Rocket Fuel Inc.
Project Summary: The current digital campaign planning tool that had been created for the Rocket Fuel self service tool needed to be updated to meet the needs of a DR and Brand focused industry. Initial requirements had been gathered and a PRD had been written to move the project forward. As a UX Designer, I was brought in to assist the team in validating early requirements and presenting early mockups to current users both internal and external. I was charged with recruiting and scheduling all participants involved in the project as well as taking the lead with each session.
My Role: User Researcher
Team Members: Ben Robinson, Nick Morgan
Tools: Bluejeans (Video Conference), Invision, Google Docs, Google Forms, Wiki Confluence, OptimalSort, Skype
Process: Interviews (recorded), Presented Mock ups remotely, Contextual Inquiry, Iterated on mocks, Requirements Gathering Abbreviated, Published Findings, Card Sort

We determined that a focused interview on current usage would help the group validate requirements and provide insight into how the current tool is used.

Additionally, we sat with users as they completed their day to day tasks within the current version of the tool to uncover any further insight into current usage. During the sessions the users were presented with early clickable mockups in Invision.

After the user sessions, we felt there was still some clarity missing so the mockups were added to a survey and very pointed questions were asked to help determine which design solutions should be focused on, and which should possibly be discarded.

During the mockup iterations, I felt that an open Card Sorting exercise was needed to group the 30 different targeting options users can choose from. We needed to do the card sort remotely to get a large amount of respondents in a short amount of time. OptimalSort was used to present users with all list of the options, and have them group them together however they felt was best and provide a name for that grouping.

Our findings from the Contextual Inquiry, User Interviews (Internal & External), Survey and Card Sorting exercise helped uncover what users truly needed in an MVP as well as future versions of the campaign planning tool. Through this project a cadence of UX summaries in an internal Wiki confluence page was developed and sent out bi-weekly to Stakeholders to keep them abreast of and high level findings.