Case study — 01

Why 25 analytics dashboards are useless without guided decisions.

Internal users spent 30 minutes struggling to launch a single campaign. We replaced manual form-filling with automated data review, cutting onboarding by 25 minutes.

Role
Design Lead & Acting PM
Year
2025
Duration
3 months
Team
2 designers, eng, marketing

The client

An internal agency venture productized to give SMBs automated marketing.

Originally kicked off by the CEO as an internal tool, the product showed enough traction to be spun out as MX2 under the agency's main brand. It serves small business owners who know their customers and margins inside out, but can't justify the cost or overhead of hiring an agency.

Industry
B2B SaaS / MarTech
Stage
Internal venture
Surface
Web application

The problem

“Build an AI tool so clients can spin up their own marketing campaigns.”

The initial brief assumed owners just needed an AI generator. But marketing isn't just copywriting—it's attribution, budget pacing, and media planning. Handing non-marketers empty fields and complex charts paralyzed them. We didn't need to add features; we had to bake the domain expertise directly into the UI.

  • Signal Internal testers spent 30 minutes struggling to launch a first campaign.
  • Constraint Integrating live multi-source marketing APIs without crushing engineering.
  • Unknown How deep non-marketers actually want to dig into their data without getting lost.

How it got solved

Hover a step

  1. 01

    Mapped marketing's hidden complexity

    Ran workshops with senior media planners to unpack campaign logic. Realized the UI needed to do the heavy lifting, not the user.

    Domain research · Workflow mapping

  2. 02

    Replaced blank inputs with guided review

    Scraped website copy to prefill business details and suggest starter budgets. Users just corrected and confirmed.

    Onboarding flow · Form redesign

  3. 03

    Structured 25 dashboards across 5 tiers

    Organized data from high-level health down to individual ad creative. Casual users stay top-level; fixers dive deep.

    Information architecture · Dashboard specs

  4. 04

    Prototyped in code to prove feasibility

    Engineering pushed back on multi-API widgets. Built a working prototype with Claude Code to prove feasibility.

    Prototyping · Code proof-of-concept

  5. 05

    Added AI guidance and scaled the system

    Paired contextual widgets with AI recommendations and built a 40-component design system that onboarded a second designer fast.

    Design systems · AI interaction

The impact

Cut first-time campaign launch time by 83% while scaling to 25 core dashboards.

−25m
Time to first campaign
25
Dashboards delivered
40+
Reusable components

Prototyping complex widgets unblocked development and proved feasibility on day one. By baking marketing expertise directly into the UI rather than asking users for it, we turned a 30-minute chore into a 5-minute review.

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