B2B Resigned Dashboard
Redesigning the B2B placement report tool for the Measurement Operations team to locate missing advertisement impressions.
Team
- Kristine Huynh - Product Designer
- Senior Product Designer
Tools
- Figma
- FigJam
- Google Meets
- Google Sheets
- Google Forms
- Slack (communications)
Methods
- Qualitative interviews
- Quantitative survey
- Heuristic analysis
- Ideation
- UX / UI / IXD
- Design prototyping
- Concept testing
Goal!
I wanted to see how users were using the placement report validator, or after taking the data from the report, they would upload it to the S3 without validating the report.
There were metrics in the S3 placement report validator that had engineering jargon that many of the users needed to be used it. Many users needed to be sure metrics were connected when placement reports were uploaded to the S3 system.
Overview
This project fine-tunes and updates ad team processes to expedite with the other companies’ ad teams. I interviewed and surveyed my company's team members to understand which processes typically take a long time. That would be email correspondence analyst reporting and the end-of-campaign report.
I visualize how the ad team processes their work using a site map.
Problems with validating reports
Initially, this S3 Placement Validation process was used to check how the team had to manually master the Placement Reports.
Users' biases toward Google Excel
The team uses a Google Sheet Template is used to verify the impression found in the system. So, the 3P Placement Validation has become an uploader for the team to upload files not used for factual purposes to verify that the Master Placement Report corroborates what’s in the Samba ad impressions system.
Problem:
The Measurement Operation team seeks an efficient validation and upload solution to audit completed reports and enhance efficiency and accuracy.
Proposed Solution
How might we get the user to see S3 as a placement report validation tool, rather than just an uploader?
This was the main problem I wanted to pursue in redesigning the Placement report uploader
Reviewing Opportunities Through Users’ Interviews
After considering users and prioritizing the Master Placement Report features, I wanted to identify the essential features for redesigning the current Master Placement Report in the Data League that the Measurement Operations teams use.
These are the main features that were prioritized during the design process. The users proposed these since they are the primary users conducting the report analysis.
- I want the product to feel similar to Google Sheets or Excel since those are the main applications users use daily.
Populating Data to Review
The Master Placement Report and Site ID Key function similarly to the Google Sheets framework for data combination. Pixels will be extracted from the company’s data sets.
Excavating Missing Ad Data Dashboard
The dashboard shows four different sections:
- Updated metric (1)
- Campaign health (2)
- Missing impressions report (3)
- Missing pixel errors (4)
Updated metric (1): This shows campaign report impressions and compares the databases. A discrepancy section shows the differences between the two reports.
Campaign health (2): This chart shows the campaign's overall health based on duration.
Missing impressions report (3): The Excel sheet lists the numerical IDs that are not accounted for in the campaign report.
Missing-pixel errors (4): The graph shows which affiliated sites in the campaign are carrying the most egregious code implementation errors.
In retrospect
The Master Placement Report helps me understand the UX process from a business standpoint and how it affects the company's internal team. I created a project proposal to advocate for the MPR product to internal company stakeholders to see if it would move forward.
In the future, I would expand the client-facing product because users dislike manually building the Master Placement Report. They also want to end the waiting period by receiving clients' emails to complete the Master Placement Report Excel file. The client-facing element would fast-track the campaign’s process and expedite the clients' tactical reports to gain more insight into their ad spending.
