Purpose Financial

Theron Design System

Create a digital ecosystem for cross-brand collaboration.

Theron Design System

THERON is a design system framework created to encompass web components and visual patterns that can be reused by the design and development teams of various brands and products under Purpose Financial. It's also a digital ecosystem that allows cross-brand platforms to share the same digital experience.

Timeline
2022 - 2023

Team
In-house UX Designers, Managers, Frontend Developers

My role
Led the process of creating design assets in Figma, collaborated with developers to build the framework, and assisted in defining the governance strategy.

The story behind ....
Why do we need a Multi-brand Design System?
Project background

When this project started, there were three main brands under Purpose Financial - Advance America, Perch Loan, and Fortuna Credit. As Perch Loan was later discontinued, a fourth financial service line (Purpose Money) was added. We end up having five different customer-facing web service sites/apps, and it resulted in a lot of inconsistency between the user experiences. Additionally, developing each site independently led to a wasteful use of our engineering resources.

How did we start?

The multi-brand design system began with a design kit that defined visual patterns and hosted reusable web components for the PWA project. However, the visual patterns and some components in the design kit didn't align with the brand identities and functions of the other products. Therefore, an upgrade was necessary to transform it into a cohesive global framework.

The Framework

Standardized

Hand-off Process

Created

Workflow Strategy

What I did

01 Collaborated with design/development managers and a lead frontend developer to create the initial structure of the design system, laying the foundation for its implementation.

02 Led and worked on the migration of existing components into the design system, ensuring a seamless transition and integration of legacy elements.

The Process
Define the Design System
🔍 Challenge

Each brand has its own unique brand identity, resulting in different looks and feels across the various services. However, there is a pressing need for all brands to utilize shareable web components. Additionally, managing digital assets in a sustainable and efficient manner is crucial.

✅ Solution

To address this challenge, I conducted desk research to explore how other organizations facing similar situations resolved the issue. I focused on two organizations, namely, The Volkswagen Group and the media company Advance Publications. Through this research, I identified commonalities in how they integrated a multi-brand design system. We end up with maintaining brand individuality while promoting consistency through shared web components.

The Process
Empowering Collaboration and Creativity
🔍 Challenge

The challenge arose when the UX team encountered frictions in utilizing the design components and determining when to create new ones. There were instances where designers opted to forego creativity and designed entirely new pages without considering using existing components. On the other hand, some designers felt that their creativity was restricted by always adhering strictly to the design system.

✅ Solution

I collaborated with team members to develop a simple decision tree. This decision tree served as a valuable tool for the team, providing a structured approach to engaging in more meaningful design critiques and discussions related to the use of the design system. By implementing the decision tree, we were able to strike a balance between creativity and consistency, facilitating better collaboration and design decisions within the team.

Fundementals

Lead

Design Token Discovery and creation

What I did

01 Co-created and independently maintain the foundational elements of the design system, including color, typography, grids, shadows, and more.

02 Led the transformation of these elements into design tokens, collaborate with developers to integrate them into Storybook for seamless frontend reuse.

03 Ensured the accessibility of typography and color while providing guidance to team members on their proper usage.

Brand Identity
Color & Color Scale
📋 About Color Tokens

The brand identity consists of four elements: color, typography, logos, and digital assets (images, illustrations, and animations). These elements are used as design tokens, cascading into reusable components and applied consistently throughout our designs. This approach preserves the brand's uniqueness while maintaining a consistent experience across all our products. More importantly, it has significantly improved our development efficiency.

Brand Identity
Typography & Type Scale
📋 About Typography Tokens

Building upon the existing brand typography, I also contributed to defining the type scale for the Advance America Project. As the project progressed, for instance, we realized the need for specific type tokens, such as a distinct scale for the 'Terms and Conditions' of loans. Consequently, we later added these tokens to the brand identity.

Brand Identity
Typography & Type Scale
📋 About Type Scale

To ensure consistent and effective use of typography across all our products, I took the initiative to add detailed specifications to the type usage in the brand identity documentation. These specifications include guidelines on font sizes, line spacing, and font weights for various headings, subheadings, and body text. By providing these specifications, we aimed to streamline the design process and maintain a cohesive visual language throughout our designs.

Component Library

Maintaind and Updated

15+ Components

What I did

01 Collaborated with UX designers to create, maintain, and update the component library.

02 Developed detailed design specifications for complex user flows to ensure clarity and consistency.

03 Streamlined the handoff process by collaborating with Zeplin to enhance communication between design and development teams.

Component Library
Buttons
📋 Find the balance between design and development flexibility

The button design is inherited from the Advance America design kit, with a focus on serving mobile-first design principles. Initially, four different button sizes and three visual emphasis styles were created to accommodate various needs across the project.

However, as more projects moved into development, the team realized that it would be more efficient to establish a flexible button width rather than maintaining four different sizes. This decision allowed for greater adaptability and consistency across all projects.

Component Library
Form Fields
📋 Maintain the formality in data collection

Form fields play a crucial role in the digital experience of financial service companies, as they heavily rely on them to facilitate user flows. Ensuring a clear and consistent data collection process is essential to establish trust with our users. To achieve this, the design of form field components was evolved, incorporating a lot of 'hint' components. The team realized that providing clear instructions is paramount in aiding users to make informed decisions and feel confident while interacting with our platform.

Component Library
Carousels
📋 Enhance the Mobile-first experience

Carousels have been extensively utilized and are a familiar pattern in our legacy website - Advance America Homepage, primarily used to showcase testimonies. Following the PWA (Progressive Web App) project, we introduced three additional types of carousels to enhance the mobile flow of promotional information and system notifications. These new carousel components have proved to be highly beneficial and have been successfully reused in other projects, including the Perch Loan website.