B2B

Soleo

Soleo needed a redesign for their app, CallThread, along with streamlined workflows, multiple log-in portals, and faster loading speeds.

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Introduction

Soleo had an internal platform that helped account managers sync up publishers with advertisers for pay per call advertising. We helped them take it 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. Since their app is very data-heavy, we were tasked with optimizing load speeds for their reports, as well as redesigning the look and feel of these reports on their new and improved 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. Since their app is very data-heavy, we were tasked with optimizing load speeds for their reports, as well as redesigning the look and feel ...

The initial internal CallThread platform had a dated UX/UI with coding that needed to be modernized. Since their app is very data-heavy, we were tasked with optimizing load speeds for their reports, as well as redesigning the look and feel of these reports on their new and improved 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.

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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 platform, since it would be public-facing rather than internal.

Our work with CallThread was 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 platform, since it would be public-facing rather than internal.

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 platform, since it would be public-facing rather than internal.

Our work with CallThread was 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. Deliverables can consist of mockups, presentations, videos, one-pagers, site maps, wireframes, the finished website itself, and so much more. Each project is different and requires different deliverables to achieve success.

Wireframes

Wireframes

Design

Hi-Fi

Hi-Fi

Design

Tabs

Google Analytics

Google Analytics 1
Google Analytics 2
Google Analytics 3

Soleo Communications

4.5/5

Clutch Review

Clients and internal stakeholders alike are impressed with the final product, which distills complex information and functions into an excellent user interface. The team’s communication, creative skill, and ability to grasp the client’s vision made them excellent partners.
Read the full review on Clutch

Todd Schmeer, Director of Product Management

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