PRELUDE
Creating an event management tool for professional planners
I defined the alpha feature set for an event management tool that saves professional wedding planners hours every day – giving them more time to focus on their clients and critical planning tasks.
My Role
I led the discovery, definition and design for the alpha feature set in collaboration with Prelude’s founder and a contracted software developer.
The Problem
Prelude’s founder had determined that wedding planners spend more than 30% of their time on routine administrative tasks.
I needed to reduce that burden for planners to focus on what they do best; plan amazing events.
Research
I interviewed, surveyed and shadowed professional wedding planners to see what tasks were taking up the most of their time.
Biggest Planner Challenges
A few themes emerged around time intensive administrative aspects of the planning process and I narrowed it down into three main opportunities to explore.
“Creating and maintaining planning schedules for each unique event”
“Organizing notes and tracking decisions”
“Keeping up with tasks for multiple events at various stages in the planning process”
Exploration
I created several prototypes to test with planners, starting with individual concepts and then combined the most minimal feature set to see what planners felt was missing.
Event templates to shortcut to a planning schedule
Generate planning schedule from options selected in planning questionnaire
Aggregate project views
The Solution
Auto Generated Projects
Planning schedule, plan documentation and budget are automatically generated from the answers in the standard planning questionnaire.
Task Prioritization
Consolidated planning schedule tasks allow for easy prioritization across all projects.
Single Source of Truth
Track details, stay on budget and inform the event day schedule.
Outcome
100% retention with first users
+20 additional testers onboarded since beta launch
5+ hour reported time savings per project
Prelude was able to replace at least 2 tools from the planning process.
“I'm thrilled to no longer have to muddle through Google Sheets and Docs to find what I need – it's all there, in one place!”
– Beta Tester
