MY WORK

UX Research and Strategy for a Tourism Company

A strategic roadmap for a new booking system, focusing on user needs and business goals

Overview

A tourist company wanted to increase sales and streamline the booking process.

I researched the booking process to figure out what customers experienced today while purchasing tickets and how well their expectations were met and how the company's behind-the-scenes booking process affected efficiency and customer experience. The client gained a comprehensive understanding of both internal and external needs, helping them to choose the right platform for their new booking system.

Results

I deliverd a customer journey that spotlighted both pain points and improvement opportunities with their booking process. The roadmap featured a comprehensive Effect Map, establishing measurable goals and KPIs tailored to the needs of crucial target groups and business goals. Also, despite my strong recommendation for an agile development approach, the client insisted on a requirements document for an upcoming procurement process.

Role

  • UX researcher
  • UX strategist
  • Workshop facilitator

Deliverables

  • Customer journey maps
  • Effect map
  • Requirements document (Client request)

Tools & Methods

  • Double diamond
  • Design Thinking
  • Lookback (User research)
  • Audio recordings (User research)
  • Pages (Planning & Analysis)
  • Excel (Planning & Analysis)
  • Adobe XD (Design)
  • Power point (Presentation)

Balanced UX Research

I designed a research process that would capture frontstage and backstage perspectives of booking a tickets to the destination. This approach served as the bedrock for making informed, user-centric strategic decisions for the future.

Building a New Strategy

I designed and facilitated three workshops that led to the clients new strategy in the form of a Effect Map. This method ensured a seamless alignment between user needs and business goals, directly informing the requirements for their upcoming booking system - without pre-defining or limiting the solution.

A holistic roadmap for a new booking system

The final delivery of the strategic roadmap included: the Customer Journey, Effect Map, and a Requirements document for a new Booking System (as requested by the client, to proceed with a procurement process).

UX research

I aligned research efforts with the client's budget and timeframe, delivering results in an engaging and easily digestible format.

Research design

My aim was to gather insights into the target audience's experience with the current booking system and understand their needs and motivations related to travel.

Needs and motivation - Customer perspectives

  • How does the target audience conceptualize travel?
  • What are the preferences of the target audience when planning a trip?
  • How far in advance do individuals typically make bookings?
  • What booking methods do they prefer, and what are the underlying reasons?
  • What associations do different target audience segments have with traveling to this tourist destination?

Frontstage - Usability test of Booking System

  • How do customers perceive the current booking system?
  • What are the obstacles and frustrations experienced by users?
  • What positive aspects do users identify in the current system?
  • What are the specific desires and preferences expressed by customers?

Backstage - Internal Operations

  • How are bookings handled internally within the organization?
  • Which systems are utilized for various aspects of the booking process?
  • What specific goals and tasks are currently undertaken?
  • What frustrations and areas for improvement do staff members identify?

Research process

Participants were selected through an online form and offered incentives for their involvement, optimizing my budgeted hours for usability testing.

The research included 5 user tests and interviews with new customers, three interviews with the tourist company's club members, a team interview, and two individual "show and tell" sessions with staff members.

Effect mapping

I combined user needs and business goals through a series of workshops, using the method Effect mapping.

Workshop x 3

A sersies of 3 workshops resulted in a new strategy, including goals and KPIs. The method I used is based on “Effect managing IT” (Ingrid Ottersten, Mijo Balic)  and is called Effect mapping.

Visualisation

The entire Effect map was presented visually on a single page. Additionally, I crafted a user-friendly document that breaks down the needs of each identified user group from the client's workshop. This document served as the basis for the Requirements document, ensuring cohesive and interconnected content.

Requirements document

The client would use a procurement process to choose their partner for the development of the new booking system. Consequently, they requested the presentation of the results in the form of a requirements document.

Connecting the dots

The requirements were shaped by the findings from two aspects: 1) the customer journey in online booking, and 2) the effect map.

Document structure

As the client hadn't established a backlog in a system like Azure DevOps yet, I facilitated easier requirement management during the procurement process by providing an Excel file instead. Additionally, I supplied a manual detailing the User story format and its application in the development process.

What I learned

Building trust with the client

Working with this client was straightforward because we clarified expectations upfront. This laid the foundation for trust, crucial in activities like effect mapping, which sometimes seems challenging as it requires the client's active involvement in defining goals and measuring progress.

Facilitate ownership

As a designer, it's common to overlook certain processes. However, dedicating time to explain and guide in an educational manner assists the client in constructing a strategy tailored to their needs, rather than just any strategy. It's crucial for them to feel a sense of ownership in the final outcome, and my role is to facilitate that journey.

Improvisation

While I don't typically advocate for pre-written requirements documents or a waterfall approach, it's essential to accommodate clients who need to undergo procurement processes. Consequently, I created a requirements document tailored for their procurement needs. My aim was to craft flexible requirements, providing room for a future team to devise solutions rather than imposing a predefined path in the document.

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