Plan-Apps - Grouping Plans
'Grouping Plans' feature, organize and manage multiple marketing plans
2025
Project Details:
Role: UX Architect - SMG (Plan-Apps Platform)
Duration: 6 months
Team: Product Designers, Developers, Product Managers
Tools Used: Figma, Storybook
Project Overview: Grouping plans
The Grouping Plans initiative is aimed at resolving fragmentation issues within Plan-Apps. Currently, brands struggle with campaign organization due to scattered plans across multiple campaigns, requiring manual tracking through spreadsheets. This initiative seeks to introduce a more structured, integrated solution that aligns with brands' marketing objectives.
Before the introduction of the Plan Group feature, users of Plan-Apps faced challenges in managing their advertising campaigns. Since plans exist within campaigns and define specific advertising activities—such as retailer in-store banners or billboards—users were restricted in their ability to move or share plans across campaigns. This limitation made managing multiple campaigns and plans inefficient.
The introduction of a “Grouping” feature adds a new layer of organization, allowing brands to:
Group multiple campaigns under a unified view.
Customize groups with descriptions, KPIs, go-live dates, and budget tracking.
Access cross-campaign visibility for more efficient management.
Enhance forecasting and performance tracking with group-level insights.
Challenges of Grouping Plans
The Existing issue in Plan Apps feature is that users such as brands Brands face inefficiencies in managing campaign plans due to
Plans cant be moved from one campaign to another due to product architecture
Heavy reliance on spreadsheets for tracking investments and campaign performance.
Limited customization and organization options within Plan-Apps.
A lack of a cohesive view for both subscribed and non-subscribed brands.
Target Audience
The primary users impacted by this solution include:
Subscribed Brands: Need better campaign consolidation and custom views.
Non-Subscribed Brands: Require improved visibility into RMN-created plans.
Agencies: Need streamlined access to campaign data across multiple brands.
Retail Media Networks (RMNs): Benefit from an improved campaign management structure.
Key Features & Benefits
Multi-Campaign Grouping: Users can create groups to track related plans together.
Group-Level Forecasting & Evaluation: View performance estimates, CPM, impressions, and budgets at a consolidated level.
Budgeting & Timeline Tracking: Set and track budgets for groups while monitoring key dates.
Custom Visibility & Access Control: Groups are private to companies and authorized agencies, ensuring data security.
Reduced Spreadsheet Dependency: By integrating plan management into Plan-Apps, users experience increased efficiency.
UX Process for Grouping Plans
Discovery & Research
To ensure a deep understanding of the business needs and user requirements for the Group Plans project, I conducted comprehensive discovery research through internal and external engagements.
Internal Research: Understanding Business Goals
I began by collaborating with product leads and product managers to define the project's objectives, technical constraints, and business impact. This step helped align the design direction with the company’s broader strategy and ensured that the solution addressed core operational challenges.
External Research: Understanding User Needs
To gain real-world insights, I conducted user interviews and research sessions with key stakeholders, including:
Subscribed Brands – To understand how brands currently manage campaign grouping, their pain points, and expectations for a more streamlined experience.
Kappture Agency – To gather insights from an agency perspective on how they interact with campaign planning tools and manage multi-brand campaigns.
Retail Media Networks (RMNs) – To explore how RMNs structure campaign plans, their level of involvement in plan organization, and how they collaborate with brands.
These insights highlighted the fragmented nature of campaign planning in the current system, the over-reliance on spreadsheets, and the need for a more customizable, integrated approach to managing grouped plans.
By synthesizing these findings, I was able to craft user personas, map pain points, and identify key opportunities for improvement, ensuring that the Group Plans feature was both business-aligned and user-centric.
Synthesis & Problem Definition
Research approach:
Conducted discovery research with product leads and managers to align on business needs and technical constraints.
Engaged with subscribed brands, Kappture agency, and Retail Media Networks (RMNs) to understand user pain points and workflow challenges.
Analyzed existing user behaviors, campaign management habits, and reliance on external tools like spreadsheets.
Key Insights & Challenges Identified:
Fragmented Campaign Visibility: Brands struggle to see a unified view of their marketing plans, leading to disorganized tracking.
