Case Study 04

Inception to Launch — Travel Management Planning System

One of the world's top 3 travel players was managing complex multi-country cruise tours in spreadsheets — 30+ constraints per tour, manual data across departments, and no approval pipeline. This was a workflow design problem, not a UI problem.

Client

Top 3 global travel player (confidential)

Role

UX Lead — Inception, Research, Design, Delivery

Team

PM · UX · Developers · TL · QA · CEO · CTO · Analysts

Timeline

3 months PoC → Extended to MVP

60%
Efficiency improvement reported by users post-launch
30+
Constraints and variables to balance per tour — across operators, cities, ports, seasons
PoCMVP
3-month proof of concept extended to full MVP after successful delivery

The real problem

The client's planning and analysis team was managing thousands of cruise tour itineraries across multiple ship operators, seasons, and ports — entirely in Excel. Data lived in silos across departments. Approvals happened over email. Human error was endemic.

The challenge wasn't building a product — it was understanding an extraordinarily complex planning process well enough to redesign it. That required inception work, not just UX work.

"You were able to achieve one of the main goals: centralize all of the data sources. I think it's a 60% efficiency improvement."

Inception — mapping the unknown

I led an inception process that brought together the full cross-functional team — PM, engineering, design, the CEO, CTO, and analysts — to define the problem before any design began. The inception covered:

01
Elevator Pitch
02
Trade-off Sliders & Success Criteria
03
User Personas
04
As-Is User Journey
05
Pain Points & Prioritization
06
How Might We?
07
Ways of Working
08
Epic Identification & Roadmapping
09
Technical Strategy
10
To-Be User Journey

The To-Be User Journey was the main alignment tool — revisited three times during the project as new complexity emerged. It became the shared artefact that kept the CEO, CTO, PM, and design team pointed at the same north star.

Design framework aligned to sprint cadence

With a 3-month PoC deadline and an Angular Material design system launching in parallel, speed and process discipline were non-negotiable. I designed a framework aligned to the sprint cadence — giving the client full transparency while keeping the team moving.

Week 1

Research & Alignment

Visual research, brainstorming, One Pager alignment document, tech feasibility check, acceptance criteria definition.

Week 2

Design & PO Feedback

Wireframing through high-fidelity mockups, PO feedback session, client meeting for alignment and expectation management.

Week 3

Prototype & Test

Figma prototype of complex interactions, usability testing with analysts — small set, focused on critical flows.

Week 4

Refine & Ready for Dev

Mockup improvements based on testing, edge case definition, high-fidelity handover with design system component mapping.

Key design decisions

The primary user was an expert analyst — spending 8 hours a day in this tool, managing hundreds of tours simultaneously. Every design decision was grounded in four principles: all relevant information accessible for the task at hand, scannable and reduced cognitive load, maximize screen real estate, and allow for safe experimentation.

Interface Architecture

Page / Content / Detail View

A consistent three-panel layout pattern across all journeys — list, selection, and detail — giving analysts high and low-level views without context-switching.

Tour Creation

Drag-and-drop itinerary builder

Designed a spatial, drag-and-drop interface for building day-by-day itineraries — managing port sequences, travel days, and time constraints across complex routes.

Approval Workflow

Defined roles & permissions

Mapped a complete approval pipeline — Analyst → Team Manager → Department Head → Executive — with clear roles, permissions, and notification states at each stage.

Design System

Extended Angular Material

Built a Figma project library extending the company's design system — ensuring consistency across 25+ products and managing requirement changes that affected cross-application components.

60%
Efficiency improvementReported by users after centralizing all data sources into one system
MVP
PoC extended to full MVPClient confidence in delivery led to scope expansion beyond original brief
Design system contributionExtended Angular Material design system used across 25+ products in the organization

"It has been great to work with the application. I was able to do some enhancements to various tours that needed help. It was great!"

— Analyst, post-launch user feedback

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