GoSquared-cover-002

Disclaimer: This design was created as part of a bootcamp course during my time at Bitmaker General Assembly in Toronto. I am not employed by and have no affiliation with GoSquared or gosquared.com and created this design purely as an excersise to develop my skills

Disclaimer: This design was created as part of a bootcamp course during my time at Bitmaker General Assembly in Toronto. I am not employed by and have no affiliation with GoSquared or gosquared.com and created this design purely as an excersise to develop my skills

Introduction

As our final project for the User Experience/Product Design Immersive Course at General Assembly in Toronto, we were assigned to redesign features for an existing business, based on a client brief. 

GoSquared is an Analytics and Chat Automation website based in the UK. For our redesign we were tasked with making the website, which is mainly designed for individual use, more intuitive and easy to use for Small to Medium Businesses.

It was no small (to medium) task.    

 

Introduction

As our final project for the User Experience/Product Design Immersive Course at General Assembly in Toronto, we were assigned to redesign features for an existing business, based on a client brief. 

GoSquared is an Analytics and Chat Automation website based in the UK. For our redesign we were tasked with making the website, which is mainly designed for individual use, more intuitive and easy to use for Small to Medium Businesses.

It was no small (to medium) task. 

 

My Roles

User and Contextual Research
Ideation and Wireframes
Hi-Fi Layouts - Prototyping
Usability Testing

My Roles

User and Contextual Research
Ideation and Wireframes
Hi-Fi Layouts - Prototyping
Usability Testing

Tools Used

Whimsical 
Sketch
Figma
Adobe XD

 

Tools Used

Whimsical 
Sketch
Figma
Adobe XD

Team Members

Richard Willson
Galen Hogg
Sanket Patil

 

Team Members 

Richard Willson
Galen Hogg
Sanket Patil

What's The Problem, And How Do We Solve It?

What's The Problem, And How Do We Solve It?

How do we expand GoSquared’s platform to be easy to use and understand for small and medium sized businesses with teams of varying sizes and experience levels?

Through changes to the interface and architecture of the existing platform, we can make GoSquared more intuitive for teams of all sizes and experience levels.

Competitive Analysis

pasted image 0

We started our research by looking at GoSquared's main competitors, including Google Analytics, MixPanel and Kissmetrics. While many of the sites we looked at already have some ability to add multiple users, GoSquared's main advantage is its Live and Automated Chat features.

One drawback, however, is the lack of a guided tour or onboarding process. We would expect this to mean the platform is intuitive for users of many different experience levels; through contextual inquiry, we found this not to be the case. 
 

We started our research by looking at GoSquared's main competitors, including Google Analytics, MixPanel and Kissmetrics. While many of the sites we looked at already have some ability to add multiple users, GoSquared's main advantage is its Live and Automated Chat features.

One drawback, however, is the lack of a guided tour or onboarding process. We would expect this to mean the platform is intuitive for users of many different experience levels; through contextual inquiry, we found this not to be the case. 
 

Contextual Inquiry

Who We Tested With

8 users between age 24 and 64

Owners or Employees of Small to Medium sized businesses

Varying degrees of experience with
analytics software

Who We Tested With

8 users between age 24 and 64

Owners or Employees of Small to Medium sized businesses

Varying degrees of experience with
analytics software

The Tasks

Invite a Team Member to GoSquared

Customize the GoSquared analytics dashboard

Set Email Reports to be sent Daily

The Tasks

Customize the GoSquared analytics dashboard

Invite a Team Member to GoSquared

Set Email Reports to be sent Daily

We mapped out the results of the contextual inquiry, and started to look at what the biggest pain points for our users might be. 

addteammate

When asked to add a Team Member: 

100% of users clicked on People

Users said they were looking for a “Team” button

Only 63% of users were able to
accomplish this task

customizedash

When asked to customize thier Analytics Dashboard:

Users had trouble finding the “Edit Layout” button

Were unsure about how to interact with the widgets tray

Weren’t sure about changes they made in the widgets tray

60% of users were looking for an “x” or "Trash Can" icon to remove a widget

Users had trouble finding the
“Edit Layout” button

Were unsure about how to interact
with the widgets tray

Weren’t sure about changes they
made in the widgets tray

60% of users were looking for an “x” or
"Trash Can" icon to remove a widget

emailreports2

When asked to set Email Reports to be sent Daily: 

Users were confused about where to start looking for Email Settings

When Users did locate the Settings menu, most were unaware that there were separate sub-menus (Project Settings, My Account)

Only 13% of users were able to
accomplish this task

With validation that the GoSquared platform was not intuitive enough to stand on its own without changes to the interface or a guided tour, we defined our problem statement and got to work brainstorming on how we would solve it. 

