Interactive Strategy for ROC Co.
Optimizing workflow for event planning and customer relations.
CONTEXT
ROC Co. is a globally recognized wedding and event planning agency. Featured in Brides, Wedluxe, British Vogue and Conde Nast Brides. Primarily catering to a high-end clientele seeking exclusivity and opulence.
The Agency is primarily managed by its managing director who uses and subscribes to several online tools to manage event and client relations. Data is dispersed across multiple platforms and demands substantial time and effort for management and synchronization.
Our team was tasked with proposing a digital solution and interactive strategy to provide a space for the client, the managing director to manage events and communicate with clients more effectively.
Role
Design Lead
Team
Analyst
Market Researcher, Project Manager
UX/UI Designer
Tools
Miro, Figma, Adobe Illustrator
Sticky Notes
Timeline
10 weeks
PROBLEM
Information is spread across multiple tools.
How might we develop an interactive strategy that brings together multiple features into one digital solution that effectively manages and communicates with clients to optimize and streamline business processes and increase efficiency?
PROJECT GOALS
Seamless data integration and streamline communication.
The goal was to provide a digital solution (e.g. mobile application, software, websites) to manage RO Creative’s operations and client communication in one space, within 10 weeks.
SUCESS CRITERIA
🔗 📊
Data Integration
A more streamlined process for integrating multiple data points, measured by reduced time in compiling diverse data sources.
🧩 🔄
Platform Consolidation
Decreased reliance on multiple platforms measured by a reduction in the number of platforms used, leading to improved efficiency and cohesion in workflow management.
☺️ 👍
Client Satisfaction
Increase in client satisfaction as indicated by feedback and surveys, reflecting overall quality of service.
SOLUTION
One Unified Planform
The solution involves integrating into the existing website, a login section for both wedding planner and clients, resulting in the creation of two main sections for the mobile and desktop.
Personal Dashboard
Client Dashboard
Event Pages
Chatbot
Messaging
Tools
Content Management
Venn Diagram of Planform features
DESIGN PROCESS
Core Strategy Driven by Design Thinking
Our process followed four high-level phases: Research, Analysis, Ideation, and Design. Within each phase, there was extensive collaboration between team members, thorough documentation, and effective stakeholder management to fully understand the problem and users. This approach enabled us to deliver a solution that not only addresses current pain points but is also scalable.
🔎
Research
Stakeholder interview
Project Scope
Situation Analysis
🧠
Analysis
Competitor Analysis
User interviews
Personas
💡
Ideation
Architecture/Sitemap
User Flows
Wire Frames
🖌️
Design
Style Guide
High Fidelity Mockups
Delivery Presentation
🔎 RESEARCH
The research process involved meeting with the client to gain a comprehensive understanding of the problem and its impact, as well as additional information to help us empathize. We then defined the project's objectives, timelines, and the way forward to provide structure for the upcoming weeks. This was followed by a SWOT analysis to gain a broader perspective on the issues.
"Information needs to be more easily accessible to both myself and my clients at any given moment. Access to information improves clients' trust in the process and their trust in me."
Roenna Tara, Managing Director
SWOT Analysis
🧠 ANALYSIS
The Analysis phase is where we delved deeper into gathering additional information to draw insights from the research phase. We conducted a thorough competitive analysis of existing platforms to identify gaps and opportunities. Additionally, we conducted user interviews to define personas, which would drive the ideation and design phases.
Personas
RESEARCH INSIGHTS
📱
Seamless Communication
Both clients and couples should be able to connect and share information effortlessly, considering schedules, messaging channels, and security.
🔑
Empowerment and Autonomy
Both clients and couples should have the ability to independently manage various aspects of the process, empowering them access to information and key decisions making.
🌐
Unified Platform Experience
A single, easily accessible platform. Leveraging the client's existing website to offer a seamless experience and enhancing convenience.
💡 IDEATION
Personas guided our decision-making process.
Armed with all the data and insights we needed, we conducted several brainstorming sessions to develop the solution. Many ideas emerged, but it was crucial for us to prioritize key features to propose a minimum viable product (MVP). Collaborative tools like Miro were invaluable during this phase.
Screenshot from an Brainstorm Session
User Journeys Shaped by Narrative
Creating a narrative around the UX theme, “Connect, Manage, All-in-One”, helps us emphasize how the proposed solutions impact the user. It illustrates not only a use case but also the journey a user might take, including their feelings and emotions.
🖌️ DESIGN
We created a mid-fidelity prototype that, combined with the user journey, further illustrates how we anticipate users will interact with the app.
PROTOTYPE
REFLECTION
Managing Client Expectations
Effectively managing client expectations involves understanding their needs, setting clear goals, and maintaining transparent communication. By setting realistic timelines and deliverables, and being flexible to changes, we can build trust and ensure client satisfaction throughout the project.
AI isn't the solution to all problems
AI has powerful capabilities but is not a cure-all. Understanding its limitations, applying it appropriately, and ensuring human oversight are essential. AI should complement human expertise and be integrated seamlessly into existing systems to truly add value.
Great UX drives business value
Great UX enhances customer satisfaction by making products intuitive and enjoyable to use, leading to higher engagement and retention. It also reduces development costs, boosts conversion rates, and differentiates a business from competitors, ultimately driving increased revenue and loyalty.
That's all for now! But it doesn't have to end here.
Let's Connect!
ⓒ 2024 Daniel Ford