Ayima’s B2B Reporting Tool
Client uptake was slow which resulted in too many consultancy hours building reports, plus an overall bad experience as onboarding varied between SEO teams and certain clients.
Redesign of the onboarding flow & work around the creation of reports and alerts if reports created.
The Ayima Reporting Tool (ART) is a proprietary platform that create custom market intelligence reports for their clients. It is designed to integrate data from various marketing channels, including SEO, PPC, and social media, allowing users to visualise and analyse their performance in one place. ART helps businesses track key metrics such as traffic, rankings, conversions, and ROI across campaigns.
We had two distinct user types from the client side using the ART, one would usually be the SEO manager who would create reports and use reports that are very detailed. Another type would be someone who would want a high level of detail and reports they could easily consume.
I designed a new flow based on these types of accounts that encouraged SEO managers to login and create reports with the support of the SEO team. There was also a flow for users who just viewed reports that encouraged them to log in and view
As well as creating a new flow I redesigned the create a report flow, reducing from an 8 step process to 3 steps. This reflected in report set up metrics.
Important metrics we achieved:
22% Increase in adoption rate
60% task reduction in report set up
