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Advanced Report Builder Tool

As part of our SSP product suite, I led the design of an updated MVP report builder tool focused on increasing the productivity of our internal team. The tool made it easier to build and manage reports, and supported a wider range of workflows. At the same time, I also led early design work for a potential customer-facing version, laying the groundwork to expand the product in line with our broader goals.

Skip to Final Product

My Role:

UX/UI Design

Team:

1 Designer, 1 Manager, 3 Engineers

Timeframe:

12 weeks

Advanced Report Builder Tool

As part of our SSP product suite, I led the design of an updated MVP report builder tool focused on increasing the productivity of our internal team. The tool made it easier to build and manage reports, and supported a wider range of workflows. At the same time, I also led early design work for a potential customer-facing version, laying the groundwork to expand the product in line with our broader goals.

Skip to Final Product

My Role:

UX/UI Design

Team:

1 Designer,

1 Manager,

3 Engineers

Timeframe:

12 weeks

Advanced Report Builder Tool

As part of our SSP product suite, I led the design of an updated MVP report builder tool focused on increasing the productivity of our internal team. The tool made it easier to build and manage reports, and supported a wider range of workflows. At the same time, I also led early design work for a potential customer-facing version, laying the groundwork to expand the product in line with our broader goals.

Skip to Final Product

My Role:

UX/UI Design

Team:

1 Designer,

1 Manager,

3 Engineers

Timeframe:

12 weeks

Legacy Platform

The original report builder was built with old technology and designed by engineers. We were receiving many complaints from account managers and operations about how slow the and outdated it felt, which prompted the team to consider a re-design.

Legacy Platform

The original report builder was built with old technology and designed by engineers. We were receiving many complaints from account managers and operations about how slow the and outdated it felt, which prompted the team to consider a re-design.

Problem

Insticator's legacy SSP product featured a slow and cumbersome user interface, leading to inefficient workflows, especially when generating reports for customers. Additionally, the company was struggling to capture a larger portion of the market.

Solution

Utilizing newer technologies, design and build an updated report builder UI that will increase efficiency. Additionally, begin laying the framework for a customer facing SSP in order to establish the company as a legitimate player in this space.

Problem

Insticator's legacy SSP product featured a slow and cumbersome user interface, leading to inefficient workflows, especially when generating reports for customers. Additionally, the company was struggling to capture a larger portion of the market.

Solution

Utilizing newer technologies, design and build an updated report builder UI that will increase efficiency. Additionally, begin laying the framework for a customer facing SSP in order to establish the company as a legitimate player in this space.

Product Feature Roadmap

Following strategy discussions with leadership, we focused on building an internal MVP and design language first, with future phases aimed at customer integration.

Product Feature Roadmap

Following strategy discussions with leadership, we focused on building an internal MVP and design language first, with future phases aimed at customer integration.

Phase I

Estimated Delivery: Q3 2024

  • Reports management

  • Report builder

  • Simple registration and login

  • Define design language

Phase II

Estimated Delivery: Q1-Q2 2025

  • Internal publisher management

  • Internal domain/app management

  • Begin migrating core functions from legacy platform to new version

Phase III

Estimated Delivery: TBD

  • Client facing UI

  • Individual domain/app management

  • Ad unit management

  • Ads.txt validation

  • Direct payment setup

Initial User Interviews

I began the process by leading some user interviews with some of our internal operations and account manager teams. We discussed the pros and cons of the current solution, as well as how we envision this being useful for internal use, as well as customer use.


Though most users said they've grown accustomed to the UI, we acknowledged some areas of improvement. Some of the main takeaways were:


  • The report builder is too slow.

  • As we scale our dimensions and metrics, we need a way to keep that organized.

  • Some of the components are too small or hard to read.

Product/Competitor Audit

I conducted an audit of the current third party dashboard, competitor dashboards, and other related dashboards. I highlighted key aspects of the experience that were both good and bad. I presented these findings to the team.

Product/Competitor Audit

I conducted an audit of the current third party dashboard, competitor dashboards, and other related dashboards. I highlighted key aspects of the experience that were both good and bad. I presented these findings to the team.

