Lucy Dashboard
Conversational Surveys into Data Driven Decisions
UX/UI Design | Digital Dashboard | Web
Overview
Lucy is a Customer Experience company that utilizes chatbot technology to gather feedback in a fun & conversational way. They wanted to better understand the existing & potential customer base of their client, Maven’s Creamery Macaron Ice Cream, and the best means for engaging this audience.
My Role:
UX Research, UX/UI Design, Visual Design, Project Management
Team & Duration:
3 week collaborative design sprint with 2 fellow UX Designers
Methods:
Heuristic Evaluation, Stakeholder Interviews, User Research, Competitive Analysis, Contextual Inquiry, Feature Prioritization, Design Studio, Content Strategy, Wireframing, Usability Testing, Visual Design, Interactive Prototyping
Tools:
Pen & Paper, SketchApp, InVision, Photoshop, Keynote
Problem
Discover.
Lucy sought to help their client Maven’s Creamery discover their customer base, build brand awareness & increase engagement.
Engage.
Lucy provides real, customer-generated feedback to their clients via chatbot surveys distributed through social media and SMS text.
Deliver.
They needed a way to present these survey results as well as other important data regarding audience, engagement, and performance to Maven’s in a glanceable, actionable format.
Solution
With extensive, in-depth research utilizing social media platforms, demographic data, and API’s, my team was able to discover the customer base for Maven’s Creamery. Using this information coupled with the survey results from Lucy’s latest campaign, we designed an interactive, customizable dashboard for Maven’s Creamery’s operations manager and CEO that presented key performance indicators and insights that relied less on copy and more on visually-effective data.
The dashboard is a powerful tool to help Lucy’s clients make accurate, quick marketing & business decisions driven by data
GLANCEABLE - CUSTOMIZABLE - APPLICABLE TO ANY CLIENT & INDUSTRY
Research & Discovery
After an initial stakeholder meeting and general research of their current business landscape, we interviewed both the Lucy team and the CEO of Maven’s Creamery to understand the business goals of both parties. Following these meetings, the objective was clear: we needed to help Maven’s discover their audience (who they are, where they live), and help both Lucy and Maven’s understand how to engage these people.
After conducting contextual inquiry and competitive analysis on locations currently selling Maven's Creamery and vetting the competition, we compared our findings against demographic location data pulled from ESRI tapestry matching these locations. We also utilized Maven's social media community to pull key metrics regarding who was talking about Maven's, where these people lived, & the sentiments around Maven's Creamery. By pinpointing particular keywords, we were able to discover trending hashtags, psychographic information, demographic data and popular locations. This helped us narrow our scope of consumers and develop personas.
Combining demographics, social media metrics and campaign data all in one place (the Lucy dashboard) makes Lucy not only an essential product for customer feedback, but an effective customer experience service. Utilizing this dashboard will show Lucy & Maven's who their audience is, where they are, & the best means to engage them informing potential expansion & future survey campaigns.
Dashboard Wireframes
Refections & Impact
Not only did we help Lucy and their client Maven’s Creamery pinpoint their audience, we also offered strategies for engagement as well as a tool that can be applied to any client in any industry. We presented Lucy with suggestions, resources & recommendations on how to utilize their dashboard in the most effective way.
A few things to take into consideration would be:
- the feasibility of developing this dashboard & incorporating into it sales metrics & other important KPI's for their clients
- developing a strong marketing & branding strategy for Lucy so as to grow their engagement for feedback
- implementing the Lucy chatbot "voice" throughout the dashboard to guide clients & troubleshoot
- further usability testing, especially with potential clients to ensure the dashboard is meeting their needs & requirements