Dairy Market Case Study

Dairy Market

Developing a full-stack iOS application to create a solution to quality, affordable marketing information for small businesses.

The Overall Goal

Our Dairy Market team initiated the development of an AI-integrated application for iOS devices with the objective of assisting small businesses that lack marketing resources to generate customized social media content. The application was constructed using XCode and incorporates the OpenAI API and a Firebase database, resulting in a fully operational iOS application. To ensure optimum user experience and brand development, we employed industry-standard design software such as Adobe Illustrator, Adobe Photoshop, Figma, and Canva.

Tools Used

Adobe Express, Adobe Photoshop, Figma, Canva, HTML, CSS, JS, Xcode, Firestore, Open AI API

Skills + Fields

Technical Consulting, Asset Creation, Product Strategy, Branding, UX/UI, Front-end Development

Role + Timeline

Technical Consultant and Strategist, Worked with 4 individuals, Duration: 5 months

The Challenge

Creating an AI Product With a Cross Functional Team

Our team faced several complex challenges, including mastering new AI technology, effectively integrating diverse skill sets, and delivering tangible business value. We tackled the challenge of leveraging our team members’ diverse backgrounds in Computer Science, Advertising, MIS, and Journalism by drawing on each member’s unique expertise for different deliverables and optimized our efforts with effective communication. Additionally, we grappled with the integration of cutting-edge AI technology, conducting a thorough exploration of its potential and optimal use cases. Our difficult goal was to create a tech product that would not only provide business value but also establish a robust brand identity, which necessitated navigating technical constraints and user requirements. Our team remained committed to achieving our objectives, continuously monitoring emerging trends and innovations in the dynamic technology field.

The Solution

Becoming a Dynamic Team Member to Fill Gaps & Lead

I started off the project by helping my team establish a strategy from a prompt we were given. For the rest of the project to go smoothly, we needed to solidify a framework of what our vision for the actual product looked like. Our prompt was very general: use AI to make marketing easier. So, to create our vision, I started gathering research and energizing our team by imagining the future state and how we could get there. What pain points exist in the world of marketing? What AI platforms exist in the world of marketing? How would we integrate AI into a native mobile application?

With a background in MIS, I leverage technology to deliver business value in a big-picture context. Thus, when our group developed a unified vision for Dairy Market, I worked primarily as a bridge between our branding and development subgroups to ensure effective communication. That is a corporate talk for I wasn't the best at anything, but I had experience in both coding like our CS girls and design like our advertising and journalism. And most importantly I was able to recognize what talents my amazing teammates could bring to each area of our strategy to reach this end state. So, I had to be fluid and ready to do various roles outside of the direct scope oof my teammates. As this bridge, I wore several hats throughout our semester-long project. Thus, explaining my contribution, I will speak specifically to my role in each checkpoint.

SPRINT 1

The Researcher

During checkpoint one my primary role was to conduct research to develop a course of action for how we would make this product.

In order for the rest of the project to go smoothly, we needed to solidify a framework of what our vision for the actual product looked like. Our prompt was very general: use AI to make marketing easier. So, to create our vision, I started gathering research. What pain points exist in the world of marketing? What AI platforms exist in the world of marketing? How would we integrate AI into a native mobile application?

Marketing Research

In order to know how to automate the process, I needed a better idea of what the existing process is. In terms of people, I research a lot about the roles within a marketing agency and what business value they deliver. In terms of process, I studied the elements of a creative brief and how each element lead to the product output. In terms of technology, I learned about different marketing platforms used to help the marketing efforts. From this research, one of the main takeaways was the value of a creative brief.

AI Agency Explanatory Research

Essentially, this creative brief distills all of the relevant information needed to do most marketing jobs into one comprehensive diagram. This discovery led to a breakthrough for our idea. If we could get access to the information central to the creative brief’s value delivery, we could use this as a jumping off point to prompt the AI — reducing high marketing costs and difficult, time consuming brief development.

Now, we knew what a marketing agency inputs and what it outputs. From here, we needed to understand more about AI technology and its constraints and how we could model this process of inputs and outputs

AI Research

At this point in the product ideation process we knew what we wanted to make but we didn’t know how to make it. To do this, we focused on the newly release OpenAI API. Here, I did a lot of research on existing use cases and capabilities of the API.

