Creating an interactive upsell tool to guide users on which audit to pursue after receiving a SOC 2 report was an exciting and challenging project that required a combination of technical and creative skills.
At the outset, I conducted a meticulous analysis of the target audience and their requirements to guarantee that the design and content would prioritize the users. Additionally, I worked closely with subject matter experts and copywriters to obtain relevant information and gain insights into the fundamental principles of SOC 2 compliance. In order to determine the existing landscape, I conducted thorough research to determine what resources were already available. Through these efforts, I ensured that the resulting product would be informative, relevant, and aligned with the users' needs.
1.
Research and Define
After researching and analyzing user needs, I created a wireframe to plan out the layout and functionality of the tool. Throughout the development process, I conducted user testing and made iterative improvements to ensure the tool was intuitive and useful.
2.
Ideate, Design and Prototype
Next, I used Ceros to build out the interactive elements, including animations, clickable buttons, and pop-ups. By utilizing Ceros, I was able to create a visually engaging and user-friendly tool that effectively communicated complex information.
3.
Building and Testing
The final product was a successful tool that empowered users to make informed decisions about which audit to pursue based on their specific needs and goals. Overall, this project showcased my ability to combine technical and creative skills to create a valuable tool that enhances the user experience.
4.
Final
As this tool was launched just a month ago, no iterations have been made thus far. Moving forward, I will closely monitor user analytics to gain insights into how users are engaging with the tool and to identify areas where their experience can be further enhanced. This iterative process will allow me to make informed design decisions based on user feedback and behavior. By continuously improving the tool, I aim to provide users with a seamless and intuitive experience that meets their needs and exceeds their expectations. Through ongoing monitoring and optimization, I am committed to delivering a product that provides value and makes a positive impact on the user experience.