CollabFlow
An all-in-one platform designed to optimize influencer collaborations with brands.
My responsibilities:
  • Led user research and facilitated discussions to uncover key insights
  • Led the development of the core user flows
  • Facilitated collaborative decision-making among team members to reach consensus on design decisions and solutions.
  • Assigned tasks to team members and monitored progress, ensuring smooth weekly presentation with the instructor.
Project type:
Bootcamp

Role:
Design lead

Team:
4 designers

Duration:
10 weeks

Tools:
Figma
Adobe Illustrator
Miro
- OVERVIEW -
Problem
Influencer marketing, a collaboration between popular social-media creators (influencers) and brands to promote brands' products or services, has experienced unprecedented growth.

However, challenges are hitting this rapid growing industry. Collaboration is one of the biggest challenge among influencer marketing. Despite the availability of various communication tools, creators and brands often struggle to effectively convey their needs, preferences, and expectations. Disaligned expectations had lead to communication breakdown and schedule fall behind. Additionally, unfair partnerships have lead influencers not able to get fair compensation.
Solution
We created an app to help creators to facilitates transparent and efficient communication, ensuring that creators are protected and can establish mutually beneficial partnerships with brands.

1

Main feature 1
Easily Review the Contract
Say goodbye to complex jargon-filled contracts. CollabFlow outlines essential contract terms, making it effortless for creators to access and understand crucial information quickly.

2

Main feature 2
Effectively Align Expectations
creators can negotiate brands about the contract terms one by one. This feature enables creators to easily request changes and solidify agreements on deliverables, timelines, payment methods, and more.

3

Main feature 3
Simply Submit and Review Tasks
Creators can effortlessly submit tasks through chat, note task phases, and add annotations for review. They can also receive timely comments from brands via chat, which enhances overall communication efficiency.

4

Main feature 4
Conveniently Add Scope
The system monitors and protects creators from being asked to perform tasks beyond the contracted scope, while also providing an easy way to request additional scope when needed.
- RESEARCH -
We started with a wide open canvas for this project. There was too many potential space to work on. We narrow down our scope by finding answers to these two questions:
  • Is the collaboration really a problem worth solving?
  • Who is our target users?
Research Process
Secondary research          ———
Literature review
  • Define scope
  • Define users
Competitive analysis
  • Define product gap
Primay research              ———
User interview
  • understand  process
  • understand pain points
Synthesis insights
Persona
  • better emphasis users
User journey map
  • visualize process
  • identify pain points & opportunities
Key insights
Define project scope
Is the collaboration really a problem?
We had very limited time frame to find our topic. First, we found some news talking about collaboration issue in influencer marketing, but it do not mean the problem is widespread enough that worth the effort to design something to solve it.
To quickly verify whether this is a problem worth solving, I decided to lead the team to :
  • look into some survey result of influencer marketing,
  • look into Reddit and Facebook groups to see if there are any complain about it.
We found that  various social media posts reveal the problems faced by creators:
According to a recent Deloitte survey, on average, 45% of creators , find some aspect of brand collaboration somewhat or very difficult.  
There are many online reviews indicate that many conflicts arise during the collaboration process, and collaboration is one of the biggest challenge between creators and brands.
Domain research
Are current products solving the problem?
Other than literature review, we looked into both US and China markets to examine wether existing products are helping to solve the collaborations problems.
We foud that:
Most existing products in the market primarily focus on before and after collaboration, especially for creator matching, outreach, campaign management, and evaluation. However, features for collaboration process is often neglected in these products.

SEE DETAILED ANALYSIS


in China’s influencer market, the intention of two major products is to benefit both parties, thus there are features to support the cooperative processes, such as process management, editing and uploading, modification, review, etc. But in reality, after matching two parties, the collaboration process always leave the current platform,happen through emails or DM messages. The reason that users do not use the platform because they think the platform doesn’t friendly support the functions they need.

In the US influencer marketing, the existing popular products are focused on before and after collaboration, and tailored to the business side. like robust influencer discovery and outreach features, comprehensive campaign management tools. Even there is a communication function, it is mainly designed for influencer outreaching. However, there is nothing much that are designed from the perspective of creators.

Thus, we aim to create a platform that is designed with creators in mind, offering them comprehensive support throughout the entire collaboration process -- from initial matching to ongoing communication and negotiation -- to foster more productive and successful partnerships with businesses.
Define users
Narrow down target users — mid-tier influencers
Based on our research, we decided to set our target group as mid-tier influencers (Follower 10k-100k).