Sketching Out The Solution

We split off and started doing sketches. Thinking about 3 of the main problem areas we identified, we gave ourselves 20 minutes per task to think up some ideas for possible solutions.   

20190410_151833

Through our sketches, we came across solutions that we felt would improve usability, as well as accessibility. Some ideas included having the active page  highlighted in blue on the navigation bar, making the "Edit Dashboard" button more visible on the Analytics page, moving the "Team" page to the "People" section, and adding more options for customizability in Email Reports. 

Through our sketches, we came across solutions that we felt would improve usability, as well as accessibility. Some ideas included having the active page  highlighted in blue on the navigation bar, making the "Edit Dashboard" button more visible on the Analytics page, moving the "Team" page to the "People" section, and adding more options for customizability in Email Reports. 

navbarsketch003
navbarsketch004
navbarsketch005

User Flow

Once we had some ideas down on paper, we jumped back and thought about how the user would move through the platform with our solutions implemented, which we felt would make the platform much more user friendly. 

User Flow GoSquared background

Low-Fidelity Wireframes

Now that we had an idea of how users would navigate the features we were looking at, we jumped into creating lo-fi wireframes.

Navbars

High-Fidelity Screens and Usability Testing

When we were all happy with our wireframes, we started adding some skin to the bones of the wireframe. Using the existing website as a guide, we added colour and icons, created new assests such as alternate button states, and modified existing elements like backgrounds to add more consistency. 

Desktop HD Copy 7
Desktop HD Copy 11

We brought our screens into Adobe XD to create a quick prototype to start testing with our users. Right away we noticed an improvement in the usability of our features, with users getting through tasks much more quickly than our inital test. But there were still some modifications to be made; users found some of the text too small or not legible enough in a few form fields and buttons. We also fixed some minor alignment and screen size inconsistencies discovered during testing. 

Desktop HD Copy 2
Email Preferences
A&P Closed

With our changes made, we retooled our prototype and tested again. It was a complete success; while in our initial test of the existing site some users were unable to complete most of individual task when given 2 minutes per task to do so, on our final prototype all of our users were able to complete all the tasks combined within about 2 minutes.

With our changes made, we retooled our prototype and tested again. It was a complete success; while in our initial test of the existing site some users were unable to complete most of individual task when given 2 minutes per task to do so, on our final prototype all of our users were able to complete all the tasks combined within about 2 minutes.

Final Prototype

Customizing the Analytics Dashboard: 
- Minimizing and Maximizing Widgets
- Removing a Widget
- Adding a Widget

Adding a Team Member: 
- Add Team Member Activated
- Information Entry
- Confirmation

Customizing Email Preferences:
- Choosing Email Information Options
- Saving Changes

Navigation: 
- Collapsing and Expanding      Navigation Menus

Final Thoughts

This project was a real challenge, but in the end, I'm really happy with what we came up with. There were lots of challenges to face along the course of the 2 weeks we spent working on GoSquared. Scope creep was real, and there were lots of things we wished we could have included, but they'll have to wait for another time. We were also three designers working on three different aspects of a problem with three different softwares; two of us using Sketch, one using Figma, and the prototyping done in XD. But we made it work, and were validated by the response we got on the final round of testing. We also had to sign up for a bunch of free trials to properly look at our competitive analysis, and will probably be getting emails from Kissmetrics and MixPanel until the end of time. 

We actually reached out to the team at GoSquared, despite this only being a case study for a bootcamp course. They were impressed by what we'd built around their product, and talked us through why they had made some of the choices they had regarding the design and the difficulty around implementing some of the changes we came up with, but also about features they're currently rolling out that mirror our findings.  

Let's Connect