Kickoff
We learned about their product vision, hardware capabilities, and tech requirements.
Understand the state of their service
We focused on documenting their internal tools, reports, emails, package documents and data. We reviewed their existing marketing site and ecomm integration.
Built a touchpoint inventory
Since customers interact with Pack Up + Go across many channels, we identified all the various touchpoints across channels like web or email or print as well as front and backstage interactions.
Identify design patterns and user flows
We identified key design patterns and navigational concepts to help staffers navigate trip planning data. We identified common workflows and explored how the interface could successfully support and reduce workload.
Design prototyping
We explored visual style relative to their brand and aligned on a preferred approach. We applied that style to early mockups of key screens and workflows. We began a regular cadence for reviewing designs and refinements with their trip planning and customer support teams.
Release planning
We collaborated with our client to build a backlog and plan the the first release of the software together.
System architecture
We defined the system components and data endpoints for an integration with PayPal, Chartio, and other 3rd party services.
Build, build, build!
We designed, coded, and tested on a weekly basis until we were feature complete for the first release. Our progress was demoed every other week until feature complete.
Dynamic email communications
Client communications are automated through a complex series of dynamic emails that preserve secrecy. Business rules were defined for automating trips and feeding up-to-the-minute data (e.g, weather info) into branded email templates saving planners countless hours.
Data migration
With the system fully coded, we successfully migrated several years of customer and trip data so staffers could mine data back to the earliest beginnings.
Quality testing
We rigorously tested pricing algorithms, data integration, email generation, PDF generation for common and edge cases.
Client UAT
When all work was complete and tested, we created a UAT environment for the client to test and train their team on.
Go live
With all systems tested we help Pack Up + Go cut over to the new system and they’ve been running on it for years since. Our team continues to support and expand the capabilities to keep up with their growing business.