Compared to micro-influencers, mid-tier influencers have a more stable source of income through influencer marketing and established partnerships. However, they often encounter more challenges when collaborating with businesses than top-tier influencers. Mid-tier influencers typically have a small team and fewer resources to manage their collaborations, making the process more time-consuming and challenging. Additionally, they may not have the same level of leverage in negotiations with businesses, which can lead to unfair terms and conditions.

SEE DETAILED ANALYSIS

To narrow down our user group, we started by looking at different tiers of influencers,
By creating a platform that caters to the needs of mid-tier influencers, we can provide them with the necessary tools and support to overcome these obstacles and establish more successful partnerships with businesses.
User interview
Uncover more details
After secondary research, we wanted to uncovering more details from conducting user interviews. Our goals are:
  • Gain a deeper understanding of the details in the collaboration process between influencers and brands.
  • Understand of the pain points and challenges they face in the collaboration process
We interviewed 7 mid-tier creators, ranging from 2 - 9 years experience collaborate with brands marketing campaign. Here is the link to our interview script.
We found that:
  • all interviewers complain that they had experience being asked for multiple revisions, even after delivering their final work, which is very frustrating and takes up a lot of their time. some changes are unprofessional.
  • there can be misaligned expectations between creators and brands, as brands may prioritize their own advertising goals over the creator's vision and quality, which can harm the creator's reputation with their audience.
  • creators always feel being in a weaker position during collaborations, and brands often take advantage of them. For example, by starting collaborations without a formal agreement or upfront payment, making excessive demands for revisions, setting unrealistic deadlines, delaying payment, and more.
  • None of the existing platforms can well-support the entire process from start to finish. Creators often use platforms to match with brands, and then move the collaboration to a third-party platform for all communication, negotiation, feedback. This lack of full support from platforms is one of the reasons why creators may feel insecure and unsupported in their collaborations.
Persona & User Journey
What’s not working in existing collaboration process?
With a comprehensive understanding from user interview, we visualize the collaboration process by a user journey map. By doing so, we were able to better empathize with our users, and tried to look at the problems from their points of view.
Synthesis insights
Key insights learned from the research
Through a combination of primary and secondary research, we were able to synthesize and generate three key insights that highlight pain points experienced by content creators in collaborations with brands. These insights were then used to inform the development of key features in later design.
01
Influencers find it is time consuming to get on the same page of aligning expectations, visions, and details with brands

Although there are all kinds of communication tools, creators and brands often find it challenging to effectively communicate their needs, preferences, and expectations. Brands may not provide sufficient details on their requirements and expectations upfront, leading to misalignment in the middle of their collaboration. This results in a lot of back-and-forth negotiation and editing, which can be time-consuming and frustrating for both parties. As a result, many collaborations end up being unpleasant experiences.

“It is frustrating because negotiating takes a good amount of time, and you get your hopes up, all for it to lead to nothing.” -  Kanoelani Graham, full time creator
02
Influencers feel insecure being put at a disadvantage in the partnership, because they are not protected to get fair compensation from the business

Our research has shown that unfair partnerships are common in the industry, such as starting a collaboration without a formal contract, brand doesn’t offer a fair compensation, or the brands do not make timely payments. In some cases, brands may even abruptly terminate a collaboration. Creators may feel powerless in these situations, but are forced to comply with the brand's requirements in order to receive their payments.

"It's frustrating when brands try to take advantage of my position and make unreasonable demands. I often end up having to give in just to get paid." - Jane Doe, content creator
03
It is frustrating for influencers to deal with brands' endless requests for revision on content they’ve created

One common frustration among creators is the repeated requests for revisions from brands, even after delivering the final version. This may be due to brands having a specific vision for the content that they want to see realized, which can take multiple iterations to achieve. However, some brands, have no idea about the influence market, may also be overly demanding or have unrealistic expectations, which can lead to a prolonged revision process that takes up significant amounts of the creator's time.

“The most annoying thing is that the video has already been edited but the brand still ask for updates” - Kanoelani Graham, content creator
Refined Problem statement
How might we design a platform that helps mid-tier creators achieve efficient communication and align needs with advertisers in order to ensure well-deserved compensation?
- IDEATION -
Ideation
Translate insights to possible features
To address the three pain points identified by our insights, we conducted an ideation session to brainstorm and find corresponding solutions. During this process, I noticed that some ideas overlapped, while others could serve as supportive steps for other concepts. So I led the team in sharing and discussing their ideas, guiding everyone to organize and group them based on the problems they are solving.
To simplify the brainstormed ideas into a minimum viable product (MVP) version, we decided to only focus on the essential features that are critical to solve these questions. We continuously referenced back to our key insights during brainstorm to ensure that we were only solving the main pain points at this stage.
For example, there were couple thoughts about scheduling meeting times, and how to dispute canceled campaign, and we thought these were good-to-have features, but not essential for the MVP.We also discussed about having tool kits for markups, and ideas about sending system notifications to prevent brands from asking for revisions out of scope, but we realized we should focus on features that on the influencers side.

