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Workiva: Mobile Content Design for enterprise Saas

Role:Lead Content Designer
Team:Director of PM, 2 Engineers
Timeline:January – May 2023
Tools:Figma, Zendesk

During my content design internship at Workiva, I built a scalable content system for a beta mobile app. The goal: one consistent, trustworthy voice across the app and its help documentation, in a regulated financial environment.

Confirmation dialog: Apply label to all comments?
Empty state: No files yet
Workiva Files screen on mobile
File details sheet in sentence case
Confirmation dialog: Remove label?
Status labels in sentence case
01The problem

I was the first content designer on Workiva's mobile app, and its copy didn't match the rest of the platform or follow our style guide. In a regulated financial product, inconsistency erodes trust. Every word had to earn its place.

No unified voice

The product was strong. The content wasn't reinforcing that strength.

Upload File Save changes DELETE add comment

Mixed casing across similar screens

! ERROR!
Upload FAILED. Something went wrong.

Alarmist error language

Are you sure you want to delete this? CancelYes
Are you really sure? CancelYes

Redundant confirmation prompts

File uploaded successfully. Web
Yay, all done! Mobile

Different tone on web and mobile

Why it mattered

So, I took charge of building a system that would bring the experience into alignment.

02The system

Rather than fixing copy screen by screen, I built a system to fix it everywhere: a set of guiding principles, a full content audit, and repeatable patterns for casing, toasts, and confirmation dialogs.

A system, not edits

The issue wasn't sentence quality. It was structural inconsistency. To scale effectively, the app needed a content system that felt:

01

Clear

Every message says what happened and what to do next.

02

Consistent

Predictable patterns across flows.

03

Human

Errors guide users instead of alarming them.

04

Scalable

Ready for localization and growth.

The content audit

I audited all user-facing content in the mobile app and catalogued inconsistencies in casing, tone, and length.

Workiva mobile content audit

Sentence case

It not only followed new changes to our style guide, it also supported a separate localization project we were working on during my time there.

Status labels

Status labels in title case (before) Status labels in sentence case (after)

Table headers

Table headers before and after: title case to sentence case

Menus

Menu before and after: title case to sentence case

Empty states

Empty state before and after: title case to sentence case

File details

File details sheet before and after: title case to sentence case

Calmer toasts

One of my favorite fixes: replacing "Failed" with "Couldn't", because no one deserves to be yelled at by a toast.

Clearer confirmations

I trimmed them down, removed polite-but-unnecessary fear-mongering, and made the actions the star of the show.

Before

Before — confirmation dialogs

After

After — confirmation dialogs, with Cancel as a gray secondary button and the action in blue

Note: With a design lens, I'd go one step further. Cancel is now a neutral gray and the action stays blue, so the two choices are visually distinct and users can tell them apart at a glance, not just by the words.

Reusable templates

I built reusable copy templates for error messages, confirmation dialogs, empty states, and toasts, so new content designers could start from our voice and guidelines.

Workiva content design template

Reviewed in context

I partnered with the Product Manager and engineers to review changes in context, catching edge cases like timing and truncation so messages worked in production, not just in mockups.

Workiva collaboration and Zendesk process
03Scaling the voice

With the UI aligned, the next question was: would the voice hold outside the app?

The documentation

I built a library of 7 mobile-specific help articles grounded in the same principles:

  • Clear introductions
  • Action-driven headings
  • Short, scannable steps
  • Bolded button labels
  • Consistent structural templates
Workiva document outline

Outcome

With the system in place, individual messages became sharper. Content design isn't just about refining words. It's about building structures that support confident user decisions.

20+ Screens revised
7 Mobile help articles written
4 Reusable copy templates
She readily took on the mobile app project and actively seeks out feedback on in-app copy from the team. When she had to create a series of new help articles on her own, she learned organizational strategies from others and applied those learnings to her own work, which shows that she is open to trying different processes to figure out what works best for her.
Sarah Kang · Workiva

Takeaways

Working on a beta product reinforced the importance of establishing systems early — before scale amplifies inconsistency. What began as scattered tone differences revealed a structural gap.

By addressing it holistically, I helped create alignment across UI and documentation. In regulated environments especially, clarity builds trust.

Content design is systems design. Every word decision is a design decision — and the best ones hold up at scale.

  • →

    Extend the content system into onboarding and empty states.

  • →

    Build a living style guide to maintain consistency as the team grows.

  • →

    Test localization readiness across the revised copy patterns.

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