UX UI - Case Study
Bringing clarity to marketing ops with dynamic filtering
After conducting user interviews and white board sessions with marketers a rough Idea was first sketched out. Shown to the right. Three wire frames were crafted after other parallel examples online. One original design was chosen and refined further.
The Wire Frames
Several solutions were presented that solved the problem in different ways.
Option 1. A drop down mini drawer out the platform header offering a series of breadcrumbs as a visual reference to the user. User can x out the breadcrumbs to modify the filter.
Option 2. A Google style search box filter system
Option 3. This option was chosen by UX, Developers, and the client as the obvious winner due to the more integrated look and feel of the full scale drawer and it's ability to accommodate scaled features moving forwards inside the drawer.
1. A width drawer was chosen as a solution to add a tone of full integration to the platform. Adding of value and substantiation we feel will further trust in OnRM.
2. Dynamically updating the campaign refinement results while modifying the filter is another way to add to users task load and act as a fast toot when searching the system quickly.
3. Leaving a “modified visual breadcrumb” of blue icons on the drop down menus that were modified as a way to inform the user that those modifications were made. This was chosen over adding more metadata and traditional breadcrumbs to show a build process and further reduce the cognitive load to the user.
4. Dynamic filter campaign totals that chance both value and change color when the user has modified the filter. Filter results are in grey prior to interaction with the filter drawer.
5. A fade-away notification message appears after updating the filter drawer. This was implemented to make the user aware that the system updated campaign filter results and acts as a visual cue to the user that the system has received and processed the user's request.
CASE STUDY - Microsoft
Redmond, WA USA
MOPS or Marketing operations teams now utilize the OneRM platform on a daily basis. There are over 20+ operations engineers creating campaigns and segmented interactions or Jobs within new and existing campaigns daily. On average each engineer will create and alter in upwards of fifty (20-50) campaign interactions per month. On average each campaign may contain as many as thirty interactions or as few as 2. With that said locating your campaigns and interactions easly is important. Currently the system doesn’t offer this feature and marketing operations engineers are asking for this functionality.
Refined wire frames and UI aplication
The timeframe allotted for this you ask study and you why integration is approximately three weeks. User interviews and surveys were taken from marketing operations And the feedback was quickly integrated into three solutions for wire framing. One wireframe solution was chosen and the UI design phase started.
* It's worth noting that our team has taken a very agile approach to problem-solving and moving quickly between UX and UI phases very quickly.
* Redlines shown to the right.