Ultimately, we landed on the four core functionalities:
MVP features
01
Negotiate & Sign
Contracts
Users can easily and clearly negotiate contract details. Conveniently sign contract in just a second to ensure influencers are protected and prevent brands from moving forward without signing the contract.
02
Educate & Ensure
Fair compensation
Provide average market prices as a handy reference during negotiations. Provide multiple payment options, like getting paid by milestone, so influencers get their deserved fees without a hitch.
03
Submit & Revise
Content
Easy file submission with efficient tracking of each deliverable. Users can check and respond to brands feedback efficiently, addressing each comment in a timely manner.
04
Supervise & add
Scope
Introduced system monitors conversations, giving influencers a heads-up if brand requests go beyond the agreed scope. And empower influencers to request additional fees for extra time and work.
Information Architecture
An overall picture of the platform
Due to time constraints, we had to focus on a limited set of features instead of designing the entire platform. However, we still looked at the bigger picture and drew an Information Architecture (IA) diagram to help us understand the relationships between different features. Our design were mainly focused on Campaign list and Message.
Sketches
Quickly visualize initial ideas
After our brainstorming session, I took the lead in sketching out some initial design ideas on Miro. After sharing my sketches with the team, I guided them through each concept and we discussed their potential as solutions to our design problems. Some of the ideas were approved on the spot, while others inspired further discussion and refinement. Overall, this lo-fi sketching exercise was a valuable starting point for our team's design thinking process.
- DESIGN ITERATIONS-
To validate our design concept, we created clickable mid-fidelity prototypes and conducted usability tests with a sample group of 10 people. Through user feedback, we iterated on our design and improved our final solution.
Feature exploration 01
Contract item list
By outlining the key terms in a traditional and difficult-to-understand contract, both parties can focus on the most important information.
Initially, we were envisioning all terms like a to-do-list, so when you finish reviewing one term, it will be moved from “Action needed” to “completed”. However, based on feedback,  4 of 5 users mentioned,once an item is moved to the "completed" section, they felt disconnected from the subsequent information they need to review.
clear progress indicator
Implemented a visual indicator to show the progress, providing users with a sense of completion and visibility into their overall progress.
differentiate term status
Introduced three card statuses (need to review, completed (agreed), completed (negotiated) to allow users to see all items on one page while differentiating between items that need to be reviewed and those that are completed.
Feature exploration 02
Review contract details
Simplified reviewing important information and negotiate one by one.
During the usability testing, users found it is difficult when attempting to switch between items and expressed a desire for the platform to offer helpful suggestions during the decision-making process for each item.
In response to this feedback, we made the following iterations
clear navigation and progress tracking
  • Adjusted the size of interactive elements to optimize clickability and ease of switching between items.
  • Added a progress for each item, providing users with a clear sense of how much they have reviewed and how much remains.
review & make decisions in a second
  • Incorporated intelligent recommendations within the platform to assist users during the evaluation of each item
  • Reorganized and prioritized information to ensure that users could quickly and effortlessly review and assess the most important details.
Feature exploration 03
Submit works
During our design process, we came across a disagreement on how to upload submissions, so we decided to explore two different options by conducting parallel prototyping and tested both options with users.
Idea 1
Initial thoughts:
Provide a structured approach to manage and monitor all submissions, offering a clear view of all required deliveries and the next steps in the process.
User feedback:
“While it's nice to have an overview of the collaboration process and all the  tasks,  I find it requires too many steps to get to the upload”
Idea 2
Initial thoughts:
we aimed to make the submission process simple and easy by using a chat interface and a system notification that pops up when the next submission is coming.
User feedback:
“While I appreciate the convenience of the system reminder, I would feel annoyed if it pops up every time I visit the page.”
“What if I need to chat with the brand before submitting? It would be inconvenient if I have to scroll back to find the submission window.”
Final
We learned that users prioritize a quick and easy access to the submission feature. As a result, we iterated on the second idea that integrates the submit feature with the chat interface.
Design exploration 04
Get more control over revision
To address the challenge of enabling creators to have more control over revisions from brands, we conducted parallel prototyping on two distinct ideas. We then tested both options with users, gathering feedback and insights on what worked and what didn't.
Idea 1
Idea 2
Initial thoughts:
Initial thoughts:
