RESEARCH & DISCOVERY:

Our core objective for the MVP was to build a platform capable of ongoing improvement. Our aspirational vision aimed to: guide users to the right reports and scorecards; offer personalized landing page experiences; deliver real-time data insights via a cloud dashboard; provide concise summaries of key metrics; ensure universal access across devices; and empower users with AI-driven smart search for optimal tool discovery.

Recognizing the need for a phased rollout, we defined the MVP using a "click stop" methodology, enabling iterative learning and refinement. Our first priority was to improve the discoverability of current reports and scorecards, with the goal of increasing adoption and MAU. The existing usage of reports, at 3,120 users in September 2022, indicated an opportunity for significant growth.

I was brought in as the designer to revitalize the paused landing page project, which had stalled due to changing priorities and conflicting stakeholder input. To gain context, the Product Manager and I reviewed historical meeting records, documents, and previous design iterations.

To further inform the redesign, I analyzed our existing report landscape, considering the ongoing migration from EQL to GraphQL and planned deprecations. Working closely with the Product Manager and Product Marketing, I created a comprehensive report inventory, mapping deprecation status, user permissions, and identifying opportunities for more logical categorization.

Recognizing that our outdated UI was contributing to lost opportunities, I initiated a redesign process. After collecting data and brainstorming, my initial concept prioritized user efficiency by placing a "Recently Viewed" section at the top, followed by quick links to scorecards and all report types. I also aimed to modernize the UI by collaborating with a visual designer to introduce product illustrations – a novel element for Highspot.

While internal feedback across functions was enthusiastic, the CEO expressed reservations during the leadership review. He argued that our CMS should be sufficient and proposed separating the "Recently Viewed" section onto the landing page, with scorecards and reports relegated to a separate tab. The Product Manager and I were concerned this would hinder discoverability, our primary objective.

To validate our hypothesis, we engaged our UX Researcher to conduct usability testing. The data unequivocally demonstrated the superiority of our original design, with users achieving a 100% success rate in locating scorecards and reports on a unified page. Armed with this evidence, we successfully addressed the CEO's concerns and proceeded with our design.

I made updates from the feedback we got from research and put together the final iteration of the design. I worked closely with the engineers during development cycle. I handed off a Figma file and detailed design documentation for engineers to follow.

The final Landing Page now allows users to access scorecards and reports directly with easy access to recently viewed items.

Reports that will be deprecated are in a section below. I am collaborating with Product Marketing on how to sunset these reports. We are working to provide our users with a seamless transition from an old report to a newer and powerful report.