Overview
Challenge
An early-stage startup required a clear articulation of development needs grounded in specific user requirements. This approach was essential for creating accurate estimates, ensuring alignment on both budget and timeline expectations.
Outcome
The final UX deliverables ensured alignment among key stakeholders by providing comprehensive user flows and clearly defining the target audiences for the product. These deliverables established a well-defined scope for each project phase, creating a shared understanding that streamlined decision-making and guided the team's efforts.
Company
MerchRaise
MerchRaise is an enterprise platform that will streamline the fulfillment and production of
brand merchandise making it easier to raise money for campaigns & causes.
The platform will be automated and self-service – integrating with existing systems through an API.
Info
Role
Product Management & UX
Team
Me
Engagement Length
1.5 months
Tools
Figma
Understanding the problem
Why are we doing this?
1
Business Side
_
2
Customer Side
N/A
Approach
Discovery
I facilitated a series of strategic sessions with the leadership team to define a clear scope of the engagement by defining a set of deliverables:
- User Personas
- Full Mapping of Task Analysis (including CPM)
- User Journey Flows
The involvement has also required examining http://www.promostandards.org APIs to ensure the new product aligns with the industry standard.
Defining User Types
Partners
Suppliers/Vendors who will receive information from MerchRaise in order to produce, decorate and fulfill orders
MerchRaise Admin
An admin-level user who is viewing and facilitating all orders and production.
API user
Developers or Agency users who will need to integrate MerchRaise with their existing platform
Agency
The agency is an existing fundraising platform, that has many fundraising clients running campaigns through their system, who will in turn use MerchRaise functionality through the integration.
Client
The client user runs campaigns through their chosen (Agency fundraising platform) which could now include branded merchandise.
Donor
The end user is the donor, who will choose to donate at a certain level to receive branded merchandise available to them on the campaign page they are visiting.
User Journeys
Mapping Key Engagements
I conducted user research through interviews and surveys with key audiences to uncover their primary needs and goals for each user type. These sessions yielded valuable primary insights, enabling the prioritization of critical features and objectives for Phase 1 of the project.
User Personas, User Flows, and Task Analysis were delivered to the client on time and under budget.
