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ThoughtSpot is a business intelligence and big data analytics platform that helps you explore, analyze and share business analytics data easily. Thoughtspot’s relational search engine can analyze information from any data source.
ThoughtSpot has been focused on bringing the power of search and AI-driven analytics to every business professional, regardless of their analytics skill level, so anyone can find insights and make decisions. But the nature of decision making continues to change. Now, more than ever, decisions are made on the go.
Started from research, conceptualising the flows to creating the visual design, conducting user feedback sessions and communicating the interaction to developers.
Business users make a lot of decisions and need data to back them up - most times the friction of going to the desktop is too much. If they could pull their phone up and look at the important KPIs in a sec, they’ll love the convenience of it.
We conducted customer and market research to drive our planning phase. The key insights defined the launch version of the product.
There are mainly 2 user personas we wanted to target
After understanding their actions, feelings, pain points and desired outcomes we went ahead to write the user stories
1. Business users don’t like opening their laptops since they are always on the go, prefer the KPI to be available on the phone.
2. Business managers would love the convenience of mobile to answer a quick question or know right away when the inventory gets low.
3. For field sales, being able to pull out data about customer’s usage during a meeting would give them a lot more credibility and make arguments more compelling
4. Analysts would love mobile friendly dashboards, building something nifty that their execs would love.
1. Complexity
While BI tool adoption is low, mobile BI adoption for other BI tools is even worse. It seems that the low adoption has to do with trying to do too much on mobile. We need to make the interactions extremely simple.
2. Security
A convenient way to be able to open the app and get through the firewall is critical to mobile app’s success. Most secure way of doing this is deployments through MDM/MAM solutions like Microsoft Intune, Mobile Iron, Airwatch etc. Building and maintaining support for all these different deployment solutions is a challenge.
Our high level goal was to allow quick and easy access to key information and to increase the user adoption and engagement by building stickiness in the product.
We checked other apps and platforms with similar functionality for insights into common patterns to understand the user's mental model
| Apps | Category |
|---|---|
Google Analytics, Domo, Power BI, Qlik, Tableau, Looker |
Competitors |
Google Assistant, Siri, Alexa, Google Allo, Bing |
Analogues |
Spotify, Loom, Yatra, Apple Stocks, Netflix, Wise |
Inspirational |
High fidelity wireframes were made to resolve the existing problems.
| Key Features | |
|---|---|
Home Liveboard |
Add crucial KPIs, charts and tables on a fully customizable Home Liveboard that is accessible offline. |
KPI Watchlist & Monitor |
Add KPIs to watchlist, schedule alerts for KPI charts or create threshold based alerts. |
Filter |
Tap and swipe to see visualization details. Filter and sort to pinpoint the most relevant insights. |
Favourites |
Tag important and frequently used KPIs, Answers and Liveboards for quick access. |
Drill Down |
Seamlessly and intuitively select data point(s) and drill down for more detailed information. |
Quick Share |
Share KPIs and charts with anyone in your organization via Slack/iMessage with one tap. |
Mobile Device Management Support (MDM) |
Enterprise-grade security with support for all major MDM services, including AirWatch, Mobile Iron, Intune, Meraki etc. |
AppConfig Complaint |
Conforms with industry standard AppConfig for easy setup to drive end user adoption in the enterprise. |
As we finalized the wireframes and workflows for the core features, we started working on the visual side of the project
We designed for the first time experience - quick inboarding defining what users should do first and thus keeping them engaged. An efficient and delightful login process via a “magic link”. Thoughtspot sends a sign-in link to the email address to make the login experience seamless. We want to encourage exploration and reward curiousity.
Interactive, lightning-fast charts that make data come to life so users can quickly swipe across different data points and view tooltip for details even when they are offline. Users could keep a track of all insights and get the answers they need in seconds.
Users can filter and sort to pinpoint the relevant insight. User can apply filters to see only rows that satisfy the set parameters. We wanted the business users to be able to ask all questions they have for their data. Users can tap on any data point, view tool tip, drill down on any column.
Users can track the changes in important KPIs in their data. Monitor will send notifications when their KPI satisfies a certain threshold condition, or users can schedule notifications to their KPI on hourly, daily, weekly or monthly basis. It is also very easy to share it with colleagues on email, slack or any other app.
The goal of the study was to receive feedback from customers on overall experience of the app in order to improvise existing app features and functionalities. The high level objectives of the study were to determine efficiency of design and usability within working user flows of the app, identify potential anomalies in information architecture, identify pain points and establish ease of user navigation.
1. Is the user able to understand the concept of Home Liveboard and complete the in-boarding tasks?
2. Is the user able to discover and effectively use Liveboards, KPI Watchlist, Drill down on charts, etc.
3. Is the user able to interact with filters without any known UX problems?
We saw our customers do amazing work to transform their businesses with the app
For example, a Walmart subsidiary uses ThoughtSpot Mobile to enable their Market Asset Protection Managers (MAPMs) to discover the root causes of and minimize possible shrinkage. MAPMs regularly tour their assigned stores to investigate shrinkage, pulling up Liveboards with a store filter to see information about individual stores. Mobile analytics empower them to get answers to pertinent questions in the moment for the first time.
With the ability to update data as often as hourly, such as during special one-day sales, one MAPM was able to notice that the greeters in front of the stores were scanning too many items that had not been rung up by the cashiers and help correct the issue.
By bringing ThoughtSpot to more mobile devices, we’re giving our customers the ability to learn everything about their business from anywhere in the world. With the ease of use and availability of all the Liveboards and answers their teams create in ThoughtSpot, Thoughtspot Mobile has become a must-have app to track critical KPIs anytime, anywhere.
Business monitoring allows users to proactively monitor their KPIs and get alerted when something requires their immediate attention and focus only on important things.
