Creation of a team login feature for GoSquared analytics platform. For full casestudy go to http://www.ux.danielspagnolo.com/casestudy_gosquared.html

1. blackJEANS
hello
from
{ Daniel • Will • Maite }

2. who
are

3. the
brief
Allow current and future account holders to
be able to add more people to their existing
account.
Thus allowing a whole team to access analytics that is
customised to their particular needs.

4. the PROBLEM
Integration of new team members
Personalising their experience
Making sense of analytics data in
context of team goals
1
2
3

5. the
solution challenges prototype
PRESENTATION outline

6. the
solution

7. UNDERSTANDING data
insight

8. team
chat
share
data
team COMMUNICATION

9. ADDING members
easy to
add

10. Welcome to GoSquared
Enter first name
First name
Choose file or
import from
Enter last name
Last name
kyle@somewhere.com
Email
Development
Team
Enter password
Password
continue
Dev
1
1. Verification Process 2. Getting Started 3. Tutorials
NEW members
easy
setup

11. the
business
understanding

12. mixpanel
There is a wide choice
in the web analytics
market
COMPETITOR analysis

13. Well Known
Feature overload
Have vast amount of features
Removing features to add to
Premium version
Use your analytics data for
their own purposes
mixpanel
Great looking
Expensive plans
Has great features/options
A lot to fill in when
accepting a team invite
COMPETITOR analysis

14. How do other companies
implement team features?
Direct messaging
Exporting and sharing data
with 3rd parties
Customising personal
dashboard
Team directory
FEATURE analysis

15. Marketing
people
target
group
Number of invites & sign-ups
Activation & retention
(based on the AARRR
pirate metrics)
STAKEHOLDER interview
success
metrics

16. our
users?
who are

17. user SURVEY
48%
67%
use Google Analytics
42%
35%
use the same account
40%
21%
17%
daily
weekly
hourly
access analytics
email
meetings
Communication of data
within the team
50+
responses

18. user INTERVIEWS
“I want to be able
to export data
straight away”
“I’m overly
cautious when
sending reports
and emails”
“Analytics has
such a barrier to
entry”
“I want to be able
to compare by
location”
“I just want to
know if we are
reaching our
goals”

19. BECCA
the busy marketer
primary user secondary user tertiary user
the new guy the founder
KYLE MARK
“I want easy on the eyes and
intuitive data analysis - don’t give
me unnecessary information”
“I want to be kept in the loop
about what my other team
members are doing”
“I need updated reports and data
sent to me now”
user PERSONAS

20. user FLOWS
Selects
project(s)
See “sending
invitation”
userflow
Selects company
department
Selects team(s)
Default access
level for all
projects?
Yes
Same access level
for all projects?
Selects access
level
Selects access level
for each project
individually
No
Yes
No
Creating
Kyle’s
Account
BECCA

21. user FLOWS
Sees full name
entered
Sees email address
entered
Sees company
position given
Is everything
correct?
Creates password Skips tutorial
Contacts the sender
of the invitation
Yes
Do you wish to
correct this at a
later time?
See ‘customise
dashboard’ userflow
No
Yes
No
KYLE
Creating
account
from invite

22. • Quick sketching of ideas
• Introduction of the
personas
• Focused on the flows of
Becca and Kyle
design STUDIO

23. the
challenges
Intuitive and ease of use
1 Reports
Team communication2
3

24. REPORTS
“One of the most important questions is
how do you convert data into insight”

25. REPORTS
• Compare analytics
• More conversational
tone
• Combining two graphs
into one
• Ability to export as email

26. “I would describe the communication
of web analytics within our company as very poor”
team COMMUNICATION

27. • Chat system
• Drag & drop modules
• Exporting of modules
• Ability to export as email
team COMMUNICATION

28. “I just want to put in the email and access level and send”
INTUITIVE to use
member
setup
joining
up

29. INTUITIVE to use member
setup

30. New Team Member
G+ LKImport from
First Name
Email Address
Enter First name
Enter Email
Select Position
Position
Select Team
Team
Select Site
Twitter Page
Viewer
Admin
Manager
Access Level
Send Invite
+ Add another member
*
*
Preview
Invite Email
Add member Verify Invitaion
Last Name
Enter Last name
Add member
My profile
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Chat
D
M
W
My profile
+ Team
INTUITIVE to use member
setup
• Enter required
information only
• Able to add more than
one member at a time
• Option to preview invite
before sending

31. INTUITIVE to use joining
up

32. INTUITIVE to use joining
up
• 3 step process (steps
easily seen in top
navigation)
• Able to see details
already entered
• Able to add photo from
social media

33. the
prototype

34. BECCA
TASKS
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
check page views
CustomizeMarketing Team
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
D
M
W
My profile
+ Team

35. BECCA
TASKS
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
send Emily’s request
CustomizeMarketing Team
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Chat
D
M
W
My profile
+ Team
Enter Text Here…..
Drag Item
Here
Send
Emily Cho hide
Hey! Could you send me
the Devices Analytics
please! Thank you!

