7 UX Designers
2 Project Owners
UNIVERSITY SPONSORED PROJECT – 2023
Exploring the role of automation and artificial intelligence to enhance marketing strategies and provide tailored solutions
Marketers are able to easily view their projects and the team members associated with a specific project
Marketers can view tasks associated with a specific project, as well as project goals, team members, and files crucial for project execution. This enables them to stay organized, track progress, and ensure alignment with the project's objectives.
“Imagine if there was a tool that would allow me to submit a presentation and the tool would output a result saying: ‘You covered these talking points... This is the summary of the presentation... These points are missing from what you usually put in a slide deck...’ ”
“During a recent project, I found myself spending hours searching through past documents and presentations to ensure consistency and avoid replicating previous mistakes. It became clear that we needed a tool to streamline this process and provide easy access to our past work.”
“I spend days manually analyzing intricate data sets to uncover trends and insights for our target audience. The process was tedious and time-consuming, causing delays in our campaign execution.
They continuously refer back to project plans that were successful in the past to inform their current approach and replicate effective strategies
I facilitated two rounds of testing with our stakeholders and assigned different roles to three team members to ensure everyone actively contributed. Over the span of three weeks, we continually iterated on our design and made three major improvements:
User testing revealed that marketers preferred a dashboard-like view to access all relevant information at once and facilitate a quick and comprehensive overview of their projects and goals.
We added descriptive text in certain screens to help users save time and effort in executing tasks within the platform. This efficiency gain allows marketers to focus more on their core objectives, such as developing effective strategies.
By automatically categorizing and tagging documents based on their content, the AI streamlines information retrieval, reducing search time and allowing marketers to prioritize high-value tasks.
The dashboard provides marketers with immediate access to frequently used templates, visual representations of project and team goals through graphs, and easy navigation to pinned documents. This fosters visibility and alignment, ensuring teams stay organized and focused on shared objectives.
Using artificial intelligence, marketers can revolutionize how they strategize and execute campaigns. This feature enables real-time editing, allowing users to dynamically adjust documents, templates, or other assets as they evolve.
Marketers also have the ability to compare submitted documents against a repository of successful past campaigns. This analysis not only identifies missed opportunities but also highlights proven strategies and tactics that have driven previous successes. By leveraging this historical data, marketers gain invaluable insights into what works best in their industry, enabling them to refine their current strategies and optimize future campaigns. Moreover, the platform serves as a creative catalyst by generating innovative ideas based on patterns identified across successful campaigns.
To empower marketing teams with clarity and efficiency in achieving their objectives, team members can define goals with descriptions, assign tasks, and monitor progress seamlessly. It also offers a consolidated view of goal details and task statuses, ensuring alignment across the team.
Reference materials are also provided and directly linked to each goal which gives team members a deeper understanding of what's required and how to achieve it.
Marketers can save valuable time by easily accessing and customizing their own templates or templates shared amongst the team to align with specific campaign goals. Templates made within the platform with the help of AI are saved here, making it easier for users to find.
Using artificial intelligence, templates are also automatically tagged based on themes, campaign types, etc. to help marketers optimize organization.
Providing teams with visibility into document ownership, editing history, and version control, this feature serves as a centralized repository for documents created using the AI feature. Marketers can easily track which team members contributed to each document and review the specific edits made, ensuring quality and minimizing risks associated with collaborative work.
Once documents are finalized, users can seamlessly export them to various applications for further use, whether it's handing them off for implementation, sharing with stakeholders, or integrating into other marketing initiatives.
I am grateful I had the opportunity to be a team lead for this project 🎉 Despite the adversities, it taught me the importance of effective communication and adaptability in guiding a diverse group towards a common goal. I was able to grow in areas I was not confident in before. Here are the major points I learned:
🤝 Fostering a positive team culture
Because our project was exploratory and AI-driven, the possibilities were endless. Our team was caught in a loop of discussions that continued in circles which made it challenging to define our minimum viable product. These discussions turned into repetitive debates. In response, I facilitated a 15 minute sketching activity that allowed all team members to create their own sketches with valid rationales.
💡 If you're not prepared to be wrong, you'll never come up with anything original
Whenever our initial design assumptions were challenged by user feedback, I embraced the opportunity to learn and iterate instead of viewing it as a setback. This is how you grow. Thinking big allows you to break the barriers that restrict you from being creative and innovative. Throughout this project, I embraced the risk of being wrong which ultimately helped me think beyond the ordinary and create user-centric designs at the same time
🧠 Making sense of my design research
The process of sifting through my research takeaways and crafting a design is like assembling a puzzle. Each insight, like a puzzle piece, contributes to the bigger picture of user needs. Connecting the dots and making sense of what I found through my research helped me grow as a designer and use these skills to guide my design team in the right direction.
✏️ Add customizability
One interviewee participant mentioned that having the flexibility to tailor our tool with their unique needs would be an interesting approach. It would allow them to adapt the tool to their individual working style.
In the “Goals” page users should be allowed to integrate another Project Management tool in order to seamlessly sync and manage their goals across platforms. This integration would enhance collaboration and efficiency, allowing marketers to leverage the strengths of both our platform and their preferred Project Management tool for a more streamlined approach to goal setting and tracking.
