Design Results
CLIENT TESTIMONIAL
Project Summary
The Client
The tech & ad-platform, Extreme Reach
The Brief
When deciding on which states to film commercials, TV shows and movies, film production companies must consider each state’s tax incentive program to ensure their project meets the minimum requirements while weighing the unique benefits of each.
In an attempt to acquire new film production clients, Extreme Reach wants to design a product that helps production managers better navigate the different benefits of each state so they can make an informed decision and subsequently contact ER for additional information.
The User
Film production managers
The Problem
While products aimed at resolving this specific need currently exist, they are difficult to navigate, overwhelm the user with an abundance of information and require repetitive and time consuming actions.
The Solution
A tool built around the user’s task-positive mental state, enabling production managers to efficiently make an informed decision by reducing clutter and improving upon competitive shortcomings.
KPI’s
Learnability, Lead Generation
Results
57% improvement in learnability when tested against competing products.
Lead Gen metrics are TBD, as the product is still in development.
Parameters & Details
Methods Used
Competitive Analysis, Usability Testing, Heuristic Evaluation, Feature Prioritization, Sketching, Wireframing, Prototyping.
Tools Used
Sketch, Figma
Team
Brandon Cherry (solo freelance work)
My Role
Handled all aspects of the UX design process from research through to design delivery while coordinating with Creative Director & other internal stakeholders to ensure the design accounted for both business and user needs.
Research & Design Strategy
Upon receiving the design brief, I was notified that the clients did not want to perform any user interviews, as they already had a general understanding of the problem they were trying to solve for. However, although I was instructed to not interview users, I still knew that I had to perform some sort of research to ensure each design decision was firmly backed by rationale and tailored to our users.
I gathered my rationale by first researching UX psychology and design principles that applied to our users. Then, I performed a heuristics evaluation on a few of Extreme Reach’s competitors to identify how they succeeded or failed to apply those principles to their designs. The intention was that these learnings would allow me to apply the competitor’s impactful features and elements to my own product, while improving on the areas they fell short.
But before doing that, I first had to understand the user’s mindset to determine which heuristic and psychology principles to utilize. Through research, I learned that production managers would be in a task-positive mindset while interacting with my product.
Task Positive
Task Negative
Users are in a default mode, as their minds are wandering. There is no urgency to complete a task, and as a result, the user is content with aimlessly spending time using the product (i.e. scrolling through Instagram).
Users are in an action oriented mindset where they are focused on completing the task as timely as possible while performing the minimum number of actions required (i.e. calling an Uber).
After gaining a better understanding of my user’s mindset, I performed additional research to learn how I could best tailor my product to adhere to their needs in order to help them complete the task as quickly and effortlessly as possible.
As such, I found two core principles that would help maintain the user’s attention while helping them find the state with the best incentive options for their respective project in a timely manner.
Hick’s Law
Too many options will result in the user either taking too long make a decision, or not making a decision at all.
Progressive Disclosure
In order to maintain the user's attention and guide them through to task completion, you must reduce clutter, confusion, & cognitive workload.
Next, I leveraged these principles to perform a heuristics evaluation on competitive products and identified where they went wrong.
Learnability
Score
Major Problem
Evaluation
The user’s cognitive workload is high, as they are expected to learn a new color coded system of 5 different variables just to complete the first step of the decision process (identifying each state’s incentive type).
2. Usability
Score
Minor Problem
Evaluation
The product’s head-to-head comparison function enables users to add up to 6 different states. Keeping Hick’s Law in mind, this abundance of options coupled with the 9 different comparison metrics would make it extremely difficult for users to make a decision in a reasonable amount of time, likely causing frustration and inhibiting usability.
3. Clarity
Score
Major Problem
Evaluation
The dashboard is extremely cluttered, featuring heavy copy and different CTA’s that distract the user from completing the task. Additionally, the incentive map’s hover state (left) shows all metrics at once and does not thoughtfully organize the incentives based on hierarchal best practices, likely leading to confusion and deterring from task completion.
4. Delight
Score
Minor Issue
Evaluation
Users must first identify the states they want to compare, then proceed to click through to another page, and re-select their desired states from there. Knowing our users have a task-positive mentality, this is a potential issue as our goal is to minimize steps and effort, as opposed to adding pages and required actions.
Design Ideation, Wireframing & Prototyping
After garnering a better understanding of our user’s mental state, applicable best practices, and ways I could build upon competitive products, I ideated features that aligned with the design strategy & sketched potential design solutions.
Next, I brought my design up to a higher fidelity, ensuring that all design decisions tied back to the strategy and insights gathered through research.
Insight
Users are in a task-positive mindset, meaning we need to minimize clutter and manage their cognitive workload to help them complete the task as timely as possible.
Competitive products increase the user’s cognitive load by forcing them to learn a color-coded system in order to differentiate between the benefits of each state.
Implication
Minimize clutter and manage the user’s cognitive workload by creating a filter option that enables them to quickly narrow down states based on incentive type. This will help them easily identify those with incentive types that align with their film’s specifications while eliminating those that don’t.
Insight
Hick’s Law states that too many options will inhibit the user’s ability to make a decision.
Competitors allow users to compare up to 6 states at a time.
Implication
Limit comparison feature to just 3 states at a time, enabling users make a timely decision and subsequently driving leads.
Insight
Users in an action-oriented mindset are focused on completing the task in the fewest steps possible.
The state-by-state comparison function on competitive tools lives on a completely separate page, forcing users to first identify the states they want to compare, and then clicking through to then add those desired states separately.
Implication
Minimize effort and steps for the user by enabling them to add states to the comparison tool directly after hovering over each state (as opposed to separately selecting it from a dropdown like the competition). Upon selection, states are added to the comparison function on the same page directly under the map.
Upon completing the wireframes and prototype, I traveled to the Extreme Reach offices to present my work and whiteboard with the clients.
After collaborating in person, we aligned on a few updates based on business goals, and I began designing the final high fidelity mockup.
Comparison tool before meeting; different metric groupings are hidden under a dropdown to reduce clutter and keep the user’s cognitive workload in check.
Comparison tool after meeting; revised to show all metric groupings in-view due to business objectives.
Usability Testing
Finally, to ensure the product was usable, learnable, and clear, I not only tested the prototype on users, but also put it to the test against competitive products.
Through testing, I found that the application of the insights garnered through research were effective in hitting our KPI of improving learnability, as our new design beat the competition by 57%, while 100% of users completed the tasks without difficulty.
Scenario
You’re a production manager for a film production company and need to figure out which state to film your next project in based on state-by-state tax incentive plans.
Tasks
Identify the states with a Transferrable Tax Credit plan.
View the tax incentives offered by Georgia.
Add Savannah, Georgia to the state comparison tool.
Choose the state with the lowest Resident BTL % amongst those with a Transferrable Tax Credit plan.
Next Steps
Upon completing the interactive map, I designed a feature that would also allow production managers to estimate the tax incentives for their project in each state, while keeping the same principles and learnings in mind.
The full design has now been completed and approved by the clients, who are currently working to develop the product based on the delivered specifications.
After the product is developed, we will look test its ability to help users make an informed decision and subsequently drive leads while iterating accordingly.
CLIENT TESTIMONIAL