TapClicks provides a marketing operations and analytics platform. It has a suite of cloud-based solutions designed to help mainly advertising agencies, and marketers.
I was hired as a Sr. Product Designer, but in the first months became head of product design, leading the design team.
Dashboards provides the ability to our users to pull into a single page all data they wish.
The board decided to move to a new technology, so we had to opportunity to improve a few things we had the feedback from previous conversations.
Method: 1 - 5 Rate Scale
Participants: Broader user base
1. Satisfaction with the dashboard types
2. Customization Importance
3. Visual design
4. Easy of use
5. Learning Curve
How users set up and interact with their dashboards.
| Setting up Dashboards | Data Integration | Customization | Navigation | Performance Monitoring |
|---|---|---|---|---|
| Lack of templates | Sync problems | Requires more customization | There are challenges navigating between sections | Clear Data presentation is crucial |
| Lack of customization | Need of automated data handling | Request of widgets independent customization | Occasional discoverability problems | Data visualization needs deeper insights |
| Lack of guiding | Data discrepancies | Need a guide | Need a clearer navigation | Request simpler and intuitive insights |
| Inicial setup is challenging | Manual data imports problematic | Current customization overwhelming | ||
| Data visualizations needs to be flexible | Request notifications | |||
| Requires design templates | Request simplified import procedures |
Method: Remote Interview
Participants: Mix of beginner, intermediate, and advanced users.
| BegginerLess than 6 months | Intermediate6 months to 2 years | Advanced More than 2 years | |
|---|---|---|---|
| Goals | Simplicity | Reports for multiple campaigns | Automation and complex dashboards. |
| Challanges | Confuse Interface | Combining data takes time | Incorrect Data, fail sync |
| Customization | Lack of Options | More Control | Needs Advanced scripting |
| Flows | Confusing navigation | Inconsistencies | Broken/hiden Navigation |
| Visual Design | Outdated | Requests clean interface | Modern Design |
| Learning Curve | Needs Training | Steep learning curve. | Wishes advanced tutorials. |
Workshop with the team.
Sensitive information have been removed
Helping decide what to do
Taking Decisions
Main touch points showcasing the dashboards interactions
After the wireframes, I socialized them and facilitated a workshop with stakeholders to decide what we would be doing or not, so I could start the high-fidelity prototype.
