QuickPlan

Advertising Audience Planner

My Role

1.UX/UI Designer
2.Analysis PM's requirements and transform into specific PRD
3.Help PM negotiate with Web team & Data team
4.Give iterative design spec and Propose priority and release plan to team
5.Wireframe & UI Mockup
6.GA tracking and User interview

Intro

OneAD used to rely on Data team's hand-made service, provide reach TA prediction before a Ads campaign. We want to built a self-service system let external customers and internal sales can use it make more predictions with real-time, so that we can convince customers enhance budget.

PRD

Define Problem

There is a "programmatic buy" department in Advertising Agency which only use DSP tool ( self service ). If OneAD can't provide a DSP system, we could never gain the budget.OneAD provides much different Ad Formats and media placement from Google, FB, Yahoo. So there is surely a business opportunity if we can provide a DSP system.

Define success

1. Complete the MVP that proof OneAD can provide a good quality DSP system and successful serve advertisement.
2. Get pilot run partners
3. Gain new budget from Agencies without hurting OneAD's original business.

Persona

There was different goals from stakeholders, so I divided its into 3 different parts.
The user can also be defined as 3 personas.
OneAD Data PM
OneAD Sales
External User - Campaign Planner of Agency or Advertiser

User Flow


Features by 3 phases

Phase 1

Calculation UI & UU-Spend Curve Chart
User can select campaign options from UI then press "Calculate" button to see the result UU

Phase 2

Step by step guide - Help user generate a draft audience plan within 5 steps

Phase 3

Improve Usability and upgrade functionsaccording to user's feedback. ( E.g. Add new TA options, Can select non-continuous date range )

Internal User Interview

  1. Interview PM and figure out the reason of each feature. E.g. From boss, from internal user's pain point, or from competency analysis.
  2. Competency Analysis - We mainly analysis the audience estimate function in Facebook's DSP.
  3. Prioritize and group of all the user stories.
  4. Internal user interview - if it is not the first phase of product, I'll conduct some user interview before design.
  5. I used AxureRP and ProtoPie to build the Lo-Fi/Hi-Fi prototypes depends on different objectives, following is a Hi-Fi prototype built by ProtoPie https://cloud.protopie.io/p/c49fded816
  6. Data-Visualization is another different issue, we used a chart library - Highchart.js to enhance develop speed so that verified data team's math model as soon as possible. It's because Data team's math model of UU-Spend curve is the core function of QuickPlan. I was expert in applying Highchart. I designed and code Highchart in Codepen by its hundreds of customizable options  and  imported data from a google spreadsheet, so that we can test and verified chart just through codepen, without waiting for QuickPlan website developed.
    https://codepen.io/getterbeam/full/MWwvKxq

Usability Test

We arrange an usability test with 5 internal users in each phase before launch, and find the design & develop issue to fix.

GA Analysis

Cohort MAU

Usage of external User

Usage of Internal User

Campaign target preference

Viewability of proposal page's paragraph ( alternative for heatmap )

UI Spec

Following is some UI Spec samples that I hand off to RDs.

1. Main layout explanation - the use of percentage width is to make sure right half section "Calculate Result" can always be a noticeable part for the large screen ( 1920px ) user.

2. The detail layout specs of Calculate result, which includes a Highchart which I've completed customized before hand.

3.When it need some customized animation hint user what to do next, I'll write CSS keyframe animation for RD.

4.Design decision -
Our internal user ( Customer Success ) need to select non-continues campaign period ( e.g. only week days ).
For development speed and quality, I decided no to design a high complexity data-range-picker which can directly select,  but divided the user story into two step:
a. Use default date-range-picker pick the start-end range
b. Use a customized "uncheck" picker to deselect the date user doesn't need. This UI is small & simple enough to implemented back into our main SSP system.

Learning

After complete the QuickPlan 3.0, all of the functions had change into a stable state.
PMs estimate that potential external users total amount is 500~600.
With launching QuickPlan and holding several times of road show & events, the amount of sign up user and MAU seems to reach its limit.

Success

1. QuickPlan is the product that I have maximum iterations.
2. Within the product development, I convinced OneAD's Boss, PMs, RDs change their concepts into agile style.
3. Include daily SCRUM, retrospective, divide milestones, data-driven product decisions.
4. And I design the system from 0 to 1.

Failure

There is still a far away road map unimplemented that can combine QuickPlan into OneAD's direct beneficial business model.
At first, we were looking forward to build more functions helping external users directly send a request to turn their audience estimation into a real insertion order, and this will create new income for OneAD.
However, the target TA ( Ad planner in agency and advertiser ) is too less, this is not the way they decide campaign budget either.
Maybe I should not jump to start design that fast, but negotiate with stakeholders more in the product beginning.
If we want to acquire more external user, we should conduct more user interview and determined the  valuable TA.
If we want the product can go through a farer product roadmap, we should implement direct beneficial functions in the earlier stage for convincing OneAD spend more develop resource on it.

Thank you for watching.