Much like a product manager, I am solving problems but through the art of design. A feature could be accurately specced out, and on paper provides a solution to a customer’s pain points, but if it doesn’t look right or isn’t clear then the feature isn’t going to work. It’s important for product designers to test, learn, iterate and pivot – the same way any decent, outcome-focused product manager would work. Why wouldn’t a product design team use ProdPad to achieve results?

ProdPad allows design teams to do their jobs better – here’s how: 

Reviewing and contributing 

If you take one thing from this blog post, then this is it: make sure all non-product teams within your organization can review product ideas and contribute their own. Who knows, perhaps someone in marketing, design, sales or development has that winning thought you’ve been searching for? Other teams will have different approaches, different experiences, and thoughts on how to make your product the best it can be. By providing this opportunity you’re able to maximize your chances of building the right stuff. 

As a designer, I can utilize my experience and knowledge for the greater good. Based on design patterns or interesting things we’ve seen elsewhere, we’re able to capture ideas in ProdPad that can be picked up by our product team. I gather a wealth of information during testing sessions, including valuable pieces of customer feedback. This intelligence is super valuable when deciding what stuff we want to build next. ProdPad lets us capture this feedback to stop it from getting lost or neglected. We log it in the feedback section in ProdPad and then link it to any relevant ideas, providing further validation. If the feedback doesn’t link to anything, then we create a new idea off the back of it and link them both together.

Example mapping

Before we do any designing we look at the idea to see what it’s about. We then get a small cross-functional group together to solve the problem from different perspectives. We work with a product manager, a developer, and a QA to get an understanding of the problem, and come up with various constraints about how to solve it. This helps guide the design as it means we have workable boundaries, rather than running completely wild and bloating the scope of the feature. Once we have the designs nailed, we then spec it. ProdPad acts as the hub which supports this important process. Thanks to its functionality we’re able to follow this process:

Example Mapping > Designs > User Testing / Iteration > Specs > Development.

Task management 

Looking at the roadmap in ProdPad lets us see what is being worked on. We pay specific attention to the ideas on each of the roadmap cards which allow us to group work into various themes. This makes it much more straightforward to split tasks out between us. For example, I might look at all work related to infrastructure, whereas our UX Designer will focus on initiatives based around usability. The tagging system available on ProdPad’s lean roadmap allows us to see the types of projects easily, which provides great insight when planning our workload.   

Within ProdPad’s kanban workflow we have a ‘Needs Design’ column. This allows us to see which ideas on those roadmap cards specifically need our attention. We can order them to help prioritize our tasks, as well as show our bandwidth when looking at taking on more projects. 

Staying outcome focused

We also use our product management software to help understand the why. We spend time on various ProdPad ideas, looking at the descriptions and understanding the business case so we can identify clearly what value this would bring to your customers. 

Looking through linked feedback provides a greater understanding of why a particular idea exists. This provides us with useful insight into what the customer expects. Granted, an idea summary is perfect for outlining what we need to do. But, our ability to be able to action feedback allows us to really understand the benefit. We’re then able to design with as much information as possible.

Being transparent and efficient  

We capture all our designs in ProdPad in each idea’s design tab. This means that any work or developments completed during discovery or user-testing stages are can be easily found. Design teams can rest easy knowing that their work is safe and in the right hands. Most importantly it means that other teams can see the progress of your work. They know exactly where you’re at with a particular item (ProdPad alerts you, duh). 

ProdPad allows us to group all the relevant information in one space. We’re able to go back and check that the functional specs are accurate and align with our design testing. Fortunately, ProdPad’s in-app discussion feature allows us to start worthwhile conversations with the product or developer team.

Don’t believe me? Sign up for a free demo of ProdPad and learn how teams outside of product can use ProdPad to benefit their own work as well as the wider organization. 

The post Product Design Teams Thrive With ProdPad – Here’s Why appeared first on ProdPad.

The Anatomy of a Contact Profile

A Contact Profile is a record of an individual user or customer designed to help you track the criteria important to you as a product manager.

The Basics

Tags

Tags help you organize customers based on your own criteria that play an important role in your product decisions. (More on that later.)

Personas

Personas help you assign and track real users under the valuable user types you refer to throughout product development.

CRM Link

As you’ll see, contact profiles are not meant to replace a CRM – but we do include a place for you to link to your CRM if you want to keep additional background information handy.

Put customer intelligence into your own hands

With just a handful of individual profiles, you can level up very quickly to deeper, more powerful insights into your customer base.

Go beyond individuals: filter feedback by persona

At a product company, the challenge is to deliver a product that serves many, not just a handful of vocal customers. We’ve introduced the ability to filter feedback by persona to help you fight that tendency to focus on the “small picture.”

With personas, you can zoom out and review customer feedback by segment, so you can understand the needs of a similar group of users as a whole.

So how does this work in practical terms? Here’s an example of how we use this at ProdPad:

We know that our customers, Adam and Liz are Power Users – a very important segment for our business – and we’ve marked them as such in ProdPad.

When they submit new feedback, we’re able to track it along with feedback from all our other Power Users. We can then investigate what advanced functionality Power Users across our customer base are asking for.

Use tags to create custom segments

Tags are really useful for tracking relevant criteria that can’t be captured via our defaults.  

Roles and specializations

For example, my job title is UX Designer, but there are dozens of different types of design. If you wanted to track this distinction formally, you could tag me as “Product Design,” “UI Design” or simply “Design.”

This way, you can actually drill down to see what different *kinds* of designers are asking for. 

Special groups, industries and fields

You can also use tags to help you quickly filter for feedback on specific product areas, like integrations:

There are a number of subjective ways to track individual users outside of the bio:

• “VIP”: For high-profile users who are uniquely valuable to your business (e.g. celebrities, influencers, etc.)
• Industry/Field: If your product is used across different industries, you can use this tag to help you track insights and use cases specific to that field
• Plans: Get more granular by tagging users by the specific subscription plan/package they’re subscribed to

Reach out to customers for user research

With feedback organized in one place, you can easily reach out to customers to dig up more insights.

Tags and personas are a useful way to reach back out to your customers for user testing, user interviews and other behind-the-scenes research.

If you’re revamping your mobile app, filter down to a list of users that wrote in with feature requests and suggestions and give them a chance to help you get it right.

So what next?

Contact profiles are a standard feature on all our plans – so you can start using this right away!

You can power up these user insights with Company Profiles to help you figure out what to build next at your B2B business.

The post How To Make The Most Out Of Contact Profiles appeared first on ProdPad.