The Before & After: Product Planning with Lucidchart | Lucidchart Blog
Skip to main content

We geek out when we hear about ways our customers use Lucidchart to make work better. While we have a pretty good idea of how our product is used, hearing it straight from the mouths of our customers is a million times better. Every story is gold. And we figure hearing about Lucidchart use cases in the real world is probably helpful for you as well. So we’re going to spread the love. Maybe you’ll be inspired with a new use case for Lucidchart on your team. Perhaps you’ll have a lightbulb moment and realize how you can easily improve a current process at your company. Or you might just get to enjoy a good story.

Recently, we got to chat with our friends at DocuSign about how they are using Lucidchart. If you’re involved in any sort of increment product planning, you’ll hopefully be inspired by their story.

The Before with DocuSign

DocuSign started using a Scaled Agile Framework in an effort to increase visibility, collaboration, and efficiency across geographically dispersed teams. As they did so, the team came to rely on quarterly product planning. Each quarter, the product development team at DocuSign pulled out a massive product development board, Post-its, and string. The board was transformed into a checkerboard with horizontal swimlanes designating the different teams and vertical swimlanes designating the different sprints. Team members decorated the board with Post-its recording different stories, epics, or pieces of work. String linked dependencies. DocuSign product planning

While an impressive work of art, this giant board didn’t serve well as a visual and collaborative method beyond the room in which it was kept. Only a select group of leadership crammed in a hot and stuffy room reaped its benefits. “We would be in there all day, overwhelmed by this giant poster chart and simply trying to keep everyone sane until the end of the day,” recalls Kunal Arora, Senior Program Manager at DocuSign. Clearly, something needed to change.

The After with DocuSign

So team manager Jen Zagofsky started looking for a solution. After an extensive and initially fruitless search, she came upon Lucidchart. It didn’t take long for her to realize she had found her answer. In the cloud, Lucidchart is accessible to everyone, and its ease of use ensured anyone on her team could jump in and start using the product. “That’s what makes Lucidchart great,” Jen explains. “It’s real-time, and it’s in the cloud. Three teams can be updating it at once.”

Jen and her team took Lucidchart to their quarterly planning and completely revolutionized the process. Each planning session, Jen creates a Lucidchart document mimicking the physical board, using swimlanes to organize the teams and sprint dates. She gives her team editing access, and for two days, team members brainstorm their projects for the quarter and then add their deliverables to the document. At the end of each day, there is a team-wide check-in to walk through the Lucidchart diagram. Regardless of physical location, everyone can jump on the document and edit or add comments in real time. There’s no need for emailing different versions back and forth. DocuSign Lucidchart diagram

“Lucidchart allows teams to more accurately and efficiently reflect what their commitments are each sprint. The tool helps us make adjustments to those commitments on the fly, as we have the flexibility to revise as needed. Lucidchart is working wonders for us,” Kunal said of the new process.

Today Lucidchart is an absolute requirement for DocuSign's quarterly planning. It has allowed for a more interactive and collaborative experience and has allowed all employees to be involved without having to travel to a central location. “Making the change from the paper model to Lucidchart has made us more efficient. It allows us to communicate and convey information to teams across the globe interested in learning about what we’re working on next quarter,” Kunal states. “Before we had to fly in different teams to one location, but now anyone can access the diagram remotely from various locations, update their plan throughout the day, and join the Webex call to walk through the plan.”

Using this new process has resulted in the team significantly improving its quarterly delivery rate. Realizing the potential of this collaborative and visual tool, the product development team has expanded its use beyond just product planning, using it to build workflows, train new hires, and perform quality process control.

Other teams have caught the diagramming bug at DocuSign as well. Requests for licenses keep pouring in, and today the UX, engineering, and sales teams take advantage of Lucidchart for their own projects. Employees have started exploring Lucidchart’s different integrations with Okta, Microsoft, JIRA, and Confluence, allowing them to simply add Lucidchart into all the places they are currently working.

DocuSign saw dramatic improvements to their planning process once they started thinking visually with Lucidchart. What process can Lucidchart help you improve?