Case Study · Questrade

Scaling content design

I set the vision for content design in Questrade's Allspark design system and led the team to deliver it: a shared system of guidelines, and the aligned team to run them.

Role

Principal Content Designer

Timeline

8 months

Team

UX leadership, content design team (10), engineering leads, marketing lead

0%Fewer content-related design changes
0%Less daily cross-team back-and-forth
0%Of designers reported more confidence
Content design sits at the intersection of every craft, and the seven guidelines live where they overlap

Content design sits at the intersection of every craft, and the seven guidelines live where they overlap

Challenge

Over two years, Questrade's content design team grew from four designers to ten, across four lines of business and five platforms. The old UX writing style guide didn't keep up. Guidance was scattered, governance was unclear, and the result was inconsistent content, slower delivery, and a fragmented experience for customers.

Allspark was maturing from a component library into a full enterprise design system, with no clear answer for how content design fit in. Two gaps showed up at once:

·No shared system. Content guidance lived in old style guides and scattered docs, and content design's role inside Allspark was undefined.

·No shared way of working. Designers across lines of business solved the same problems in isolation, with little visibility, unclear roles, and inconsistent documentation.

The core question: how do you turn a fast-growing group of writers into a content design discipline that scales, with both a system to follow and a team that can run it?

Discovery

I led a discovery phase to ground the work in evidence, not assumptions.

Workshops to surface the pain

I ran workshops with the team to map their pain points. We surfaced close to a hundred and grouped them into fourteen themes, across communication, visibility, roles, and documentation. The same frustrations kept coming up: the team needed both a shared system and a shared way of working.

Workshop one: pain points, grouped into fourteen themes

Workshop one: pain points, grouped into fourteen themes

Benchmarking the bar and the gaps

Surveys put numbers on what the missing system was costing each project:

0content design revisions per project
0daily messages just to align on content rules

I then studied how Shopify's Polaris, Google's Material, and IBM's Carbon structure content, and audited Questrade's own guidance, to set the bar and expose our gaps, from accessibility and internationalization to versioning.

Benchmarking coverage against industry-leading design systems

Benchmarking coverage against industry-leading design systems

Auditing existing guidance for gaps and overlaps

Auditing existing guidance for gaps and overlaps

Guiding principles

The discovery insights set four principles that steered every decision after:

User-centricity

Make every guideline easy for content designers to understand and apply in real product work.

Scalability

Build guidelines that grow with Allspark, so they hold up as the system matures.

Cross-functional collaboration

Fit content cleanly with UI, engineering, and marketing, to cut friction between teams.

Efficiency

Streamline the process so it removes rework and back-and-forth, not adds to it.

My approach

I worked two fronts and connected them: the system content design produces, and the team that builds and runs it. Neither holds up without the other.

Part one — the system

A vision: content's role in the system

With UX leadership, I set the north-star vision: seven guidelines spanning writing, terminology, components, design patterns, design principles, brand, and product principles. For each, I defined what it is, who leads it, and who uses it, so ownership was clear before any writing began.

The seven guidelines, and which ones live inside Allspark

The seven guidelines, and which ones live inside Allspark

What a content design system actually is

The hardest part was conceptual. A content design system is not a doc off to the side. It is content's guidelines woven into the design system itself, the way Polaris and Material do.

What a design system is: components, patterns, and governance

What a design system is: components, patterns, and governance

Fully integrated: content woven into UX, UI, and engineering

Fully integrated: content woven into UX, UI, and engineering

Securing buy-in across the org

A system no one believed in would die in a doc. So I took the case to each group with a stake in content, UX leadership, engineering, product, and marketing, tailoring the pitch to what each would get from it, and grounding it in how Polaris, Material, and Deliveroo treat content as part of the system. Buy-in was the real unlock.

The case I took to each team to build buy-in

The case I took to each team to build buy-in

Patterns, not just components

I drew the line between components and design patterns, because content reaches past the screen. A price-change reminder is one pattern that surfaces in-platform as a banner and out-of-platform as an email. Defining patterns alongside components kept content consistent across every channel.

Design patterns span channels: one reminder, in-platform and out

Design patterns span channels: one reminder, in-platform and out

From MVP scope to templates the team could run

With UX leadership, I scoped the MVP to the three highest-impact guidelines: writing guidelines, the terminology glossary, and component guidelines. Then I built a template and a how-to for each, and mentored a senior content designer to lead the writing guidelines end to end, so ownership lived with the team.

The documentation template for each guideline

The documentation template for each guideline

The how-to for building and maintaining it

The how-to for building and maintaining it

Part two — the team

Aligning the team to run it

A system is only as good as the team that runs it, and this team wasn't working as one yet. So I turned the discovery workshops into a full program: four sessions with all ten content designers, with a junior designer I recruited and coached to co-lead the facilitation.

0pain themes the team named
0solutions brainstormed together
0prioritized fixes the team owns
Prioritizing solutions by impact and effort, into a backlog the team owns

Prioritizing solutions by impact and effort, into a backlog the team owns

We turned the fourteen themes into a hundred-plus solutions, then prioritized down to thirty-nine the team could own, from clearer roles to building content design QA into the delivery process.

The real shift wasn't the backlog. Working through their own problems as a system taught the team to think in systems, and all ten reported a stronger grasp of how their work connected.

To hold that alignment through delivery, I set up the infrastructure to sustain it: bi-weekly cross-team syncs, dedicated Slack channels, and one Confluence home, so content, UX, engineering, and marketing stayed on the same page.

Where the two meet

This is what made the system stick. Once the team could see their own craft as a system, they could follow the guidelines and governance I had defined, and build and maintain them alongside the Allspark designers and engineers, instead of treating them as one more doc to ignore.

The system gave the team a standard. The workshops gave them the mindset to run it. A content design practice only scales when you build both.

The governance model: clear roles for creating, approving, and maintaining the guidelines

The governance model: clear roles for creating, approving, and maintaining the guidelines

Governance, so it lasts

To keep the guidelines consistent after launch, I defined a governance model with leadership: who creates, approves, and maintains each one, role by role. The senior content designer led ongoing writing-guideline reviews, while marketing and content design co-led the terminology glossary. I backed it with training and mentorship so the teams could keep it current as the business changed.

Outcome

We launched the Allspark MVP ahead of schedule, with all three guidelines integrated into the design system. Content design had a defined discipline, one source of truth, and a team aligned to run it.

0%Fewer content-related design changes
0%Less daily cross-team back-and-forth
0%Of designers reported more confidence
Writing guidelines

Writing guidelines

Terminology glossary

Terminology glossary

Component guidelines

Component guidelines

For the business, that meant faster delivery and more consistent quality, and it fed the wider Allspark transformation, which shipped components 60% faster with half the error tickets.

Reflections and learnings

Defining a discipline is different from writing guidelines. The lasting work was not the docs; it was giving content design a role, a system, and a team that understood both. That is the part that outlives any one project.

A system needs a team that can run it. The workshops taught me that alignment and mindset are as much a deliverable as the guidelines, so I now build the team's systems thinking alongside the system itself.

Leadership shows up in empowerment. Mentoring designers to lead the work, and handing the team thirty-nine fixes they owned, did more for the practice than anything I could have shipped alone. With no dedicated product manager, I held the strategy and the execution at once, which sharpened how I lead complex, cross-functional work.

Kyle's systemic solutions empowered our design teams to deliver high-quality work while meeting business deadlines. His contributions have set a new standard for content design at Questrade.

Dan, Sr. UX Manager, Design Systems, Questrade