Brightcove

Video Management

Unifying two product systems and streamlining processes for managing and curating video assets

  • Product Design
  • Product System Design
  • SaaS
  • B2B
  • ~30% less time on the legacy system
  • One consolidated intuitive system
Beacon Studio

Overview

When Beacon launched, customers were required to use two separate systems to manage their video and app experiences. Brightcove Video Cloud was the management system for video, and Beacon Classic CMS was the system for managing hierarchical content, such as series, Seasons, Episodes, and the app experience. The primary goal was to consolidate these two systems into a single Beacon Studio, which streamlined the process and significantly enhanced the overall user experience.

User Problem

When Beacon launched, customers were required to use two systems to manage their video and the app experience. Brightcove Video Cloud was the management system for video, and Beacon Classic CMS was the system for managing hierarchical content like Series, Seasons, Episodes, and the app experience. The main goal was to consolidate these two systems into the single Beacon Studio, which streamlined the process and significantly improved the overall user experience.

Beacon Classic + Brightcove Video Cloud = Beacon Studio

Business Goals

Brightcove needed to consolidate its codebase, reduce maintenance overhead, and lay a foundation that would scale with new product offerings. In addition, a new brand identity was about to be launched, and the new solution had to incorporate the updated look and feel.

Customer Research & Discovery

I learned about the primary user of our Beacon product, the Producer, through participation in on-site research, leading design workshops, and moderating many customer interviews.

Portrait of a Producer
  • She loves the creative challenges of building an audience.
  • Negotiating for development resources is exhausting.

Key takeaways

  • The hardest part of her job is the need for more reliable access to resources to develop, deploy, and maintain the features of her products.
  • She often struggles with the complexity of the tools at her disposal, which can hinder her workflow and productivity. The job does require tedious tasks, which we could make less tedious.
  • They would rather be doing more creative or strategic work.
  • The highest priority should be to provide a foundational CRUD UI for episodic content and curation.
  • The Producer relies on analytics to make informed decisions about changes to images, titles, and placement within the app.

The Producer Storyboard

I synthesized these needs, ideas, and technical restrictions into a design plan and presented our vision as storyboards, which I validated with customers. The storyboard presentations aligned the team and provided clear direction.

The Producer is responsible for optimizing the OTT content - to engage and retain their audience. Her schedule is hectic and involves frequent task switching. She starts by planning with her team on a content strategy. She learns about a new series they will be featuring next quarter. Her colleague has already uploaded some of the videos for season 1 but has not entered any metadata. She starts by creating the new series in Beacon and adding metadata for the series. She also creates the first season. Then she adds the previously uploaded videos to the season. Beacon made this whole process fast and easy. She decides to spend the time she saved producing a new project with a video editor. Refreshed by that creative experience, she goes back to the task of optimizing their content. She checks on the analytics of several movies she published last week. She decides to change the position of several movies to keep users engaged. Beacon provides a quick feedback loop of how content is performing which allows her to make rapid adjustments.

Systems Thinking

The engineers and the PMs on the team were extremely busy maintaining the existing Beacon solution and trying to plan the new Beacon Studio. Imagine trying to rebuild a plane that's already in flight. I needed clarity about the latest requirements for the media module. The engineers and PMs needed help kicking off the effort so that they could plan the work required to consolidate these two systems.

I took the initiative and set up a recurring meeting with the lead PMs and engineers. I facilitated sessions where we achieved alignment on the system's objects, identified what we needed to support in the short term, and determined what we needed in the long term – all informed by the customer interviews and usability tests I conducted.

An object map of the Beacon Studio objects and their relationships.
I created object maps to help the team visualize the relationships between different entities in the system.

Systems Thinking Discovery

  • Alignment on terminology
  • Agreement on what new things needed to be added to the Brightcove system
  • Ongoing discussions about the models in the system
  • Refocus the team on consolidation

Low Fidelity Iteration

In the early stages of design, I focused on low-fidelity iterations to quickly explore different layout options and gather feedback.

Programs screen sketch
I explored different ways to present hierarchical structures.
Create Program modal sketch
I established a create pattern that was adopted across the products.
Series screen wireframe
I developed a flexible structure for capturing series metadata.
Season screen sketch
I created an intuitive way to nest seasons within series.

Continuous UX Research

We had a user-centered process at Brightcove that allowed me to meet with Beacon and Media industry customers every two weeks. As the design lead for the Beacon Studio media module, I created moderator guides, conducted customer interviews, and ran usability tests throughout the project to ensure that we met customer needs. I uncovered user insights, incorporated that feedback into our designs, and worked with the PM to adjust the roadmap.

Captured from a usability test session
Yeah, I guess the area on what a program is… is it a program series? I guess traditionally I'm used to thinking of a program as an episode or title.