Following this research, I developed a simple web test of integrating the AI on the web platform. Here, I was able to establish proof of concept for feasibility and I learned a lot about how we could customize this technology to make it work for us. I got a key for the OpenAI API and used their tester files to investigate the code itself. Here the code essentially consists of two parts: a Next.js front-end and a serverless API function. The front-end takes the user input, state management, and form submission using React hooks and then fetches data from the serverless API function, which in turn is encorporated in a request to the OpenAI API using the “openai” package. The serverless function generates a contextually relevant prompt and calls OpenAI’s GPT model to obtain a response.

AI Agency Explanatory Research (1)

One thing that stood out to me during this process was prompt customization. With the prompts generated in the serverless API function, you can direct the AI technology to output specific, tailored information. Combined with my new knowledge of the creative brief we arrived at a potential value proposition.

If we could gather information from our users about their business, focusing on the key information industry marketing professionals use in creative briefs, we could use simple user input and enrich it to give the AI a hyper-specific task of creating marketing deliverables. So, our application would act as a marketing agency, allowing customers to only worry about what they know about their brand. By going straight to a ChatGPT or an industry rival, you would have to know the behind-the-scenes marketing information we enrich our prompt with.

THE SOLUTION

The User Experience Expert

During checkpoint two my primary role was to use my research to develop an optimized prompt based on our research and the incoming feedback we got from user testing.

Here, I fought to find the balance between holding onto the value of a comprehensive marketing brief and limiting complexity to reduce bounce rate of overly confused users. To do so, I spoke to people with no industry knowledge and asked them if they found it confusing and conducted a lot more research.

In order to set our product apart from simply using an AI bot directly, I included personalized research in the field of marketing and usage guidelines with different social media platforms. Our research covers the type of content that should be displayed on Instagram, Facebook, and Twitter. By giving this information, we supply the AI prompt with specific guidelines for how to assess the creative prompt it is receiving. Each social media guide we have been testing out with the OpenAI API is listed below. Here, we supply the AI prompt with specific guidelines for how to assess the creative prompt it is receiving. Each social media guide we have been testing out with the OpenAI API is listed below.

DAIRYMarket.UXMapping.Prompt.Part2

To make sure these efforts were not in vain I spent a long time testing the guides, the prompt, and assessing outputs. Here, because the same foundational technology is used to create to assess the prompts, I could do a lot of testing now to avoid unnecessary rework down the road as our team began to code.

  • Here is what you received:
    • Inputs: (Result of Survey)
  • Here is what we want you to make as the output
    • I want you to make 10 ideas for facebook post, 10 ideas for instagram posts, and 10 ideas for twitter post. These posts ideas need to adhere to the previously stated rules for each platform. However, be sure to keep each idea unique and creative with respect to the platform. Use additional information you have to enhance the recommendations for the content creation.
    • Additionally, I want you to make a guide for how often and what type of posts the brand should make in a weekly calendar format using your recommendations for the 10 posts.
  • Here is how i want you to format it:
    • Give a 3 sentence summary of your overall guidance for your brand vision. The header will be: How We Recommend You To Milk It.
    • Under the header “Our Quick Pitch” I want you to write “Insta Inspo:” then the list of the 10 instagram ideas. Next, I want you to write “Facebook Recs:” then the list of the 10 facebook ideas. Finally I want you to write “Twitter Ideas:” then the list of the 10 twitter ideas
    • Then, I want you to format a table from Monday to Sunday with the calendar you generate.

THE SOLUTION

The Front End Developer

During checkpoint three, we reached a new opportunity to grow and learn how to respond to changes on the fly. Following hearing news of another group having to disperse, we onboarded a new developer with a CS background. Here, I had to adjust. With a lot of manpower working on application development, I now used the opportunity to do front-end work on our website. For me, this was an opportunity to explore aesthetics and brand design.

