Planner

Smarter project planning gets the best out of your talent and time.
Project Type
Collaboration Web Platform
duration
07/2023 – 10/2023
My Role
Product Designer
Team Members
Product Manager
Software Engineer x 3
QA
THE CHALLENGEs
  • Successfully deliver an MVP from discovery to launch within a concise 3-month timeframe.
  • Collaborate with various Scrum teams to efficiently achieve product goals.
  • Define the interaction design specs essential for a startup company.
MY CONTRIBUTION
  • Led the end-to-end design process, from discovery to delivery.
  • Actively shared user feedback and insights from competitor analysis with the CEO and stakeholders.
  • Worked closely with the Scrum team to ensure high-quality releases.
  • Implemented and expanded the design system to improve future workflow efficiency.
Outcome & Impact
  • Achieved a 62% increase in monthly new users, leading to enhanced sales conversion rates.
  • Increased weekly active users by 60% within just 3 months.
  • Significantly reduced customer churn rate.

Supercharging projects

Hit deadlines others can't. Accept new business with confidence, knowing the resources are there to deliver.
Overview
Discovery
Define
Ideation
Delivery
Outcome
Takeaway

Overview

Background

Project planning is vital for creatives in their businesses. Despite our product featuring this functionality, its limited usage is attributed to a mismatch with certain users' needs. Unfortunately, this discrepancy has resulted in dissatisfaction, leading 40% of users to discontinue our product due to unsatisfactory project planning. Our product's objective is to decrease customer churn and enhance sales conversion rates.

My Approach


1. Discovery

  • Analyze customer churns and interview insights
  • Review current flows and designs

2. Define

  • Problems & Solutions mapping
  • Competitor analysis
  • User journey map

3. ideation

  • Wireframes
  • Prototype validation
  • Teams and Stakeholder reviews

4. Delivery

  • Design specs and flows

Discovery

Analyze customer churns and interview insights

To effectively reduce customer churn, I reviewed feedback from departing users and interview notes. Upon organizing these them, three prominent issues emerged:

  • Users want to plan their resources
  • Lack of a project timeline overview
  • Difficulty in planning projects and resources efficiently
Customer churns and interview insights

Review previous flows and designs

We had a project planning feature, but it wasn't widely utilized by our clients. To enhance usability, I reviewed the flows and designs, uncovering a primary concern: there are too many steps for users to plan their activities initially. My design objective is to simplify project planning.

Previous flows and designs

Define

Problems & Solutions mapping

After conducting the discovery process, I shared the insights and proposed the problems we aim to solve along with potential solutions to the product manager. Subsequently, we collaborated to outline the identified problems and their potential solutions and presented them to The Head of Product.

Problems & Solutions mapping

User journey map

To streamline project management for our users, I pinpointed the touchpoints where users initiate project or resource planning based on interviews. This approach enabled me to effectively share and align understanding with team members.

User journey map

How can we do better?

To meet user needs, I set research goals focused on understanding how to make our product appealing, identifying overlooked pain points in our user journey, and exploring simpler alternatives to competitors' solutions. I analyzed six relevant competitors based on user feedback and shared insights with the product owner to define our MVP scope.

Competitor analysis presentation and discussion

Ideation

Craft the solutions

To ensure effective communication of the scope and alignment on the solutions we aim to address, I wireframed key screens and shared ideas with the project manager and our scrum team. Additionally, I gathered feedback and confirmed any technical constraints to ensure our solutions are feasible and aligned with our goals.

Wireframes of the key screens in Miro

Prototype validation & Reviews

Using wireframes as a foundation, I developed prototypes and conducted three brief user interviews to validate our assumptions. Subsequently, I refined the prototypes based on their feedback and showcased them in review sessions:

  • Design review: Discussed with another product designer to ensure consistency in design and expanded the design system based on our use cases.
  • Product review: Ensured coverage of important use cases.
  • Stakeholder review: Aligned the problems we aim to solve with stakeholders and gathered feedback from team members, including the marketing manager, customer success, copywriter, and CEO.
Prototypes for user interviews and review sessions

Delivery

After the discussion with the Scrum team, we dissected the solutions into UI elements, user flows, and tasks to expand the design system. Collaboratively, we strategized ticket planning every two weeks. Additionally, I ensured that all design details were solidified before the start of each new sprint.

Outcome

After our three-month release, we successfully achieved a 62% increase in monthly new users, leading to enhanced sales conversion rates. Additionally, weekly active users increased by 60%, and we significantly reduced the customer churn rate. In summary, these developments have had a notable positive impact on both new and existing users, and we have received positive feedback from our users.

+62%

monthly new users increased

+60%

Weekly active users increased

Showcase

Streamline project management

With just two simple steps, empower team to optimize billable hours based on budgets and achieve key milestones punctually.

Direct resources where they're needed most

Enjoy cleaner communication flows. Allocate team members to important action items, manage deliverables, and regain control over time.

Capacity management made easy

Discover availability, optimize resource allocation, and prevent burnout with the planner's people view. Track each member's capacity and manage time budgets effortlessly.

Smoothly adapt to scope changes

Expand milestones and adjust activity schedules seamlessly to optimize your timeline.

Customize colors to suit your needs

Easily track activities associated with each phase at a glance.

Takeaway

Boosting efficiency through closer collaboration

In my previous experience at a larger company, daily communication with the development team wasn't normal. This occasionally led to surprises when reviewing developer implementations. However, joining daily stand-ups with the Scrum team, I've been impressed by the value of closer collaboration. It enables us to ensure everyone stays aligned, to address technical challenges, and to optimize efficiency together. It's rewarding to see how we can support each other and drive progress towards our common objectives. Ultimately, we were able to deliver an MVP version within 3 months.

Provide just the sufficient documentation in a startup

I used to deliver highly detailed designs, but I realized it's not ideal in a startup due to time constraints. I've learned that rather than documenting rules, direct communication is more effective. If team members require documentation, I provide details at that moment, which is also adequate. This approach accelerates my design process.

Next Project

RodeoDrive redesign

A project management tool that helps creative price projects right.

View Case Study ->

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