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Client Side Reporting

Manual order verification to improve partner adoption

Overview

Client side reporting allows brands marketing managers to manually upload cancelled or fraudulent orders from their OMS in order to insure they only pay out commissions on accurate and verified orders to the publishers they partner with.

Team: 3 (Design/PM/TL) Role: Design Lead Timeframe: 3 months

Goal

In order to reduce friction for our partners to work with us and capture lost revenue - Brands can manually provide a CSV file of invalid orders in a easy and non technical way that allows them to see how Button performs as a marketing channel early and without upfront integration investment. This would allow these brands to be able to use and benefit from Button technology, as well creating an upsell opportunity for a full integration.

Problem

When a brand works with us, they have a server side integration which allows us to automatically verify orders from a brands OMS. For newer or smaller brands this is a huge investment in time and engineering resources before knowing the value that Button can generate through our technology. This leads to brands not being able to work with us or delaying integration plans, ultimately leading to lost revenue.

My Responsibilities:

  • Design Discovery plan drafted and approved with PM

  • Conducted Internal/External interviews with Brands and Partner Support

  • Competitive Analysis of affiliate network dashboards

  • Key user flows defined and prioritized 

  • Design ideation and feedback with Partner Support

  • High fidelity prototype completed for testing

  • User testing plan drafted and approved (testing conducted internally)

  • Technical assessment from Eng

Order verification workflow

Key Screens

Outcomes and Key Learnings

  • Testing results were positive, the 3 workflows that were prioritized were validated and successfully navigated during testing. Feedback received was that the experience was easy to understand, and aligned with marketing manager expectations and existing workflows. 

  • The proposed designs reduced the need for 3 different order pages on the client facing dashboard - these pages lead to a lot of confusion for brands on how to filter, search, and export their order data (This was the top pain point across all partners)

  • We conducted a TAM exercise for CSR to determine the number of partners that could be sold/benefit from a CSR integration. There was tremendous potential as over 90 brands could be pitched on a CSR integration which would result in upwards of $10M in potential revenue for 4% of those brands.