Screen Shot 2024-02-11 at 4.38.42 PM

Thus, I used Adobe Photoshop to make SVG graphics branded with our style guides, mockups of our products, and used color replacement features to inject our brand into our assets. I also used Adobe Illustrator to help workshop our logo ideation, develop custom icons, and use our brand vision to guide these efforts when needed. Additionally, following the creation of our style guide, I learned on my feet how to implement and stay consistent with brand guidelines.

Logo Brand Style Guide Sheet for Fonts and Colours

THE SOLUTION

Developing The Core Product

During checkpoint four, development continued to make strides, and I continued to update the website while helping out where I could.

Here, I made a dynamic slide deck and helped write the script for our final presentation with an emphasis on delivering the “so what” for why our audience should be excited about Dairy Market. For our development group, I helped the development team work out some bugs and workout limitations on character counts for prompts. For our design group, I helped make more product mockups that highlighted our key features and created a plan for app deployment.

dairy
Dairy app 1 (1)
Dairy app 2 (3)
dairy app 3 (1)

Wizard Logo Design

Overall Goal

After deciding brand direction and core values, I set out to design a logo for the wizard company I was building that aligned with our vision for a high-tech retirement savings FinTech product designed to save you time. This product had goals of being innovative, edgy, and fun - so we made it happen!

To start this process I spoke with several representatives from Carnivore Trading, our sponsor company, to get early input on ideas. After introducing the concepts, they selected concept number three, where the Z in Wizard would become an avant-garde hourglass. With this concept, the hourglass represents a focus on time, which in our case, is one of our main value propositions - giving you time back by reducing the time it takes to retire. Following this conversation, I drew the following three hourglass design ideas to get a feel for some options. Early in the process, I wanted to ensure everything was done on paper. The point of doing everything on paper for myself as a designer was to get valuable input and bring something to them but not dedicating so much time that I lost creativity and fell into the sunken cost fallacy.

Sunken Cost Fallacy
Wizard Pictorial Mark Ideation

Then I got started in Adobe Illustrator. Note: to get the kind of specific manipulation I wanted on text and shape creation, I chose this platform over Adobe Photoshop. I pulled in the brand colors we decided on. Because we are entering the fintech landscape, we chose a trendy, innovative tech feeling sans-serif (Ubuntu) that we further rounded out. Additionally, to imply this cutting-edge tech feel, we employed a visually appealing gradient to look fresh, fun, and trendy. However, I realized find the perfect shape and design was HARD. I showcase 5 above but none of these "felt right." Very professional right? But seriously, it became a challenge to really intentionally use white space to create secondary meaning of an hourglass while creating balance and maintaining the integrity of the Z.

Wizard Combomarks
Wizard Combomarks

Eventually, I took the hourglass and went ahead and put it in the Combomark version. This context helped give me more design clues and step in and out of the close view and the zoomed view. It was at this point that I was able to select the top-most combo mark. Bringing this back to my client, they were very impressed and happy with the concept and the execution. From here I touched up this first logo and created versions for light backgrounds and dark backgrounds for all of these cases this logo could be used for. The results of this process are included below!

Thank you for reading. If you are curious about the Wizard project overall, you can continue by reading about the full process in the Wizard case study!

Wizard Pictorial Marks

Wizard Pictorial Mark Final

Wizard Combomarks

Wizard Combomark

Carnivore Basic Case Study

Carnivore Basic

Developed and brought a whole product to market to solve our customer's need for slower-moving portfolios.

Carnivore Basic

Tools Used

Figma, HTML, CSS, Adobe Photoshop, Adobe Express, Canva, Beaver Builder, AWS, Microsoft Excel, Klaviyo

Skills + Fields

Product Management, Product Design, Marketing Strategy, UX/UI, Front End Development 

Role + Timeline

Product Manager, Managed 4 individuals, Duration: 2 months

THE CHALLENGE

Eliminate User Issues

"I just wanted to let you know that I canceled my subscription temporarily. I absolutely love you guys, your methods, and the way you interact with people, but I don’t have the time to devote to the process right now." -Bob W

Cancellation Reason

To identify our innovation path, we went straight to the source: our customers. We listened. The feedback on Carnivore Pro was clear: the volume of updates needed for swing trading didn’t suit everyone; the daily wrap was overwhelming for some, and the price—a notch above some competitors—wasn't justifiable for all. However, others adored the swing trading approach and developed emotional connection with the involved daily articles.

