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Plan. Share. Collaborate

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Role | Team | Duration | Tools

ROLE

Team Leader
UX/UI Designer
UX Researcher
Usability Tester

DURATION

17 Weeks

TEAM

Tony Strickland

My-Loan Lam

Aurora Torres

TOOLS

Figma

Mural

Discord

Trello

PlanIt Case Study

Overview

PlanIt. Unleash the power of group travel , real-time coordination, interactive polls, 
and an augmented reality experience that unveils the secrets of your city's architectural 
wonders and artistic treasures.

The Problem

Planning a trip with a group can be chaotic and overwhelming. How might we streamline and simplify this process for users?

Group travel planning can be a very stressful activity. From having to plan itineraries, determine budgets and timelines, get payments in on time, and share all the information with the group travelers. PlanIt simplifies communication with its real time chat, allowing you to stay connected and coordinate effectively, ensuring everyone is on the same page.

DASHBOARD

The Plan.It Dashboard will allow the user to complete multiple tasks including: 01 Start a New Trip 02 View Upcoming Trip Information 
03 See What Others Are Doing 04 Serve as the Home Screen

PlanIt 2 Phones on Orange.jpg

The Process

Research | Define | Design | Validate

We initiated the project with some basic assumptions and by creating the project brief and research plan. We asked ourselves what the product should look like, what value will it bring to consumers, what problems could it solve before moving into the research, define, design, and validate stages.

My Role

While I actively participated in each phase of the project, I led the research effort and guided the UI design. The team had a wide-range of skills to offer thus allowing each person to assume the lead role when appropriate.

The Solution

PlanIt streamlines individual, group travel coordination and decision-making for users, ensuring a smooth and organized experience for everyone involved.

Our Research Process

Empathize. Research. Define. Design. Validate.

Hand in Hand.
All the Way to Success.

Learn More

Empathy Map

Pain Points

Anxiety
Stress
Difficult to Coordinate Groups

User Stories

User Stories 01

As a traveler, I want to be able to view hotel, flight, and car rental information in one application for quick access.

As a traveler, I need recommendations of the places to visit so that I can explore new places 
with my group.

User Stories 02

As a traveler, I need to have an area where I can chat with my family so I can communicate and share images with them.

User Stories 04

As a traveler, I need a way to share my travel plans so my group can contribute to the trip costs and itineraries.

User Stories 03

Competitive Analysis Findings

Positive Findings

From Competitors

01 All the competition is well designed with easy to navigate UI 

02 All the competition offer most of the same features 

03 The functionality and ease of use was consistent across all three primary competitors

Gaps From

Competitive Analysis

01   None of the competitors offered any real time chat or polling features

02   None of the competition could match our suite of features

03   Tripit has the most cumbersome UI and was the least intuitive to upload trip information

TRIP OVERVIEW

The Plan.It Trip Overview will allow the user to complete multiple tasks including: 01 Enter hotel, flight, and rental car information 02 View and schedule from curated activities suggestions 03 Go over the trip checklist 

04 Determine costs, adjust trip budget, and share with other group users.

We Conducted a Survey with 81 Respondents

Survey Results 
Question 1

How often do you travel in a year?

Survey Results Question 2

What Method do You Find Works Best when
planning a trip individually and/or with a group?

Survey Results Question 3

For the method(s) chosen in the previous question, please explain why you choose this method over other methods.

Survey Results Question 4

If you don't use travel planning apps, would you be willing to use one? For example, an all-in-one app where you organize your flight/hotel/car rental information, collaborate with your group by adding activities to your itinerary, create polls, and chat with your group within the app.

68 Yes
07  No
06 Maybe

Answers 5A - 5D

Survey Results
Answer 5A

 

If you use travel planning apps, what are the travel planning apps you use and why?

None.

Survey Results
Answer 5B

 

If you use travel planning apps, what are the travel planning apps you use and why?

Splitwise. Easier to see who spent what and where.

Survey Results
Answer 5C

 

If you use travel planning apps, what are the travel planning apps you use and why?

No planning apps, just typically find places using social media (IG/tiktok).

Survey Results
Answer 5D

 

If you use travel planning apps, what are the travel planning apps you use and why?

Xe-Money Conversion, Splitwise, & Tripit.

Survey Results Questions 5

Key Insights & Research Findings

01  There is a tremendous need for the app based on users responses 02  People are interested in trying a new app 03  There is little knowledge of this app segment from consumers 04  People are drawn to apps that apps that are collaborative, user friendly, convenient, and offer easy access via well thought out UX and UI

Design

01 Workflows | 02 Sketches | 03 Lofi Wireframes | 04 Hifi Wireframes | 05 Branding

To begin designing, I created a user flow for a first time user of PlanIt. User workflows provide how an app feels as a person moves from page to page. As the UX Designer on this project, I start with a user workflow with the stakeholders to:

Explore possibilities and processes without going into visual design.Optimize the workflow, identify gaps, and find new opportunities. Determine the user interface based upon the final workflow.

