Publish multiple strategies to different marketplaces
Merging marketplace settings may confuse users, while separating them can reduce efficiency
Crypto-Arsenal Strategy Batch-Publishing
Resolved design challenges in strategy batch-publishing feature for a cloud-based cryptocurrency trading platform to improve user efficiency.
Project Profile
TIME
5/2024 – Present
BACKGROUND
Internship Project
ROLE
UX/UI Designer
SKILLS & TOOLS
User Flow / Information Architecture / Wireframing / Prototyping / Figma / Figjam
Final Outcomes
A thorough user flow covers all use cases and maximizes the feature’s benefit
A design balances business goal, user experience, and development costs
CONTEXT
A C2B2C cryptocurrency trading platform
Crypto-Arsenal is a platform for developers to develop and traders to adopt trading strategies. Developers can earn profits from the traders’ earnings.
PROBLEM DEFINITION
Low efficiency of publishing multiple strategies
Publishing a strategy takes developers 47 seconds per marketplace, resulting in significant time spent when publishing multiple strategies individually.
IDEATION
User flow and IA design within constraints and challenges
We proposed a new strategy batch-publishing feature as a solution but encountered several constraints and challenges…
Constraints
Design Constraints: Mistaken Operation Prevention
Engineering Constraints: Min Development Effort
- Prevented users from re-publishing strategies on the same marketplace
- Prevented users from mistaken publishing setting
- Different requirements for setting among different marketplaces
- Utilized existing templates as much as possible to minimize development costs
Design Constraints:
Mistaken Operation Prevention
- Prevented users from re-publishing strategies on the same marketplace
- Prevented users from mistaken publishing setting
- Different requirements for setting among different marketplaces
Engineering Constraints:
Minimum Development Effort
- Utilized existing templates as much as possible to minimize development costs
Feature Requirements
Challenge: Maximizing the capability of the feature could lead to more complex scenarios to deal with
Solution: Balance the feature's benefits and streamlined user experience
Only unpublished strategies were allowed to be published on one marketplace
The feature’s benefits reduce
Publish multiple strategies to a single marketplace at once
Simplify marketplace settings and boost efficiency in publishing strategies
User Flow
Challenge: Hard to prevent users from mistaken operations while staying aligned with their intentions
Solution: Ensure the user flow design covers all use cases while preserving feature flexibility
Select a marketplace before choosing strategies
Not align with users’ purpose in real scenarios
Select a marketplace after choosing all strategies to be published
Selected strategies could be disabled if already published , wasting users' time, and preventing users from mistaken publishing setting is challenging
Select a marketplace after choosing one strategy
Prevent mistaken operations as soon as a strategy and marketplace were selected, while keeping other available strategies open for selection
Information Architecture
Provide users with required information for strategy selection
WIREFRAMING
Decide the layout of the batch-publishing process
We completed several iterations and finally focused on two solutions aligning with the existing framework.
Segmented the publishing process into distinct steps and apply the same settings to all markets
- More feedback for users while publishing strategies
- Users can not customize settings for different markets
Allowed users to setup markets one by one
- Higher flexibility
- Users are required to make more taps
Merge discrete steps and customizable settings in a summary panel to reduce cognitive load and enhance functionality
We retained the discrete steps from solution 1 to reduce cognitive load and incorporated the customizable settings from solution 2 into a summary panel, maximizing the feature’s effect while adhering to the existing framework.
FINAL DESIGN
An efficient and reliable strategy batch-publishing process
Filter options tailor to user needs
- In addition to filtering by specific marketplace, users can filter unpublished and partially published strategies to decide whether to complete the publication
User flows prevent users from mistaken operations
- Disabled checkboxes prevent users from selecting strategies with different trading pair bases
- Disabled checkboxes with checks prevent user from selecting strategies that have been published to a specific platform
UX design reduces user cognitive load and enhances functionality
- The side tab design aligns with the existing framework to minimize development effort while enabling users to check or select strategies during the batch-publishing process
- The batch-publishing process is divided into multiple easy steps, giving users a sense of achievement throughout
- The summary panel allows customization for each trading pair, boosting the overall efficiency of the process
USABILITY TESTING
Deciding the layout of the batch-publishing steps
We experienced several iterations and finally integrated 2 solutions aligning with existing framework to balance user experience with efficiency and development effort
Coming Soon…
REFLECTION
Balance goals and constraints
Designing a real product required considering more factors, such as minimizing development effort and aligning with business goals
Less is more
Simplifying a feature's function can lead to a more intuitive user experience
Account for diverse use cases
Complex crypto-trading use cases require a more comprehensive analysis during user flow design and heuristic review stages