gosquared analytics presentation

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DESCRIPTION

Creation of a team login feature for GoSquared analytics platform. For full casestudy go to http://www.ux.danielspagnolo.com/casestudy_gosquared.html

TRANSCRIPT

blackJEANS

hellofrom

{ Daniel • Will • Maite }

who are

the brief

Allow current and future account holders to be able to add more people to their existing

account.

Thus allowing a whole team to access analytics that is customised to their particular needs.

the PROBLEM

Integration of new team members

Personalising their experience

Making sense of analytics data in context of team goals

1

2

3

the solution challenges prototype

PRESENTATION outline

the solution

UNDERSTANDING data

insight

team chat

share data

team COMMUNICATION

ADDING members

easy to add

Welcome to GoSquared

Enter first name

First name

Choose file or import from

Enter last name

Last name

kyle@somewhere.com

Email

Development

Team

Enter password

Password

continue

Dev

1

1. Verification Process 2. Getting Started 3. Tutorials

NEW members

easy setup

the business

understanding

mixpanel

There is a wide choice in the web analytics

market

COMPETITOR analysis

Well Known

Feature overload

Have vast amount of features

Removing features to add to Premium version

Use your analytics data for their own purposes

mixpanel

Great looking

Expensive plans

Has great features/options

A lot to fill in when accepting a team invite

COMPETITOR analysis

How do other companies implement team features?

Direct messaging

Exporting and sharing data with 3rd parties

Customising personal dashboard

Team directory

FEATURE analysis

Marketing people

target group

Number of invites & sign-ups

Activation & retention

(based on the AARRR pirate metrics)

STAKEHOLDER interviewsuccess metrics

our users?

who are

user SURVEY

48%

67%use Google Analytics

42%

35% use the same account

40%

21%17%

daily

wee

kly

hour

ly

access analytics

email

meetings

Communication of datawithin the team

50+ responses

user INTERVIEWS

“I want to be able to export data straight away”

“I’m overly cautious when sending reports

and emails”“Analytics has

such a barrier to entry”

“I want to be able to compare by

location”

“I just want to know if we are reaching our

goals”

BECCA

the busy marketer

primary user secondary user tertiary user

the new guy the founder

KYLE MARK

“I want easy on the eyes and intuitive data analysis - don’t give

me unnecessary information”

“I want to be kept in the loop about what my other team

members are doing”

“I need updated reports and data sent to me now”

user PERSONAS

user FLOWS

Selects project(s)

See “sending invitation” userflow

Selects company department

Selects team(s)

Default access level for all projects?

Yes

Same access level for all projects?

Selects access level

Selects access level for each project

individually

No

Yes

No

Creating Kyle’s Account

BECCA

user FLOWS

Sees full name entered

Sees email address entered

Sees company position given

Is everything correct?

Creates password Skips tutorial

Contacts the sender of the invitation

Yes

Do you wish to correct this at a

later time?

See ‘customise dashboard’ userflow

No

YesNo

KYLE

Creating account from invite

•Quick sketching of ideas

• Introduction of the personas

•Focused on the flows of Becca and Kyle

design STUDIO

the challenges

Intuitive and ease of use

1 Reports

Team communication2

3

REPORTS“One of the most important questions is

how do you convert data into insight”

REPORTS

•Compare analytics

•More conversational tone

•Combining two graphs into one

•Ability to export as email

“I would describe the communication of web analytics within our company as very poor”

team COMMUNICATION

•Chat system

•Drag & drop modules

•Exporting of modules

•Ability to export as email

team COMMUNICATION

“I just want to put in the email and access level and send”

INTUITIVE to use

member setup

joining up

INTUITIVE to use member setup

New Team MemberG+ LKImport from

First Name

Email Address

Enter First name

Enter Email

Select Position

Position

Select Team

Team

Select Site

Twitter Page

Viewer

Admin

Manager

Access Level

Send Invite

+ Add another member

*

*

Preview Invite Email

Add member Verify Invitaion

Last Name

Enter Last name

Add member

My profile

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

INTUITIVE to use member setup

•Enter required information only

•Able to add more than one member at a time

•Option to preview invite before sending

INTUITIVE to use joining up

INTUITIVE to use joining up

•3 step process (steps easily seen in top navigation)

•Able to see details already entered

•Able to add photo from social media

the prototype

BECCA

TASKSCheck Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

check page views

CustomizeMarketing Team

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

BECCA

TASKSCheck Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

send Emily’s request

CustomizeMarketing Team

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Enter Text Here…..Drag Item

Here Send

Emily Cho hide

Hey! Could you send me the Devices Analytics please! Thank you!

BECCA

TASKS

send Emily’s request

Check Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

CustomizeMarketing Team

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Enter Text Here…..Drag Item

Here Send

Emily Cho hide

Hey! Could you send me the Devices Analytics please! Thank you!

