Collaborators: 1 Product Owner, 3 Developers, 1 UX Designer
Duration: 7 weeks (2024), Appian Releases 24.4-25.2

Project Space

“Appian Docs is very busy, which makes it hard to find anything.”

Appian automates business processes for 2,100+ global customers, with over 4,000 daily users relying on the Appian Documentation Site for platform guidance, solutions, and releases. However, the site’s outdated user experience has led to increased errors and reduced productivity, with 20% of users reporting difficulty finding information on Appian Docs. 

To address this, I led the standardization of the site’s user interface.

My goal is to create a scalable design system that addresses accessibility concerns (a11y, mobile responsiveness), aligns with Appian branding, and adaptable to new content formats. While difficult to quantify, I also aimed to make Appian Docs enjoyable to use through intuitive interactions that give users a sense of accomplishment, especially for users in high-stress situations.

Below are 3 case studies highlighting how I address Appian Docs’ usability, accessibility, and user interface issues.

Solution

Check out the live site here!

(Almost) all components I designed.

Before. The old Appian Docs Site, which was last updated ~10 years ago.

Previous Appian Docs site design

After. The redesigned Appian Docs Site is powered by a unified, reusable design system that overhauls the design, behavior, and accessibility of all existing components.

Updated Appian Docs Site with cohesive design system.

Before. The old Appian Docs Site was not designed for mobile devices.

Previous design for Appian Docs Site (mobile)

After. The redesigned Appian Docs Site is optimized for mobile, allowing users to access documentation on the go.

Updated Appian Docs Site (mobile)
Example of a component ready for developer hand-off.

Design Process

Addressing Usability Concerns: Modernizing the Navigation Experience

A user survey (n=118) showed that 44% of users experience difficulty navigating the site. Describing the “ideal docs site”, 95% of users prefer a book-like structure, with chapters and topics.

I approached the redesign first via this analogy: books follow a tree-like structure, with sentences as leaves connected to paragraphs, chapters, and sections.

On a website, this hierarchy is reflected through breadcrumbs, a feature supported by many modern docs sites.

Unfortunately, Appian Docs uses collections and cannot support breadcrumbs.

I focused on the next-best solution: improving navigation by unifying and enhancing the site's information hierarchy.

Navigation Bar Redesign

How can Appian Docs navigation provide users with enough information so that they know where to go?

With my UX collaborator, we reviewed 20+ documentation sites, noting that many use a "mega menu" style. A "mega menu" is a navigation tab that expands downwards, spanning the full width of the screen, and is able to support additional context to items.

While maintaining consistency with Appian.com, I adopted a similar approach for Appian Docs.

How can we ensure navigation remains usable on smaller screens? About 15% of Appian Docs users (~20,000) access the site on mobile devices.

I defined breakpoints for Appian Docs based on popular device sizes and Chrome browser breakpoints. Chrome is the browser most used to access Appian Docs.

On smaller screens, visible items are enlarged and lose context (a “parent” item, for example). To address this, I added breadcrumbs to the navigation bar. Breadcrumbs strengthen users’ mental map of the navigation hierarchy and eliminates the need to remember their precise location within this menu.

I validated these design decisions through usability testing, where 6 participants completed information-finding tasks on a mobile device. I wanted to ensure that

  • users are able to orient themselves on this navigation
  • there are minimal surprises to how it works
  • there are no difficulties or inaccuracies in tapping/swiping interactions

The new navigation bar met user expectations: all participants were able to find necessary information on the redesigned Docs Site, even on a mobile device. Participants particularly appreciated the faux-breadcrumbs!

"On mobile as you click you forget where you are, so breadcrumbs were really helpful"

With UX stakeholder feedback, I made additional styling improvements to finalize the design.

Content Browser & Table of Contents Redesign

How can we remove ambiguities between the navigation components so that users can use them to navigate through Appian Docs?

Within content pages, the Content Browser and Table of Contents components guide user navigation — showing related topics and enabling in-page section navigation respectively. However, their outdated design complicates usability: hallway test users (n=4) are confused about the difference between the navigation components.

Previous design of navigation controls are confusing to users.

I began the redesign with a competitive analysis of 10+ sites and a design audit of both components. I identified three main usability red flags:

  • Unclear information hierarchy. It is unclear how these two components support each other and with the content of the page.
  • Visual overload. The varied font sizes, weights, and variety of colors contribute to visual noise.
  • Lack of appropriate design analogies. The table-of-contents component interaction/animation does not map onto its intended behavior, leading to user surprise.

Addressing these issues,

My redesigned Content Browser uses varied font weights, colors, and indentation to communicate information hierarchy across articles and topics.

To minimize visual noise, the Content Browser uses a subtle color palette and includes controls to collapse the component.

I mimicked scrollbar designs in the Table of Contents component, signaling its purpose (exploring contents on the page).

I validated these design decisions through usability testing. Aiming to verify that the visual affordance of these components align with users’ expected interactions, I asked 4 participants to interact with a static prototype. Their responses confirmed that the new navigation components were effective! 

"I expected to go to another article if I click [on a title in the Content Browser]."
"Clicking on [section title in the Table of Contents] doesn’t actually take me to where it is supposed to go [...] I expect to go to another part of the page, below."