Design

01 Workflows | 02 Sketches | 03 Lofi Wireframes | 04 Hifi Wireframes | 05 Branding

Mobile App UX Sketching
With the workflows optimized, I created the initial sketches for the product screens. All of the product screens were refined, reviewed, and revised with the product stakeholders.

Design

01 Workflows | 02 Sketches | 03 Lofi Wireframes | 04 Hifi Wireframes | 05 Branding

Mobile App: Wireframes

(Low Fidelity)
After completing the UX sketches, I created low fidelity wireframes. As a UX Designer, I used low fidelity wireframes to quickly collaborate with my stakeholders to get alignment and feedback.

Design

01 Workflows | 02 Sketches | 03 Lofi Wireframes | 04 Hifi Wireframes | 05 Branding

Mobile App: Wireframes (High Fidelity)
After completing the UX sketches, I created the high fidelity wireframes and prototype. This the stage where the app design is refined through multiple iterations, and 
built into a working prototype to share with users and stakeholders.

Design

01 Workflows | 02 Sketches | 03 Lofi Wireframes | 04 Hifi Wireframes | 05 Branding

Mobile App: Branding
It was decided that the brand voice for PlanIt would be contemporary and representative of modern design. This is the reason for the high contrast color palette which utilizes black, orange, dark green, and percentages of grey. The logo icon is instantly recognizable with its chat icon serving as the negative space for the letter P. The identity utilizes multiple color applications for the logo as well as b&w versions.

PROTOTYPE

Pictured to the right is the screen recording of the PlanIt prototype as the user uploads trip information, and utilizes the functionality of the app,

Validating The Design Usability Testing

We’ve done the research, the design, and the prototyping. Now it's time

to see if the app would function to our users expectations. We established multiple users goals and testing scenarios.

Usability Testing Goals

01  We gave each participant two tasks with three scenarios to complete

02  Create a new trip, manually enter the hotel, flight, and car rental information

03  Invite friends to trip, navigate through the chat, and add new activity to itinerary

We conducted Usability Testing with 8 participants ranging in ages from 25 - 63, both male and female, composed of African American, Latin, & Asian ethnicities. We conducted 7 remote moderated testing sessions via Zoom, and one in person session. I served in both roles as the testing facilitator and moderator.

I like that it's user friendly and I would use this app instead of Google Sheets.

Katie Ung

Wow, this app is amazing! I wish this were available to use on the market now."

Sam Ayanda

This app would make group travel planning so much easier for me.

Sierra Donovan

Feedback

Our testing participants provided extremely positive feedback. The results included:

Usability Testing Findings

 

01  There was a 100% completion rate with the times ranging from 5 - 15 minutes

02  Users were genuinely excited to know there's an app in this segment to streamline their travel organization

03  Some users had difficulty using the share trip icon, so this was changed to a green pill button making it more intuitive for the user

04  Changed colors of the invite friends button and made larger

05  Users preferred the rebranded UI and identity when compared with the initial design iteration  

We conducted Usability Testing with 8 participants ranging in ages from 25 - 63, both male and female, composed of African American, Latin, & Asian ethnicities. We conducted 7 remote moderated testing sessions via Zoom, and one in person session. I served in both roles as the testing facilitator and moderator.

Before

The Share icon was black initially, and the was a green back arrow button.

After

The Share icon was to a green button with the white icon on the inside and the back button on the right was removed.

Usability Testing Updates 01

Users did not instantly recognize the share

icon and which function to do next.

Usability Testing Updates 02

Users stated it would be extremely useful to have a list of curated activities to choose from and a larger image of the selected activity. One respondent replied this feature would start making him use PlanIt immediately.

Before

This is the initial screen UI after the user made their selection from the curated list of suggestions.

After

This is the updated screen based on user input which features a full screen image of the selected activity.

Usability Testing Updates 03

Users indicated it would be useful to have a large map on the screen following the get directions button. This feature was not in use for the initial usability testing participants.

Before

This is the updated screen
UI after the user made their selection from the curated list of suggestions.

After

This is the updated screen after the users hits the Add Directions button. It features a large map image with the selected activity location in the center.

Next Steps

The PlanIt app received universally positive feedback from users and stakeholders. The current design still needs some UI improvements before being implemented. The A/R feature still needs to be built into the prototype and finding venture capital to further develop PlanIt and implement the product into the digital marketplace.

01 The app will continue to be usability tested

02 Interview additional users for further feedback

03 Develop further design iterations

Tony Strickland
Sr. UX Product Designer

Trailblazing the convergence of UX and AI to create extraordinary digital experiences.

Tony Strickland

stricklandesign26@yahoo.com

Tel: 404.229.4868

© 2023 by Stricklandesign.

Competitive Analysis

After understanding the primary user,
we researched the features that competitors were offering and gaps within their current offerings. 
We discovered our two primary competitive advantages are: 
01 The real time chat

02 User Polls

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