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Rules & Alerts Redesign
Redesigning an enterprise feature to streamline scannability and improve workflow.
Overview
PROJECT DETAILS
ROLE
Lead Product Designer
TIMELINE
3 Weeks
COMPANY
Ylopo
YEAR
2025
PREVIOUS EXPERIENCE
The original 'Rules & Alerts' feature was an MVP that enabled brokerage owners and managers to set performance benchmarks, track compliance in real-time, and respond to issues through automated alerts and lead reassignment.
DESIGN REQUIREMENTS
The redesign needed to focus on 2 core areas:
New Functionality
1
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Group rules into custom categories
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Send notifications and reassign leads at the category or individual rule level
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Set up automated alerts and reassignments based on rule violations
Mobile Expansion
2
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Create and edit rules on mobile
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View real-time compliance dashboards with full context
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Take action on alerts without switching to desktop
SOLUTION
At-a-Glance Performance Metrics
Introduced Quick Insights cards that surface breached rules, at-risk leads, and compliance metrics upfront—helping managers spot and act on issues immediately.
Introduced Categories and Enhanced Visual Hierarchy
Enabled the ability to group rules by category and redesigned rule layout with stronger field separation between trigger conditions, timing, and actions for faster scanning.
EXANDABLE/COLLAPSIBLE CATEGORIES
ENHANCED RULE HIERARCHY
ORIGINAL RULE LAYOUT
Customizable Automation
Designed a customizable automation flow that gives managers full control over when and how the system responds to rule violations—from alert preferences to lead reassignment criteria.
Mobile Responsiveness
Extended core functionality to mobile so managers can stay on top of team performance anywhere—viewing real-time dashboards, addressing violations, and taking action without waiting to reach a desktop.
IMPACT
IMPACT
Results
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89% of active team managers utilizing quick Insights cards
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100% of active team managers utilizing Rule & Alerts on mobile
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62% Advanced automation feature adoption (auto-nudge, repeat triggers, re-assign)
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Increased positive sentiment on Customer Success calls
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