Planning, designing and marketing a complex AdTech SaaS platform

The Situation

Bucksense is a highly complex Programmatic Advertising and Performance Marketing SaaS Platform. In bringing this new product to market the UX/UI team challenged itself to present this complexity — including a multi-tiered user structure, a wide variety of customer needs and levels of expertise, and a tremendous volume of data and parameters to be input, reported on and visualized — in a simple and elegant interface that still exposes all available features, funnels and funtionality.

The Challenge

The creators of Bucksense been on both sides of the digital advertising game for many years. We knew that a better SaaS platform for Programmatic Advertising needed to be built. After an exhaustive analysis of the many players in the field, we saw that the market was in need of a platform that was user friendly, flexible and feature rich enough to accomodate a great range of users — from the largest agencies and trading desks to the leanest of mobile start ups.

When planning the flow and UX of the platform tool itself, one of our main objectives was to keep features and workflows exposed for power users but did not create a cluttered and intimidating UI for other levels of users. This required establishing thoughtful user flows and funnels that both guided users and allowed them to self select their experience based on their needs.

Working closely with front-end and back-end engineering teams, a continual process of design iteration and feature enhancement was put in place. To our delight, we discovered a powerful synergy between our marketing efforts and the platform UI. When exposing platform functionality to potential users on the marketing side, the design team would invariably come up with visual and functional iterations and improvements that could then be folded back into the platform UI to make for a more beautiful and engaging user experience.

My Role

Creative Director for UX and UI working with stakeholders from business, marketing and product management teams and my own design and front end development teams, I established the brand identity, direction and voice for the product and championed processes for design thinking, user journeys, exploratory wireframing and user research. I also advocated for and implemented modern, highly efficient technology tools and methods on the Saas product and marketing websites and led UX/UI design and front-end development teams in New York, Madrid and Rio de Janeiro.

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Gary delivers creative direction that has allowed us to provide our customers with clear and effective brand messaging as well as an excellent user experience. His knowledge of technology and his keen sense of design make him a great asset. — Javier Barragan, COO Bucksense

Solutions — Defining the Programmatic SaaS Platform

Shown below are just some of the exploratory design artifacts created in the process of discovery, ideation, definition, testing and iteration that goes into developing a complex SaaS system.

HiFi wireframes

Exploring details of offer & campaign set up and user creation
(a clickable Invision prototype)



See an animated demo of the platform
(opens in a new window)



Exploratory Wireframing

The Traffic Planner tool, shown below, exposes data from the back end API to allow users to create a real-time snapshot of global advertising inventory. Users can click on the interactive graphics to select campaign targeting parameters such as location, device type, carrier, device OS, banner size potential and more to explore the potential reach of their campaigns. These same filters can be used to create multi-dimension subgroupings as well.

The conceptual wireframe shown at the right is the result of workshopping with key stakeholders in business, customer service, development and marketing to determine which elemements of the platform would best serve to give potential customers insight into how the platform can serve their needs.

This powerful data visualization tool exposes the data in an interactive and visually engaging manner through javascript animation of SVG graphic elements.


An early sketch to communicate the concept

The Implemented Design — Data rich complexity tamed in an elegant UI



Wireframing process used to discover the best mobile interface

The next challenge was to take this complex, full featured platform and distill it into an on-the-go mobile experience. These wireframes are just the beginning of that process — What information does the user need at their fingertips? Is the use case the same on desktop and mobile? How do we keep the details easily accessible but out of the way? Sometimes the best and most appropriate mobile experience is not just a version of the desktop site. Here we explore a dashboard style app that allows users to maintain control of the essentials of their ad campaigns while away from office desk.


Beyond Digital — Effective marketing through presence and collateral

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