[Case 04]
Reporting Dashboard: Unifying Metrics for Smarter Marketing Decisions - Reduced manual reporting time by over 50% for marketing managers and analysts
Tech and Data
Group8a Reporting Dashboard: Unifying Metrics for Smarter Marketing Decisions
A centralized analytics hub that consolidates data from all key marketing and business channels, driving visibility, actionable insights, and a step-change in team efficiency.
[Project Overview]
Group8a’s Reporting Dashboard was conceived as a comprehensive solution to the challenges of fragmented data and time-consuming manual reporting. By integrating data from social media, search engines, Klaviyo, HubSpot, email marketing, marketing calendars, affiliate channels, employee portfolios, holiday settings, and more, the dashboard provides a single source of truth for performance tracking and analysis. This innovation has streamlined workflows, improved visibility, and empowered the team to make smarter, faster decisions.
[Problem Statement]
How might we create a unified reporting platform that aggregates and visualizes key metrics from diverse marketing and business tools, enabling Group8a to optimize campaigns, monitor performance, and drive operational excellence?
[Industry]
Tech and Data
[My Role]
UX UI Specialist
[Platforms]
Desktop and Mobile
[Timeline]
10 months
[Persona]
Sarah Kim
Digital Marketing Manager
Sarah oversees multiple client campaigns, coordinates with cross-functional teams, and is responsible for reporting on marketing performance. She values efficiency, accuracy, and the ability to quickly identify trends or issues.
Age: 31
Location: New York City
Tech Proficiency: Moderate
Gender: Female
[Goal]
Access all campaign and channel metrics in one place without switching between platforms.
Generate and customize reports for clients and internal stakeholders quickly.
Identify actionable insights to optimize marketing strategies.
[Frustrations]
Wasting time pulling data from multiple sources and reconciling discrepancies.
Limited visibility into cross-channel performance trends.
Difficulty customizing reports to meet varying client needs.
[Process]
[01] User Research
Interviewed marketing managers, analysts, and account executives to map current reporting workflows and pain points
Conducted surveys to prioritize desired features and integrations.
Benchmarked against leading analytics and dashboard tools for best practices.
[01] User Research
Interviewed marketing managers, analysts, and account executives to map current reporting workflows and pain points
Conducted surveys to prioritize desired features and integrations.
Benchmarked against leading analytics and dashboard tools for best practices.
[02] Insights
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Cross-platform visibility is critical for campaign optimization and client communication.
Customizable, automated reporting is a top priority for both internal and external stakeholders.
[02] Insights
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Cross-platform visibility is critical for campaign optimization and client communication.
Customizable, automated reporting is a top priority for both internal and external stakeholders.
[03 Design Solution]
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Developed a customizable report builder with drag-and-drop widgets for different data visualizations.
Implemented a marketing calendar and employee portfolio tracker for holistic operational oversight.
[03 Design Solution]
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Developed a customizable report builder with drag-and-drop widgets for different data visualizations.
Implemented a marketing calendar and employee portfolio tracker for holistic operational oversight.
[04] Testing & Iteration
Ran usability tests with real users to refine dashboard layout and navigation.
Iteratively improved data integration reliability and report customization based on user feedback.
Piloted the dashboard with select client teams before full rollout, gathering insights for further enhancements.
[04] Testing & Iteration
Ran usability tests with real users to refine dashboard layout and navigation.
Iteratively improved data integration reliability and report customization based on user feedback.
Piloted the dashboard with select client teams before full rollout, gathering insights for further enhancements.
[Outcome]
Achieved a 40% increase in operational efficiency by automating data aggregation and 55% new clients onboarding.
Reduced manual reporting time by over 50% for marketing managers and analysts
Improved decision-making speed and accuracy, leading to more agile campaign optimizations
[Case 04]
Reporting Dashboard: Unifying Metrics for Smarter Marketing Decisions - Reduced manual reporting time by over 50% for marketing managers and analysts
Tech and Data
Group8a Reporting Dashboard: Unifying Metrics for Smarter Marketing Decisions
A centralized analytics hub that consolidates data from all key marketing and business channels, driving visibility, actionable insights, and a step-change in team efficiency.
[Project Overview]
Group8a’s Reporting Dashboard was conceived as a comprehensive solution to the challenges of fragmented data and time-consuming manual reporting. By integrating data from social media, search engines, Klaviyo, HubSpot, email marketing, marketing calendars, affiliate channels, employee portfolios, holiday settings, and more, the dashboard provides a single source of truth for performance tracking and analysis. This innovation has streamlined workflows, improved visibility, and empowered the team to make smarter, faster decisions.
[Problem Statement]
How might we create a unified reporting platform that aggregates and visualizes key metrics from diverse marketing and business tools, enabling Group8a to optimize campaigns, monitor performance, and drive operational excellence?
[Industry]
Tech and Data
[My Role]
UX UI Specialist
[Platforms]
Desktop and Mobile
[Timeline]
10 months
[Persona]
Sarah Kim
Digital Marketing Manager
Sarah oversees multiple client campaigns, coordinates with cross-functional teams, and is responsible for reporting on marketing performance. She values efficiency, accuracy, and the ability to quickly identify trends or issues.
