WORK/POLARIS INTEGRATION

Polaris integration

Integrate Polaris with a third-party platform to streamline campaign setup, reduce planning time, and optimize workflow for efficient marketing efforts.

UX research, UX design, UI design, PrototypingMY ROLE
Figma, FigJamTOOLS
High Fidelity MockupsDELIVERABLES
Polaris, Quotient TechnologyPRODUCT
Polaris integration
FINAL SCREEN / PARTNER PLATFORM RESPONSE
OUTCOME
BEFORE

Transitioning between Polaris and the partner platform creates friction and extends the planning cycle, impacting productivity and increasing error risk.

AFTER

If a venue is not available, an alternative venue proposal is provided directly within our system.

−30%

planning cycle process of work time.

BACKGROUND

Integration between Polaris and an external partner platform is a feature that helps users plan campaigns in Polaris by minimize the back-and-forth between two systems and as the result shortening the planning time.

MY ROLE

My role was to Develop the UI according to the methodology, create prototypes to showcase to the users, and provide all materials to the developers.

TEAM

I collaborated with the project managers users and the developers.

TWO PLATFORMS
POLARIS

What is Polaris?

Polaris is the industry’s first enterprise Location Intelligence platform. It helps explore customer journeys, improve location-based marketing strategies, and find the best venues for DOOH (digital out-of-home) campaigns based on the audience.

⇄
PARTNER PLATFORM

What is the partner platform?

This large marketplace for buying out-of-home media simplifies searching for media, building targeted campaigns, and contacting vendors locally and globally, with vendor profiles attracting local advertisers worldwide.

USER
USER ROLE DESCRIPTION

Campaign Planner

MarketingDEPARTMENT
Quotient TechnologyCOMPANY
LargeSIZE IN THE ORGANIZATION
PAIN POINTS
  • –Difficulty in tracking and measuring campaign ROI.
  • –Pressure to meet tight deadlines and deliver results.
  • –Inefficient collaboration with cross-functional teams.
  • –Lack of alignment between marketing and sales goals.
GOALS

Execute successful campaigns: Deliver campaigns that meet or exceed defined KPIs and objectives.

Improve campaign performance: Identify areas for optimization and implement changes to enhance campaign effectiveness.

Stay up-to-date with industry trends: Continuously learn about new marketing technologies, strategies, and best practices.

Contribute to company growth: Drive revenue growth and market share expansion through effective marketing campaigns.

Make a positive impact: Contribute to the company’s mission and values through impactful marketing initiatives.

RESPONSIBILITIES
  • Campaign planning and strategy development.
  • Budget management and tracking.
  • Performance analysis and optimization.
  • Stakeholder communication.
REQUIRED SKILLS
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Project management skills.
  • Knowledge of marketing automation tools.
  • Understanding of digital marketing channels (e.g., SEO, PPC, social media).
REQUIRED KNOWLEDGE
  • B2B marketing principles and best practices.
  • Target market understanding.
  • Industry trends and competitor landscape.
  • Marketing analytics and metrics.
SUBORDINATION AND SUBORDINATES
  • Report to a marketing manager or director.
  • Supervise junior marketing staff or interns.
USER RESEARCH

Based on information provided by the Product Manager, I conducted user research to understand how users interact with the platform while building a new campaign plan.

POLARIS
THIRD-PARTY PLATFORM
POLARIS

Start planning a campaign in Polaris

→
POLARIS

Choose campaign assets

→
POLARIS

Generate venues

→
PARTNER

Export the venue list (XLSX) to the third-party platform

→
PARTNER

Check venue availability

→
RESULT

Buy venues

↺ VENUES UNAVAILABLE - BACK TO STEP 02, MULTIPLE TIMES

Work process

Users begin their campaign planning in Polaris by selecting various assets for their ad campaign, such as the target audience, geographical area, venue types, and other relevant details. Based on this information, Polaris generates a list of venues that are suitable for the campaign. Users then export these proposed venues to a third-party platform, where they check the availability of the venues. If some venues are not available, users return to Polaris to find alternative venues.

POLARIS

Polaris generates a list of venues

→
EXPORT

Export venues to a third-party platform

→
PARTNER PLATFORM

Check the availability of the venues

↺ NOT AVAILABLE - RETURN TO POLARIS

This process can involve multiple iterations as users refine their selections until they find the best available venues.

THE PROBLEM
INTEGRATION NEED:

Transitioning between Polaris and the partner platform creates friction and extends the planning cycle, impacting productivity and increasing error risk.

SOLUTION

Based on user feedback, our solution offers the ability to immediately view available venues sent to a third-party platform and get a response. If a venue is not available, an alternative venue proposal is provided directly within our system. This eliminates the need to repeatedly search for new venues and export them to a third-party platform for verification.

UX Research

After discussing the details with the product manager, I started working on the user flow.

I DIVIDED THE USER FLOW INTO THREE STEPS:
User flow in four steps
WIREFRAMES

After the user flow was approved by the product manager, I began working on low-fidelity (LOFI) wireframes to visualize the concepts and provide a visual representation of the application’s layout and structure.

STEP 01THE USER CREATES A NEW CAMPAIGN
Wireframe step 1
STEP 02THE USER SAVES THE NEW CAMPAIGN PLAN
Save form
STEP 03THE USER WAITS FOR THE THIRD-PARTY PLATFORM RESPONSE
Wireframe step 2
STEP 04THE USER RECEIVES PARTNERS PLATFORM RESPONSE
Wireframe step 3
UI ELEMENTS

My next step was building all the components in Figma.
For the system, we added several new elements: a table where users can manage advertising spaces, new statuses for advertising spaces, a legend, and parameters for the tooltip.

It is important for me to maintain consistency with the elements already in the system, and every time I add something to the system, I check the existing components.

UI elements
USER TESTING

This prototype was showcased separately to both users and developers in dedicated meetings to ensure that we were on the right track.

Users were impressed by the result, although we did receive some feedback.

→

We then addressed the feedback and made necessary adjustments to the mockup.

→

Subsequently, we held a follow-up meeting with users to ensure that their concerns were addressed and that the final design met their needs and expectations.

FINAL RESULT
Plan: media types filter
SELECTING MEDIA TYPES IN THE PLAN FILTER
Map with vendor response views
NEW MAP TOOL: VENDOR RESPONSE AND VENUE AVAILABILITY ON THE MAP
Vendor responses in map and table
FULL VENDOR RESPONSE TOOLSET: DATA TABLE WITH ALL VENUE RESPONSES, STATUS LEGEND AND VENUE TOOLTIP
IMPACT

The planning cycle became 30% shorter.

The success of the integration between Polaris and the third-party platform had a significant impact on our team, decreasing the planning cycle process by 30% of work time. This integration streamlined our workflow, allowing us to be more efficient and effective in our planning and execution.

−30%Reduced avg. session length
−28%Reduced error rate per user
−25%Reduced amount of sessions
CONCLUSION

In conclusion, the integration between Polaris and Partners platform represents a significant enhancement in the campaign planning process, streamlining tasks and reducing planning time for users. By allowing users to seamlessly transition between Polaris and Partners platform, we facilitate efficient campaign planning while leveraging the strengths of each platform. Through careful UI development, prototyping, and collaboration with stakeholders, we successfully delivered a solution that impressed users and developers alike. Moving forward, ongoing feedback and refinement will ensure the continued effectiveness and usability of the integrated system.

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