Providing medium business owners with simple yet powerful metrics for their on-the-go operations.
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Role: Product Designer
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Collaborators: Product Manager, Engineering Manger, Customer Success.
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Company: Tribal Credit
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Timeline: May 2022
A recurring topic raised by users during customer success calls was the to conduct more comprehensive analysis of their business expenses while being on-the-go. Unfortunately, the advanced reporting feature was only available in the desktop app.
After conducting user research and engaging in discussions with teams closely connected to our customers, we realized that the solution didn't have to offer all the detailed controls found in the web version. Instead, users were seeking easily digestible insights on-the-go, rather than intricate reporting controls. Additionally, we carefully defined some analytics events to determine the types of reports users generated most frequently, thus guiding future iterations of the feature.
Impact
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Following the implementation of the solution, the sales team reported a decrease in churn rate attributed to the feature's parity with our competitors.
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The solution provided insights that helped us enhance the desktop reporting experience. We discovered that in addition to granting users the flexibility to generate any type of advanced report analysis, there was also a need to present them with intelligent bite-sized insights in the web version.
