Soleo
Soleo needed a B2B website design for their CallThread platform, along with streamlined workflows, multiple log-in portals, and faster loading speeds.
Project Type:
Client:
Introduction
Soleo had an internal platform that helped account managers sync up publishers with advertisers for pay-per-call advertising. We helped them take their B2B website design to the next level by creating a public-facing portal with logins for both advertisers and publishers.
The
Challenge
The initial internal CallThread platform had a dated UX/UI with coding that needed to be modernized. We were tasked with a web development strategy to optimize load speeds for their reports, as well as UX consulting services to redesign the look and feel of these reports on their public-facing platform. We also needed to reduce the number of steps required to complete certain workflows, as well as help Soleo promote their new platform to increase conversion.
The initial internal CallThread platform had a dated UX/UI with coding that needed to be modernized. We were tasked with a web development strategy to optimize load speeds for their reports, as well as UX consulting services to redesign the look and feel of these reports on their public-facing platform. We also needed to reduce the number of steps required to complete certain workflows, as well as help Soleo promote their new platform to increase conversion.
The
Solution
An evaluation of their existing platform helped us understand what was working well and what could be streamlined and simplified. We also wanted to modernize the look and feel of the B2B website design, since it would be public-facing rather than internal.
Our UX consulting services for CallThread were very collaborative. They had a general idea of the features and functionalities they wanted on each screen of the new platform, which they provided to us on a regular basis in the form of loose outlines. We took these outlines and improved upon their existing platform.
An evaluation of their existing platform helped us understand what was working well and what could be streamlined and simplified. We also wanted to modernize the look and feel of the B2B website design, since it would be public-facing rather than internal.
Our UX consulting services for CallThread were very collaborative. They had a general idea of the features and functionalities they wanted on each screen of the new platform, which they provided to us on a regular basis in the form of loose outlines. We took these outlines and improved upon their existing platform.
Research
We evaluated their existing platform to determine what features and functionalities existed, and how they could be made simpler.
Planning
Working collaboratively with the CallThread team, we came up with rough outlines for each screen and turned them into wireframes.
We ramped up the fidelity bit by bit, refining the look of each screen and various graphs along the way to ensure that the data was easily read at a glance.
Design
Our team handled the front-end development as well as the implementation of APIs, while their team took care of the back end.
Development
The
Deliverables
Below you will find the main deliverables that we created for CallThread. For this B2B website design, deliverables consisted of mockups, wireframes, user flows, site maps, dashboard design, web development strategy, and so much more. Each project is different and requires different deliverables to achieve success.
Wireframes
Design
Hi-Fi
Design
IA Analysis
Design
Wireframes
Design
CallThread and Soleo Websites
Design
Advertiser Portal
Design
Publisher Portal
Design
Project Summary
The CallThread project had a lot of moving parts because of how many things we created for them, and they all had to communicate with one another. We also had to be cognizant of the information shown on each of the different portals. Between advertisers, publishers, and account managers, we had to consider a lot of different personas that would be using the CallThread app, ensuring that the experience was seamless for each.
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Design
Modernized the look and feel of both the Soleo and CallThread web pages.
Development
Developed the public-facing platform, CallThread.
Optimization
Optimized load speeds for different data reports.
User Journey
Reduced the number of steps needed to complete certain flows.
Google Analytics
Soleo Communications
Review
Todd Schmeer, Director of Product Management
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