Challenge

Our reporting functionality in-platform consisted primarily of downloadable reports or dashboards that were too high level for analysis or client circulation. Our own in-house team was outsourcing data reconciliation and visualization through offline processes and external data vis tools (datorama namely).

We needed a solution to bring reporting in-platform as an accurate, easy-to-use, visually appealing feature - as well as reduce costs by using external vendors, roughly $2 million a year.

Process

Understand the process and tools used for reporting from internal teams throughout the lifecycle of an ad campaign, knowing our platform currently doesn’t support this process Identify capabilities needed for a homegrown solution within Basis Platform.

User Story Mapping

Product had big ideas and had to get to market. User story mapping allowed us to visualize big ideas into realistic milestones, step-by-step.

Competitor Analysis

Look at the experience of our competition to inspire what to do, what not to do, and how to transcend.

Design Studio

Take our research and what we know so far to ideate, build options, and flesh out ideas from MVP to future state, per Design Studio program.

Findings

• All users expressed wanting more customization within a new platform

• Users are downloading reports from our platform to integrate into datorama through workaround calls or through excel

• Difficulties in understanding the information displayed

• Unclear instructions for selecting campaigns

• Confusion about report customization, data model 

• 90% of users engaged stated that their source of truth is Datorama instead of Basis

• Lack of control over selecting metrics

• Lack of access to more granular data

• Slow loading time

• Missing or irrelevant data