[heading text=”PROJECT OVERVIEW”]

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Develop new Deal Manager and Inventory sections that allows buyers to more easily manage, execute and troubleshot their Private Marketplace (PMP) or Deal-ID transactions and create a UI to promote Tremor Video PMP and Guaranteed deals.

 

DETAILED CONTEXT

Allow Ad Ops or buyers to browse and opt into Deals based on rate type, performance, price, brand and other attributes for their campaigns.

• Deal lists aggregates deals in a centralized location to simplify inventory selection process. Yield Ops (Optimizers, Strategists) build and monitor these lists for performance or margin management while Ad Ops (Traffickers) use these lists for campaign/placement setup.

• Enable Ad Ops to also manage their sites and/or apps and their lists for campaign/placement setup.

• Provide analytics and reporting for deal diagnostics and placement performance by deal, deal list, or inventory.

 

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[heading text=”METHOD/APPROACH AND UX/UI DESIGN ARTIFACTS”]

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RESEARCH AND DISCOVERY

I interviewed our internal Yield Ops and Ad Ops users to get inside their heads about that main work flows. Each were different in their needs and pain points. Yield Ops had a very manual way of uploading deals, managing deals, and consulting multiple excel spreadsheets to discover if a deal was helping or hurting the performance of specific placements. Ad Ops users currently had no way of targeting or blocking deals or sites from their placements.

After gathering user goals and pain points and working with Product Managers for distilled requirements and use cases, I sketched out a user flow and some basic marker comp wireframes to hone in on the most effective work flows that would meet users’ needs.

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DESIGN: WIREFRAMES & HI-FI PROTOTYPES

After the discovery docs were presented to the Product Managers and approved, I began wireframes in Balsamiq for all the various pages of the platform. I annotated various interactions between page and how users will go through the inventory creation, management and placement mapping.

Over time, the wireframes were refined with input from the Product Management and internal users to ensure that it met the business needs. After the wireframes were finalized, I presented it to the engineering team for technical feasibility and if there were better ways to streamline the implementation.

Once the wireframes were fully vetted by all three teams, I began the visual design and hi-fidelity interactive prototypes. Since the platform had an established style and look and feel, the visual design stage went by quickly. The hi-fidelity prototypes took a bit longer that included building out the work flows, for example:

1. Interactive components of the list screens and how they filtered

2. Display summaries of performance data

3. Different selections made by the user on the form affected the display of info or options available further down the form

I presented the Axure hi-fi prototype to users and Product Managers for a couple of rounds to hone in on details of how users should move through the main use cases of inventory management and placement mappings. Afterward each presentation, the users, Product Managers and engineers had the link to interact with the prototype more closely.

 

PRODUCTION

After the comps were finalized and approved by all parties involved, I created annotated wireframes and style guides for the new page types and content to hand off to the Product Managers and Engineers.

See below for more samples of UX/UI design artifacts for this project:

[button url=”http://snxwr7.axshare.com/#g=1&p=home” text=”VIEW UX/UI DESIGN ARTIFACTS”]

 

[heading text=”SOLUTION”]

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A new section was created in the platform for managing inventory and deals for Yield Ops users. In this area, they had full control of creating deal and site/app lists based on performance or common attributes. It also included Inventory Mappings that enables Yield Ops to target and block deals at a global level.

The Campaign and Placement setup was modified with a more robust Inventory section that allows Ad Ops to easily attach deals, deal lists or sites/apps or site/app lists at the Campaign and Placement-level. The UI also supported basic analytics to see how a specific deal or site/app or groups of deals or sites were affecting the performance of their Placement.