Agile redesign of B2B events platform & workflows

Silicon valley tech company

Providing workflows and dashboards, where none previously existed, means that users are guided as they complete their tasks on this self-service event planning and management system.

The problem to solve

This self-service B2B event planning platform lacked workflows. Completing simple tasks required navigating to multiple locations scattered across the application. Screens often displayed information of no relevance, while useful information required one or more clicks to reveal.

Approach

During the project kick-off, it became clear that the existing product was not fit for purpose, but neither the scope nor the timeline acknowledged this. Scheduling multiple sprints of short duration, involving a high level of stakeholder collaboration, ensured that problems were quickly identified and solved.

Approach

Approach

The mini-sprints comprised of groupings of related facets of the interface, and workflows. Analysis of pain points took place on day one. Draft wireframes were prototyped on day two, client feedback, and iteration, on day three.

Mapping users and roles

Mapping users and roles

Establishing who the users are and what functionality they need provided the foundations for the next steps. This was done in collaboration with the product manager and expert users.

Analysis of existing functionality

Auditing data and process

Auditing the management screens and workflows identified where data, and functionality, was either missing or not relevant.

Workflow design

Workflow design

There are 6 different types of events, each requiring workflows for event coordinators and attendees. Mapping each provided framework around which to develop the interface.

Functionality & interaction design

Functionality & interaction design

Each journey step includes the interactions and functionality required to negotiate the corresponding step from the relevant workflow, including all possible outcomes.

Step-by-step event creation

Step-by-step event creation

Workflows guide users through the steps required to configure or manage an event. Each step features clear instructions and options. A step tracker indicates progress.

Management screens

Management screens

New management screens present the right information, in the right place, at the right time. Event organisers can drill down from event lists to view, and manage, attendee information along with other facets of an event.