Plan AI: Empowering Telecom Marketing Campaigns with Data-Driven Dashboards
Plan AI is a comprehensive solution designed to simplify and optimize telecom marketing campaign creation. By integrating guided workflows and intuitive data visualization dashboards, it empowers users to design, analyze, and launch effective campaigns with ease.
Cockpit Scope
Campaign Creation Scope
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Role: Senior Product Designer
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Tools: Figma, Google Sheets
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Timeline: 2 months
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Goal: Simplify complex campaign data into visually compelling and actionable insights to streamline planning and execution.
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Role: Senior Product Designer
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Tools: Figma
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Timeline: 1 month
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Goal: Simplify creation for telecom campaigns
Challenges
Cockpit
Marketers often struggle with overwhelming datasets and fragmented tools when creating campaigns. Plan AI addresses this by:
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Consolidating key metrics (audience targeting, budget forecasting, and ROI projections) into a single dashboard.
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Reducing cognitive overload through clean, user-centric design.
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Enabling quick iteration and informed decision-making.
Campaign Creation
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Fragmented tools and disjointed workflows for campaign creation.
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Inefficient processes for launching and monitoring telecom-specific marketing campaigns.
Design Process
Research
User survey results show users experience:
75%
Data Overload
Users find the amount of data needed for their marketing campaigns is overwhelming.
80%
Inefficient Workflows
Almost all of our users were used to a manual creation of marketing campaigns. Complex spreadsheets and many seperate applications were needed to create a campaign.
Dashboard iterations
The first iterations showing the main KPIs with dropdowns to change which chart the user is viewing.
Data Visualization Solution
Charts created for each of the Excel data requests. In this final iteration, the charts are smaller to better fit into the dashboard.
Changes
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Updated visuals to show smaller versions of the KPIs
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Included campaign table below KPIs for users to create new campaigns from this screen
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Small UI updates to styling within the KPI cards
Marketing Campaign Creation
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Designed an intuitive multi-step workflow guiding users through:
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Audience segmentation based on telecom-specific data (e.g., subscriber location and usage patterns).
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Budget allocation and predictive spend analysis.
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Content customization, including SMS, email, and push notifications.
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Integrated AI-driven suggestions for campaign optimization at each step.
Plan AI: Empowering Campaign Creation with Data-Driven Dashboards
Project Overview
Plan AI is a comprehensive solution designed to simplify and optimize telecom marketing campaign creation. By integrating guided workflows and intuitive data visualization dashboards, it empowers users to design, analyze, and launch effective campaigns with ease.
Results
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Unified Dashboard: Consolidated key metrics like audience targeting and ROI projections into a single, user-friendly interface.
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Guided Workflow: Developed a step-by-step process for campaign creation, including audience segmentation, budget allocation, and content customization.
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AI Integration: Implemented AI-driven suggestions to optimize campaign performance at each step.