I moved on to mobile responsive design for these components. Balancing the information density of these components with mobile users’ needs led to a (not-so-)surprising decision to omit the Table of Contents. On mobile, users focus on the article’s content, which takes up the majority of their viewport. Inserting the Table of Contents does not aid with navigation but distracts users from their target. In this case, less design is more effective.

I developed two mobile Content Browser designs with different UIs and interactions. I tested these with 6 participants with varying technical experience in an A/B usability test to determine which design (a) conveys an accurate understanding of Appian Docs and (b) appears more intuitive to the user.

Option A: Dropdown Content Browser.
The product version dropdown is accessible within the page.

This design uses an intuitive dropdown interaction, which I expected to invite user engagement. However, I was concerned about the crowded top-right touch area. Additionally, placing the version selector within a page could lead users to think it only affects the current page, not the entire product topic.

Option B: Sidebar Content Browser.
The product version drop down is nested within content browser.

This design uses a less common interaction pattern - a secondary sidebar - which I anticipated would be less interactive, especially for older users. I traded off the product version selector's discoverability in favor of creating a better mental model for how it impacts the content.

I took notes of users’ reactions, actions (tap, swipe, etc.), and questions and organized my findings in an affinity diagram.

Most notably, I found that the "most interactive" design is not the most effective. In detail:

  • Option A is more interactive, allows for greater margin of error in interaction and less accurate understanding of Appian Docs and Appian solutions. 
  • Option B is less interactive, communicates better touch targets and conveys more accurate understanding of Appian Docs and Appian solutions.

With these insights and feedback from key stakeholders, I refined the design to its final version!

Addressing Accessibility Concerns: Image Zoom

Due to infrequent restructuring, Appian Docs has accumulated many accessibility issues, impeding users' ability to access the site's contents. These issues include keyboard access, lack of aria labels, contrast failures, etc.

To address these issues, I worked closely with our Accessibility Auditor and studied a11y best practices. My design process always starts with an audit of the current design, testing specifically for accessibility concerns.

This zoom-in functionality on images suffers from several accessibility and usability issues: the overlay has no visible exit controls, users cannot exit the overlay using their keyboard (“esc” key), and the content behind the overlay retains interactivity.

I created an initial design to address accessibility issues and tested it with 4 participants aged 20-45 (elicitation studies). I showed participants an “expanded” version of an image on Appian Docs and asked them to describe behaviors they expected to have caused the enlarged image.

This informed the final design, which uses the most common user interactions. I then worked with developers to integrate accessibility features into the zoom-in functionality, documenting these in the design spec.

Addressing Outdated Interactions: Code Box

Users find Appian Docs components visually outdated, “busy” and “disjoined” (user survey).

I redesigned the code box on Appian Docs to deliver a more enjoyable experience to users with varying backgrounds in computing. 

In the previous design for the code box,

  • the "copy" icon doesn't resemble common icon designs, making it less intuitive
  • the layout of this component creates "stacking" between code and the "copy" icon
  • the color contrast and lack of white space makes this component visually overwhelming

What makes a code box “modern”? I conducted competitive analysis on other documentation sites and abstracted the elements that contribute to the modernized look and feel. 

  • These code boxes all have a utility bar above the code section, separating functionalities (copy, reporting errors, switching to dark mode, etc.) from its contents.
  • These code boxes all have a unified color scheme, with minimal color contrast between the code section and the utility bar.
  • The "copy" icons are more common designs.

With insights from competitive analysis, I came up with a new design – a complete UI refresh: updated color scheme, new "copy" icon, revised tooltip design, and a programming language indicator.

I conducted usability testing with 4 participants to validate that users can successfully interact with the code box. Post-task, I prompted users for more specific feedback.

While most found the design utterly unremarkable (“I guess it just looks like that…”), one participant appreciated the language indicator, particularly as they were unfamiliar with programming. This suggests that what seems boring to experienced users can be reassuring and user-friendly for new users. Boring can imply ease and trust.

Future Work

The redesigned Appian Documentation site is currently being implemented. It is expected to be live in 24.4 – 25.2 Appian Releases, affecting 144000+ docs site users. 

Because of the implementation timeline, I was not able to comprehensively test the modernized Docs Site (just individual components). I would like to conduct a heuristic analysis to confirm that users are able to more easily navigate through the site and find information they need. As Appian Docs continues to evolve, I would like to optimize the design to adapt to more modern development best practices.

Reflection

  • User research and testing are non-negotiable. The definition of “modern” or “intuitive” can be quite subjective in UI refreshes, so I always validate my designs via user testing. On my team, I advocate for spending time on user research as well as investing in documenting findings clearly for future use (by myself or other collaborators).
  • Competitors are your first prototype. I spent ~20% of my time during the redesign process conducting competitive analysis on other companies’ documentation sites and other popular sites (that definitely shape users’ expectations of a website). This is not to emulate other products, but learn from how other designers tackle similar challenges, keeping in mind their different products and user personas. Throughout this process I conducted competitive analysis for every component and user flow I worked on!
  • Follow the user insights, not opinions, and all else will follow. Appian Docs Site users often wanted conflicting things: a docs site that simultaneously “is organized like a book, with chapters and topics” and “has all the information about a topic in one page, even if it requires scrolling to see related information” (user survey and interview data). It is impossible to design off of these requirements. As a designer, I interpreted these contradicting expressions into product decisions: a comprehensive navigation system with clear hierarchy and appropriate indicators of inter-page relationships.

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