Overview: ROC CO. is a one-stop wedding planning solution. It streamlines the wedding planning process through integrating all planning tools (e.g., progress tracker, communications, mood board) into one platform.
Timeline: September 2023 - December 2023
Tools: Figma, Miro, MS Office, Zoom
Role: UX Researcher & Designer
Ro Creative Co. (ROC CO.)
One-stop Wedding Planning Solution
UX Research
Background
Ro Creative Company (also known as ROC CO.) is a wedding and event planning company based in Toronto, catering primarily to high-end clientele who aspire for opulent and meticulously designed weddings.
The founder, Roenna Tara, faces several challenges in her business operations:
Reliance on a diverse array of communication tools: Tools such as WhatsApp, Instagram, and Canva are used, leading to fragmented communication.
Dispersed data across multiple platforms: Managing and synchronizing data across these various platforms demands substantial time and effort.
Challenges in maintaining effective communication and professionalism: The use of multiple tools can threaten both the communication efficiency and the ability to maintain a high level of professionalism.
Problem Definition
Lack of efficiency in business operation due to a diverse array of platforms and tools for management and communication with clients.
Research Goal
To explore and investigate the typical wedding/event planning process from the perspectives of both planners and clients, so that we understand their challenges and frustrations, particularly concerning the tools they use.
Research Methodologies
User Interviews
A total of 15 planners and clients were interviewed, including:
5 local wedding planners
5 destination wedding planners
5 event planners
5 mid-budget clients
5 high-budget clients
All interviews were conducted remotely via Zoom.
Competitive Analysis
We have conducted analysis on various wedding and event planning tools, including:
Planning Pod
Cvent
Webex Events
Whova
Aisle Planner
Dubsado
Research Findings
Common challenges faced by planners and clients
Tools overload and exhaustion
Communication confusions and stressful planning process
Need of technology adoption
Inefficient information retrieval
Personas
Competitive Analysis
Conducting the competitive analysis allowed us to identify key features for the final prototype. Details can be found in the Solution section.
UX Design
Project Goals
We have identified the business goals and user goals, and aligned the two of them to get a full picture of what our project goals should be.
Site Map
User Flow
Key Takeaways
Challenges
Manage client’s expectation in between progress updates
Ensure features are designed to be as simple as possible, albeit without oversimplification
Lesson Learned
Conduct research on the client's budget constraints before selecting platforms and designing features. This will ensure that the solutions are cost-effective and align with the client's financial limitations.
Solution
Description
Considering the client’s available resources, we recommend incorporating new features into the existing company website, rocreativeco.com.
Our recommendation revolves around adding separate pages for planner (our client Roenna) and clients, which are available on both mobile and desktop.
Planner’s Page Features
Personal Dashboard:
Fully customizable planning space for a planner, with sections including:Calendar: Displays scheduled meetings
To-Do List: Documents current progress and tasks for the planner
Weddings: Features sections for active and finished weddings
Documents: Contains all uploaded files such as vendor contracts and invoices
Chats with Clients
Calendar: Displays scheduled meetings
Active Chats: Includes all active wedding chats, with starred messages and a robust search function even within attached documents
Chat History: Archives all interactions with clients for Roenna's reference and others
Wedding Pages with customized dashboards for planners
Customization: Roenna can personalize the client’s page, choosing widgets and information to include
Phases: Based on Roenna’s typical wedding planning procedures, we will suggest some tools for her and clients to utilize (e.g., mood board widget for wedding theme selection)
Preview: A feature that allows Roenna to preview how an updated dashboard will appear for her clients
Client’s Page Features
Calendar: Displays scheduled meetings
Client Wedding Dashboard: Displays information based on the current planning phase
Chat Bot: Offers various options, such as checking the timeline, reviewing the to-do list, and scheduling meetings to assist clients
Messaging tool: Direct communication channel with the planner
Prototype
Success Criteria
Reduction in the time allocated to the digital solution in comparison to the total time spent on other apps.
Reduced number of apps the client uses.
Reduced simplified steps in the process or workflow.
Enhanced user satisfaction levels determined through surveys and feedback analysis.
© 2024 Mandy Yau | All Rights Reserved
Thanks for reading!