ROLE
Product Designer
LAUNCHED
February 2024 - May 2024
SCOPE
Responsive Web Application
OVERVIEW
REVEAL is a sophisticated client visualisation tool designed to draw connections between people, companies, and businesses. Despite its powerful features, Reveal faces a significant challenge: it is underutilised by clients.
45%
Increase in active users over 3 months post launch
600 searches
Placed in the 3 months post launch
$20,000
Revenue generated through on searching
What was wrong?
Reveal, a client visualisation tool designed to illustrate connections between people, companies, and businesses, is currently underutilised by its target audience. Despite its powerful capabilities, their lacks usage
What were our goals?
COMPANY GOAL
The company's goal is to transition Reveal from a free product to a revenue-generating one by enhancing and highlighting its search functionality.
PROJECT GOALS
Increase client engagement: Identify barriers to adoption and usage.
Enhance user experience: Improve usability and value perception.
Making follow on searches easy to perform.
Turn the tool into a revenue-generating product by making searching easy and seamless.
Okay, so what did I learn…
High perceived value
REVEAL is viewed very favourably by clients, who appreciate its potential to enhance their productivity and collaboration.
Usage Challenges:
Clients struggle to use REVEAL effectively due to time constraints and limited technical knowledge. The new prototype remains difficult to navigate, especially for busy lawyers, leading to drop-off.
Integration Needs
Clients appreciate the idea of a shared workspace for reports and meetings but need REVEAL to integrate seamlessly into their existing workflows and be compatible with other tools they use.
Visibility Issues
Clients are still having trouble locating REVEAL on the order display screen, which impacts their ability to fully utilise its features.
How did I take the feedback on board?
After many hours talking to developers, product managers, clients and other Infotrack staff I developed a solution to the problem.
New order display screen that shows the possibilities of REVEAL
Create integrated widgets that can be placed in relevant Infotrack products and can be rolled out in a phased approach.
The power of REVEAL simplified
By designing a dashboard with mono-purpose widgets, we streamlined each screen's functionality, making navigation and search tasks significantly easier for clients. This approach allowed us to focus each widget on a single purpose, reducing cognitive load and simplifying interactions.
As a result, the interface became much less cluttered, enhancing overall user experience by providing a cleaner and more intuitive layout. This clarity not only improved usability but also increased efficiency, allowing clients to quickly find and use the features they needed without unnecessary distractions.
Conclusion
This project had its share of challenges, as any project does. The highlights for me included leading all the discussions and driving outcomes while balancing both company and user goals to achieve a great solution. There's still room for continuous improvement, especially with the new API integration that allows us to track data more efficiently.