Customer from Brightcove's Design Partner Program

In this example, I learned that while customers consistently understood most of the vocabulary, the term Program varied from organization to organization. Shortly after, I decided to avoid the term altogether.

Series & Season UI Design

I designed the essential screens for the experience and managed a team of designers to create additional screens and micro-interactions. At the same time, I identified opportunities to enhance our design system with new components that I designed for the project, and I created prototypes to test the flows.

Series & Season features included:

Design for the All Series screen in Beacon Studio
Design for All Series screen
Design for the Series Details screen in Beacon Studio
Series Details screen
Series Details Images screen
Series Details Images screen
Season Details screen
Season Details screen

Playlists Discovery

End-users (our customers' customers) browse the Beacon Apps using carousels and grids of content, including series, seasons, movies, and episodes. Playlists power those grids and carousels. The producer curates the app experience by adding and modifying playlists in the Beacon Studio media module.

Before the start of this project, our customers had the option to use either Beacon Classic or Brightcove Video Cloud to manage playlists; however, both options had trade-offs, and there was no unified way to manage playlists consistently.

Beacon Classic Playlists (Legacy CMS)

Beacon Classic Playlist screen

Opportunities for Improvement

Functionality

  • Unintuitive UI design – very challenging to learn
  • UX patterns are inconsistent with Brightcove’s other products
  • Limited dynamic playlist options
  • No easy access to analytics

Visual Design

  • Old branding and visual design

Brightcove Video Cloud (Legacy CMS)

Video Cloud Playlists screen

Opportunities for Improvement

Functionality

  • Solid foundation, but the team had not updated it in years
  • Smart playlists had limited parameter options
  • Video Cloud playlists only work with videos, not the new objects required for Beacon (such as series, seasons, trailers, etc.)
  • Beacon functionality needed: publish state, availability, mult-language metadata, etc.

Visual Design

  • Old branding and visual design

Playlist Whiteboard Sessions & UX Research

I conducted several interviews with customers and later usability tests to ensure that I understood the customer needs. In parallel, I conducted whiteboard sessions with my multidisciplinary team to align on functionality, requirements, and terminology.

Whiteboard session capturing features and fields for Playlists
I led a whiteboard session that aligned the team on features and fields for playlists.
Collections vs. Playlists
I worked with our UX Research team to explore our customers' mental models regarding playlists.

Interviews and Usability Tests

My ability to discover customer insights led directly to key UI improvements and updates to the roadmap. Because I carefully included open-ended discussions in interviews, I found essential features for customers, like the importance of sortable columns to support multiple tasks and the incorporation of analytics.

UX research methodologies included:

Moderator Guide
I provided moderator guides so that my UX Research partner and I could alternate moderating sessions.

Lo-Fi Iteration for Playlists

As I learned about the requirements and the new design system started to take shape, I rapidly iterated on the overall flow and UI with low-fidelity sketches.

Playlist flow sketch
All Playlists screen sketch
I started with a vision of how to unify Beacon playlists with Video Cloud playlists.
Create a Playlist modal sketch
I made a flexible playlist creation flow that could be launched from any context.
Manual Playlist screen
The manual playlist screen took advantage of the existing functionality but with the addition of the new content types for Beacon.
Add Content modal sketch
This Media Selector was a new concept that I designed and promoted within the product team as a reusable tool that could be used throughout Brightcove's products (not just for Beacon Studio).
Smart Playlist Settings modal sketch
The existing Video Cloud Smart Playlists had limited supported parameters and content types, which constrained their usability. I designed a more flexible Smart Playlist system.
Playlist parameters sketch
I designed a UI for adding parameters for Smart Playlists, including by content type.
Smart Playlist operators sketch
I developed an approach for combining parameters with just enough flexibility – avoiding complex operator combinations.

Playlist UI Design

Besides the overall improvement of providing customers with a single place to curate the content of their apps, I discovered several opportunities to enhance the user experience. The two areas I’m most proud of are the Media Selector and the more robust Smart Playlist capabilities.

Design for the playlist Media Selector
Design for the playlist Media Selector

Manual Playlist: Media Selector

This UI may seem like a simple enhancement, but previously, users had to navigate to the content and push it into the playlist. This approach is efficient and still available, but not always intuitive. There was no way to pull content in from the playlist itself. More importantly, the Media Selector allowed greater flexibility and portability. Brightcove teams now use the Media Selector whenever they need to enable users to select content from the media module.

Design for the Smart Playlist parameters
Design for the Smart Playlist parameters

Smart Playlist: Dynamic Parameters

The additional parameters and UI empowered Beacon customers to automate the curation of their content, streamlining the management of playlists. This automation ensured that customers’ viewers would always see content in their apps that matched their content strategy, without the need for constant updates.

Outcomes

  • Customers spent ~30% less time on the legacy system
  • One consolidated intuitive system for managing media and playlists
Beacon Studio