Product Merger

Unifying two products into one seamless experience.

When Forecast5 Analytics acquired a company with a similar mapping tool, the two products needed to be combined to create a new product that would meet the needs of existing users of both tools.

85% user retention from both products

The Problem

Both mapping tools had unique features that appealed to their specific audiences.

Each tool met the needs of their own user base, but they were too similar to keep as separate products. The two mapping tools needed to be combined into one product that would meet everyone's needs while not alienating any existing customers.

Discovery

Stakeholder workshop and feature comparison.

I held a kickoff meeting with the new product owner, lead developer, and subject matter experts from both products to understand the needs of each client base. We reviewed existing functionality and came up with a list of features that either needed to be added to 5Maps, or existed in 5Maps and needed to be updated. We also discussed pain points for current users in both products. Based on that initial discussion, we identified a workflow and the pages needed to accomplish the most popular tasks and set that as our MVP goal.

  • Basic flow

    Simple flow chart/diagram showing where features might live within the new application
  • Feature comparison

    Comparison matrix listing various features and their attributes and requirements

Design Sprints

Weekly design sprints to quickly design features and hand off to engineering.

The core group of lead developer, product owner, and myself met twice weekly to review ideas and iterations, with a subject matter expert (SME) present for the topic being discussed as well. The product owner or SME would typically have either sketched out an idea for discussion or brought an example from a competitor. We would discuss those as a group to ask questions related to our clients needs, determine feasibility, and discuss what it might look like in 5Maps.

After each meeting, I created wireframes based on our discussions that we would review at the next meeting. When we had completed a workflow for a particular task, I would add it to our prototype and test internally with users familiar with our clients and their tasks. They would work through real-world examples and provide feedback for continued iteration.

  • Proposed feature

    Simple wireframe of a proposed feature
  • Stakeholder sketch

    Stakeholder sketch of a feature
  • Design sprint wireframe

    Early wireframe from design sprint

Quick Development

Regular handoffs to engineering resulted in a quicker build process.

With the lead developer involved in design sprint meetings, we headed off most potential issues early on. Additionally, because we went through our topics systematically, beginning with the most important functionality and pages, I was able to deliver annotated wireframes to development regularly so they could work as we continued to design.

Final annotated design for handoff

Results

Exceeded business plan for client migrations and year-over-year retention

We released the MVP version of the new 5Maps to a select group of clients from both customer bases and showcased the improved version of the software at our yearly conference. When we released the new application to the full client base, we exceeded our business plan for client migrations and increased year-over-year client retention as well.

Let’s create something amazing together

I’m currently available for freelance projects and full-time opportunities.