Combining two Products

UX Research and Design
In 2020 Kalkomey was going through some major changes. It’s main product was an Agency Management Software for the outdoors industry. It’s main clients were Parks and Recreation, Department of Natural Resources, as well as Boating and other State or Provincial outdoor agencies.Kalkomey wanted to improve the experience it was offering to its clients. The curent experience wasn’t optimal. In order to manage one program that needed to use the volunteering and event platform, clients had to use two separate tools. They did not share the same database, had did not share the same design system nor the same feature workflows. Not only was the experience completely different, this created issues with database management.
Responsibilities
User Research
Conceptualizing
Designing
UX Story Writing
Date
September 2020 - January 2021

Back to the roots

In order to Ideate a solution, we first had to identify problems. Using Miro, I started to map out both products and their interfaces. Mapping out the admin interface first, we noticed a few areas that were causing issues.We essentially had duplicates for many features. We had two workflows for; program management, events, configurations and settings, survey engine, volunteering management, and customer management. This meant that admin users would need to manage the same programs, volunteers, events, etc… in two separate locations and that workaround were needed in order to avoid any reporting issues. There were two separate interfaces for consumers that both had completely different looks and feel and different patterns and behaviours. The disconnect was apparent. Mapping out every workflow has also revealed our users’ needs, the touch-points between roles and personas and the delivery method we should consider using.

Conceptualizing

I was able to identify roles and personas thanks to usecases provided by clients, our subject matter experts and through previous user research.

To help reduce duplicated features I redefined our objects and matched each feature that had the same purpose and functionality. For example, we had to create separate programs and events (one in each module)even though in theory they were the same programs and the same events.  Once duplicates were identified I created two separate flow charts. One for the admin interface used by the administrators at the agency and at Kalkomey and one for our consumer interface used by volunteers and participants.

Customer Facing Map
Partial Admin Map

Designing

Once confident with the architecture, I created low fidelity wireframes to get a general sense of what the scope of work would look like and how many screens we needed to complete the work.

Low Fidelity Wireframe of Consumer Events Workflow