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Overview:

Description

Improve search bar

Type

Organic Feature

Story

Mockup

Ticket

Assets

Quantitative Data:

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

HYPOTHESES

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

REASONING

  • 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)

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

EMBRACE

  • Allow universal search for speed, but also 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)

REJECT

TO DISCUSS

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’

EMBRACE

  • Dropdown to begin with as it only requires a single click, then if whole page search is also being implemented, make sure to include an indicator that this feature is available

REJECT

TO 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…

EMBRACE

  • Have some sort of order that is clearly specified

  • Allow the changing of order, e.g. alphabetical or created date

REJECT

TO DISCUSS

Proposal Feedback:

Stakeholder

Date

Changes

DONE

REJECTED

NEED MORE INFO

TO DISCUSS

Retrospective:

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

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum

  • No labels