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Overview:

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Quantitative Data:

Info

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Link

Date Range

Item

Metric & Value

Assumption

https://insights.hotjar.com/sites/2245219/heatmap/report/7414170?device=desktop&type=click

N/A

Search Bar

Clicks

  • 40% to 50% depending on when heatmap is updated

Status
titleHYPOTHESES

  • Improving search will decrease the requirements for users to visit sidebar pages

Status
titleREASONING

  • If a more functional search bar is available, users will be less likely to visit specific pages and perform table filters to find what they need (e.g. dashboard page to find specific campaigns)

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Competitor Research:

Function

Findings

Image

Takeaways

Filter

Hubspot

  • Additional dropdown filter to specify which types of items should be searched

Marketo

  • Additional dropdown filter to specify which types of items should be searched

Jira

  • Sections under search bar to search in specific areas and filters on right to filter even further

Trello

  • Can use search 'operators' for specific searching

Slack

  • Chips can be used to allow a more specific search

Status
colourGreen
titleEmbrace

Status
colourRed
titleReject

  • Universal search is too demanding on performance

Status
colourBlue
titleTO DISCUSS

  • Include additional filters so if universal search doesn’t work then filters can be used to further specify requirements (of course, will have to balance the capabilities of filters with performance)

Search Area

Hubspot

  • Whole page becomes search area with sections to see some items and then a ‘see more’ to view all items in specific section

Marketo

  • Whole page becomes search area with table list and filters on the right

Jira

  • Dropdown initially, but whole page search available with more options such as filters and advanced Jira search language

Trello

  • Dropdown initially, but whole page search available

Slack

  • Dropdown, then full page with more search options appear when clicking ‘enter’

Status
colourGreen
titleEmbrace

  • Dropdown to begin with as it only requires a single click, less intrusive and is not going to evolve the intended filtering changed into a massive piece of work

Status
colourRed
titleReject

Status
colourBlue
titleTO DISCUSS

  • Dependant on how much we want to push the capability of searching, a ‘whole page' search could be required to aid in platform performance

Ordering

Hubspot

  • Sections seem to be in importance order

  • Items within sections are seemingly random, so could be order from API listing?

Marketo

  • No idea what the order rules are…

Jira

  • Most recently viewed first and then ordered by ‘updated’ date/time

Trello

  • Probably ordered by last modified date

Slack

  • No idea what the order rules are…

Status
colourGreen
titleEmbrace

  • Have some sort of order that is clearly specified somewhere

Status
colourRed
titleReject

  • Allow the changing of order, e.g. alphabetical or created date, maybe at a later date

Status
colourBlue
titleTO DISCUSS

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Proposal Feedback:

Stakeholder

Date

Changes

Product

02/03/2022

Status
colourGreen
titleDone

Status
colourRed
titleRejected

Status
title
colourYellow
need more info

Status
colourBlue
titleTO DISCUSS

  • Change to lead searching only by email (not partial matching, exact matching only)

  • Add ‘filter’ dropdown before search bar (pre-selected with campaign)

    • Pre-selected with campaign, other options are Leads, Advertisers, Publishers

    • Depending on selection, can search by either NAME or ID and result should show NAME - ID

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

Product

22/03/2022

Status
colourGreen
titleDone

  • Lead searching by exact ID as well as exact email

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

Status
titleTO DO

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Retrospective:

Info

To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

User Feedback

Stakeholder

Date

Description

Quantitative Data

Link

Date Range

Item

Metric & Value

Assumption

00/00/2021
to
00/00/2021
(0 Days)

Metric name

  • Metric Value

Status
titleHYPOTHESES

  • Lorum ipsum

Status
titleREASONING

  • Lorum ipsum

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