Marketing Data Tool

Marketing Data Tool

Q2 + Q3 2023

Major Alc-Bev

This was the most fun project I worked on at ?What If!. I reveled in the interaction design parts and tolerated the data consumption aspects. Despite a difficult client, I commend my leaders for shielding me from a lot of the drama and keep me focused on work.

Problem

Our client had awesome research about their customers, but it only existed in fragmented PowerPoint and Word docs.

Solution

Create a centralized, "second-screen" experience for marketers to understand and empathize with their customers.

Chief Storyteller

I crafted team check-in presentations, presented them, and coached other teammates on presentation strategy and performance.

UI Designer

I designed the visual and interactive experience of using the product to spark delight.

UX Designer

I designed the experience of using the product based on research, testing, and intuition.

1app

Product design and prototyping

Brief

Marketers at a major Alc-Bev company felt detached from the customer data tools they had. Their research sources of truth were in fragmented PowerPoint and Excel files, making it time-consuming to find, consume, and update. The storytelling was also lacking as the focus was only on the data instead of the vital context that came along with it.

Our client asked us to build them a new kind of reference tool for marketers of every scope to learn about their consumers and how they consume products. From a brand rep making graphics for a new campaign to a marketing lead hunting for white space for a new product line, this is the tool brings hard and soft data to the decision making process.

The Design System

A full system built on the client's branding and Google's Material 3, customized with our own colors, components, and interactions.

Three requirements shaped our components

Tell the story in the consumers' words

Lead with qualitative voice and user imagery instead of numbers, when possible.

Handle many different datasets

Flex to any mix of qualitative and quantitative data; any insight could be one of multiple types of info.

Stay versatile

Components, variables, and auto-layout for maximum design flexibility.

Storytelling components

Three content blocks carried most of the storytelling.

Persona blocks: rich, per-persona themed multimedia, so a consumer group speaks in several voices instead of collapsing to a single quote or statistic.

Persona blocks: rich, per-persona themed multimedia, so a consumer group speaks in several voices instead of collapsing to a single quote or statistic.

Stat blocks: a graph, an index, and the headline figure in one place, giving the numbers enough context to matter without letting them take over.

Stat blocks: a graph, an index, and the headline figure in one place, giving the numbers enough context to matter without letting them take over.

Dropdowns: a highlighted stat, index, icon, and short description for a quick read on the time, space, and people tied to consumption.

Dropdowns: a highlighted stat, index, icon, and short description for a quick read on the time, space, and people tied to consumption.

The mini-map navigation model, with two classifications on the axes and a third at their intersection
The mini-map navigation model

Standard design system decisions

The everyday building blocks behind every screen, from buttons to type scales.

Buttons and tags based on Material 3

Buttons and tags based on Material 3

Rich page links for internal pages

Rich page links for internal pages

Three levels of callout panels

Three levels of callout panels

Global and anchor navigation bars
Global and anchor navigation bars
Colors and gradients
Colors and gradients
Type styles for desktop, tablet, and mobile
Type styles for desktop, tablet, and mobile
Modular Storytelling

These pages are half data, half story. A modular card system made the storytelling half fast to build.

One component, six layouts

All six modules use the same component with different properties.

Top-level layouts of the UGC module

Top-level layouts of the UGC module

The Component Properties of each sub-card in use

The Component Properties of each sub-card in use

Going mobile

The client had a last-minute request to translate the site to mobile

Blistering speed

The atomic groundwork paid off the moment it was time to go responsive.

The full mobile site took

1 day

to translate from desktop

Mobile version of the Learning Platform

Flexible layouts for the win

The mobile site came together in one day thanks to the desktop site's extensive use of auto layout, variables, and flexible components. It wasn't a slop job either... the client was so pleased with the result that most of our presentation materials used this version instead of the desktop one.

Takeaways