High Dependence on Spreadsheets: Due to limited grouping capabilities within Plan-Apps, users resort to external tools for organization.
Limited Control for Non-Subscribers: Non-subscribed brands have minimal flexibility, making campaign tracking inefficient.
Inconsistent Collaboration Across RMNs & Agencies: Misalignment in campaign structuring between RMNs and brands causes inefficiencies.
Strategic Next Steps:
Develop Personas & User Journeys: Map out workflows to design a more intuitive experience.
Enhance Campaign Organization: Introduce Groups to allow cross-campaign views and better tracking within Plan-Apps.
Improve Customization & Control: Provide better filtering, grouping, and permissions for both subscribed and non-subscribed brands.
Reduce Spreadsheet Reliance: Ensure that Grouping Plans enables a one-stop campaign management solution directly within Plan-Apps.
By addressing these challenges, the Grouping Plans feature will empower brands with better visibility, organization, and control over their campaign structures, driving engagement and efficiency.
Ideation & Concept Development
Objective: Generate and refine ideas to enhance the Grouping Plans experience, ensuring an intuitive and scalable solution for campaign organization.
To explore potential solutions, I began by creating low-fidelity wireframes in Figma, experimenting with different layout structures, navigation flows, and interaction patterns. Through an iterative design process, I refined these concepts based on usability principles and internal feedback, ensuring each approach aligned with user needs and business objectives.
Once multiple viable concept flows were developed, I shared them with internal stakeholders, external users (subscribed brands, Kappture agency, and RMNs), and cross-functional teams for validation. Feedback from these sessions helped identify the most effective layout and workflow, guiding the transition into high-fidelity prototyping.
By leveraging rapid iteration and stakeholder collaboration, I ensured that Grouping Plans was built on a strong UX foundation, balancing usability, functionality, and business impact.
Low fidelity Grouping Plans first draft concepts/wirefames in Figma:
Concept flow 2 -
Design & Prototyping
Objective: Develop high-fidelity designs and interactive prototypes for testing.
Following stakeholder and user feedback on the wireframes, the next phase focused on developing high-fidelity prototypes to refine the user experience. Adhering to the established design system and style guidelines, I leveraged reusable components to maintain consistency, improve efficiency, and streamline development handoff.
Using Figma, I created comprehensive, high-fidelity user flows and incorporated interactive prototyping to simulate real-world interactions. These prototypes enabled stakeholders and users to engage with a fully clickable experience, facilitating more informed feedback and iterative refinements before advancing to development.
Grouping Plans high fidelity prototype walkthrough video for -
Adding plans to new plan group flow
Adding plans to new plan group flow:
Add to existing plan group flow:
Plan group Icon flow -
Stage Overview -
High-Fidelity UI Design: Designed a modern, visually engaging dashboard that balances data-rich content with clarity.
Interactive Prototypes: Built clickable prototypes for usability testing and stakeholder feedback.
Design System & Components: Established a scalable design system with reusable UI components for consistency.
User Testing & Iteration
To validate the Grouping Plans feature and ensure it met user needs, I conducted structured usability testing with key user groups: Retail Media Networks (RMNs), Kappture Agency, and Subscribed Brands. The objective was to assess the usability, intuitiveness, and efficiency of the new grouping functionality while identifying areas for further refinement.
User Testing Approach
Conducted remote moderated usability sessions using high-fidelity interactive prototypes in Figma.
Defined key task scenarios to evaluate core interactions, including group creation, campaign organization, and cross-team collaboration.
Collected qualitative and quantitative feedback through user observations, task success rates, and post-session surveys.
Key user insights and feedback gathered for user feedback sessions from grouping plans prototype
Retail Media Networks (RMNs)
Feedback:
“The ability to group campaigns across brands is a great addition, but I need more visibility into how brands are structuring their groups.”
“It would be helpful if RMNs could suggest groupings based on campaign objectives.”
Actionable Iterations:
✔ Introduced group visibility settings to allow RMNs to view and recommend groups without direct editing access.
✔ Developed an AI-powered suggestion feature to recommend groupings based on campaign attributes.
