Embedded analytics:
Driving Exceptional User Value
What?
The Embedded Analytics project introduced a powerful new feature that allowed users to create custom reports tailored to their specific needs. This enhancement enabled users to visualize data effortlessly, gaining valuable insights into trends, performance, and other key metrics. Advanced filtering options enhanced the reporting experience, making it easy to drill down into the data.
This project was a significant part of our broader initiative to integrate self-service capabilities into our system. By doing so, we provided users with robust tools that offered new levels of autonomy and flexibility, previously unattainable within our platform.
A comparison report of devices, specifically tailored for publishers.
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A comparison report of devices, specifically tailored for publishers.
The users include both customers and employees of the company.
External
Recruiters professionals responsible for sourcing and hiring candidates.
Campaign Managers individuals managing job advertising campaigns on job boards and within.
Head of Talent Acquisition leading and managing the entire recruitment and talent acquisition process.
Internal
The Sales Department uses data and visuals to create presentations that showcase PandoLogic's value, driving sales growth.
Customer Success Managers gain deep customer insights, enabling tailored responses and freeing them from repetitive report generation to focus on higher-value activities.
Who did I design for?
Why?
Before introducing the analytics page, our customers received quarterly reports via email from the Customer Success department. This process created a significant workload for CSMs. Based on their feedback, we initiated an investigation to find a more efficient solution.
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We added a secondary menu to organize the numerous reports into categories, each containing multiple report types.
To manage screen space effectively, we allowed the menu to be closed when not needed.
To maintain context while the secondary menu is closed, the names of the reports also appear in a sub-header on the screen. This sub-header is sticky, ensuring that users can always see their location within the report hierarchy.
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To maintain context while the secondary menu is closed, the names of the reports also appear in a sub-header on the screen. This sub-header is sticky, ensuring that users can always see their location within the report hierarchy.
By implementing these design elements, we ensured that users could navigate the reports area with ease and always understand their position within the report hierarchy.
How?
Customers research
Customer feedback revealed that while the reports were valuable, the process was inconvenient, and many wanted more frequent, customized updates.
Competitor research
Our competitor analysis revealed that our direct competitors do not offer a similar feature. This insight highlighted the unique value we could provide, distinguishing our services in the market.
Data Visualization
The biggest challenge of the project was managing the large volume of data that needed to be submitted. To address this, we conducted a thorough study of induction and field learning to ensure the data visualization was clear and effective. Our focus was on three key principles:
Navigation & Hierarchy
Given the large number of reports and the existence of two different report hierarchies, we conducted extensive research to determine the best way to present this information. The reports are categorized, with each category containing various types of reports. Our goal was to ensure that users could easily and conveniently navigate to the desired report and always be aware of their position within the hierarchy.
Check out More of my Projects
Check out More of my Projects
The Project Value
This project empowered users to take control and create tailored reports, enhancing engagement and productivity.