Recognizing these concerns, I led the team to a pivotal insight: we were serving two distinct customer segments with divergent needs. This realization steered us away from a one-size-fits-all approach and towards the development of a second product. To create this new product we created a user persona for the second customer segment

Our strategy was twofold: to retain our current customer base that valued our product's complexity and pace (1) while simultaneously addressing the needs of those seeking a more streamlined experience (2).

In response to these insights, I was tasked with the creation of 'Carnivore Basic' – a product designed to distill the trading process into a more accessible format without compromising on the quality and depth our clients expect. This approach not only expanded our market reach but also reaffirmed our commitment to customer-centric innovation and inclusive product design.

THE SOLUTION

The Birth of Carnivore Basic

Before beginning development, we prioritized understanding the customer and mapping out the user journey. Our product development was centered around the wants and needs of our target user: individuals who lack the time for swing trading but desire access to high-performing stock picks. With our team of advanced traders, we were confident in our capability to deliver this new product.

As the head of product for this project, my role was to discern how to minimize our users' cognitive load and determine which features to offer them. In the real world, this also meant managing perceptions, delegating tasks, and establishing a timeline for external deliverables. Following extensive competitive research, review analysis, and iteration on preliminary concepts, I devised the structure outlined below.

Customer_Journey

OVERVIEW + USER PORTAL

Developing The Core Product

I began by developing a user portal tailored for the basic user. Although I was aware this would introduce an extra step, the book “Don’t Make Me Think” advocates for the 'scent of information,' a concept which reinforced my decision to add this feature. This concept suggests that "users don’t mind numerous clicks as long as each one is straightforward and they remain confident that they’re on the right path" (DMMT, p.43). Thus, as a theme in this development, I often focused on simplicity. To the right, you will see the portal with the intermediate portfolio(left) and the daily wrap(right), with an onboarding CTA below.

CORE PRODUCT ELEMENT 1

Developing The Portfolio Page

After spending time learning about different financial metrics for accurate tracking for this portfolio, I met with two of the founders to workshop early iterations of this portfolio and conduct competitor reviews(images shown below). The goal was to simplify the trading experience by putting high-quality long-term stocks in their hands and giving them enough information at hand to vet a potential investment decision. We settled on the format to the left.

Gorilla Trading - Competitor
Mindful Trader - Competitor

However, the information in the chart is quite two-dimensional, so I wanted to supplement it with a narrative that could help people connect with the stocks. By providing them with information, we empower them to make their own informed decisions. Additionally, this approach was a strategic move to differentiate our product from competitors'. Many companies suggest what to buy, but backing recommendations with evidence truly elevates our offering. In terms of execution, my aim was to develop a user interface (UI) that was clean and a structure that was logical to facilitate easy information gathering.

CORE PRODUCT ELEMENT 2

Developing The Daily Wrap Page

One of the things we learned from long-time Carnivore subscribers is that they like to receive daily media and entertainment as much as they do the actual financial information. Though we specialize in distribution of financial content, our entertainment and community-building is our differentiating factor. So, we wanted to carry these core values over to Carnivore Basic with the Daily Wrap. Here, because the stock portfolio is slower moving, we want to keep engagement up by giving them daily updates on the market and any news related to the stocks in their portfolio. This not only keeps them informed but helps them build a relationship with our brand and their stocks.

THE RESULTS

Managed a Team of Individuals to Fully Develop Product

This project was the first time in a company setting I was able to lead the charge fully. Having understood the company through working with them for several months I was able to use my interpersonal relationships to help secure buy in and execution of creation and promotion of this product. Below is an exact list of my team members and their roles.

GH Developer Tyler Monica Leadership Trader Z Macy (Me)
Creating the backend infrastructure and subscription functionalityCreate the automation for daily publicationDevelop promotional emails for win-back campaigns and manage conversion statisticsApprove designs, finalize pricing, engage with investors on progressCreate daily content and list of stocks for subscribersManage team members, develop product front-end, coordinate launch and execute value delivery