In the discovery phase, we gained a deep understanding of the user requirements, business goals, competitors’ strengths and weaknesses, industry trends, and the current state of the product.
In the define phase, we analysed the information we’ve obtained to draw insights and defined the goals, objectives, and our strategy moving forward into the process.
In this phase, we generated and explored a wide range of concepts through wireframes and lo-fi prototypes. We then developed a design language and applied the same throughout the designs.
When we started working on the project, the product was in a very nascent stage and thus, had a few pain points that needed to be reworked. This involved minor changes such as scroll discoverability and differentiation between tags. However, one of the major pain points was the activity dashboard. It only had two cards with some generic data that wasn’t relevant to the users. The users wanted to customise the dashboard to display relevant data so that they manipulate it, export it, and also target specific members. Due to the cards being placed awkwardly in the middle, there was also a stark underutilization of the empty space beside them.
We kicked off with conducting competitor research services like Mixpanel and soon moved on to wireframing the activity dashboard. We went through multiple iterations for the layout of the dashboard page.
We started with some minor UI changes such as improving the filter view hierarchy, fixing horizontal scroll discoverability, introducing a save function to save filters and differentiating the tags. We also created banner designs for various states.
For the dashboard page, we reworked the layout as well as introduced a new custom reports feature that allowed the users to create reports based on their needs and save them.
They can also edit the reports, save them to an existing dashboard or export them. These reports can be exported as PDFs or sent as emails. We also introduced the functionality to schedule the reports to be sent at regular intervals.
For the member profile section, we designed a side panel with a snapshot of member details such as profile picture, email, signed-up communities, tags and also location and industry which is obtained through an integration (Clearbit). The member page also has a scorecard with a summary of the members’ engagement activities on all of the platforms.
One can also send a slack DM/email directly through Threado. This feature allows the user to send targeted campaigns by filtering the users with their channels, activities, and time period.