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Sellers’ Dashboard @ Tradeshift

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Performance email @ Admatic

The project

The idea of proactive communication through periodic performance reports came up in a moment when Admatic had a strategy of automating processes both internal and for end-users. The technology team was migrating the application from a monolith to microservices and creating APIs to achieve these goals. It brought the opportunity to create a new service for providing email communication to the customers with information about the conversion of their integrations with multiple channels.

My role

As the UX/Product Designer, I was responsible for defining the information that would be provided to the clients alongside the support and technology agents, structure the presentation of this data, generate the layouts and define the KRs and how to validate them.

Duration

This was a quick project that took place between October and November 2016.

Gathering the information

After a meeting by product, technology and support agents to define which data would be presented to the end-users, the backend dev team planned the strategy to gather this data and serve it to the frontend via API.

Sketching

Together with the team, I went through a sketch session in which a wireframe that would guide the final designs was produced.

Agreed information to be included in the report
  • Header with customer’s company name + branding
  • Data extracted from the previous 30 days
  • Main performance indicators (Clicks – Cost – Revenue) for the period & comparison with the same period in the previous year
  • Average ROI for all integrations
  • No conversion – Main products generating cost but not converting
  • Main integrations – Same data on products not converting, broken down by the customer’s main integrations
  • CTAs take the customer to the Admatic, filtered by context – General or by integration

Iconography

Quick studies made following the design guidelines I have set in agreement with the managers for creating a more relatable and friendly communication with the customers.

Cliques (number of clicks on the ads for all channels)
Custo (total cost of the campaign)
Receita (total revenue in the period)

Final layout

The email’s layout was finished following the wireframes previously produced, with some fine adjustments, again for getting a more relatable communication.

  • Dynamic textual summary of the data presented in each section of the report
  • Link to the platform’s knowledge base with curated content related to performance improvements and automation of campaigns
Categories
Work

Book Lists @ Estante Virtual

The project

This project’s kickoff was the joining of a marketing strategy opportunity and the need to attenuate a usability and business model struggle, based on our personas. On one hand, the oncoming period of college classes comeback could be the perfect moment to launch a feature the allows teachers, students, and institutions to create lists of required books. On the other hand, book lovers and buyers would now be able to create as many lists as they want pinning the actual book and not a specific copy of it. 

My role

As the UX/Product Designer, I was responsible for defining the information that would be provided to the clients alongside the support and technology agents, structure the presentation of this data, generate the layouts and define the KRs and how to validate them.

Duration

This project took place between May and July 2017.

The sketches

After the background research and benchmarking, a quick process including people from product, design, and development lead to the definition of prioritized features and very simple wireframes.

Simple wireframes with the main features and their release priority (releases 1 and 2) 

User flows

The user flow prototypes were created directly on Sketch App, using InVison’s Craft plugin.

MVP features

Excerpts from the mobile prototype. All the interactions were recorded directly on InVision’s viewer. 

Add book to a list
View all lists from a user
Open list

Second release features

Excerpts from the mobile prototype. All the interactions were recorded directly on InVision’s viewer. 

Edit or remove list
access book copies or remove item from list

Responsive design details

One of the project’s requirements was that all of the features fully work on both mobile devices and desktops. So the layouts were designed to adjust nicely through various screen resolutions.

Recording from the actual product after implemented.

Delivering and tweaking

After a public release with low investment in advertising, we noticed that the usage of the functionality was not optimal. Many people accessed their lists index, but only a few of them accessed a particular list. Besides that, few books were added to the lists.

With that information in hand, we prioritized the development of some tweaks like a on-page step-by-step for new users and a CTA to a “create your list” page on the list’s footer.