Product Inception
I planned a multi-session workshop series in a project inception framework that brought stakeholders and customers together to break down the problem collectively. I strategically selected activities to keep everyone aligned, informed, and actively participating as we mapped every area of the product and our clients.
Mapping typical setups of Enterprise Calendly accounts
In order to understand the customer needs of large accounts, we needed to work closely with customer success teams and account managers. We had to capture high-level need patterns from an Admin purview, documenting different themes of issues across privacy, security, sharing, and management.
Creating Five Organizational Archetypes
In order to understand the customer needs of large accounts, we needed to work closely with customer success teams and account managers. We had to capture high-level need patterns from an Admin purview, documenting different themes of issues across privacy, security, collaborative scheduling, sharing, and direct, hands-on management.
Creating a Modular Container System
A new flexible system which would allow for small, medium, large and multi-layer corporate structures to function based on the organization's unique policy landscape.
Workspace-based object management model
Objects are abstracted away from the user, users are owners of objects which live in a container. People can have membership to that container.
This workspace based approach was found to be used by other SaaS platforms such as Google Drive, Asana, Airtable and others.
Personal Workspaces vs. Shared Workspaces
Moving away from a model of users as the main container for event objects toward a more flexible workspaces model allowed for separation and greater access control to organization administrators.
