integrating multiple saas products.
We successfully addressed the crucial need for integrating ActivePipe, an innovative email marketing platform, with one of our customers CRM systems. Aimed for both desktop and mobile.
This project entailed collaboration with a well known Australian real estate company and their client to seamlessly integrate our software.
This Project..
involved conducting discovery workshops and engaging in meetings with clients and stakeholders to validate requirements and address challenges.
I collaborated with software engineers and project managers on a daily basis in an iterative, agile approach.
I’m happy to discuss what worked, what didn’t and challenges we faced in person.
Discovery sessions
Our approach focused on clarifying project objectives, understanding user pain points, and improving system navigation.
We conducted comprehensive discovery workshops with diverse stakeholders to achieve these goals.
The discovery process encompassed defining the problem statement, mapping assumptions, and designing user flows.
Validatation
Throughout the testing phase, I facilitated collaboration across teams using FigJam to showcase and present feedback effectively.
This streamlined process provided engineers and teams with intuitive navigation through the feedback loop.
Iterative Approach
We utilised an Agile methodology following the Minimum Viable Product (MVP) phase, collaborating closely with both internal teams and external stakeholders.
Our process was iterative, continuously gathering feedback and making iterative improvements to ensure alignment with user needs and project goals.