Indicative Analytics Platform 

Client: Indicative, Agency: Type/Code, Duration: 10 weeks
Role: UX/UI and Design Lead,
Press: Featured on Product Hunt

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Background & Task

Indicative is a SaaS customer analytics platform that enables individuals to make better data-driven decisions by connecting everyone to a single source of data and providing simple tools to analyze customer behavior.

The task was to reimagine a visual interface with some UX improvements to lower the barrier for people to work with data.


Problem

People Problem: Without an in-person walkthrough, people find the current platform overwhelming and outdated.

Business Problem: As Indicative transitioned from an enterprise-based business model to a self-service freemium model, we identified the aged UI as major friction to acquiring new customers.

Indicative interface design before the redesign

Indicative interface design before the redesign

Success Metric

  • Self-service freemium adoption rate and enterprise-based retention rate.

  • Understand the possible learning curve and identify the drop-out points since phase one launched.

  • Time spent and successful completion rate on the key tasks like generating customer journey and dashboard report.

Goal

User Goal: to help to build cross-functional teams can reduce silos and work together in a more collaborative way across product, marketing, and analytics operations. Anyone, of any skill level, gets a simple set of tools to answer otherwise complex customer questions, without the need to know SQL.

Business Goal: Expanding Indicative platform to B2C freemium audiences (start-ups that has a handful of the employee), not be limited by B2B audiences (companies that exceed 10B+ revenues).

Pain Points

  • While indicative tools are powerful, people find them overwhelming at a glance. Especially for those people who don’t know SQL (Structured Query Language)

  • Many interactive calls to actions are not clear to people

  • The platform user interface has aged and diverged from new target audiences’ expectations

  • Some people find themselves lost in the site within 2-3 clicks. The navigation system doesn’t indicate the page location within a complex site

  • Powerful features are hidden in the page, one of the vital feature-drag and drop wasn’t apparent to people

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Visualize and optimize conversion with Indicative’s unique multi-path funnel.

  • A simplified query builder helps user generate insights faster

  • Interactive funnel visualizations bring the queries to life

  • More customization options, to help user drill deep into trends

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Create, collaborate, and share KPIs and visualizations with custom dashboards and automated reporting.

  • View KPIs at a glance with drag-and-drop dashboards.

  • Customize various visualizations to users’ needs.

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Explore an individual user’s full journey and session activity to discover core behaviors and create highly personalized segments.

  • Leverage the characteristics of specific customers and segments to optimize product implementations and marketing campaigns.

  • Explore the full journey and session activity of every customer.

  • See user’s profiles and activity timelines to create customer segments for highly personalized messaging.

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Easily construct a query to perform in-depth customer analysis without SQL.

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Multipath funnel visualization helps users identify optimal conversion paths, finding where users are dropping off, and understand conversion across segments.

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Drill into user segments to identify behavioral and patterns while adding customize annotation for an individual journey.

Create a flexible style guide to ensure a cohesive product design and user experience.