Rebuilding the Admin Experience
Admin at nCino
nCino’s admin space was in desperate need of an overhaul after years of neglect and disorganization. My task for this project was to reorganize and update the Feature Management space in order to aid in navigation, increase feature adoption, and give product teams a legitimate place to add their feature configurations.
Personas for this project included customer administrators and internal developers. It was important to embody both internal and external requirements in the redesign of the admin space in order to maintain full usability.
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The current Admin space is disorganized, poorly labeled, and difficult to navigate. The information architecture needs to be rehauled.
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One major driving factor in updating the admin space was to increase feature adoption. Admins were frequently unaware of feature updates due to lack of visibility.
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Product teams had regularly been confused about where to add configuration options for features, which led to the initial disorganization of the admin space. A large part of the initiative was to finally give developers an assigned space to place feature configurations.
During the discovery phased I worked closely with product management to determine the various users’ workflows in the admin space. We determined several paths a user might want to embark upon while updating settings, implementing features, and tracking events.
In the wireframing stage we decided on a simple alphabetically arranged vertical feature List with a search function for easy Feature implementation. Each individual Feature Card offered further access to the Feature Page where the user could configure the Feature and access documentation about Feature use and implementation.
Workflows & Wireframes
Challenges
Density of Information
Due to the number of available features and all their possible configuration options, there was a large quantity of data to display across admin.
Duplicate Features
After the implementation of Feature Versions, all installed versions of a Feature needed to be represented in the Feature List, leading to .
No Established Patterns
Admin was not built on any sort of informational or navigational framework, meaning it contained a number of clashing patterns that users had gotten used to over time.
Enabling a Feature
Feature Page Functionality
Implementing Available Updates
Feature List Wireframe
Final Admin Experience
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
From the main Feature List users could access an overlay panel that offered them a view into the Sub Features, Processes, and Dependencies associated with that Feature. The Feature Pages were also accessed via the overlay panel.
Additional functionality was added to the Feature List in order to keep track of available Feature Updates and actions previously executed
The Feature Page itself was the most critical addition to the overhaul. Previously all Feature configuration settings had been placed individually in the main admin space, creating a disorganized and confusing space.
The Feature Page allowed both admin users and developers a more complete view of each Feature.