{"id":691,"date":"2022-11-21T21:20:24","date_gmt":"2022-11-21T21:20:24","guid":{"rendered":"https:\/\/www.bendana.net\/cb_site_v5\/?page_id=691"},"modified":"2023-01-03T22:59:06","modified_gmt":"2023-01-03T22:59:06","slug":"planoly","status":"publish","type":"page","link":"https:\/\/www.bendana.net\/cb_site_v5\/planoly\/","title":{"rendered":"PLANOLY"},"content":{"rendered":"<section class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_column_text css=&#8221;.vc_custom_1668557689005{margin-bottom: 0px !important;}&#8221;]\n<h1 style=\"text-align: center;\">PLANOLY<\/h1>\n<p style=\"text-align: center;\">Designed and implemented a more robust User Tag Manager to help improve workflow and efficiency for Instagramers.<\/p>\n[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][\/vc_column][\/vc_row][vc_row][vc_column][vc_video host=&#8221;self_hosted&#8221; mp4=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-mobile.mov&#8221; poster_image=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-mobile-feature.png&#8221;][vc_empty_space height=&#8221;64px&#8221;][vc_video host=&#8221;self_hosted&#8221; mp4=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-web.mov&#8221; poster_image=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-web-feature.png&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space height=&#8221;52px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][vc_column_text css=&#8221;.vc_custom_1669065908135{margin-bottom: 0px !important;}&#8221;]\n<h2><strong><small>Background<\/small><\/strong><\/h2>\n<p>PLANOLY is a social marketing platform to visually plan, schedule, and measure performance across Instagram and Pinterest.[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/4&#8243;][vc_column_text css=&#8221;.vc_custom_1669065925698{margin-bottom: 0px !important;}&#8221;]\n<h2><strong><small>Design Opportunity<\/small><\/strong><\/h2>\n<p>Look for the opportunity to improve workflow and increase efficiency.[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/4&#8243;][vc_column_text css=&#8221;.vc_custom_1669065972469{margin-bottom: 0px !important;}&#8221;]\n<h2><strong><small>Success Metrics<\/small><\/strong><\/h2>\n<ul>\n<li><span data-preserver-spaces=\"true\">Increasing usage of tagging users&#8217; feature<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">KPI: % of users who tag users coming from group tags\u00a0<\/span><\/li>\n<\/ul>\n[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/4&#8243;][vc_column_text css=&#8221;.vc_custom_1669065984771{margin-bottom: 0px !important;}&#8221;]\n<h2><strong><small>Timeline<\/small><\/strong><\/h2>\n<p>2 months (4 bi-weekly sprints)[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_separator][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1669066239794{margin-bottom: 0px !important;}&#8221;]\n<h2><span data-preserver-spaces=\"true\">Kickoff Meeting<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">The journey started in a weekly huddle with the Product Owner I was paired with. After we reviewed works-in-progress, she introduced a new project that we&#8217;ll be working on by showing screenshots of customer feature feedback and a customer support ticket.<\/span>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space height=&#8221;16px&#8221;][mk_image src=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-feedback.png&#8221; image_size=&#8221;full&#8221; align=&#8221;center&#8221;][vc_empty_space][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_separator][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1669066734896{margin-bottom: 0px !important;}&#8221;]\n<h2><span data-preserver-spaces=\"true\">Problem Alignment<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">The team needed to be aligned with the problem:<\/span><\/p>\n<h3><span data-preserver-spaces=\"true\">What problem will this solve for our customers? (customer problem)\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">A successful Instagram strategy is to tag users in posts to gain attention which drives traffic. The problem with PLANOLY&#8217;s current tagging feature is that users must repetitively type or copy\/paste usernames. In addition, the app had limited, non-cross-platform 10-user search history that is locally cached.<\/span><\/p>\n<h3><span data-preserver-spaces=\"true\">What business objective is this work intended to address? (objective)\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">The business objective was to encourage users to stick more with PLANOLY because of an improved workflow and increased efficiency. What&#8217;s more, competitors lack this feature.<\/span><\/p>\n<h3><span data-preserver-spaces=\"true\">What type of customer are we focused on? (target market)\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">While photographers commonly ask about this feature, this applies to any user on the PLANOLY platform who frequently experiences frustration entering the same usernames repeatedly. This feature is expected to become a standard way of tagging users.\u00a0<\/span>[\/vc_column_text][vc_empty_space][vc_separator][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1669068690319{margin-bottom: 0px !important;}&#8221;]\n<h2><span data-preserver-spaces=\"true\">Research<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">We conducted additional exploratory calls and usability tests to further validate our direction. There was one piece of feedback that summed it all up:\u00a0<\/span>[\/vc_column_text][mk_blockquote font_family=&#8221;none&#8221;]<em><span data-preserver-spaces=\"true\">Thanks again for reaching out. It was great talking to your team and seeing some exciting changes coming to Planoly! One thing I neglected to mention, besides being able to save user tag groups, is that I can use Planoly on multiple devices. Right now since it just stores a cache of submitted names unique to each specific device (ordered recent -&gt; oldest). The largest benefit to me will include organized tags that I can now use regardless of which device I&#8217;m on!