Low Fidelity Ideation

Based on my initial research, I began creating several concept mockups. I focused primarily on the maintenance and creation part of the experience.

Low Fidelity Ideation

Based on my initial research, I began creating several concept mockups. I focused primarily on the maintenance and creation part of the experience.

Key takeaways based on feedback from internal stakeholders:

Key takeaways based on feedback from internal stakeholders:

  • Generally wanted to keep the user experience as straight-forward as possible.

  • Some of the miscellaneous features such as expandable table rows or dynamic tables are nice to haves, but not necessary for their standard workflows.

  • The team gravitated towards the concepts highlighted above.

Usability Testing

As I approached a final concept, I conducted usability testing to validate decisions and identify areas for improvement. I led one-on-one sessions with users and documented key insights.

Usability Testing

As I approached a final concept, I conducted usability testing to validate decisions and identify areas for improvement. I led one-on-one sessions with users and documented key insights.

Goals:

Goals:

  • Observe if users can complete a variety of tasks without any guidance.

  • Pinpoint any areas that cause any confusion, whether that is navigation, labeling, or the general flow.

Results:

Results:

  • Overall, tasks were completed without significant issues.

  • There was some minor confusion with the new labeling, such as the meaning of "Interval." This was resolved fairly quickly, so I noted it as something to keep an eye on.

  • There was also some confusion around adding secondary or tertiary dimensions. The '+' icon wasn't clear to some users. I concluded that adding labels to the icon buttons could help improve clarity.

Design System

Since the product would eventually be customer-facing, it needed a clean and elegant design system that matched the brand. To streamline development, we used the Mantine library as a base and customized it to suit our needs.

Design System

Since the product would eventually be customer-facing, it needed a clean and elegant design system that matched the brand. To streamline development, we used the Mantine library as a base and customized it to suit our needs.

Final Product

The final product featured an updated reports table page. Columns featured key insights based on user insight. Pagination allows for quicker loading, while a search bar enables the user to find specific reports when needed.

The final report builder offers a streamlined layout. Less used features are hidden, but still easily accessible.

The filter bar utilizes much less visual real estate versus the original solution, yet offers a wider range of data manipulation with a search function and "is not" logic.

Organized groups help manage metrics more efficiently, especially as the company plans to add more. A search bar speeds up the process of finding specific metrics.

The filter bar utilizes much less visual real estate versus the original solution, yet offers a wider range of data manipulation with a search function and "is not" logic.

Organized groups help manage metrics more efficiently, especially as the company plans to add more. A search bar speeds up the process of finding specific metrics.

On the table, action icon buttons appear on hover in order to maintain a clean UI, while giving users different ways to manage their reports.

Introduced an alert notification system to inform users of more context following some of their actions.

On the table, action icon buttons appear on hover in order to maintain a clean UI, while giving users different ways to manage their reports.

Introduced an alert notification system to inform users of more context following some of their actions.

Outcome

After launching the new report builder, I received a lot of positive feedback from the internal team, especially around the improved flow and responsiveness. The new design system also set the stage for a full-scale customer-facing SSP, allowing the team to quickly build and iterate on a key part of the company’s upcoming product strategy. While I was unable to validate the design with customers, the integration of core design principles is intended to support a an intuitive onboarding experience.

Increased efficiency of the internal team.

Created a design system that will enabled rapid product grown and iteration.

Integrated more intuitive design principles to improve the likelihood of future customer onboarding.

Outcome

After launching the new report builder, I received a lot of positive feedback from the internal team, especially around the improved flow and responsiveness. The new design system also set the stage for a full-scale customer-facing SSP, allowing the team to quickly build and iterate on a key part of the company’s upcoming product strategy. While I was unable to validate the design with customers, the integration of core design principles is intended to support a an intuitive onboarding experience.

Increased efficiency of the internal team.

Created a design system that will enabled rapid product grown and iteration.

Integrated more intuitive design principles to improve the likelihood of future customer onboarding.

Currently open to new positions

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©Nyle Miura – all rights reserved

Currently open to new positions

Projects

Resume

Linkedin

Email

Let's

Connect

©Nyle Miura – all rights reserved