Union Investment website showing events calendar displayed on tablet and mobile devices. The tablet screen shows 'Veranstaltungsübersicht' (Events Overview) with tabs for current, upcoming, and past events. Featured events include 'Nachhaltigkeitskonferenz 2024' (Sustainability Conference 2024) in Frankfurt and 'Team Forum' with Frankfurt skyline image. The mobile version displays a responsive layout of the same events interface.

50+

product teams adopted
the design system

42%

less ongoing maintenance costs

30%

lighter web pages

36%

faster time to market

Phases and toolkit items used

Component build

Component build

Token architecture

Token architecture

Creative strategy & positioning

Creative strategy & positioning

Audit & planning

Audit & planning

Guideline & design principles

Guideline & design principles

Rapid prototyping

Rapid prototyping

The Brief

Client

Overview

Union Investment is one of the largest fund management companies in Germany. They have several digital products with almost no consistency between them. This called for a solution to unify with numerous rules to serve 52 product teams with users from all corners of the country.

My Role & Contributions

As the Design Engineer, my responsibilities encompassed:

Strategy:

  • Setting design strategy, principle and foundational guildines and best practices
  • Leveraging experience working on other design system projects to inform strategies and avoid past mistakes
  • Leading the design efforts and ensuring alignment with objectives

Design and Problem-Solving:

  • Inspired by the idea of "single lego block", components are built as bite-size composable building blocks to increase reusability. Complex components such as table or navigation are therefore used with much ease (and joy).
  • Building the structure of standardized design tokens as single source of truth between design and development to address inconsistencies in color palettes, spacing, and typography.
  • Demonstrated approachoes that simplify the user experience and improve feature utilization
  • Presented user-centric design processes to leadership, influencing key decisions

Mentoring Team Members:

  • Guiding and training designers from other teams
  • Preparing training materials

The Challenge

As their digital products expand, neither the print-focused guidelines, vector-based assets, nor the Magnolia CMS components are easily adaptable for digital platforms or optimized for modern development. This leads to significant manual effort for adaptation, inconsistent UI elements, developers and designers effort for adaptation, inconsistent UI elements, developers and designers struggle with scalability and efficiency due to fragmentation.

The Process

Audit

To address these issues, a comprehensive audit was conducted of the entire product suite to identify necessary components, patterns, and guidelines. Many inconsistencies were discovered in color palettes, spacing, and typography, which led me to develop standardized design tokens.

Moreoever, workshops were held to collect product needs from stakeholders and finalize approaches to solve identified problems. User testing was performed on general patterns and components to ensure usability and effectiveness. Our goals and success metrics were defined collaboratively:

  • Establish a solid foundation: Prioritize foundational elements before iterating on additional features.
  • Adoption rate: Measure success by the percentage of teams adopting the design system in new projects.
  • Streamlined design process: Facilitate the engineering for better integration on both design and development.
Design system documentation showing dark mode UI components, including video players, color palettes, and interface patterns
Design system documentation displaying light mode interfaces, forms, navigation patterns, and system architecture diagrams

Kick Off

The audit list is filtered down to the most used cases - only what is essential and agnostic is built into the Solid Design System. Best accessibility practice is also integrated to funnel the design process.

Collection of Union Investment digital interfaces showing various layouts, components and inconsistencies across different products

Laying the foundation

The Solid design system is guided by four core principles:

  • Cohesive brand experience: Maintain consistency across products
  • Accessibility: Embed accessibility standards while maintaining the brand's visual identity into all components and patterns
  • Clarity: Promote clear and straightforward user comprehension
Venn diagram showing the intersection of User Experience, Brand, and Development in the design system

Design & Development

A design is first dissected and refined. Then the design would be turned into resuabled components which are built, structured and stress-tested in parallel with front end to ensure the build is closest to front end.

Solid Design System component interface showing a button component with various properties and a login form for Union Funds Online

Component Build

Inspired by the idea of "single lego block", components are built as bite-size composable building blocks to increase reusability. Complex components such as table or navigation are therefore were used with much ease (and joy).

Teaser component architecture showing detailed slot structure with media, meta, and main content areas

Structure

Significant challenges were faced, such as balancing the development of the design system while projects were rapidly evolving. To overcome these obstacles:

  • Detailed release notes are always up-to-date keeping stakeholders informed to manage expectations.
  • Component build focus on both foundational components and complex CMS elements simultaneously.
  • Components are gradually introduced into existing products.
  • Iterations happen in parallel with building from peer feedback for further improvements or addition.
Organizational structure diagram showing the design system hierarchy and component relationships
Core and team components flow diagram showing the progression from initial components through design, review, development, and publishing stages

Reflection & Learnings

Key lessons learned:

  • Documentation is crucial: Keeping a detailed record of decisions creates a valuable paper trail for transparency and future reference.
  • Early leadership involvement: Engaging leadership from the outset helps align expectations and fosters support, even if it means agreeing to disagree at times.
  • Continuous research is vital: User needs are diverse; ongoing research ensures the product remains relevant and user-focused.
  • Prototyping enhances feedback: Users provide more actionable feedback when they can interact with tangible prototypes rather than abstract discussions.

Influences on My Approach

This project reinforced the importance of a user-centered design approach and the value of iterative development based on real user feedback. It highlighted the necessity of balancing business objectives with user needs to create a product that delivers genuine value.