CaseStudy3

Transcript

1. CASE STUDY Background 
 SimpleRelevance provided a marketing technology platform for digital marketers. 
 SimpleRelevance’s clients could launch completely personalized campaigns with just one single digital marketing campaign. SimpleRelevance’s proprietary technology would automatically personalize the campaign so that every customer would receive an individually unique and personalized communication that was tailored to their preferences. Revamping the Dashboard of a TechStars startup to drive user engagement and upsell opportunities The Challenge 
 SimpleRelevance’s dashboard was not engaging our users. This meant lost up-selling opportunities. To increase revenue from up-selling, we first needed to drive up engagement on the dashboard. In addition to that, for new users, the on boarding flow was too confusing and needed to be simplified. We wanted to reduce the time that the sales team spent helping new clients onboard, and instead drive self- service so we could scale faster.
2. MY ROLE: 
 User Research 
 UX Design 
 Visual Design MAIN STAKEHOLDERS 
 CEO 
 CTO 
 Director of Business Dev PROCESS 1. Stakeholder interviews 2. Analytics review 3. User interviews 4. Design sprint I 5. User testing I 6. Design sprint II 7. User testing II 8. Visual design CASE STUDY Revamping the Dashboard of a TechStars startup to drive user engagement and upsell opportunities
3. Old Dashboard • Low user engagement • Confusing • Lost up-selling opportunities that could help increase revenue
4. Wire-framing the new dashboard
5. New Dashboard • +20% user engagement • Lots of new up-selling opportunities to increase revenue
6. Wire-framing the new on boarding flow
7. New onboarding fl ow • New clients able to onboard themselves completely independent of sales team