NETBRAMHA - REVENUE MANAGEMENT TOOL

Voiro is a revenue management platform that strives to simplify ad sales and ad ops workflows, giving a single view of all the revenue. When they approached us at NetBramha Studios with the mission to revamp their platform, we eagerly rolled up our sleeves. We committed ourselves to craft an experience that would amplify Voiro's vision and elevate its capabilities to the next level.

NB

01/ Overview

Like many other applications, Voiro’s features were gradually developed. Sometimes it meant squeezing in a feature in the place that it doesn’t belong, in order to avoid the whole structure from falling apart.

This led to inconsistency and usability issues throughout the platform.

Our goal? To transform their platform into a more cohesive experience, ensuring it's not only intuitive today but also ready for tomorrow's growth.

02/ my role

Product Designer - Research, UX Design, Interaction Design, Visual Design, Prototyping

03/ TEAM

Hari, Product Manager

04/ Tools

Figma, Invision

05/ Highlights

A unified summary

No more frantic searching. Everything you need, at a glance.    

Home

Your data visualized

A comprehensive visual representation of all vital metrics, aiding quicker decision-making.

Data-Visualization

Filter with precision

Find exactly what you’re looking for – no compromises.

Filters

Editing made easy

Make simultaneous edits across numerous entries.

Bulk-Edit

06/ DIVING DEEP INTO USER NEEDS

To kickstart the project and truly understand the needs, challenges, and aspirations of our users, a comprehensive interview process was initiated.

While a plethora of user stories emerged from these interviews, for the purpose of this case study, the spotlight will be on the salesperson's needs and goals.

User-Story

User STories - CLICK TO ENLARGE

Holistic-overview

Holistic overview

Salespeople wanted a unified view that could help them quickly assess their performance, pinpoint opportunities, and strategize effectively.

Actionable-insights

Actionable insights

Users didn't just want a dashboard that presented data but one that would make it easy to analyze, interpret, and act.

Efficiency

Efficiency

They emphasized the importance of reducing redundant steps and the ability to handle tasks in bulk.

07/ UX AUDIT

A thorough UX audit of the existing platform revealed crucial pain points and untapped potentials. By closely examining how existing features either served or stumbled upon user needs, we identified key areas ripe for redesign.

UX-AUDIT

08/ Problem Statement

How might we empower users to quickly access, interpret, and act on key data, while reducing cognitive load and enhancing efficiency?

09/ Brainstorming and ideating

The themes derived from user research like Holistc overview, Actionable insights, and Efficiency played a pivotal role in shaping my ideas.

Balancing ideas with practicality, I factored in business and technical limits. After discussions with the Product Manager and developer, some features were tweaked, some earmarked for later, and a few were shelved.

Ideas

10/ Design & Iteration

Following the ideation phase, the next step in the redesign involved a detailed design & iteration process. This was crucial in refining the concepts from ideation into practical, well-designed features that meet the specific needs of salespeople. Each component was developed through iterative design to ensure usability and effectiveness.

Dashboard

How might we design a dashboard that immediately orientates and empowers salespeople at the start of their day, providing them with a tailored view of their tasks and key performance metrics?

Dashboard-Live-W
Dashboard-Revenue-Summary
Dashboard-Custom-Widget
Dashboard-ToDo-List

Data table

How might we design the data table to be more intuitive and efficient, enabling salespeople to quickly find, edit, and manage large datasets with minimal effort?

Data-Table-Frame

A significant part of the dashboard is a comprehensive data table, which displays detailed lead information. The primary objective with this table design was to refine how salespeople interact with large datasets, aiming to enhance their efficiency and effectiveness through improved layout and interaction capabilities.

Data-Table-Search
Data-Table-Column
Data-Table-Create-Group
Data-Table-Filter
Data-Table-Row
Table-Components

Advanced filtering

How might we enhance the filtering capabilities within the data table to allow salespeople to easily manipulate and explore data according to their specific needs, while ensuring the process is intuitive and effective?

Filter-Layout

The floating card design was selected for its ability to accommodate complex filtering rules while maintaining visibility of the table data, offering an optimal balance between functionality and user interaction. Its movable nature ensures that it does not obstruct the view of crucial table information, thus enhancing usability without sacrificing accessibility.

User testing revealed additional needs and preferences regarding filter application, leading to further enhancements to improve efficiency and user satisfaction.

Filters-enhancements

To ensure the filter menu was both functional and intuitive, it was essential to thoroughly understand and document the behavior of different field data types and their interdependencies. This understanding was crucial for designing a filter system that accurately reflects the complexities and specifics of each data type.

Filter-Rule-Row

Bulk edit

How might we design a bulk editing solution that maximizes efficiency and user comfort while minimizing the potential for error and cognitive overload?

Bulk-Edit-Layout

The modal window was selected for its ability to provide a focused and contained environment for bulk editing. This approach helps to clearly separate editing tasks from other platform activities, reducing the risk of user error and enhancing the overall efficiency of data handling.

Recognizing the need for seamless operations within the modal window, I explored how to optimize every interaction.

Bulk-Edit-enhancements

The enhancements within the modal window were designed to make the bulk editing process as intuitive and efficient as possible. Implementing features like enhanced visual cues and direct field selection, ensures a smoother user experience and foster a more productive environment for handling complex data tasks on Voiro’s platform.

Data visualization

How might we distill complex data into intuitive visual widgets that enhance user comprehension and facilitate swift decision-making?

Visualization-Anatomy

The data widgets are designed with a comprehensive understanding of user needs for data interaction. Every element, from the header to the legend, is thoughtfully placed to encourage exploration, comprehension, and action. The result is a dashboard that not only informs but also empowers users to make data-driven decisions with ease and precision.

Data-Visualization-1
Data-Visualization-3
Data-Visualization-2
Data-Visualization-4

13/ Final Designs

The final design of the dashboard reflects the comprehensive efforts to refine and perfect the user experience. Showcased here are the key screens that epitomize the successful integration of feedback and innovations from the design process, ensuring a seamless and efficient interface for users.

Lead list & summary page

The Lead list & Summary page serves as the central hub for sales activity, combining a detailed and customizable lead list with a concise summary of sales performance. This page is designed to offer a quick overview while allowing deep dives into specific leads or sales metrics.

Home

Advanced filters

The advanced filters has been refined to offer a flexible and powerful tool for narrowing down lead data according to specific criteria. The design integrates the insights gained from user testing to provide an intuitive and effective filtering experience.

Filters

Bulk editing

The bulk editing interface simplifies the process of making changes to multiple leads at once, a crucial feature for managing large datasets efficiently. Designed to make the selection and editing of multiple records straightforward, with clear cues and feedback on selected items.

Bulk-Edit

Data visualization

Data visualization dashboard transforms numbers into narratives. It’s where complex data becomes easy-to-digest visual stories, helping sales reps to recognize trends, compare performances, and present data in a compelling format that informs and engages.

Data-Visualization

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©️ 2023 Pareshi Rajveer