End-to-End Enterprise Tool Design
End-to-End Enterprise Tool Design
Challenge: Creating promo codes at scale with custom attributes is time consuming and runs the risk of going viral
Hypothesis: Creating a promo code creation/management tool will allow users to dynamically market to customers providing them with personalized discounts and eliminate the possibility of the codes being used by unintended customers
Metric Goal: 20% reduction in promo creation time and 5% increase in promo usage
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Site Optimization and Marketing teams
Make the process of creating, managing, and tracking promo codes as efficient and user-friendly as possible
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Technology, Marketing, Compliance teams
Build a service that allows users to build and track unique promo codes
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Conduct interviews to gain the requirements
Collect feedback from users/stakeholders
Get Stakeholder buy-in
Create prototypes
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Comparative Analysis
Evaluative Research
Stakeholder Review -
Confluence - Documentation/Research
Jira - Dev Collaboration
Figma - Wireframes
““We need a tool that generates unique codes automatically, saving time and reducing the risk of errors or duplicates.”
-Site Ops User”
Cross-functional Collaboration
To fully understand the scope and requirements of this initiative, I needed to gather insights from several teams.
I interviewed each team and noted their current pain points and desired features for a promo pool service.
After gathering feedback from these teams, I created shared documentation that included our hypothesis/goals, scenarios, and open questions.
Documenting the goal and questions around this initiative
Documenting different scenarios to help understand all use cases
Annotated Early Designs
Path Forward
After my initial research and discovery, I presented my findings to my team and stakeholders.
They provided feedback that we would need to add the ability to add codes to an existing pool, allow customer service to access the auditing system, and other minor requirements.
I took this feedback and began to create early designs.
Quick Feedback Loop
I continually shared the design iterations with my team and stakeholders in our shared meetings and Slack channels.
Once I felt we had identified an MVP, I created a prototype to present in a design review with stakeholders.
Presenting the Prototype
I built a prototype to walk through with stakeholders and users. I walked stakeholders through the tool’s main features such as creating a new pool, adding additional promo codes, and the auditing system.
Impact
The promo pool service currently holds over 3 million unique promo codes. This service rapidly speeds up the process and capabilities for the business to provide customers with extra savings for any use case.
Our team as well as the users has yet to report an issue or bug.🌟
Next Steps
One request the stakeholders asked for that was out of scope for the MVP was the ability to iterate on the excluded characters.
This functionality to allow users to update characters without submitting a ticket. This addition will reduce the time and effort it takes to update these values.
Another fast follower is to update the UI to dark mode as requested by users
A feature to update characters within the service
Dark mode update to the UI