Delta Controls Resource Intranet: The Source 2.0 — Overcoming Navigation Difficulties and Ineffective Search

Animated walkthrough of The Source 2.0 intranet redesign showing the homepage, navigation, and search
Role:
  • Research
  • Design
  • Development
Team:
  • Marketing Director
  • Graphic Designer (for banner)
  • Back-end Developer
Duration:
  • Planning & Research: 7 weeks
  • Ideate & Design: 5 weeks
  • Develop & Testing: 8 weeks
Illustration of two hands holding a glowing digital book surrounded by a network of icons representing courses, calendars, messaging, and connected devices
01

Overview

The Source is a digital library dedicated to providing non-technical documents, training, and marketing materials to Delta Controls' partners and employees. This project aimed to rebuild the entire platform for a more intuitive and fluent user experience.

02

Impact

2-3 clicks

Average click to access information

15% ↑

Engagement rate

22.5% ↑

Download conversion rate

Screenshot of the redesigned Source 2.0 intranet homepage layout
Screenshot of the original Source intranet homepage layout
Old Source Source 2.0
03

Problem

Users couldn't navigate and search effectively.

A. Unclear Navigation

Users averaged 4–6 clicks to locate necessary files, which wasted a significant amount of time and reduced productivity.

B. Ineffective Search

70% of users relied on search capabilities, but results were ineffective due to WordPress preset index constraints.

C. Unorganized Category & Layout

Tags were inconsistently organized, and users expected a more logical content structure.

Screen recording of a user browsing The Source's original document library, navigating categories and using the search and filter tools
04

Solution

Animated screen recording of The Source 2.0's redesigned homepage with a centralized navigation hub and a hero banner reading 'Your Go-To Resource Hub'

Streamlined Access Through a Centralized Resource Hub

Create a clear navigation system that is consistent with the company's design system. Simplified navigation reduces clicks to 3-4, ensuring faster information retrieval.

Animated screen recording of The Source 2.0's category cards and smart search dropdown showing tag suggestions like 'national account' and 'sales and marketing'

Enhanced Discoverability with Smart Search

The Source uses a unified smart search that allows all documents, categories, and tags to be searched. Users can also fill out a feedback form to notify the marketing team of any missing content.

Animated screen recording of The Source 2.0's personalized 'Recently Downloaded' section showing document cards for quick access

A Modern, Personalized Resource Experience

Our modern, logical layout enhances customization, featuring recent and most-downloaded documents for quick access — ensuring an efficient experience tailored to each user's needs.

05

Research

Global Survey for Existing Users
  • USA, Canada, Europe, Asia
  • Anonymous response collection
Illustration of a glowing digital globe with cyan network lines highlighting global regions, representing the worldwide reach of the survey
Cross-Functional Participants
  • Department including: sales, technical, support
  • Email invitation distribution
Word cloud of frequent terms from user feedback, with 'search', 'find', 'information', and 'content' shown as the largest and most prominent words

43%

Low Usage Frequency

Nearly half of users access the platform less than once per month

3/5

Low Satisfaction

The average satisfaction score shows tremendous opportunity for improvement.

69%

Excessive Clicking

Users require 4-6+ clicks to access needed information

Screenshot of a Slack message from Andrew Yip sharing survey findings about the Source Portal, including response counts by department and key findings on click counts, satisfaction, and user pain points
Video call screenshot of James Ferdon, Business Development Manager, during a user interview about the Source Portal
If people tell you to search a file at the Source, they basically tell you to go Fxxk yourself

James Ferdon, Business Development Manager

Video call screenshot of Tim Arion, Sales Director, during a user interview about the Source Portal
You need to be really familiar with the platform to understand you can get everything from the Index

Tim Arion, Sales Director

User journey map for Anthony Jakeway, a Business Development Manager, showing stages, thoughts, emotions, pain points, and improvement opportunities while searching for a presentation template on The Source

Based on in-depth interviews with actual users, we were able to identify key spots where they experience major pain points.

06

Ideate & Design

Information architecture diagram of the redesigned Source 2.0 navigation, search, and document flow
Information architecture diagram of the current Source's menu structure and navigation paths
Before After

Information Architecture

The IA explains why the previous version couldn't perform an effective search and how the new one addresses the issue.

Flow chart showing the user flow from logging in through the Source homepage and library page to finding a document, with subscribe and support escalation paths

User Flow

We didn't want the flow to stop abruptly if users couldn't find their document. That's why we included a support button that connects users directly to the marketing team.

Wireframes & Prototype

We presented this prototype to the Marketing and Sales teams and received good feedback.

07

Takeaways

Addressing Technical Limitations and Stakeholder Pushback

The IS (Information Systems) team refused to connect the partner database directly to the communication channel while creating the subscribe function. This integration was primarily designed to pre-fill user information for a more seamless subscription experience.

Our workaround required utilizing a built-in connector within the subscription form and adding an additional step for users to manually enter their information. It may not be ideal for user experience, but this highlights the significance of compromise and flexibility in meeting key user needs while considering time and cost.