Case Study – XTM Brand refresh

Project Description

After joining the XTM marketing team, I identified some problems such as difficulty understanding the brand positioning, but also to execute as a designer due to the lack of brand guidelines. Because of this, I started a business case internally to bring awareness about the issues and advocate for the need for a brand refresh.

Project Details

Project Participants

Problem

The XTM brand was inconsistently presented to the world, the brand positioning wasn’t clear.
To prove these main points and to bring attention to the facts I listed all the encountered issues in the brand image using evidence, performing a competitor’s research, and analyzing a communication strategy validation where we asked a set of customers about their opinion about the brand.

Key issues
  • Lack of brand guidelines: company messaging overview, corporate design guidelines, or tone of voice.
  • Lack of clear brand architecture: a mixture of logos without clear purpose was sitting here and there creating confusion.
  • Lack of best practices: when I arrived two different logos were valid for the same purpose, creating brand confusion.
  • Color palette with readability and accessibility issues: The main colors weren’t offering a contrast ratio enough to pass
    accessibility standards.
  • Lack of clear UX in the corporate site: The lack of a clear brand architecture was causing confusion in the product go-to-market strategies and upselling, the website menu had confusing categories, creating user frustration on the website.
  • User/customer perception, topics found in interviews: Stodgy, UI not comparable to some of those other places, messaging could be done better…

Design Process / Solution

Having deeply researched and analyzed the market, competitors, and target audience, I put together a new brand messaging using archetypes to define the tone of voice of the brand.

Once the personality was clear, I translated it into the color palette while solving some of our recurrent problems such as the accessibility and lack of accent colors.

DELIVERABLES – XTM Brand refresh

Developed and delivered in cascade mode until we had all the elements to deliver the full Brand book.

1. Brand architecture

Analysis and product brand architecture definition. The first step was to analyze the brand product offering, do a competitor analysis and a SWOT together with key stakeholders. The result was the definition of the Brand architecture under a branded house model.

2. Brand core messaging

Messaging creation, brand archetypes definition and brand tone of voice guidelines.

Second step was the brand core messaging definition as it shapes all subsequent brand marketing messages and assets and it influences the look and feel creation, as the visual identity must reflect the messaging.

3. Logo system

Creation and implementation of a logo system. Definition of a new logo system, creation of all needed versions and implementation in all marketing and product assets, together with the coordination of all of it and the UI collaboration and coordination to refresh the products accordingly.

4. Brand visual design system

Analysis and development to create a new design framework and all its elements. Creation, implementation and standarization of design elements (fonts, icons, illustration and image styles…) together with usage rules and a library creation for the company to use it.

5. Corporate stationary system

Creation of a set of templates to consistently operate. Development of a set of templates and processes to improve brand consistency internally and externally in the daily basis of the company (letterheads, document templates, deck templates, business cards, etc.)

6. Brand guidelines

Publication and implementation of the brand guidelines. The brand guidelines are the summary of all the work put together to define and estandarize the new branding. Its publication internally kicked out the internal enablement with a set of webinars, communications and workshops to explain the new processes put in place.

7. Brand storytelling presentation

Creation of the brand story in a compelling way to be presented. Once the brand-refresh was deployed internally, the brand storytelling presentation was the first actionable asset delivered to the comercial team to activate the new messaging internally and externally. After that we continued the effort creating different decks for different funnel stages, to do so, we created one master sales deck as base that included the offering, pain points and solutions and enabled the team to use the new stationary templates and processes put in place.

8. New website and web design system

Launch of the redesigned website. Introducing a consistent look and feel + enhanced UX/UI.

The brand guidelines resulted on the playbook to create a new website truly reflective of the brand offering. I led the coordination of all design aspects, conceptualized and executed the new design system, documented it for development and coordinated the website building within the team.

XTM website design system preview

Before and after, website XTM preview

9. Product design / cross-functional team colloboration

Brand alignment and UX/UI cross-collaboration with product teams.
Working with the product director and product designers to enhance and align the brand products to the new branding.

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