in Case Study, Portfolio

Designing Analytics from the Ground Up

Save.ca is a premiere coupon site owned and operated by Metroland. As their Senior Designer, I was tasked with creating an Analytics suite for Marketers to have live feedback on their campaign performance so they can respond with campaign updates in a timely manner.


“As a marketer, I need to see a status report for my campaign so I can update as I go. Why does it take a week to get this?”

Defining Users: Who needs analytics?

At Save.ca, both Internal Users and External Users need Reports for determining the performance of campaigns. Each group of users has a unique use case.

The Problem Defined: Barriers to Access

Often, each use case requires a Custom Report however the time involved takes too long and is a manual process which involves reliance on internal staff that can take up to 7 Days.

Start with Knowledge Gathering

What I did

  • Speaking to stakeholders to understand needs
  • Reviewing existing custom reports
  • Sketching existing user flows to identify areas of improvement
  • Understanding existing site and CMS platform
  • Identifying user personas and their needs
  • Researching other analytics software

Key Learnings and Challenges

  • All user groups have unique reporting needs.
  • Taxonomy is dispersed. All groups use a different vocabulary for each metric.
  • Levels of understanding for digital metrics differ greatly.
  • Extreme reliance on the Save.ca Admin team to produce manual reports. These often require a full week from request inhibiting users from acting on this information quickly.
  • Most analytics software suffer from a high learning curve.
  • Required metrics unique to Save.ca are not available by any other service.

Ideation of Concept

  • Ideating solutions to key findings and various potential features
  • Numerous thumbnail and wireframe sketches

Identifying Possible Solutions

As part of the brainstorming process, I was able to identify possible solutions to some of the key challenges. This is a sampling of some of the solutions which were reflected in the project.

Challenges
Solutions


Diverse Needs

Personlized Dashboards

Multitiered access


Dispersed Taxonomy
Unified Taxonomy


Many marketers are uneducated on Metrics
Simple Help System


Reliance on Internal Resources
Self-serve Dashboard Metrics

Live Metrics

Conceptual Development

  • Sketching ideal user flows
  • Interaction design and Paper Prototypes
  • Rendering wireframes in Balsamiq
  • Iterating as necessary based on feedback from:
    • Developers for feasibility
    • Stakeholders to ensure it meets their needs
    • Hallway testing to ensure usability

User Interface Design

  • High fidelity screens to portray style guide
  • Collaborating with front-end developer to ensure the vision is appropriately actualized
  • Wireframes were developed and iterated upon using Balsamiq

Post Development Agile Improvements

  • Continuous iteration to improve the tool based on user feedback
  • Conceptualizing new features as needed

Results

Externally, instant access to easy to understand reports means Marketers can respond quickly and maintain momentum in their campaigns. Internally, it relieves the stress of manual reporting from Developers and Admin staff who can then focus on more important tasks.

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