Head of design for Paytm Insider   ·   2020

Automate the present to plan the future

Our marketing design team produces hundreds of advertising banners for our website and social channels. This is repetitive work, with tight deadlines that can be improved with templating and standardisation.

My role
  • User research
  • Design & development
Output
  • Custom design tool
  • Banners & mailers
Results
  • Improved team workload
  • Reduced input errors
  • Democratised the brand

The challenge:
Improve designers’ work lives

Our design team spends a lot of time producing near identical advertising banners for a variety of events. To understand where we were spending most of our time, we tracked the time taken by each designer on each step of the process.

We create two extreme personas to handle the edge cases faced by everyone and used them to vote on the most troublesome part of the current workflow.

Five phases of current workflow:

  1. Request arrives via email
  2. Background image is provided
  3. Copy writer writes headline & CTA
  4. Number of sizes required
  5. Designer opens Photoshop
Persona 1 outline

Persona 1: Imran

Sports & Accred

Imran gets work requests from multiple teams. His primary work is sports and security at large events.

Experience:
Over 10 yrs
Teams:
Sports, Accred, Marketing & Ad-hoc requests
Slowest stage:
Waiting on changes from copywriters
PRIMARY CONCERN

He is experienced and works fast, but repeated requests for changes slow down his day. Switching tasks to often prevents him from being able to plan his day properly.

CURRENT SOLUTION

Work late or take work home Dedicate time to finish as many banners as possible, so he can focus on more complicated tasks.

FRUSTRATIONS
  • Repeated changes to content
  • Short deadlines
  • Small tasks that interrupt flow
Persona 2 outline

Persona 2: Anjali

Marketing

Anjali is new to Insider. She goes to many different designers to get the assets she needs for her tasks.

Experience:
Under 1 yr
Teams:
Marketing
Slowest stage:
Making the various ad sizes required
PRIMARY CONCERN

She doesn't know where all the resources are and what certain size labels mean. Once she has those, the work itself is easy to do, but getting the details right takes time.

CURRENT SOLUTION

Get working files from other people Extract logos and colours from there Duplicate one file resulting in repetitive work

FRUSTRATIONS
  • Banners aren't challenging but take a significant amount of time
  • Doesn't know enough HTML to make email newsletters

Research Insights

  • Content

    Images are provided and most ads simply add a headline and a “Call to action”

  • Sizing

    The same ad is often needed in a few different sizes (learning these sizes is a barrier for new designers)

  • Details

    Although the task is simple, details like sizing text, varying colour and alignment tend to take time and is where mistakes are made most often

  • Feedback

    Writers can’t tell how space will be used and headlines can often be too long to fit the space properly

The perfect world:
When Photoshop is both too much and not enough

We use the Adobe suite extensively and set up team libraries to share universal assets like logos, colours and typography. This made sure everyone was working from the same toolset and improved onboarding for new designers. But a simple task like resizing a layout, is still a multi-step process.

We had been approaching the increasing workload by hiring designers, but quickly realised the original problem wasn’t being addressed. New designers would need time to gather enough information to become productive, and would eventually hit similar limits on the amount they could accomplish.

The best case was custom software—something that takes a background image, a headline and a CTA and produces ads in all required sizes. Althought replacing Photoshop entirely would be a monumental task, but a small web app that solves just one problem would handle 80% of repetitive design tasks.

Various image sizes generated by the Banner Builder web app. Layouts adapt automatically with no designer input.

Banner Builder:
A minimum viable product

The resulting web app does one thing and does it well. Sizes are pre-defined and switching between them automatically lays out the content correctly. The tool is online, requires no installation and copywriters can use it directly to craft good headline within the size requirement.

The tool eliminated 80% of repetitive tasks, freeing up design resources for more challenging problems. It also democratised the brand, allowing anyone at the company to create an ad that meets brand guidelines without the need for training or specialised software.

The CTA take a verb and a noun and picks font sizes to fit neatly within the block. It also has additional segments for discount codes or additional information.

Colours automatically calculate accessible contrast ratios to select a text colour that remains readable

Next steps
Finding more use cases for specialised tools

BannerBuilder worked so well that we broadened our interviews to more teams. This resulted in a suite of tools, each for a very specific purpose: CarouselCreator, MailerMaker and SVGSolver.

Each tool is a small web app that works right in the browser. Some can fetch data from a database to prevent input errors for content. And the output varies from images to HTML emailers, SVG files and handlebars templates…