Updating Analytics

• For communicators, identifying recent trends and planning short-term improvements for ongoing campaigns was complicated and decentralized.
• For Bananatag, Customer Success was dedicating many hours to generating visual reports on Excel for specific customers.

To simplify access to email performance data and provide actionable insights.

I interviewed customer success and customers to understand what were the pain points in the original solution. I audited the existing reports, and shared insights with PM and technical team, and we collaborated to design the crew vision and roadmap. With that in place, I collaborated with a younger designer on quick wins (report improvements), and led the query builder redesign and creation of the full dashboard view.

• Improved UX for empty states and delete flows.
• New set report templates by metrics.
• Updated query builder controls.
• Design documentation for specific data visualization for different metrics.

• 2 new templates have become the most used metric-specific reports.
• Internally, we have helped establish a set of visualizations adequate to show email performance.

Accessibility beyond colors: how to use patterns on charts, accessible date pickers and keyboard navigation.