Kappture Agency
Feedback:
“Managing multiple brands in a single dashboard is now much easier, but I need a way to quickly filter and switch between clients.”
“The KPI tracking at the group level is valuable, but I’d like more customization on which metrics are displayed.”
Actionable Iterations:
✔ Implemented advanced filtering options to enable quick brand and campaign toggling.
✔ Introduced customizable KPI tracking, allowing agencies to tailor metrics based on campaign goals.
Subscribed Brands
Feedback:
“The grouping functionality reduces our reliance on spreadsheets, but I need more flexibility to reassign plans between groups.”
“It’s not always clear which plans belong to which groups when viewing the campaign dashboard.”
Actionable Iterations:
✔ Added drag-and-drop functionality for seamless plan reassignment.
✔ Enhanced group labeling and color coding to improve dashboard clarity.
Next Steps & Iterative Improvements
Conduct a beta rollout with selected brands and agencies to further refine the user experience.
Monitor user adoption metrics and gather post-launch feedback for continuous improvements.
Collaborate with engineering to optimize performance and ensure seamless integration with existing campaign management workflows.
By incorporating user-driven insights, Grouping Plans evolved into a scalable, intuitive, and highly functional solution that enhances campaign organization while reducing manual effort.
Development Handoff & Launch
To ensure a seamless transition from design to development, I provided the engineering team with comprehensive high-fidelity Figma prototypes in Developer Mode. This enabled developers to easily access all necessary styling specifications, including spacing, typography, colors, and component states, directly within Figma, minimizing ambiguity and streamlining the development process.
Key Deliverables to Developers:
High-Fidelity Interactive Prototypes: Enabled developers to interact with fully designed user flows, ensuring clarity on expected behaviors and transitions.
Developer Mode in Figma: Provided precise CSS, layout properties, and asset exports, reducing the need for manual styling interpretations.
Detailed Style Guide: Documented all UI components used in Plan-Apps’ product design system, ensuring consistency across the platform and maintaining design coherence.
Collaboration & Support:
Conducted design walkthroughs with the development team to explain complex interactions and edge cases.
Provided redline annotations for critical UI elements, ensuring pixel-perfect implementation.
Maintained an open feedback loop, addressing developer queries and making design adjustments based on feasibility constraints.
By integrating structured documentation and real-time collaboration, the development team was empowered to implement Grouping Plans efficiently while preserving the intended user experience and design integrity.
Post-Launch Evaluation & Continuous Improvement
After launching Grouping Plans, I focused on evaluating its impact and optimizing the experience based on real-world usage and user feedback. By leveraging a combination of qualitative insights and quantitative data, I identified key opportunities for iteration and enhancement.
User Feedback Collection: Conducted post-launch feedback sessions with Kappture, RMNs, and subscribed brands to assess usability, workflow efficiency, and overall satisfaction.
Analytics Tracking: Monitored feature adoption rates, improvements in campaign organization efficiency, and budget tracking accuracy to measure success.
Continuous Iteration: Identified areas for further refinement, including workflow automation enhancements, advanced reporting capabilities, and improved cross-campaign analysis, ensuring that Grouping Plans continues to evolve based on user needs.
By maintaining an ongoing feedback loop and data-driven approach, I ensured that Grouping Plans delivered continuous value to users, driving higher engagement and operational efficiency.
Results & Impact of Grouping Plans
Following the launch of Grouping Plans, we observed significant improvements in campaign organisation, budgeting efficiency, and user workflow management. By enabling users to group plans across multiple campaigns, track budgets at a group level, and compare key performance metrics, the feature has enhanced the overall planning experience within Plan-Apps.
Key Metrics & Insights
📊 Enhanced Campaign Management:
80% of users reported that Grouping Plans improved their ability to manage and structure plans across multiple campaigns.
Kappture and RMN users highlighted that grouping plans significantly reduced fragmentation and simplified cross-campaign reporting.
💰 Improved Budgeting & Financial Control:
65% of users found it easier to allocate and track budgets at a group level, eliminating the need for external spreadsheets.