Content

Search

Visitors

Sources

Languages

Location

Devices

Send

BECCA

TASKS

Emily’s request has been sent

Check Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

CustomizeMarketing Team

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Enter Text Here…..Drag Item

Here Send

Emily Cho hide

Hey! Could you send me the Devices Analytics please! Thank you!

Content

Search

Visitors

Sources

Languages

Location

Devices

Send

Enter Text Here…..Drag Item

Here Send

Hey! Could you send me the Devices Analytics please! Thank you!

Emily Cho hide

BECCA

TASKS

email weekly report

Quarterly

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Yearly

CompareAnalytics

Export to

Weekly Monthly

Performance Overview

5 May, 2014 - 8 May, 2014Week

more Check Page View Goal

Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

BECCA

TASKS

email weekly report

Check Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

Quarterly

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Yearly

CompareAnalytics

Export to

Weekly Monthly

Performance Overview

5 May, 2014 - 8 May, 2014Week

more

Select

Export as

Send to member

Email

Google Doc

Excel Doc

Week ( 5 May, 2014 - 8 May, 2014 )

BECCA

TASKS

verify weekly report email

Check Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Go Back

Subject: Weekly Report (5 May, 2014 - 8 May, 2014)

To: Company NameSEND

Verify EmailReports

Edit Email

TimelinePage Views

Sources

Content

Visitors

Languages

Performance OverviewWeek 5 May, 2014 - 8 May, 2014

Add message

BECCA

TASKS

weekly report has been sent

Check Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

CustomizeMarketing Team

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Report Sent to Company Name

BECCA

TASKS

add Kyle

Check Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Marketing Team

Add new member

Programming Team Administrative Team

Projects Company Directory

Edit

more

BECCA

TASKS

enter Kyle’s email & select his Access Level

Check Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

New Team MemberG+ LKImport from

First Name

Email Address

Enter First name

Enter Email

Select Position

Position

Select Team

Team

Select Site

Twitter Page

Viewer

Admin

Manager

Access Level

Send Invite

+ Add another member

*

*

Preview Invite Email

Add member Verify Invitaion

Last Name

Enter Last name

Add member

My profile

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

BECCA

TASKS

invitation has been sent to Kyle

Check Page View Goal Performance

Send this week’s report by email to the client

Add Kyle to the Developer Team

Send Emily the analytics

CustomizeMarketing Team

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Invitation sent to Kyle View Team Page

KYLE Get StartedTASKS

View Email

Complete Member Verification

View Tutorials

Becca Williams TodayYou have been invited to GoSquared by Becca.Welcome to GoSquared Kyle. You have been invited by Becca. You just need to set your…

Welcome to GoSquared, Kyle.

Here’s the team you will be joining.

You’ve been invited to GoSquared by Becca. You just need to set yourself a password and photo, then you can start enjoying all your analytics data at a

glance .

Get Started

Here’s the main analytics module to get your excited!

Becca WilliamsTo: kyle@gmail.comYou have been invited to GoSquared by Becca

Analytics

KYLE

TutorialsDashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Continue

Email Address

Enter Email

Team

Password

Password

Developer

*

Choose file or Upload from

G+ LKFb

Member Verification Get Started

First Name

Enter First name

Last Name

Enter Last name

*

*

*

1 2 3

enter first & last name and create a passwordTASKS

View Email

Complete Member Verification

View Tutorials

KYLE

Member Verification TutorialsDashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Get Started

2 3

View Tutorial

I just want to jump in

You can view demo / tutorials at any time from the Help & Support menu

Start Guided Tour

1

View TutorialTASKS

View Email

Complete Member Verification

View Tutorials

KYLE

TutorialsMember Verification Get StartedDashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

21 3

What is in your dashboard

How to chat

How to send analytics

How to create/ send reports

How to look/ add team members

How to add projects

SkipBack

skip and jump right in

TASKSView Email

Complete Member Verification

View Tutorials

KYLE

CustomizeMarketing Team

Timeline

180 page views

Goal is

200Page views

Page Views

10 day(s) left

-1% behind

Compared to last week You have Overall

180accomplished of 200 views.

Halfway50%

Almost there75%

Getting started25%

Accomplished!200

Ready

Members working on this goal

M

Page Views Goals

Add new goal

D

Sources

Content

Visitors

Locations

Devices

Languages

Dashboard

Sites

Developer

Settings

Help & Support

Show Menu

Reports

Team

Plans & Billing

Chat

D

M

W

My profile

+ Team

Welcome Kyle! If you need help, go to Help & Support.

Let’s begin…TASKS

View Email

Complete Member Verification

View Tutorials

future iterations

Customise dashboards for teams

1 Refining goals module

Explore team sharing further2

3

thank you

blackJEANS

from

{ Daniel • Will • Maite }

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