<\/span><\/em>[\/mk_blockquote][vc_empty_space][vc_separator][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1672786726649{margin-bottom: 0px !important;}&#8221;]\n<h2><span data-preserver-spaces=\"true\">Solution Alignment<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">To have the same aligned solution with the following team:<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Product Owner<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Product Marketing\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">iOS and Android Engineers<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Responsive Web Engineers<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">BE Engineers<\/span><\/li>\n<\/ul>\n<p><span data-preserver-spaces=\"true\">We went through a series of steps:<\/span><\/p>\n<h3>1) User Story Mapping<\/h3>\n<ul>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">to define the Key Features<\/span>\n<ul>\n<li class=\"ql-indent-2\"><span data-preserver-spaces=\"true\">ability to create a group of user tags (up to 20)\u00a0<\/span><\/li>\n<li class=\"ql-indent-2\"><span data-preserver-spaces=\"true\">ability to create multiple groups of user tags<\/span><\/li>\n<\/ul>\n<\/li>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">To help Engineers understand and agree on technology capabilities and constraints. Some examples were the following:<\/span>\n<ul>\n<li class=\"ql-indent-2\"><span data-preserver-spaces=\"true\">iOS may need to find a library or opt into a more simplified solution for username input into groups &#8211; what was needed was understanding the effort.<\/span><\/li>\n<li class=\"ql-indent-2\"><span data-preserver-spaces=\"true\">Mobile devs debated on what technology to track the feature adoption.\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">to create initial User Stories for the Product Owner<\/span><\/li>\n<\/ul>\n[\/vc_column_text][mk_image src=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-storymap.png&#8221; image_size=&#8221;full&#8221; lightbox=&#8221;true&#8221; hover_image_overlay=&#8221;false&#8221; align=&#8221;center&#8221; margin_bottom=&#8221;32&#8243;][vc_column_text css=&#8221;.vc_custom_1672786735532{margin-bottom: 0px !important;}&#8221;]\n<h3>2) User Flows with HiFi Mobile &amp; Web Mockups<\/h3>\n<ul>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">To visualize the user story map and further discover overlooked technology and user flow conditions for engineers<\/span><\/li>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">to further define User Stories<\/span><\/li>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">to provide context for Product Marketers to help with marketing text copies<\/span><\/li>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">to have visual artifacts for company-wide demos<\/span><\/li>\n<\/ul>\n[\/vc_column_text][mk_image src=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-mobile-flow.png&#8221; image_size=&#8221;full&#8221; lightbox=&#8221;true&#8221; hover_image_overlay=&#8221;false&#8221; align=&#8221;center&#8221;][mk_image src=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-web-flow.png&#8221; image_size=&#8221;full&#8221; lightbox=&#8221;true&#8221; hover_image_overlay=&#8221;false&#8221; align=&#8221;center&#8221; margin_bottom=&#8221;32&#8243;][vc_column_text css=&#8221;.vc_custom_1672786743476{margin-bottom: 0px !important;}&#8221;]\n<h3>3) Interactive Mockups<\/h3>\n<ul>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">to clarify micro-interactions in addition to the user stories<\/span><\/li>\n<\/ul>\n[\/vc_column_text][vc_video host=&#8221;self_hosted&#8221; mp4=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-interaction01.mp4&#8243; poster_image=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-interaction-fallback.png&#8221;][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1671663591689{margin-bottom: 0px !important;}&#8221;]\n<h3><span data-preserver-spaces=\"true\">Feedback &amp; Iterations<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">The design cycles and iterations helped with customers&#8217; feedback. A few challenges arose which led to enhanced flows:<\/span><\/p>\n<ol>\n<li><span data-preserver-spaces=\"true\">Since there was a limitation of 20, users were asking for an easy way to keep track of how many they&#8217;ve tagged.\u00a0<\/span>\n<ul>\n<li>Solution: a counter of how many user tags were left<\/li>\n<\/ul>\n<\/li>\n<li>For those who&#8217;ve used the user tag manager before but forgot the instructions.\n<ul>\n<li>Solution: a help tooltip<\/li>\n<\/ul>\n<\/li>\n<li>Customers were not aware that using autocomplete and tagging private profiles was not allowed with Instagram.