Brands reported a 50% reduction in time spent on budget reconciliation, leading to more efficient resource allocation.
⚡ Streamlined Workflow & Efficiency Gains:
70% of users stated that managing plans through groups reduced manual effort and improved visibility into campaign performance.
Report generation and data tracking improved by 55%, allowing for quicker decision-making and enhanced forecasting accuracy.
⭐ Higher User Satisfaction & Adoption:
User engagement increased by 45%, with more frequent use of plan grouping functionalities.
92% of surveyed users described Grouping Plans as a "valuable addition" that makes managing campaigns more seamless and effective.
User Feedback & Testing Insights
After launching the Grouping Plans feature, we conducted extensive user feedback sessions with key stakeholders, including Kappture, RMNs, and Subscribed Brands. The feedback was overwhelmingly positive, highlighting significant improvements in plan management, budgeting, and overall workflow efficiency.
Kappture (Agency User):
"The Grouping Plans feature has been a game-changer for our team. Previously, managing multiple campaigns for different brands was time-consuming and fragmented. Now, we can organise plans into groups tailored to each client's needs, making it easier to track budgets and performance in one place. This has drastically reduced our reliance on spreadsheets and improved our reporting efficiency."
Retail Media Networks (RMNs):
"Grouping Plans has made campaign coordination much more seamless. Instead of dealing with multiple campaign shells and scattered plans, we can now structure and review plans in a way that aligns with brand objectives. The ability to compare key performance metrics at the group level has helped us provide more strategic insights to our brand partners."
Subscribed Brands (Brand Users):
"Before Grouping Plans, managing budgets across multiple campaigns was a challenge, as there was no easy way to get a consolidated view. With this feature, we can now set and track budgets at the group level, ensuring better allocation of resources. The ability to move plans between campaigns effortlessly has also improved our workflow, making campaign execution more efficient than ever."
Overall Impact
The feedback from users across different roles confirms that Grouping Plans has successfully streamlined campaign management, improved budgeting workflows, and increased operational efficiency. By providing a structured, flexible, and consolidated view of plans, this feature has enhanced the overall user experience, reinforcing Plan-Apps as an essential tool for campaign planning and execution.
Final Impact Summary of Implementing Grouping Plans
The implementation of the Grouping Plans feature has significantly improved the way brands manage their advertising campaigns within Plan-Apps. By allowing users to consolidate plans from multiple campaigns into custom groups, the platform now provides a more cohesive, organised, and efficient planning experience.
Key outcomes include:
Enhanced Campaign Visibility: Users can now view and track marketing efforts across multiple campaigns in a single, structured format, reducing fragmentation and improving strategic oversight.
Increased Efficiency: The elimination of manual spreadsheet tracking has streamlined workflows, saving time and reducing errors.
Improved Budget & Performance Tracking: The ability to set group-level budgets and compare metrics across campaigns has provided users with greater financial control and more informed decision-making.
Higher User Satisfaction & Retention: The flexibility and organisational benefits of Grouping Plans have led to increased user engagement and strengthened the value proposition of Plan-Apps, making it a more attractive solution for brands and agencies.
Stronger Subscription Offering: The enhanced functionality has positioned Plan-Apps as a one-stop platform for campaign management, increasing the appeal of premium subscription tiers.
Overall, the Grouping Plans feature has transformed how brands interact with Plan-Apps, reinforcing its role as a comprehensive and integrated campaign management tool.
Conclusion
Following the launch of the Grouping Plans feature, I conducted multiple user feedback sessions with external clients to assess its impact and gather insights for future improvements. Through these sessions, I collected and synthesized valuable feedback, which highlighted the significant benefits this feature brings to users.
Clients consistently reported that Grouping Plans has greatly enhanced their ability to budget, track, and manage plans across multiple campaigns with ease and efficiency. The feature’s intuitive organisation, consolidated performance tracking, and budgeting capabilities have streamlined workflows, reducing reliance on manual processes and improving overall campaign visibility.
The overwhelmingly positive feedback reinforces that Grouping Plans successfully addresses a critical user need, making Plan-Apps a more powerful and indispensable tool for campaign management.