we proposed requesting creators to mark all the requirements with a checkmark. If the requirements were met, creators could indicate where they met the requirements on the uploaded content. This would provide evidence of meeting the requirements if the brand requested revisions.
We have the idea that the platform will have a system to monitor the conversation between creators and brands and provide reminders if a brand's request exceeded the agreed-upon scope of work.
User feedback:
User feedback:
"When I submit, I would definitely think that I have met all the requirements."“I wish there was a select all button.”
“I really appreciate this, but I wonder what if the system doesn't catch it at the perfect moment, how do I find the window to request additional scope? “
Final
Provide reminder if the brand appeared to be requesting additional work beyond the scope of the project.
moved the "add scope" button into the "+"
a quick way to choose due date and show deadline date
- FINAL DESIGN-
Review contract
Say goodbye to traditional complex jargon contracts. Our platform outlines the key terms, helping creators quickly access and understand the most important information.
Argue terms on by one
Users have the ability to review and discuss contract terms individually, facilitating a clear understanding and alignment of expectations. This feature enables creators to easily engage in discussions, request changes, and formalize agreements regarding deliverables, timelines, payment methods, and more. For example, users can review and argue the payment method.
Sign contract
This feature enables a fast and convenient process for reviewing and signing contracts, eliminating any excuses for brands to consider it troublesome. It ensures creators' security and provides them with peace of mind during collaborations.
Work submission
Simplified and streamlined process for submitting tasks, ensuring easy tracking and review.  
Read comments
Enhancing targeted and effective communication through specific comments, avoiding repetitive work.
Add scope
The system monitors and protects creators from being asked to perform tasks beyond the contracted scope, while also providing an easy way to request additional scope.
- REFLECTION -
01 Narrowing down scope
When we initially received the project brief of "design an app for influencer marketing," we realized that the scope was quite broad. To ensure our design efforts were focused and targeted, we took the crucial step of narrowing down the scope. We refined our research by narrowing down the target user group and specifically focusing on key aspects of the influencer market. This deliberate narrowing of focus allowed us to delve deeper into the specific needs and challenges faced by our target users and develop solutions that were more tailored and effective.
02 Usability test - User centered design
During the design process, it is easy to fall into the trap of assuming that our design are the perfect solutions. However, we learned the valuable lesson of the importance of user testing. we realized that our assumptions might not always be the most effective in addressing users’ actual problems.  User testing provided us with valuable insights and allowed us to iterate and refine our designs based on real user feedback.
03 Be prepared for any situation of a team work
As this project was a teamwork project in a bootcamp setting, I found myself in a situation where some of my teammates had limited experience, and one of them was unfamiliar with Figma, To ensure smooth progress, I took the lead in directing the project and guiding the design process. I also provided hands-on instruction, demonstrating how to use some tools while also working on the design myself.The biggest challenge we faced was some team members could not finish their work. To overcome this difficulty, I took the initiative to regularly communicate with the team before each class session, which allowed me to assess progress and step in to complete unfinished tasks. By doing so, I ensured that we were able to receive valuable feedback from our instructor. Overall, I learnt to have a supportive mindset and being prepared for unexpected situations in a team setting.
- NEXT STEP-
01 More user test
Due to time and budget constraints in this self-directed project, we were only able to interview a limited number of creators during the research phase. We were glad that we did learn valuable pain points from them. However, our usability testing was limited to friends who assumed the role of creators. To make the project more user-centered, it would be beneficial to conduct more usability tests in future iterations of the project.
02 Develop a more comprehensive platform
Given the time constraints, we were only able to focus on solutions for the creator's pain points in this project. However, in the future, we aim to develop a more comprehensive and balanced experience for both creators and brands. This would involve conducting further research into the needs and pain points of both parties, and designing solutions that address them. By taking a more holistic approach, we can create a platform that provides a more efficient, effective, and satisfying collaboration experience for all users.
03 Web app
During our survey, most creators vote for mobile app, and there are also 80% creators vote for mobile app+web application.If there was a platform tailored for creators to get efficient communication with brands, make the contract process easier, take control of the review process, and protect your payment, which would you prefer to usDue to time and budget constraints, I was only able to quickly self-explore a few key pages of the web app. If had more time, we would finish all prototype and get feedback from users