51
black JEANS hello from { Daniel Will Maite }

GoSquared Analytics presentation

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

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Page 1: GoSquared Analytics presentation

blackJEANS

hellofrom

{ Daniel • Will • Maite }

Page 2: GoSquared Analytics presentation

who are

Page 3: GoSquared Analytics presentation

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.

Page 4: GoSquared Analytics presentation

the PROBLEM

Integration of new team members

Personalising their experience

Making sense of analytics data in context of team goals

1

2

3

Page 5: GoSquared Analytics presentation

the solution challenges prototype

PRESENTATION outline

Page 6: GoSquared Analytics presentation

the solution

Page 7: GoSquared Analytics presentation

UNDERSTANDING data

insight

Page 8: GoSquared Analytics presentation

team chat

share data

team COMMUNICATION

Page 9: GoSquared Analytics presentation

ADDING members

easy to add

Page 10: GoSquared Analytics presentation

Welcome to GoSquared

Enter first name

First name

Choose file or import from

Enter last name

Last name

[email protected]

Email

Development

Team

Enter password

Password

continue

Dev

1

1. Verification Process 2. Getting Started 3. Tutorials

NEW members

easy setup

Page 11: GoSquared Analytics presentation

the business

understanding

Page 12: GoSquared Analytics presentation

mixpanel

There is a wide choice in the web analytics

market

COMPETITOR analysis

Page 13: GoSquared Analytics presentation

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

Page 14: GoSquared Analytics presentation

How do other companies implement team features?

Direct messaging

Exporting and sharing data with 3rd parties

Customising personal dashboard

Team directory

FEATURE analysis

Page 15: GoSquared Analytics presentation

Marketing people

target group

Number of invites & sign-ups

Activation & retention

(based on the AARRR pirate metrics)

STAKEHOLDER interviewsuccess metrics

Page 16: GoSquared Analytics presentation

our users?

who are

Page 17: GoSquared Analytics presentation

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

Page 18: GoSquared Analytics presentation

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”

Page 19: GoSquared Analytics presentation

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

Page 20: GoSquared Analytics presentation

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

Page 21: GoSquared Analytics presentation

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

Page 22: GoSquared Analytics presentation

•Quick sketching of ideas

• Introduction of the personas

•Focused on the flows of Becca and Kyle

design STUDIO

Page 23: GoSquared Analytics presentation

the challenges

Intuitive and ease of use

1 Reports

Team communication2

3

Page 24: GoSquared Analytics presentation

REPORTS“One of the most important questions is

how do you convert data into insight”

Page 25: GoSquared Analytics presentation

REPORTS

•Compare analytics

•More conversational tone

•Combining two graphs into one

•Ability to export as email

Page 26: GoSquared Analytics presentation

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

team COMMUNICATION

Page 27: GoSquared Analytics presentation

•Chat system

•Drag & drop modules

•Exporting of modules

•Ability to export as email

team COMMUNICATION

Page 28: GoSquared Analytics presentation

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

INTUITIVE to use

member setup

joining up

Page 29: GoSquared Analytics presentation

INTUITIVE to use member setup

Page 30: GoSquared Analytics presentation

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

Page 31: GoSquared Analytics presentation

INTUITIVE to use joining up

Page 32: GoSquared Analytics presentation

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

Page 33: GoSquared Analytics presentation

the prototype

Page 34: GoSquared Analytics presentation

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

Page 35: GoSquared Analytics presentation

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!

Page 36: GoSquared Analytics presentation

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

Page 37: GoSquared Analytics presentation

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

Page 38: GoSquared Analytics presentation

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

Page 39: GoSquared Analytics presentation

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 )

Page 40: GoSquared Analytics presentation

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

Page 41: GoSquared Analytics presentation

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

Page 42: GoSquared Analytics presentation

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

Page 43: GoSquared Analytics presentation

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

Page 44: GoSquared Analytics presentation

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

Page 45: GoSquared Analytics presentation

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

Page 46: GoSquared Analytics presentation

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

Page 47: GoSquared Analytics presentation

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

Page 48: GoSquared Analytics presentation

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

Page 49: GoSquared Analytics presentation

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

Page 50: GoSquared Analytics presentation

future iterations

Customise dashboards for teams

1 Refining goals module

Explore team sharing further2

3

Page 51: GoSquared Analytics presentation

thank you

blackJEANS

from

{ Daniel • Will • Maite }