What tool do you use to map customer journeys for internal documentation?
Google Docs? Lucid Chart? How do you keep track of different flows your customers are going through.
Miro Markdown 2019
I use Miro, It Is a very collaborative tool where we can create flows, use stickies, leave comments, kanban tools, attach documents. Now, while being forced to work remotely giving the circumstances it has made easier our meetings and workshops. We don't even need to screen share. So cool.
So the previously discrepant text fragments (e.g. Markdown-formatted) are aligned, grouped, linked in Miro (visual form) and can be edited both in Miro and offline (text form). The closest alternatives to this are tools like Obsidian and Roam, as far as I could find. Annotate Markdown Documentation 🅜📝 With more and more documentation being written in markdown (from README’s, to comments, to even entire theses and books), it makes sense to label and reap this vastness of data. In this tutorial, we’ll create React UI components and MDX markdown components, to compose and style a markdown document. Building with reusable React components makes a lot of sense.
We use Nuclino to document anything. It’s super user friendly and free to start. Specifically for journey mapping, we use Smaply. You can create different personas and pick various journey mapping templates.
Miro and Figma. These two tools are now the best way to create visual concepts on screen alone or with your team. Miro has templates to start creating customer journey maps or other schemes based on Design Thinking. However Figma is for prototyping, but if you or your team is already using it on their workflow, I should recommend to keep in track with it. It has many resources from the community you can reach out from its website. 😉
Miro Markdown For Code
This is something we're working on right now at Capiche, and so far we've mostly sketched out our user journey on whiteboards and paper, then built them out in our product and Customer.io (for notifications).
Then to trace the results, we use Amplitude to look at our stats and its user paths to see the routes people took through the site. Another way to trace the results and see the actual user journey would be to use FullStory, Hotjar, or another heatmap plus funnel tool to see how people get around the site.
But super curious too hear the other ideas here because doing better on the planning and documenting stage would definitely help!
Since the bulk of my planning and organizing was done with index cards and post-it notes (and still is) I use an internal app (sorry) and Trello, to enumerate the stages and mark where customers are at. It allows reordering, additions, deletions, notes on characteristics, color coding, etc. Plus it has an API I can use to tie to a CRM or other analytics middleware. And since it has apps for different devices, I can use it almost anywhere, including the desktop which I can feed into a large TV for constant status.
While the tools can be wide-spread between different kanban structured products, or free drawing tools - what I found useful is using the framework. For me it's the Empathy Map + the Journey, mostly in Sketch! (old school)
We currently use Quickbooks Online but the options for invoice customization are limited and the interface is horrendous.We're looking for something that can:- link up with our banking- accept ..
I've been using Confluence since 2013, and in my opinion, it's the best document collaboration tool. Lately, I've seen that Notion is getting trendy. Any Notion heavy user around?
Bitwarden google. Odds are your team doesn’t use the same tool to manage projects and assign work as you use to manage your personal life. Even your calendar appointments likely live on separate Google Calendars, on..
Miro Markdown Youtube
Miro Market Cleveland
We're currently discussing Google Workspace, Figma and 893 other software products. Join in the conversations:
does it make sense for Miro to support linked text, markdown and other file types? I’m currently in search of a tool that would allow a team to collaborate on pieces of text to write an article.
I can see that Miro supports Google Docs inline editing and it doesn’t support OneDrive inline editing (hopefully, for now), but these are complete different scenarios compared to what I’m looking for.
My target scenario is as follows:
- The team members independently create text files modules.
- Then they start cross-checking, commenting and editing.
- Then they want to link those notes in a web / wiki style. So the previously discrepant text fragments (e.g. markdown-formatted) are aligned, grouped, linked in Miro (visual form) and can be edited both in Miro and offline (text form).
The closest alternatives to this are tools like Obsidian and Roam, as far as I could find, and they are gaining traction. Please consider for implementation.
In any case, thanks for the wonderful tool that you’re developing.