Generative AI Chatbot
Project Timeline
Team
My Role
Tools
Introduction
This UX case study focuses on designing the Campaign Management Dashboard to address the inefficiency of managing multiple tools and spreadsheets. The goal was to streamline workflows while providing deeper analytics insights for better decision-making.
Through comprehensive user research and data-driven design iterations, this project delivered measurable impact:
23% increase in user satisfaction
94% reduction in operational time (from 8 hours to 30 minutes per campaign)
10X growth in business performance, and adoption by enterprise clients including SmartWater (Coca-Cola)
Context
Agencies heavily rely on management tools.
Management agencies spend 90% of their time on management tools. In a sophisticated management process, agencies need to go through numerous data and documents to complete a series of tasks:
creator onboarding
data collection and analysis
negotiation
contracting
inspection & invoicing
Three user groups get involved in the campaign management process.
Accomplishing different tasks while working together on brand campaigns.
Content Creator
create the marketing & advertising content for brands
manage their creators' analytics, campaigns, and case studies.
Brand Representatives
request and review the outcome from content creators.
Challenge
Managing too many tools and spreadsheets, leads to extra steps and inefficiency.
Currently, 90% of agencies use multiple tools, including spreadsheets, multiple CRM systems, emails, and text messages, to manage their work. The usual time they spend collecting the same data and sharing the same reports stored in the different systems is around 8 hours for each campaign.
Key Pain Points:
Inefficient management across multiple platforms
Time-consuming data collection (8 hours per campaign)
Lack of integrated workflow solutions
Problem Statement
How might we improve the campaign management efficiency of creator agencies?
Breakdown “efficiency” into three categories based on qualitative research:
Problem 1
Simplify & Streamline the Process
Problem 2
Design Intuitive & Easy-to-use Experience
Problem 3
Meet the Needs of Various Workflows
Solution
Solution 1
All Campaigns Table View
Solution 2
Clear Navigation Hierarchy
Solution 3
Dynamic Table Design
As part of Pickle’s CRM Platform, Campaign Management Dashboard integrates agencies’ different digital profiles and longitudinal influencer records, helping managers efficiently manage campaigns.
1st Iteration
Layout Improvement
Before
The Kanban board forced users to strictly follow a fixed process
After
Table View offered more flexibility & lower learning curve
Research
To identify the user needs, I worked with the product manager and conducted usability testing based on the existing interfaces and competitive products.
Empathize with the users through recurring 60-min interviews:
Agencies
Influencers
Brands
Most-mentioned Issues
Insights
Increasing user needs → Functionalities
The need for more flexible management tools
The desire for quick access to files and tasks
The requirement for search and export functionality
Time & Tech constraints → Design Prioritization
Design table view due to client's urgent needs
Plan other features ahead of time
Adapt quickly to expanding scopes
2nd Iteration
Design Principles - Usability & Scalability
Clear Information Hierarchy
Dynamic Table Customization
Polished UI components
1. Clear Navigation Hierarchy
Provides Intuitive & Easy-to-use Experience
2. Dynamic Table
Allows Customization through:
Adjustable columns
Allow Drag & Drop
Quick Sorting
Edit with Customization
Value & Rationale
Agencies with various team sizes & workflows have different focuses on table usage, customization meets the needs of a wider user group.
3. Other Views
Calendar, All files, and Campaign Detailed Page
These are additional deliverables designed with the time saved from using our new design system!
Final Solution
Campaign Management Dashboard
Integrated CRM platform
Unified digital profiles
Longitudinal influencer records
All Campaigns, Calendar, All Files, All Tasks View
Design System
Based on current components and the Untitled Library
UX designers mainly focus on iteration, which is a time-consuming process. This design system helped us save time!
Expand the design component library
Create more flexible, customizable UI components
Develop comprehensive design guidelines
Challenges - Product Development Inefficiency
Limitation of Ant Design's constraints
Inconsistent design sources
Time-consuming UX iterations
Key Learnings - Design & Developing Teams
Importance of a centralized design system
Improving team consistency and collaboration
Reducing design iteration time
Creating a unified design language
My Role - Improve accessibility
Found Ant Design Library Limitations
Introduced Untitled design system
Ensured consistency & comprehension
Impact
🕧 All Within One Place!
Key Accomplishment
Understand why agencies struggled with fragmented campaign management tools
Quick response to various brand requests
Develop a cohesive design system to ensure consistency across the platform
Time Efficiency
Reduced campaign management time from 8 hours to 30 minutes
This drastic time reduction improved user satisfaction, allowing users to focus on strategic decisions rather than administrative tasks.
Instant data access
This significant improvement enabled users to access data instantly, with one user noting, "Pickle lets me make informed decisions without wasting time."
Business Impact
10X sales improvements
The efficiency gains from Pickle allowed agencies to perform better collaboration and manage more campaigns and respond quickly to brand requests, directly driving revenue growth
😀 User Feedback
“Pickle makes it so easy to track all my creators' analytics!”
“Tracking creator analytics with Pickle is a game-changer. It’s like we gained 5 hours back in our day!”
Brand Partners
Our client, SmartWater (Coco Cola), one of the top brands in the U.S., is developing its internal campaign management system with us.
