Consumer Database Mockup Jamie Miller 11/22/10

Functionality Filter – for recruiting –Export filtered list for tracking –Filter out people we have used recently Export whole database Add to database via bulk upload Update database via lookup (last name or ) –Add or change info with notes –Delete with notes Generate database statistics Check for duplicate entries (via name or ) Needs to keep changes for 1 year, then purge –Need to have a change log per each log in (who logged in and what was changed) –Need to have restore/backup points every time someone logs in Must be duplicated for Japan database

Categorizing the Users 6 User Groups, determined by a formula The formula needs to be built in to the database, so on import, new users are automatically categorized

Current Workflow Scenario New Sign Ups –Customer fills out sign up survey in Survey Gizmo –UEG Receives from Survey Gizmo that there is a new sign up –UEG exports new sign ups from Survey Gizmo to.csv file –UEG imports new sign ups into current database (separate tab) –UEG categorizes users based on a formula (this is currently done by hand and would like to be automated) –New sign up is sorted into current database – moved to active tabs

Current Workflow Scenario Recruiting for a research activity –Find user type in database (sorted by tab) –Compose using a template –C/P s from database into BCC link in (usually only about 25 people at a time) –Track who I sent to in a participant sheet (xls) for the project –Schedule participants who reply (tracked participant sheet) –Delete users from the database when s bounce –Delete users from database who want to be removed –Currently no tracking around who has participated recently or multiple no shows

Current Workflow Scenario Bounced /Request to opt out –UEG receives bounced or request to opt out (during a research activity) –UEG searches database to find user –UEG moves user info to another tab in xls w/note

Log in Password Volume User Experience Consumer Database

Home Log Out Hi Jamie! Look up Last Name Recently Changed Generate List Edit Delete First NameLast NameCityStateCountry Import/ExportStatistics My Account Find Users

Volume User Experience Consumer Database Home Log Out Hi Jamie! Home > Edit Name: John Smith Title: Company: Address: Last test: 11/1/2010 … Save Notes: John’s address changed. Last edited: 10/10/10, 9:30 am by Miya Statistics My Account Import/Export Find Users Save

Volume User Experience Consumer Database Home Log Out Hi Jamie! Home > Delete Name: John Smith Title: Company: Address: …. Delete Notes: John’s bounced Last edited: 10/10/10, 9:30 am by Miya Statistics My Account Import/Export Find Users

Volume User Experience Consumer Database Home Log Out Hi Jamie! Region State User Profile Trend / Non-Trend Sophisticated Frequent NBK Novice at Home Trendy True Novice Computer Type Trend Non-Trend PC Mac Generate List Find Users NABU EMEA APAC LAR All Parent / Non-Parent Parent Non-Parent All Statistics Last Test Never Not in last year Not in last month My Account Import/Export

Volume User Experience Consumer Database Home Log Out Hi Jamie! Export First NameLast NameCityStateCountry Filter > Results Statistics My Account Import/Export Find Users

Volume User Experience Consumer Database Home Log Out Hi Jamie! Bulk Upload Browse… Statistics My Account Export Entire Database (csv) Export Import/Export Import Export Find Users

Volume User Experience Consumer Database Home Log Out Hi Jamie! Upload Statistics C:\Projects\Database My Account Import/Export Find Users Bulk Upload Export Entire Database (csv) Export Import Export

Volume User Experience Consumer Database Home Log Out Hi Jamie! Import > Bulk Upload Browse … Import First Name Last Name CityStateCountry New? C:\Projects\Database Statistics Delete Edit My Account Import/Export Find Users

Volume User Experience Consumer Database Home Log Out Hi Jamie! Import > Import Confirmation Success! Statistics View Edit First Name Last Name CityStateCountry New? My Account Import/Export Find Users

Volume User Experience Consumer Database Home Log Out Hi Jamie! Current Database Statistics Bulk UploadStatistics Total number of consumers: Total Trend users: Sophisticated Frequent NBK Novice at Home Trendy True Novice Mac Users: Total Non-Trend users: Sophisticated Frequent NBK Novice at Home Trendy True Novice Mac Users: Last updated: 10/10/10 9:30 am Update My Account Find Users

Volume User Experience Consumer Database Home Log Out Hi Jamie! My Account Bulk UploadStatistics Update My Account Log in Password Find Users