Data Enhancement for Business Insights
Creation of new reporting tools to help a business owner analyze their current customer and business data.
- Company:
- Infogroup
- Role:
- Product Designer
- Tools:
- InDesign
Problem
Some Infogroup sales, marketing, and SMB customers sourced data about their target markets and existing customers on their own. But their data could be incomplete or become outdated.
To serve those customers, the team built a new product to analyze their data and generate a compelling report that visualized customer prospect data. Customers could then purchase the new data for their marketing needs.
Approach
I documented the start-to-finish workflow with annotated wireframes. Functionality included upload to dashboard, pricing tables to purchase history, plus notification emails (including errors).
Outcome
The product eventually launched under the name Data Enhancement.
This project helped me learn to think more holistically about the full engagement experience of a product, as well as how to maximize my productivity to get more work done in the same amount of time.
After this project, the design team changed from using detailed annotations to deeply documenting transition states. An example of this is Email Marketing Tool Upgrade.
Labeling Columns: In order for the analysis to work, the customer spreadsheet needed to be labeled properly. Some fields could be skipped, but too many would generate an error.
Dashboard: After successfully uploading started, customers would get an email when their report was ready. After returning, a dashboard showed prior sessions. This wireframe shows different outcomes for an upload.
Enhanced Data: Enhanced customer data looked similar to a spreadsheet, but rows with new information were highlighted.
Insights Report: The insights report provided a visual explanation of the user's customer data. This wireframe is an example of "customer" insights.
Purchase Table: Customers could purchase the whole package, individual improvements, or email separately.





