36. BECCA
TASKS
send Emily’s request
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
CustomizeMarketing Team
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
D
M
W
My profile
+ Team
Enter Text Here…..
Drag Item
Here
Send
Emily Cho hide
Hey! Could you send me
the Devices Analytics
please! Thank you!
Content
Search
Visitors
Sources
Languages
Location
Devices
Send

37. BECCA
TASKS
Emily’s request has been sent
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
CustomizeMarketing Team
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Chat
D
M
W
My profile
+ Team
Enter Text Here…..
Drag Item
Here
Send
Emily Cho hide
Hey! Could you send me
the Devices Analytics
please! Thank you!
Content
Search
Visitors
Sources
Languages
Location
Devices
Send
Enter Text Here…..
Drag Item
Here
Send
Hey! Could you send me
the Devices Analytics
please! Thank you!
Emily Cho hide

38. BECCA
TASKS
email weekly report
Quarterly
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
D
M
W
My profile
+ Team
Yearly
Compare
Analytics
Export to
Weekly Monthly
Performance Overview
5 May, 2014 - 8 May, 2014Week
more Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics

39. BECCA
TASKS
email weekly report
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
Quarterly
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
D
M
W
My profile
+ Team
Yearly
Compare
Analytics
Export to
Weekly Monthly
Performance Overview
5 May, 2014 - 8 May, 2014
Week
more
Select
Export as
Send to member
Email
Google Doc
Excel Doc
Week ( 5 May, 2014 - 8 May, 2014 )

40. BECCA
TASKS
verify weekly report email
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Chat
D
M
W
My profile
+ Team
Go Back
Subject: Weekly Report (5 May, 2014 - 8 May, 2014)
To: Company Name
SEND
Verify EmailReports
Edit Email
TimelinePage Views
Sources
Content
Visitors
Languages
Performance Overview
Week 5 May, 2014 - 8 May, 2014
Add message

41. BECCA
TASKS
weekly report has been sent
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
CustomizeMarketing Team
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
D
M
W
My profile
+ Team
Report Sent to Company Name

42. BECCA
TASKS
add Kyle
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Chat
D
M
W
My profile
+ Team
Marketing Team
Add new member
Programming Team Administrative Team
Projects Company Directory
Edit
more

43. BECCA
TASKS
enter Kyle’s email & select his Access Level
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
New Team Member
G+ LKImport from
First Name
Email Address
Enter First name
Enter Email
Select Position
Position
Select Team
Team
Select Site
Twitter Page
Viewer
Admin
Manager
Access Level
Send Invite
+ Add another member
*
*
Preview
Invite Email
Add member Verify Invitaion
Last Name
Enter Last name
Add member
My profile
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Chat
D
M
W
My profile
+ Team

44. BECCA
TASKS
invitation has been sent to Kyle
Check Page View Goal
Performance
Send this week’s report by
email to the client
Add Kyle to the Developer
Team
Send Emily the analytics
CustomizeMarketing Team
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
D
M
W
My profile
+ Team
Invitation sent to Kyle View Team Page

45. KYLE Get Started
TASKS
View Email
Complete Member
Verification
View Tutorials
Becca Williams Today
You have been invited to GoSquared by Becca.
Welcome to GoSquared Kyle. You have been
invited by Becca. You just need to set your…
Welcome to GoSquared, Kyle.
Here’s the team you will be joining.
You’ve been invited to GoSquared by Becca. You just need to set yourself a
password and photo, then you can start enjoying all your analytics data at a
glance .
Get Started
Here’s the main analytics module to get your excited!
Becca Williams
To: kyle@gmail.com
You have been invited to GoSquared by Becca
Analytics

46. KYLE
Tutorials
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Continue
Email Address
Enter Email
Team
Password
Password
Developer
*
Choose file
or
Upload from
G+ LKFb
Member Verification
Get Started
First Name
Enter First name
Last Name
Enter Last name
*
*
*
1 2 3
enter first & last name and create a password
TASKS
View Email
Complete Member
Verification
View Tutorials

47. KYLE
Member Verification Tutorials
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Get Started
2 3
View Tutorial
I just want to jump in
You can view demo / tutorials at
any time from the Help & Support menu
Start Guided Tour
1
View Tutorial
TASKS
View Email
Complete Member
Verification
View Tutorials

48. KYLE
TutorialsMember Verification Get Started
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
21 3
What is in your dashboard
How to chat
How to send analytics
How to create/ send reports
How to look/ add team members
How to add projects
SkipBack
skip and jump right in
TASKS
View Email
Complete Member
Verification
View Tutorials

49. KYLE
CustomizeMarketing Team
Timeline
180 page views
Goal is
200
Page
views
Page Views
10
day(s) left
-1%
behind
Compared
to last week
You haveOverall
180
accomplished
of 200 views.
Halfway
50%
Almost there
75%
Getting started
25%
Accomplished!
200
Ready
Members working on this goal
M
Page Views Goals
Add new goal
D
Sources
Content
Visitors
Locations
Devices
Languages
Dashboard
Sites
Developer
Settings
Help
& Support
Show Menu
Reports
Team
Plans & Billing
Chat
D
M
W
My profile
+ Team
Welcome Kyle! If you need help, go to Help & Support.
Let’s begin…
TASKS
View Email
Complete Member
Verification
View Tutorials

50. future
iterations
Customise dashboards for
teams
1 Refining goals module
Explore team sharing further2
3

51. thank
you
blackJEANS
from
{ Daniel • Will • Maite }