Making creative collaboration seamless for agile agencies

  • Date

    2024

  • Client

    Squadtrail

  • Role

    Product design, UX research,

Agencies often struggle with fragmented communication, making it difficult to coordinate effectively across multiple tools and platforms. This leads to missed updates, delayed decisions, and misalignment between team members, ultimately affecting the team’s ability to adapt quickly to customer needs and also impacts the quality and timeliness of the products they deliver.

Squadtrail is a B2B saas tool that addresses these issues by providing an integrated platform designed to bring clarity and cohesion to team’s collaboration. By streamlining communication and decision-making, Squadtrail empower teams to stay aligned, agile, and focused on delivering the high-quality outcomes their customers expect.

I led user research, end to end design and usability testing. I was involved in shaping product strategy to meet user needs and attract early adopters

About Squadtrail

Squadtrail is a collaborative platform built for agile agencies, designed to streamline project management and communication. It enables teams to plan, track, and execute tasks efficiently while fostering transparency and collaboration

Is it poor timing or that HVAC engineer making repairs next door ?

Managing feedback loops and ensuring clear, collaborative communication are some challenges that are mostly peculiar to smaller teams or agencies.


Alongside Squadtrail product team, I conducted generative research to understand the lives and habits of our core users, both as individuals and collectively as a team. The research featured participants from freelancers to marketing agencies and I got some quite interesting insights

The insights we gathered from our user research prompted to reframe the problem. This further enabled us to transform the problem into actionable areas for innovation utilizing trends we discovered from our analysis.

  1. How might we streamline communication and collaboration across teams to reduce the need for multiple tools and enhance overall efficiency?
  2. How might we ensure that agile team members receive timely updates and feedback to prevent delays and maintain alignment throughout the project lifecycle?
  3. How might we simplify the decision-making process for agile teams by improving access to key information and facilitating real-time collaboration?

What do the other players do better?

I decided to benchmark products and tools our users are already not just familiar with but very comfortable when using them. This was crucial in shaping the software and user experience to ensure that we deliver a solution that addresses market gaps. 

After analyzing the data compiled, I sorted them into most common processes in team operations – project management, file management, feedback, conversations and manual routines.

The collaborative tool for agile agencies

Squadtrail helps teams cut through the chaos by bringing all their communication and project tools into one place. No more juggling between apps or missing key updates. With everything streamlined, teams can stay on the same page, make quick decisions, and deliver top-quality results that customers love—faster and smarter

Ensuring task clarity: assign, track, and get approval with ease

No more constantly chasing updates, waiting for approvals or struggling to stay on top of what needs to be done, Squadtrail allows team members to easily track and manage tasks as well as get approvals. This means smoother workflows, faster decisions, and keeping everyone on the same page.

Reducing recurring tasks with automations

Users can create triggers that perform routine actions automatically such as sending follow-up emails, exporting customer leads to their favourite CRM or even create pages automatically on Notion. This reduces the time and effort spent on these recurring tasks, allowing team members to focus on higher-value activities and enhancing overall productivity.

Personal one-on-one chats to Keep Everyone in Sync

No more missed updates and inefficiencies due to scattered communication channels. With Squadtrail inbox, teams now stay aligned, in-sync and fully informed

Effortlessly manage and track projects at any stage

Managing projects and products can be sometimes complex. Squadtrail offers multiple project management tools such as notes for collaborative ideation and brand documents, project goals and objectives and track project tasks

Create group chats for every topic

Whether it’s brainstorming a particular project or planning a company picnic, Squadtrail allows users to organize conversations by creating groups

Key lessons

  1. Simplicity in Complexity: designing a feature-rich platform like Squadtrail required distilling complex workflows and routines into simple, user-friendly interfaces. Iterating based on user feedback was critical in ensuring the platform’s usability
  2. Adapting to User Behavior in Remote Work: As remote work habits evolved, we learned that users needed flexibility, not rigid tools. By offering seamless integrations, we allowed users to adapt Squadtrail to their unique workflows, enhancing productivity without disrupting their established routines