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Account-Based Marketing Platform

For Triblio

Overview

Triblio is an account-based marketing platform that helps B2B companies target, engage, and convert their key accounts using proprietary first-party intent data.

The platform's core ABM features had built a loyal customer base, and it was time to modernize and expand. In addition to completely re-working the UI, Triblio planned to add advanced features like multi-stage campaign orchestration and deep analytics. These features - coupled with their unparalleled intent data - would provide massive value to new and existing customers.

Objectives

My Role

Approach

As always, we want to provide immediate impact. We'd treat each new feature as an MVP and quickly get it into the hands of users. We'd backport new UI layout and styles into existing features, as time allowed, but this wasn't a priority; Customer outreach and in-platform messaging would minimize confusion over competing UIs.

After initial implementation of feature MVPs and backporting of modernized UI, future design & development would be guided by an established roadmap and user feedback.

Implementation

We aligned with the client on three principles:

MVP Mentality

Triblio was an established product with a loyal customer base. However, instead of adhering to a traditional "big release" mindset, we wanted to get new tools and functionality into the user's hands ASAP.

We approached each feature as an MVP, paring it down to its core and working closely with stakeholders and engineering to provide designs that would both meet requirements and be feasible to develop efficiently and with minimal QA risks.

Following the release of each feature, we'd actively collect feedback from users, which would be used to direct future work on that feature. In the meantime, we'd begin designing the next feature MVP.

Results

The redesigned platform was launched feature complete, on time, and on budget. We had accomplished our stated objectives: