SAAS PLATFORM
B2B
Adverity
Adverity is the marketing analytics and data intelligence SaaS platform, that provides companies with tools to make sense of their marketing data. It helps businesses optimize their marketing strategies by providing insights and analytics across various channels.
Industry: software development
ROLE: UX & Service Designer
//CASE STUDY
Significantly simplified the onboarding process for new customers for our ROI Adviser AI module
Overview
The ROI Adviser module empowers marketers by enabling them to track performance without relying on third-party cookies. Driven by AI engine, it analyzes customer data, delivering actionable conclusions and personalized recommendations to enhance results. To begin receiving personalized advice on investments, customers simply need to upload their marketing channel data through a self-service functionality, empowering users to explore insights and recommendations independently.
Goal
Create an intuitive self-service data onboarding experience that empowers users to complete the process independently, without requiring customer support.
Challenges
01
UI Consistency
02
Onboarding Struggles
03
ROI Recommendation Errors
04
Conflicting Priorities
//TESTIMONIALS
Jacopo Cargnel,
VP User Experience,
Adverity
«Yulia did an excellent job in improving key ux aspects of the product, such as the on-boarding / setup flow for new users.
She also contributed in the overall UI consistency of the product. She demonstrated fast learning attitude in a complex and technical environment, strong proactivity towards improving the user experience of Reveal, high responsiveness to indications of the team lead.
She is confident with producing diverse types of design deliverables, always with high quality and meeting expectations of the stakeholders. She demonstrated also developed soft skills and attitude for team work. She is definitely an excellent professional under all aspects, and it was a pleasure to work with her.»
//APPROACH
Design thinking
01
EMPATHISE
User research and competitive analysis were conducted to understand how platform users navigate and identify their needs, goals, and friction points.
Interviews and survey results provided by our UX researchers
Data from Customer Support
02
DEFINE
Collaboration with Experts
03
IDEATE
As a solution, we introduced an onboarding wizard where necessary, reducing the number of steps to minimize completion time, streamlining CTAs for clearer guidance, and enabling the Next button to display error validation. Design deliveries: mind-maps, user flows, wireframes
04
ITERATIVE PROTOTYPING
Coming up with potential solutions, adhering to the User-Centric Design principles. UI Consistency with Design System
//TAKEWAYS AND
Results
01
The onboarding process for new users was transformed into a wizard, to guide users step-by-step to input information in a prescribed order.
02
UI Consistancy across the platform was achieved.
03
The representation of error rates for the ROI recommendations became more clear.