Datasutram Markets

A B2B AI-driven platform that assists in strategic decision-making for target marketing

A B2B AI-driven platform that assists in strategic decision-making for target marketing

A B2B AI-driven platform that assists in strategic decision-making for target marketing

Overview

My Role: Product Designer

Impact: Increased user retention by 75% and reduced support volume tickets by 40%

Duration: 6 months

Collaborations:

  • Product Manager

  • Engineering and Data Science teams

  • Sales and Business teams

Background

Traditionally, these decisions relied on intuition and followed a spray and paint model with high churn rates.

Challenge: Poor Engagement and Adoption

Despite its potential, the platform faced challenges with adoption and engagement, and clients dropped off.

My Role: Founding Product Designer

Led the UX research and end-to-end design of the platform, along with usability testing, iterative design through client interactions.

Problem

Poor user retention in the previous platform

User Research Method

  • Interviews: 3 internal business/sales team members and 4 external customers.

  • Usability Testing: 2 sales representatives and 4 customers.

User flows and interface of the previous platform

User flows and interface of the previous platform

User flows and interface of the previous platform

Pain points

  • Ambiguous visualizations: Too much left to intuition, leading to disengagement.

  • Lack of trust: Predictions lacked transparency, making users hesitant to trust the tool.

  • Frustrating filters: Filters often returned nil or overly broad results, frustrating users.

User scenario

Tara wants to to open stores in high potential hotspots

Tools

Data Analysis and GIS Software

Frequent site visits

Cross-functional collaboration

Motivations

  • Balance traffic and visibility with operational efficiency.

  • Complement existing networks while avoiding cannibalization.

  • Maximize market penetration in high-potential areas.

Pain Points

  • Balancing the cost of prime locations with potential returns.

  • Adapting to changing consumer behavior.

  • Ensuring accessibility for walk-ins and delivery services.

Challenge 1

Lack of Actionable Insights

The platform was underutilized because clients struggled to interpret its broad and ambiguous visualizations. Key insights were left to user intuition, undermining confidence in the tool.

Solution: Introduced ML-powered actionable insights:

  • Predictions of high-potential properties based on demographic, market, and internal data.

  • Clear, ranked suggestions for potential store locations

Challenge 2

Lack of Trust in Predictions

Clients were skeptical about trusting the platform’s predictions.

Solution

  • Enhanced map visualizations and data analytic charts to support predictions and improve transparency.

  • Introduced a human-in-the-loop model where final decisions (e.g., phone calls, negotiations) were made by site selection teams to mitigate risks.

Recommendations in gallery view with supporting visualizations

Recommendations in list view with supporting visualizations

Challenge 3

Filters returning nil results

Filters often returned nil results or required multiple iterations to refine outputs, and had a lot of data points, which seemed irrelevant to many users. This frustrated users.

Solution

  • Customized data points per customer

  • Displayed frequency distribution charts to show potential results before applying filters.

  • Provided real-time previews of filtered results to reduce trial and error.

Filters with distribution and real time filtered results

Outcomes

Improved User Experience

Improved Engagement

40% increase in platform retention as users found insights actionable and intuitive.

Enhanced Workflow

Clients reported a 2x faster site selection process with improved targeting.

Scalable Design

The modular platform catered to diverse clients while being consistent for legacy users.

Process

Low fidelity prototypes

These helped in communicating ideas with the engineering and business teams for quick feedback.

Iterative design

Out of the many designs, iterative design was most impactful in redesigning the user flow. After the first round of user testing, I simplified the flow from a 7-step to a 3-step process.

  • Conducted 3 rounds of usability tests with metrics like ease of use, actionability, and time-to-completion.

  • Collaborated with cross-functional teams to ensure feasibility and alignment with business needs.

Initial flow

Final flow

Collaboration

Engineering

Partnered with Engineering to integrate ML insights seamlessly and functionalities

Product

Worked with the Product team to prioritize datapoints, use cases and feature prioritization

Sales and Marketing

Collaborated with Sales and Marketing for use cases, client interactions and onboarding

Reflections and Learnings

Improved User Experience

Cross-functional collaborations

Involve product and engineering teams early to ensure alignment and feasibility. Sales team is great for direct customer insights.

Focus on transparency and explanations

Providing actionable insights, explanatory data and human-in-the-loop validation improved user confidence in the predictions.

Augmentation rather than automation

The site selection teams were comfortable using the platform once they understood that their work is not going to be automated.

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