gosquared analytics presentation
DESCRIPTION
Creation of a team login feature for GoSquared analytics platform. For full casestudy go to http://www.ux.danielspagnolo.com/casestudy_gosquared.htmlTRANSCRIPT
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
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
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
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: [email protected] 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 }