Led and designed a Promotion & Discount Management portal on the event-tech SaaS platform, empowering event owners and vendors to create, manage, and analyze promotions and discounts across all products and shops involved in the events
Collaborated with PM, engineers, and stakeholders to build and launch cross-channel solutions for web, tablet, and mobile
Clients appreciate the user-centric solution to scale events. The portal enhances collaboration, optimizes communication, and largely streamlines workflows. Set to launch in 2023, it promises a seamless user experience for both stakeholders and end customers.
Jun. 2022 - Aug. 2022
Under Development
COO (1)
Software Developers (2)
Sole UX Designer
Upped Events is a comprehensive event experience platform that assists event owners in managing all aspects of their events, including planning, marketing, and payments. With Upped, event management becomes seamless and efficient.
Our Customers: Event owners (Music/Art Festivals, Trade shows, Galas, Sports, Games)
Services: Event Planning, Ticketing & Payments, Day-of logistics, ‘Any-Time’ Analytics, etc
Stage: We are a 3-years startup trying to iterate our CRM to provide powerful function and better user experience
Promotions and discounts are essential components of modern events and the most crucial means to attract attendees, but the process can be quite cumbersome. I was in charge of designing a discount management system to empower event owners and vendors. After conducting user research, I defined this challenge as follows:
The collaboration for this project involves three parties: event owners, vendors, and Upped Events. And the upped system needs to provide a great seamless experience for both clients and end users in online and in-person scenarios.
A typical event managed by the platform might involve 1 to 15 event owners, 3 to 75 vendors and their respective shops, at least 25+ promotions and discounts, and over 100+ products. With a large number of event participants, from a few hundred to several tens of thousands, managing promotions and discounts can become a complex task.
Users need a platform that consolidates information and enables collaboration among different stakeholders, with varying levels of access and permissions for effective teamwork.
Users need a scalable and flexible process for creating promotions and discounts for various scenarios, which can cover all shops and products, and be applicable to various types of events.
Implement real-time monitoring of promotions and discounts, allowing stakeholders to coordinate and adjust as needed for optimal results.
As the project's sole designer, I collaborated closely with the COO to create the Promotion and Discount Management portal. I also coordinated with other designers working on various tasks, ensuring our combined efforts led to a seamless cross-team and platform experience for all stakeholders.
My key contribution included:
- Conducting user research, competitive analysis, and synthesizing insights
- Identifying use cases, defining user needs, and driving UX strategy
- Mapping out stakeholder relationships and streamlining collaborative workflows
- Collaborating closely with the COO, designers on other channels, and engineers to ensure a seamless cross-team and platform experience for stakeholders and end customers
- Creating wireframes, mock-ups, high-fidelity prototypes, and ensure versatility and scalability
- Leading user testing, iterations, and conducting design reviews and presenting solutions to clients with the COO
If you are interested in more details, please feel free to contact me for further information.❤️
Before
Without the management portal, communication between parties was complex, with multiple steps. Event owners, vendors, and Upped Events needed to establish a plan, adjust strategies, modify pricing, and update app prices individually. The process was inefficient and prone to miscommunication.
After
The management portal simplifies the process, allowing all parties to create and view promotions collaboratively, with real-time synchronization across online and offline channels. The enhanced workflow improves communication and efficiency among stakeholders.
I created a user-centric management portal, which offers customized access levels for different stakeholders. The event's lifecycle was divided into three stages (before, during, and after), with relevant information displayed based on each stage's objectives. This tailored approach was informed by card sorting exercises with customers and the product manager.
Understanding the diverse needs of event owners, I designed a flexible and scalable promotion creation process to accommodate various event types and sizes. The inclusive workflow covers a wide range of discount settings and allows for seamless integration with a comprehensive component library, ensuring adaptability for future iterations and expansions.
As events grow, managing promotions becomes increasingly complex. Our solution incorporates a robust filter and search system to help users efficiently locate and monitor promotions based on creators and conditions. Real-time data and synchronized collaboration tools empower stakeholders to make informed decisions and adapt strategies in dynamic event environments.
Presented with the COO, clients expressed a strong desire for this streamlined solution during presentations, citing its potential to facilitate the management of larger events and tackle coordination challenges.
The new management portal simplifies collaboration, largely reduces communication costs, and removes workloads for programmers and cashiers in setting discounts.
The flexible dashboard and real-time data foster efficient management and collaboration, allowing users to scale their events with confidence.
Set to launch in 2023, the solution promises a seamless and engaging promotional experience for event attendees.