Re-imagining WePlanr's Budget & To-do List
CLIENT BACKGROUND
WePlanr: Find, book and manage everything in one place.
WePlanr is an online platform that allows couples to find, book, and manage everything they need for their wedding. WePlanr connects couples to the vendors they're looking for, allowing them to make bookings directly on the platform.
THE PROBLEM
WePlanr's Budget & To-do List resulted in a frustrating experience for users, inhibiting the platform's growth.
One of WePlanr’s core functionalities is a planning tool that enables couples to keep track of the vendors they’ve booked, the ones they have yet to book, and manage their budget.
At the time, this was the Budget and the To-do List. However, the previous designer had not been able to successfully integrate these functionalities into a user-friendly solution, and the To-do List the founder had created herself on Powerpoint out of sheer frustration.
BUDGET
TO-DO LIST
MY ROLE
I led the design of a novel solution that users would come back to.
I worked closely with WePlanr’s founder (the key decision-maker and subject matter expert) and the development team. I was responsible for the end-to-end design process, from research and ideation through to high fidelity prototypes.
DISCOVERY
I applied lean research tools to learn more about the problem.
These produced data points which allowed me to create a lean persona of our user.
I analysed a key task flow using the existing interface: checking off an item and updating the budget.
Based on my analysis, I realised that the Budget’s Full Breakdown was performing the same function as the To-do list, making the actual To-do list redundant. The items in the To-do list were identical to the Budget items. Therefore, integrating the Budget and the To-do List into a unified, easy-to-use solution was the central design problem.
HOW MIGHT WE...
Design a responsive web solution that allows couples to keep track of their vendors and manage their budget?
My high-level goals were:
To design a solution that allows users to both keep track of their wedding vendors, and manage their budget.
To ensure that this solution was easy-to-use, intuitive, and motivating for the user.
To optimise this solution for both desktop and mobile.
IDEATION
My competitor analysis of existing wedding planning tools allowed me to start ideating.
After gaining internal feedback and validation for these initial ideas, I moved on to medium-fidelity wireframes in Sketch.
THE CHALLENGE
We had multiple features we believed users would find valuable, but a lack of space to accommodate them all.
Which features were essential, and which were just “nice-to-have”?
THE SOLUTION
I built and user tested multiple prototypes for both desktop and mobile.
Multiple prototypes enabled me to test multiple competing features and gain user feedback on which features to move forward with.
PROTOTYPE 1
PROTOTYPE 2
TESTING METHODOLOGY
I asked each user to inhabit a scenario, and instructed them to think out loud as they interacted with the different experiences. In a post-test interview, I asked users to make comparisons.
Ultimately, the strategy of creating multiple prototypes was productive.
For both desktop and mobile, the final product took the best features from both prototypes to form a hybrid.
FINAL TASK FLOW
THE SOLUTION
The Organisr: a beautiful, responsive interface that allows couples to manage their vendors and their budget all-in-one.
RESULTS
Increase in User Activation
An active user is someone who has verified their account, added their email address, edits at least 5 items, and adds at least 3 vendors to the Organisr.
Increase in User Retention
A retained user is someone who, in the last month, has visited the Organisr, receives a quote from a vendor or adds 1 or more vendor to the Organisr.