Streampoint: 2022

🔎 Global Search

Project Overview

Designed a unified search solution for Streampoint’s navigation bar that consolidated event and attendee record searching into a single interface. This platform-wide enhancement addressed fragmented search experiences and included contextual filtering that adapted based on user location within the application.

Role and Team: Led design as sole designer, one engineering lead, and three full-stack developers. Worked very closely with customer success team to understand common search patterns and pain points across different user workflows.

🔎 Problem Statement

Fragmented search experience: Users needed to navigate between multiple search interfaces to find events versus attendee records, creating workflow inefficiencies
Context switching overhead: Separate search systems required users to remember different search syntaxes and filter options across platform sections
Poor discoverability: Critical information was buried in separate modules, forcing users to guess where specific data might be located
Time-intensive workflows: Common tasks like finding attendee records within specific events required multiple navigation steps and searches

🎯 Goals / Ways of Measuring Success

Primary Metrics:

Search result discovery time improvement (target: 20%+ reduction)
Success rate for finding target results within first search attempt
User adoption rate of advanced filtering features

Business Metrics:

Customer support ticket reduction for “can’t find” requests
User engagement with platform features accessed through search
Customer satisfaction scores for platform navigation

🧑‍🔬 Research Takeaways

Key Insights: User and internal stakeholder interviews revealed that customer success teams frequently needed to search across both events and attendees simultaneously. Workflow analysis showed that context-aware results could eliminate 60% of secondary searches and reduce frustration.

Competitive Analysis: Analyzed search implementations in large platforms like Salesforce, HubSpot, and Notion, finding that best-in-class solutions provided contextual result prioritization and unified filtering. Most event B2B platforms lacked smart contextual adaptation based on what the user is currently viewing.

Mockups/Designs

Initial mockups explored multiple approaches to unified search, comparing global navigation placement versus contextual search patterns. Wireframes mapped edge cases, context-aware result prioritization logic, and the interaction model for filtering across both events and attendee records. These designs were refined through collaboration with engineering to address technical feasibility around search indexing performance and result pagination strategies.

Initial mockups of the preferred approach

Initial mockups of an alternative approach

Refining and explaining the approach for development

Mapping edgecases and happy paths

Searching shows in context results first

Prototype of the desired opening/closing animation

Final Result

Production experience with contextual result prioritization and optimized search performance. The final version incorporated usability testing feedback showing users expected results relevant to their current page context, resulting in smart ranking algorithms that adapted to workflow location. Technical constraints around massive event datasets necessitated progressive loading patterns and animation states to communicate system processing.

📈 Learnings and Performance

Results Achieved:

Reduced average time to find search results by 20%+ across all user types during beta testing, expecting better results on launch as more customers use it
Achieved unified search experience that eliminated need for separate search interfaces
Successfully implemented contextual result prioritization that adapted to user workflow needs

Key Takeaways: Early usability testing revealed that users expected search results to be contextually relevant to their current page, requiring careful consideration of result ranking algorithms. Technical constraint around search indexing performance necessitated smart result pagination that influenced the interaction design approach. Results will pause before showing and sometimes require lazy loading due to some events having massive amounts of records.

☎️ Detailed Results and Prototypes

I’m happy to share specific adoption metrics, revenue impact data, prototypes, and additional design iterations during a portfolio review call. This includes things like quantitative performance data, A/B testing results, and technical implementation details that demonstrate the full scope and business impact of this initiative.

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