There was a time, not so long ago, when sharing wireframes and mocks with our clients was a very tedious task.
We tried everything: turning mocks into pdfs that could be emailed, sending jpgs via email, and hosting our mocks in simple html templates for clients to view. All of these options led to multiple rounds of comments, requests and updates sent via email. It was a mess.
Eventually, we had a bit of flexibility in our schedule and I was tasked with finding a better solution to this problem. I was more than happy to take this on.
First, I started with a wish list. I wanted to make it easier to share mocks with our clients, gather feedback, and update mocks during the design process.
Next, I started researching. I read blog posts and articles about how other teams were handling this part of the design process and took note of every tool and service that they were using. I checked out each of those tools and noted their pros and cons. In my list there was one shining star: InVision.
I ran my results by our team and everyone seemed to agree that InVision could really work for us. Not only would InVision make it easier to share our work with clients, but it would also make it easier to communicate within our own team.
That was over a year ago. Since then, we’ve tackled dozens of projects with InVision and it’s made a world of difference in our presentation and communication with our team and clients.
Here are some of the perks:
InVision gives everyone the ability to leave comments on each screen. These comments can be marked “Resolved” and hidden when you are finished with them. Comments can be directed toward specific collaborators, keeping track of who-said-what-when. It’s significantly cut down on the need to document everything thoroughly on our own. InVision takes care of it all.
Easy to upload and update screens
Drag and drop–it’s that easy to add new screens to your project or to update existing screens. As a bonus, InVision keeps a history of every iteration of each screen. You can jump into History Mode and click through past versions of that screen, complete with the date/time it was updated and by whom.
Device specific views
“It would be so nice to see this mock in an iPhone template” Bam! Done. “Oh boy, it would be nice to see this mock in a tablet.” Shazaam! Done. “It would be amazing to see this mock on the side of a Tyrannosaurus Rex”…well, yeah that would be amazing, but let’s not get carried away. InVision makes it easy to present your work in desktop, tablet and mobile templates. That bit of extra context can really help collaborators visualize a design in action.
Sharing is Simple
InVision makes it easy to invite your team and clients to view mocks via email. You can also get a url to each project or screen with the click of a button.
We’ve seen our clients utilize the features of InVision as well. Many have embraced using comments for discussion within their own team, as well as with ours. InVision prototypes have made it easier to understand how design works in context, which eliminates guesswork and expedites productive discussion. Clients are also now able to share designs easily using InVision’s share links. It’s been a win all around.
There are many other features and niceties that have made InVision an essential part of our design process. Have we run into bugs? Yes. Would we like to see new features? Yes. Currently your device view has to be applied to an entire project, it would be great if that were screen specific to make it easier to walk a customer through the variations of their design without having to hop between projects. Also, some of our clients have trouble viewing the InVision share links behind their firewall. However, InVision has certainly improved our design process and for that it deserves credit.
Ultimately, the most important benefit to using InVision is that it allows our team to communicate efficiently, which allows us to spend more time on what we love doing the most–creating.
What tools do you use for sharing designs with your team and clients? Share your good or bad experiences in the comments!