Age: 31
Location: New York City
Tech Proficiency: Moderate
Gender: Female
[Goal]
Access all campaign and channel metrics in one place without switching between platforms.
Generate and customize reports for clients and internal stakeholders quickly.
Identify actionable insights to optimize marketing strategies.
[Frustrations]
Wasting time pulling data from multiple sources and reconciling discrepancies.
Limited visibility into cross-channel performance trends.
Difficulty customizing reports to meet varying client needs.
[Process]
[01] User Research
Interviewed marketing managers, analysts, and account executives to map current reporting workflows and pain points
Conducted surveys to prioritize desired features and integrations.
Benchmarked against leading analytics and dashboard tools for best practices.
[01] User Research
Interviewed marketing managers, analysts, and account executives to map current reporting workflows and pain points
Conducted surveys to prioritize desired features and integrations.
Benchmarked against leading analytics and dashboard tools for best practices.
[02] Insights
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Cross-platform visibility is critical for campaign optimization and client communication.
Customizable, automated reporting is a top priority for both internal and external stakeholders.
[02] Insights
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Cross-platform visibility is critical for campaign optimization and client communication.
Customizable, automated reporting is a top priority for both internal and external stakeholders.
[03 Design Solution]
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Developed a customizable report builder with drag-and-drop widgets for different data visualizations.
Implemented a marketing calendar and employee portfolio tracker for holistic operational oversight.
[03 Design Solution]
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Developed a customizable report builder with drag-and-drop widgets for different data visualizations.
Implemented a marketing calendar and employee portfolio tracker for holistic operational oversight.
[04] Testing & Iteration
Ran usability tests with real users to refine dashboard layout and navigation.
Iteratively improved data integration reliability and report customization based on user feedback.
Piloted the dashboard with select client teams before full rollout, gathering insights for further enhancements.
[04] Testing & Iteration
Ran usability tests with real users to refine dashboard layout and navigation.
Iteratively improved data integration reliability and report customization based on user feedback.
Piloted the dashboard with select client teams before full rollout, gathering insights for further enhancements.
[Outcome]
Achieved a 40% increase in operational efficiency by automating data aggregation and 55% new clients onboarding.
Reduced manual reporting time by over 50% for marketing managers and analysts
Improved decision-making speed and accuracy, leading to more agile campaign optimizations
[Case 04]
Reporting Dashboard: Unifying Metrics for Smarter Marketing Decisions - Reduced manual reporting time by over 50% for marketing managers and analysts
Tech and Data
Group8a Reporting Dashboard: Unifying Metrics for Smarter Marketing Decisions
A centralized analytics hub that consolidates data from all key marketing and business channels, driving visibility, actionable insights, and a step-change in team efficiency.
[Project Overview]
Group8a’s Reporting Dashboard was conceived as a comprehensive solution to the challenges of fragmented data and time-consuming manual reporting. By integrating data from social media, search engines, Klaviyo, HubSpot, email marketing, marketing calendars, affiliate channels, employee portfolios, holiday settings, and more, the dashboard provides a single source of truth for performance tracking and analysis. This innovation has streamlined workflows, improved visibility, and empowered the team to make smarter, faster decisions.
[Problem Statement]
How might we create a unified reporting platform that aggregates and visualizes key metrics from diverse marketing and business tools, enabling Group8a to optimize campaigns, monitor performance, and drive operational excellence?
[Industry]
Tech and Data
[My Role]
UX UI Specialist
[Platforms]
Desktop and Mobile
[Timeline]
10 months
[Persona]
Sarah Kim
Digital Marketing Manager
Sarah oversees multiple client campaigns, coordinates with cross-functional teams, and is responsible for reporting on marketing performance. She values efficiency, accuracy, and the ability to quickly identify trends or issues.
Age: 31
Location: New York City
Tech Proficiency: Moderate
Gender: Female
[Goal]
Access all campaign and channel metrics in one place without switching between platforms.
Generate and customize reports for clients and internal stakeholders quickly.
Identify actionable insights to optimize marketing strategies.
[Frustrations]
Wasting time pulling data from multiple sources and reconciling discrepancies.
Limited visibility into cross-channel performance trends.
Difficulty customizing reports to meet varying client needs.
[Process]
[01] User Research
Interviewed marketing managers, analysts, and account executives to map current reporting workflows and pain points
Conducted surveys to prioritize desired features and integrations.
Benchmarked against leading analytics and dashboard tools for best practices.
[02] Insights
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Cross-platform visibility is critical for campaign optimization and client communication.
Customizable, automated reporting is a top priority for both internal and external stakeholders.
[03 Design Solution]
Integrated APIs from all major marketing, CRM, and analytics platforms to automate data collection and updates.
Developed a customizable report builder with drag-and-drop widgets for different data visualizations.
Implemented a marketing calendar and employee portfolio tracker for holistic operational oversight.
[04] Testing & Iteration
Ran usability tests with real users to refine dashboard layout and navigation.
Iteratively improved data integration reliability and report customization based on user feedback.
Piloted the dashboard with select client teams before full rollout, gathering insights for further enhancements.
[Outcome]