Flow for a Corporate Event Creation Tool

Next Jump, Inc.
May - July 2015

Next Jump's main product - Perks at Work - is a platform that company's can offer their employees where they can find human resources tools and corporate discounts. We wanted to offer an event tool that would allow internal teams to create events and invite coworkers and employees to participate within the platform. 

Project included: user flow, wireframes

 

Project Goals

  • Enable employees (particularly company administrators) to create events to be shared both internally and externally

  • Allow varying level of detail within an event for classification and communication purposes

  • Challenge traditional event tools (i.e. within mail clients) by exploring a new experience

User Flow 

Through conversations with company administrators and internal ideation within the design team, I mapped out the different aspects of an event and a possible flow order.

By talking with some office administrators, we learned that they wanted the tool to be quick, easy to follow, and flexible. They expressed some concern about the value of having an event manager separate from Outlook (used company-wide). A big challenge they discussed was the sheer volume of input options. Additionally, they mentioned a need for a "quick" version that would allow them to insert only the most basic information and either go back for the rest or leave it blank permanently. A use case that was cited was a very self-explanatory event (e.g. Lunch). 

wf-creation_3 (1).png

Experience Decisions

I used Balsamiq to craft wireframes. I decided on a wizard model, allowing granular detail focus, hoping to avoid decision fatigue and remove  the intimidation of a wall of input fields. 

Additionally, I wanted to introduce a more unified and helpful tone. I used questions as headings in each step of the wizard so that the administrator using the tool would feel like the computer was working on their behalf to gather the necessary information.

High Fidelity Wireframes 

Our administrators responded really well conceptually to the wizard, but struggled to get past the aesthetics of the wireframes. Once we had their buy-in for the proposed set up, we moved into high fidelity mock ups. A sampling from iteration 1 is shown below. After each iteration, we presented our mockups (via InVision) to 2-5 potential users to gauge agreeability, feasibility, and completeness.

Final IteraTion

Using the mocks above, we tested internally to find what was and wasn't working.

The feedback we received as around the following: 

  • The image uploader felt clunky compared to everything else

  • Users wished for a progress meter to ground their progress

  • A few of the slides felt redundant (particularly tags and categorization)

  • The wording was well received, except the headers which - though charming - did not allow for quick parsing

We used these findings to create the fourth and final iteration, shown below.