💡Project overview

✦ The product :

Waggle’s AI is an AI-powered management software for busy managers, that keeps users on task and always improving with automated action items, real-time coaching, effortless agendas, and calendar optimization.

✦ Duration:

30 days, in a 2 week sprint format.

✦ The problem:

Busy managers struggle to stay organized and productive amidst their hectic schedules.

✦ The solution:

Waggle provides automated task management, real-time coaching, and calendar optimization to streamline productivity for busy managers.

✦ Role :

I was responsible for crafting the user experience and interface design for user onboarding & task management with automated action items from conception to delivery. This project was in collaboration with @zouhairmaj (https://contra.com/zouhairmaj)

✦ Project goals :

Design and implement a user-friendly onboarding process to ensure smooth user adoption and understanding of Waggle's features.

Develop automated action item creation and scheduling functionality to streamline task management for busy managers.

Integrate meeting scheduling features to simplify the process of organizing and coordinating meetings within Waggle.

Implement post-meeting reporting capabilities to enable users to track and analyze meeting outcomes for actionable insights.

🗒️ Planning and wireframing

✦ Structure:

The design process followed four major components:

User Onboarding: ❏ Design a seamless onboarding flow to guide users through Waggle's features and functionalities.

Task Management: ❏ Create an intuitive interface for users to create, assign, and prioritize tasks within Waggle. ❏ Develop automated action item creation and scheduling features to streamline task management workflows.

Meeting Scheduling & Post-Meeting Reporting: ❏ Allow users to schedule meetings directly within the platform, including options for selecting participants, setting agendas, and choosing meeting times. ❏ Enable users to track progress on action items and follow up on outstanding tasks from previous meetings.

Identifying Key Events for Analytics Tracking: ❏ Implement a progress tracking system to monitor user onboarding and the task management feature, to ensure seamless adoption and address any potential barriers to usability.

✦ User personas:

✦ Wireframes :

This project was split into 2 sprints. On the first one, we identified the key steps of the user onboarding flow, including the "Aha-moment" that marks when users fully grasp the value proposition of the platform by linking their existing rituals. Additionally, our objective was to prompt initial user actions, driving them to actively engage with the platform. As part of the onboarding process, users are encouraged to create their first ritual. Our focus was to help users experience the value of Waggle and understand how it can enable them to achieve their goals. Contrary to popular belief, the primary goal of user onboarding is not to help users become proficient at using a product. Rather, the ultimate objective is to help users become proficient at achieving their goals using that product. If you're curious to learn more about user onboarding in SaaS, check out this article I wrote only my blog.

User onboarding flow

For the second sprint, we broke down critical steps for the happy path of creating an action item. We split these action items into 2 categories: One for simple tasks, and the second for follow-up meeting creation. These action items can be easily generated from a command menu on the reports page. Team leaders can quickly summarize important meeting points and share them with team members.

Our focus was to make it as easy & intuitive as possible to create action items on the go.