TapClicks

Analytics marketing platform.

My Role

Head of Product Design

Project Type

Redesign

Optimization

B2B

Scope

Web App

Timeline

Late 2023 - 1 Quarter

Team

1 Produc Owner

1 Product Designer (me)

Overview

"Lets redesign our main product"

This was my challange for the quarter.

Core Issue

The product has grown organically without a designer over years, resulting in:

Inconsistent UI patterns

UI created by multiple designers/engineers

Fragmented workflows

And a few lead to nowhere

Steep Learning Curve

To hard to do things

Strategy

Redesign with UX

User Research

Validate that redesign isn't based on intern opinion only

Usability Testing

Test with real users before ready for development

Incremental Redesign

Release features progressively

Design System Update

Maintain consistency at scale

Success Metrics

Define measurable outcomes

Feedback Loop

Continuously collect user feedback and comunicate with them

Accessibility

Ensure usability for everyone

Change Management

Let users go back and forth from old to new UI

Beta Program

Start small with power users early

Objectives

What we want to achieve

UI

Update visual design for a modern UI

No errors

Zero broken flows.

Task Completion

Reduce task completion time.

Feature Adoption

Increase feature adoption for underused tools.

Fast Onboarding

Decrease onboarding time for new users.

Reduce cognitive load

By mapping information architecture

Survey

I sent an email asking for users to provide their options regard current dashboards

User Story

"I want to preview dashboard changes before applying them."

Method

1 to 5 Rate Scale

Participants

Borader user base (500+)

1. How satisfied are you with the dashboard types

1
2.8
Unsatisfied Satisfied
5

2. How important is customization to you?

1
4.5
Minor Important
5

3. How do you evaluate our current visual design?

1
2.3
Bad Good
5

4. For a new user, how easy is it to use dashboards?

1
2.7
Unintuitive Intuitive
5

5. How easy do you think it is to start using dashboards?

1
4.2
Easy Hard
5

Usability Inquiry

Looking on how users set up and interact with their dashboards.

User Story

"I need a dark mode to match my clients visual design"

Method

Monitor Screen Activity through FullStory App

Participants

Borader user base (500+)

Setup

Users strugle to start

Lack of templates and guidance

Data Integration

Unreliable and manual

Sync issues

Customization

Too Complex

Overwhelming options

Navigation

Hard to move between sections

Low discoverability

Clustered navigation

Impact on Experience

Setup
Integration
Customization
Navigation

Personas

Mapping who we are doing these changes to.

User Story

"I want to be able to change the design theme freely"

Sarah Johnson

Beginner

Michael Chang

Intermediate

Emily Martinez

Advanced

User Interview

Talking with our clients

User Story

"I need to add widgets fast while checking changes"

Beginner

Struggles with interface

Needs onboarding and guidance

Believes design is outdated

Intermediate

Struggles combining data

Needs better control and consistency

Requests for notification and importation

Frustation with broken flows

Believes learning curve is to high

Advanced

Struggles with data reliability

Needs advanced tools & flexibility

Requests for design freedom

Requests advanced tutorials

Workshops

Facilitating with my team

User Story

"I need to fast share dashboards links"

How Might We

Sensitive information have been removed!

Impact x Effort Matrix

Guiding decision making

After this workshop, the team decided to work on the Visual Design, and Flows and navigation.

Dot Voting

Taking the decision

I facilitated a dot voting right after, so stakeholders could take the final decision.

User Journeys

Main touch points showcasing the dashboards interactions

Site Map
Wireframes
Wireflow
MoSCoW

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.

Prototype

Prototype

Prototype works better on fullscreen mode

Outcomes

SUSSystem Usability Scale

Task Success

Easy of Use

Time on Task