Precise Target

A “deal” is defined as a set of products viewable in a ministore. They can be as broad as “All Men’s Dress Shoes Under $50” or as specific as a set of a few individually selected products.

Research major retailers: Amazon, Macy’s

Research competitors

Next was determining workflows and global navigation for each user type. For instance, the free user lands on a home page to learn about the product and play with the tools. While registered, paid, and admin users land on a personalized dashboard. Dashboard 1st timers are given a smart wizard that allows them to setup and personalize their dashboard interface.

We architected the application so that Registered and Paid customers land on a personalized dashboard after signing in. The dashboard surfaces insights and recommendations based on user activity, most recent saved workflows, and user configured event / trigger notifications. Below are examples of different ideas I had on how we could display the Hot Leads dashboard panel.

Hot Leads allows the user to set event / trigger notifications related to a company or person. These low-fidelity and minimal effort designs helped the team have conversations around: which data points to display, in what order, in what type of layout, are sort and filter options needed, amount to display on the dashboard, etc… Ultimately helping us determine the most valuable experience.