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Crafting Guidelines for MSPbot’s Asset Team

Project Duration

Q2 2025 | 3 Weeks

Industry

AI & Technology

Output Type

Internal Documentation
A 3-week internal project where I was requested to create a design guideline PDF for the company’s Asset Team. The guideline revolved around constructing the Welcome Screens of our apps.
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Deliverables

PDF Design Guidelines

Context

One of the Asset Team’s main responsibilities are building bespoke client-facing apps that can be utilized for specific use cases. However, due to time constraints, the welcome screen would normally be the last task within their to-do list. With limited knowledge in HTML, the team would rely on ChatGPT to generate code for them, resulting in visually inconsistent sections. This lead to multiple off-brand pages within the company’s product.

King Moya reached out to the Product Head and specifically requested me to create a Welcome Screen Design Guideline PDF because of my hybrid UX/UI and Front-end Development background. The brand guidelines were several years outdated, and the company’s design system only contained basic components at the time.

Team

Me

Glenn Bugtog(Data Analyst)

King Moya(Data Analyst)

Roles

UX/UI Designer

Front-end Developer

Skills

Presentation Design

Page Layout

Copywriting

HTML & CSS

Tools

Figma
Keynote
Research & Discovery

Discovery for this project ran through one primary input: a kickoff conversation with King Moya, conducted over video call. Rather than treat it as a casual hand-off meeting, I used the time to interview him directly about what was going wrong with the existing Welcome Screens and what he needed the new guideline to solve.

Attribute

Detail

Method

Video user interview with King Moya

Location

Remote

Data Type

Qualitative

Stage

Explorative

Purpose

Formative(shaped the new guideline) and summative(evaluated the existing screens)

King also walked me through all the existing Welcome Screens in sequence during that same session. Seeing them together made the problem immediately legible, with inconsistency showing up across:

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Fonts

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Colors

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Layout Structures; and

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Information Density

Audit of existing MSPbots welcome screens showing visual inconsistency across the product
Screenshot of existing Welcome Screen pages, showing different layout, typography, and assets used.

We acknowledged the quality gap openly in the same conversation, and there was no ambiguity about what needed to change.


With no external benchmarks available and no access to a broader user base beyond King, that single interview served as both the research phase and the brief. Content decisions, including which widgets to cover, how to structure layout guidance, and what edge cases to address, were made from what King surfaced directly, combined with my own design judgment. The existing Welcome Screens themselves became the clearest source material of all, since seeing what was already live showed me exactly what not to do.

Key Insights
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My Insight

Adding a Do’s and Don’ts format would remove design ambiguity.

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Design Iterations

The first draft leaned heavily on written explanation. My instinct was to document thoroughly and anticipate every edge case in prose. My manager reviewed it and directed me to simplify it.

Self-Initiated Extension
Web Version of the Design Guidelines

(In-Progress)

The copy-paste gap in the PDF, combined with a post-departure rebrand that made the original file outdated became the motivation for a self-initiated follow-up: a web-based version of the guidelines built to the branding I co-planned with the Marketing Head before she left.

The web version is currently hosted on GitHub and addresses the one functional gap the PDF couldn't solve: a live, copy-paste HTML that the Asset Team can access directly without opening a document. This project reflects a consistent practice in how I approach portfolio work: I don't just show the plan. I show the thing.

The Results
Impact

Once the Design Guideline PDF and HTML widget templates were done, the efficiency of the Asset Team increased due to clearer design parameters and easier access for custom design requests to me at the time.

Asset Team's Outcome
Positive impact
Immediate Widget Adoption

Glenn adopted the HTML widget templates the same day they were delivered, applying them directly to his active tasks. No additional onboarding or explanation was needed because the templates were built to be copy-paste ready.

Positive impact
Visible Quality Improvement

Welcome Screens produced were observably more consistent and professional in appearance.

Anecdotally confirmed by the team*
Positive impact
Stakeholder Confidence Signal
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The Product Team Head gave an unsolicited compliment on the quality of the work.

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The Asset Team separately requested a follow-up project to create guidelines for the Settings page → a direct signal of trust and continued need.

Area for improvement
Illustration Consistency Gap Remained

The custom illustration request process was documented in the guidelines but due to availability constraints and the growing accessibility of AI tools, the team shifted to using generative AI for illustration assets instead. Illustration assets remained as the only area of visual inconsistency post hand-off.

This was acknowledged and accepted as low priority by all parties*.
Features
FEATURE 1
Do's & Don'ts Framework

The PDF outlines essential Do’s and Don’ts for foundational understanding and basic customizations. I choose this approach so as to lowers the barrier for non-designers. This format also avoids abstract design principles, and instead focuses on practical applications to their work.

FEATURE 2
Desktop Breakdown Guidance

Layout and typographic adjustments were documented for three primary desktop breakpoints: 1920px, 1440px, and 1280px. Mobile and tablet were explicitly out of scope because the legacy product was desktop-only.

FEATURE 3
CSS Instructions for Section Widgets

Mid-project, my Manager proposed adding CSS guidance for the section widgets.

FEATURE 4
HTML Widget Templates

I built the templates directly into the legacy app because I already had a background in front-end web development. This saved us a lot of time because the templates were ready to use right from the get-go. When I handed over the templates to Glenn, he already used it within the same day.

HTML widget template built inside the MSPbots Widget Builder using its WYSIWYG HTML editor
Chart type used to build this was the HTML Widget in where a separate pop-up modal opens containg a WYSIWYG HTML builder. I had to go back and forth to see how the layout design was slowly coming together.
FEATURE 5
Marketing Site as Visual Bridge

I used the marketing site’s existing visual style as the reference point for the PDF guidelines because there were no updated company-level brand guidelines.

This connected the Welcome Screens to the most publicly visible expression of the brand at the time; creating visual coherence across touch points without requiring a formal brand system to exist first.

MSPbots marketing site in its space-themed era, used as the visual reference for welcome screen design guidelines
Back when the marketing site was "space-themed"
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Reflection
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