From manual feedback to visual feedback with precisioneffect

How this healthcare advertising agency brought the client QA & feedback process into an updated workflow...

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Precision Effect

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The Problem: Keeping everyone on track

One of the largest and longest serving healthcare advertising agencies in Boston, precisioneffect is the only one devoted to working with innovator companies that are seeking to change the standard of care.

They've honed expertise over an impressive 40 year span to understand why some clinicians cling to the status quo. They know what it takes to accelerate clients into displaying relevant, tech savvy and current brand representation and marketing.

Like many agencies before them though, the feedback process to review websites created for their clients was less than tech savvy, nor current.

"We had been reviewing websites as static screenshots, but we were missing a whole side of QA dealing with functionality and rendering that we needed to account for."

Madeline Bell
precisioneffect Group Project Manager

While content reviews of sites from static screenshots worked with some clients, many red flags, comments and QA issues were falling through the cracks. These bugs, issues and feedback tidbits would come in from clients as haphazardly as they found them, often in emails, and sometimes an impossible to read spreadsheet (if they were lucky).

Keeping track of feedback manually meant tasks were often missed, as there was no organisation for how they were directed to the developers.

How precisioneffect uses BugHerd:
Global & varied use

The entire team, literally anyone and everyone from precisioneffect has a hand in using BugHerd. From the Editors and Account Team to the Chief Creative Officer, it has been inserted into the workflow across the board.

The great part is that everyone benefits from using BugHerd in a slightly different fashion. The ease of use and adaptability of a customisable workflow means client feedback, issues and QA notes are passed through various stages and stakeholders effortlessly.

For example:

  • The editors, creatives, and account managers all add in their content and functional feedback simultaneously to the backlog column.
  • Our leadership team can also use this time to provide any suggestions, without slowing down the process.
  • Our digital producers are able to start combing through the comments at any point to make sure they are all clear, and necessary, and simply drag them in the To Do column.
  • From there, our developers know exactly what they can pick up and start working on, and easily crossing things off their list by placing them in the done column.

Half the issues can already be remedied before the last person starts their review!

The team particularly appreciate the ability to make comments directly onto tasks, without needing to communicate back and forth in other tools. Everyone (especially the Devs) love that automatic screenshots of the issue, reduce problems replicating and confusion across different screens and browsers.

"BugHerd has been a 'sanity saver' for tracking all comments in one concise location, it has made life so much easier for the Project Manager and Devs."

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The Problem: Keeping everyone on track

Studio Moso is a digital agency based in Melbourne, Australia with a clientele that ranges from large scale banks to local glass manufacturers. The agency provides digital web services, including user experience, web design & development and UX design.

While managing projects involving external and internal stakeholders the team at Studio Moso needed to find a website feedback solution that provided an infrastructure to not only support their internal feedback needs, but that could also loop in external stakeholders.

Ultimately the product selection needed to minimize the number of email and document exchanges, thus save precious team member time and in turn reduce project budgets.

"The team at Studio Moso needed to find a feedback solution that not only supported their internal feedback needs, but could also loop in external stakeholders."

How Studio Moso uses BugHerd

Every staff member at Studio Moso uses BugHerd on an almost daily basis. In fact, the Studio Moso team is one of the earliest adopters of BugHerd (2012). Today they are using the tool as a part of their studio feedback infrastructure.

“We use a combination of software in our studio when managing projects: Bugherd (of course), Trello, Slack, Jira & Team Gantt all play an important role in our studio infrastructure.”

Senior Account Manager

Studio Moso mainly uses BugHerd with new clients, before launching the final website, feature or campaign. They do occasionally use the tool on a live site to mark up changes as required.

How Studio Moso uses BugHerd

After finishing the internal QA process of the new site, the Studio Moso team provides client access to BugHerd. The clients mainly use Chrome capture screenshots to pin issues and feedback, creating tasks for the team to action.

With the help of the upload documentation function, the feedback loop can get started and bingo! The tasks are sent back to the QA manager at the studio.

Once all the tasks have been collected from the client, the studio account manager will jump in and validate the tasks by replicating them. Once completed, the content of the tasks will be modified for the developer or the account manager to take over the ticket to be resolved.

Once the requested tasks have been completed, the tasks gets dragged and dropped to the DONE column on the Kanban board. In the tasks final review stage, the client gets the tasks assigned to them for one final review for them to be closed off.

The whole process usually takes under 2 weeks, for multiple rounds of feedback and communication. Imagine doing that all over email… shudder.

"BugHerd is a software we write into all our proposals and our clients love it just as much (sometimes more) than we do."

What Studio Moso loves about BugHerd

It’s really hard for us to remember a time prior to BugHerd! We have on a few occasions not provided a client with BH access and it’s been a slew of documents + emails with changes - enough to know that it’s saving us time (and money) by providing client access to it!