Matching Report

Talentoday Target Profile and Matching reports

PRODUCT Content MANAGEMENT - PRODUCT DESIGn

📋 Description of the project

Prior to this project the company did not have a Target Profile report or Matching report. Our Target Profile insights were available on the web but not has downloadable PDFs. Following customer feedback we decided to create reports that our clients could easily download and customize. The main goals of this project were:

Define the sections within the reports.
Produce customized reports were customers are able to select which sections they want.
Appealing UI.
Produce exceptional marketing and psychometric content.

🤝 Team

This project could not have been completed without teamwork and constant collaboration. As it was an important task for the company every person was able to follow the progress of the project and give their feedback on WorkPlace and InVision. The following 5 people key to this project:

Me - Marketing Manager. I was in charge of all content for the PDF reports which are based on science and machine learning. I interacted with Gabriel (Paris) to ensure the psychometric validity of my content. I also played an important role in the design of the PDFs working closely with Joy and Kevin to offer my feedback.
Joy Han - Graphic/UI Designer. She was in charge of improving the UI of the reports and had daily interactions with Kevin and I.
Ilya Siban - Front-End Developer. He was the one coding the changes.
Gabriel Lasne - Psychology. Gabriel ensured all content was valid according to the American Psychological Association.
Kevin Lanceplaine - Product/UX Designer. Kevin managed the project and wrote the specifications for the developers. He also helped implement Joy UI decisions in Sketch.

The importance of good team cohesion was even more crucial because while Kevin, Joy and I were located in San Francisco, Ilya ad Gabriel were located in Paris. Effective communication was possible despite a 9 hour time difference thanks to great collaborative tools such as InVision and GitHub.

Each person had their own role but this project pushed each team member to go above and beyond their scope. I for example, leveraging my previous experience as a freelance designer, was always in discussion with Joy and Kevin. Or Ilya, as one of the first employees of the company, plays more roles than just a developer and his feedback and knowledge of Talentoday was crucial.

⚙️ Process

Here is the process we used for this project and that we are using for a lot of our projects at Talentoday:

Step 1 - Draft product specifications:
- Write a draft of the product specifications: What will each page of the report contain? What visualizations? Which content?
- In this case, the product specifications are done following customer feedback. We consider feedback that we receive via multiple channels such as in-person meetings, Intercom discussions and emails.
- Discuss with the developers and get a rough idea of what is possible to do and create a timeline based on their feedback. For example, the pagination number was too complicated to do with our current PDF generator configuration so we decided not to have it for the first release.
Step 2 - Whiteboard mockups & Content:
- Use whiteboards and InVision Freehand for each page.
- Create general content sections so that we know what content we need and project if we can have this content complete with our current timeline.
- Define the general UX.
Step 3 - Sketch and InVision:
- Define the UI using Sketch.
- Allie to write all content and check with the psychologist that all information is in accordance with the American Psychological Association
- Kevin synchronizes every page on InVision so the marketing team can add and discuss the content.
- Import content via invision so that the whole team can see and read the content and make suggestions.
Step 4 - Final design & content:
- Ensure all content is final
- Export the assets for the developers.
- Write final product specifications.