Multi-Editing (Composer Ad Builder)
Multi-Editing (Composer Ad Builder)
Type
Type
Type
Self Service Web App (Desktop-Only)
Employer
Employer
Employer
Kargo
Kargo
Kargo
Role
Role
Role
Product Design Lead
Product Design Lead
Product Design Lead
Timeline
Timeline
Timeline
2023-2024
2023-2024
2023-2024
The Kargo Reporting Platform is a SaaS tool that gives clients direct access to ad campaign performance in a user-friendly interface—no need to contact their client service managers. I led this product from concept to launch, and the following outlines its current state and development journey.
Who is the user?
Advertiser Clients of Kargo & Internal Kargo Employees
Who is the user?
Advertiser Clients of Kargo & Internal Kargo Employees
Who is the user?
Advertiser Clients of Kargo & Internal Kargo Employees
What was their primary goal?
What was their primary goal?
What was their primary goal?
Who was on the team?
Who was on the team?
Who was on the team?
Where did we start?
Where did we start?
Where did we start?
What challenges/constraints were we working with?
What challenges/constraints were we working with?
What challenges/constraints were we working with?
“As a Kargo advertiser client, I would like a self-service option to view and manage Kargo reporting for my Brand, Social Commerce and CTV campaigns, so that I can access this information easily and on my own time."
John Smith
“As a Kargo advertiser client, I would like a self-service option to view and manage Kargo reporting for my Brand, Social Commerce and CTV campaigns, so that I can access this information easily and on my own time."
John Smith
“As a Kargo advertiser client, I would like a self-service option to view and manage Kargo reporting for my Brand, Social Commerce and CTV campaigns, so that I can access this information easily and on my own time."
John Smith
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Research Plan
I created a user research plan to align project and business stakeholders before kickoff.
User Interviews
I recruited 4 internal users and 2 clients for interviews, using a stakeholder-approved script to guide sessions and capture responses.
Affinity Mapping
In FigJam, we synthesized interview data, color-coding notes by user. Collaborating with the Product Manager and stakeholders, we grouped notes into recurring themes.
Results Summary
I created a summary of our affinity mapping insights and shared it with all project and business stakeholders to keep everyone informed.
Feature Prioritization
I collaborated with stakeholders to map user-requested features on an Effort vs. Impact Matrix, helping us prioritize MVP features with high impact and low effort.
User Role Mapping
Using FigJam, I mapped user roles to clarify feature requirements based on who’s signed in, helping the team visualize platform needs.
Key Takeaways
1. Nine different user personas we're uncovered in the research process
1. Nine different user personas we're uncovered in the research process
1. Nine different user personas we're uncovered in the research process
2. We identified our top requested features from users
2. We identified our top requested features from users
2. We identified our top requested features from users
3. All internal users felt that, with this tool in place, they could spend more time on data storytelling instead of formatting reports
3. All internal users felt that, with this tool in place, they could spend more time on data storytelling instead of formatting reports
3. All internal users felt that, with this tool in place, they could spend more time on data storytelling instead of formatting reports
4. All participants placed a strong emphasis on ensuring that the platform is user-friendly
4. All participants placed a strong emphasis on ensuring that the platform is user-friendly
4. All participants placed a strong emphasis on ensuring that the platform is user-friendly
Initial Proof of Concept Mock Ups
Actual MVP Design
We chose to use Looker Embeds for our dashboard screens to deliver the MVP value quicker than if we were to custom-build data visualizations. The custom route required a high level of developer bandwidth that we did not have. However, I designed the header navigation and its features using our MUI-based design system.
Tab Navigation
User Menu
Account Switch Modal
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
User Testing Plan
I created a user testing plan to align project and business stakeholders before kicking off the sessions.
User Testing Script
I developed a user testing script to ensure alignment among project and business stakeholders regarding the test flow and key questions to be addressed.
Prototyping
In Figma, I created tailored prototypes for each user persona to simulate a realistic experience and showcase what their journey would look and feel like.
Test Results Summary
We analyzed our test notes and transcripts to identify key themes and insights, which were documented in this summary to share with stakeholders.
Key Takeaways
1. If given access to the tool, external users rated the Kargo reporting process at 8/10
1. If given access to the tool, external users rated the Kargo reporting process at 8/10
1. If given access to the tool, external users rated the Kargo reporting process at 8/10
2. External users value both the overview of data and the ability to explore it in greater detail
2. External users value both the overview of data and the ability to explore it in greater detail
2. External users value both the overview of data and the ability to explore it in greater detail
3. Users appreciated the ability to navigate to various dashboards and Looker explores
3. Users appreciated the ability to navigate to various dashboards and Looker explores
3. Users appreciated the ability to navigate to various dashboards and Looker explores
4. Users have asked for greater color variation in the data visualizations within the Looker Dashboard Embeds
4. Users have asked for greater color variation in the data visualizations within the Looker Dashboard Embeds
4. Users have asked for greater color variation in the data visualizations within the Looker Dashboard Embeds
Final MVP Design
Business & User Outcomes
1. Launched Kargo's first-ever self-service reporting app for client use
1. Launched Kargo's first-ever self-service reporting app for client use
1. Launched Kargo's first-ever self-service reporting app for client use
2. Onboarded 3 clients within its first month of release
2. Onboarded 3 clients within its first month of release
2. Onboarded 3 clients within its first month of release
3. Increased speed to access reporting information by 3x
3. Increased speed to access reporting information by 3x
3. Increased speed to access reporting information by 3x
4. Kargo's first app that connected our three business lines together (Brand, Social Commerce and CTV)
4. Kargo's first app that connected our three business lines together (Brand, Social Commerce and CTV)
4. Kargo's first app that connected our three business lines together (Brand, Social Commerce and CTV)
