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Internal Documentation AI & Technology

Crafting Guidelines for MSPbot’s Asset Team

Contract Duration

Q2 2025

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 The brand guidelines were several years outdated, and the company’s design system only contained basic components at the time.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

King Moya

Glenn Bugtog

Duration

3 Weeks

Role

Senior Designer

Front-end Developer

Skills

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Design, Copywriting & Layout

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Vanilla HTML & CSS

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"
Research & Discovery

Formal research was not conducted. The primary discovery input was a kick-off meeting with King Moya. During the meeting, he walked through the existing Welcome Screens that were currently live in the app. Seeing the existing Welcome Screens made the problem really obvious, no two screens shared a consistent visual language(fonts, colors, layout structures, and information density).

With no external benchmarks and no user interviews, the audit of existing screens served as both the research phase and the brief.

Audit of existing MSPbots welcome screens showing visual inconsistency across the product
Collected screenshots of how majority of the Welcome Screens looked like
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.

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Reflection
Other

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