\n<ul>\n<li>Solution: a more explicit message with the use of helper text<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n[\/vc_column_text][vc_empty_space][vc_video host=&#8221;self_hosted&#8221; mp4=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-iteration.mov&#8221; poster_image=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-iteration-fallback.png&#8221;][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_empty_space height=&#8221;64px&#8221;][vc_separator][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1671664995930{margin-bottom: 0px !important;}&#8221;]\n<h2><span data-preserver-spaces=\"true\">Implementation<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">Our development environment was asynchronous, which meant the web went ahead of mobile for this project. This arrangement varied depending on milestones and resources. To succeed, we had to carefully plan, define, and design before and during the process. We ran into a few hiccups:<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">iOS and Android had native differences, so additional, ambitious native behaviors were included, which were not agreed upon initially. On a positive note, we made it work!<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Timely rollouts for all platforms.<\/span><\/li>\n<\/ul>\n[\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_column_text css=&#8221;.vc_custom_1671664415646{margin-bottom: 0px !important;}&#8221;]\n<h3><span data-preserver-spaces=\"true\">Launch Checklist<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">To cover our grounds, we had a launch checklist that included the following examples:<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Support<\/span>\n<ul>\n<li>Will new learning material be needed (or updates to existing documentation)? Help Center articles?\n<ul>\n<li class=\"ql-indent-1\">YES<\/li>\n<\/ul>\n<\/li>\n<li>Will this feature require new support processes, like saved replies, or training the support team on new products\/changes?\n<ul>\n<li class=\"ql-indent-1\">YES<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Product Marketing\n<ul>\n<li>Are we running a Beta for this?\n<ul>\n<li class=\"ql-indent-1\">NO<\/li>\n<\/ul>\n<\/li>\n<li>Do we need an onboarding experience?\n<ul>\n<li class=\"ql-indent-1\">YES<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Legal\n<ul>\n<li>Are any legal updates needed?\n<ul>\n<li class=\"ql-indent-1\">NO<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Data\n<ul>\n<li><span data-preserver-spaces=\"true\">Have you implemented sufficient tracking to measure success, risks, and impact on user behavior for the new feature?\u00a0<\/span>\n<ul>\n<li class=\"ql-indent-1\"><span data-preserver-spaces=\"true\">YES<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n[\/vc_column_text][vc_empty_space][vc_separator][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1671667930602{margin-bottom: 0px !important;}&#8221;]\n<h2><span data-preserver-spaces=\"true\">Outcome<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">After the two-month process, here was the launch output:\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">1st month: 3,177 users created 1+ group (total)<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">2nd month: 4,256 users created 1+ group (total)<\/span><\/li>\n<\/ul>\n[\/vc_column_text][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1671667938567{margin-bottom: 0px !important;}&#8221;]\n<h3><span data-preserver-spaces=\"true\">Customer Feedback<\/span><\/h3>\n[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row][vc_column][mk_image src=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-feedback-results.png&#8221; image_size=&#8221;full&#8221; lightbox=&#8221;true&#8221; hover_image_overlay=&#8221;false&#8221; align=&#8221;center&#8221;][vc_empty_space height=&#8221;64px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_message]Curious to see my other work? <a style=\"color: #56b0ee;\" href=\"http:\/\/www.bendana.net\/cb_site_v5\/work\/\">Continue here!<\/a>[\/vc_message][\/vc_column][\/vc_row]\n<\/section>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_column_text css=&#8221;.vc_custom_1668557689005{margin-bottom: 0px !important;}&#8221;] PLANOLY Designed and implemented a more robust User Tag Manager to help improve workflow and efficiency for Instagramers. [\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][\/vc_column][\/vc_row][vc_row][vc_column][vc_video host=&#8221;self_hosted&#8221; mp4=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-mobile.mov&#8221; poster_image=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-mobile-feature.png&#8221;][vc_empty_space height=&#8221;64px&#8221;][vc_video host=&#8221;self_hosted&#8221; mp4=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-web.mov&#8221; poster_image=&#8221;https:\/\/www.bendana.net\/cb_site_v5\/wp-content\/uploads\/2022\/12\/utm-web-feature.png&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space height=&#8221;52px&#8221;][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/4&#8243;][vc_column_text css=&#8221;.vc_custom_1669065908135{margin-bottom: 0px !important;}&#8221;] Background PLANOLY is a social marketing platform to visually plan, schedule, and measure performance across Instagram and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-691","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.bendana.net\/cb_site_v5\/wp-json\/wp\/v2\/pages\/691","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bendana.net\/cb_site_v5\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bendana.net\/cb_site_v5\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bendana.net\/cb_site_v5\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bendana.net\/cb_site_v5\/wp-json\/wp\/v2\/comments?post=691"}],"version-history":[{"count":10,"href":"https:\/\/www.bendana.net\/cb_site_v5\/wp-json\/wp\/v2\/pages\/691\/revisions"}],"predecessor-version":[{"id":756,"href":"https:\/\/www.bendana.net\/cb_site_v5\/wp-json\/wp\/v2\/pages\/691\/revisions\/756"}],"wp:attachment":[{"href":"https:\/\/www.bendana.net\/cb_site_v5\/wp-json\/wp\/v2\/media?parent=691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}