Getting group rooming off the spreadsheet

I designed a group logistics tool that moved room, bus, and flight assignments out of spreadsheets and into the platform where organizers already manage traveler data.

Timeline

6 weeks

Team

Solo Product Designer · PM · 3 engineers

Product area

Supply / Group Travel Operations


PROJECT

Bringing group logistics into the booking workflow

Organizers already managed traveler information in the platform, but room, bus, and flight assignments happened separately in spreadsheets. I owned the design of a new workflow that brought those tasks into the product, from discovery and interaction design through post-launch iteration.

Outcome

Rooming Lists replaced an off-platform workflow with a tool connected directly to existing traveler data. After launch, session recordings revealed where assignment was still slow, leading to improvements in bulk actions and navigation.


PROBLEM

Duplicate work, stale data, manual errors

The platform already contained the traveler data organizers needed. But to build rooming lists, they exported or copied that information into spreadsheets, manually grouped travelers, and sent the results to hotels. Every booking change created another synchronization problem.

Examples of real rooming workflows organizers maintained outside the platform


Learning how organizers manage groups

DISCOVERY

With a six-week timeline, I used internal subject-matter expertise to quickly understand the customer workflow. I spoke with teammates who worked closely with group travel organizers and used their insights to map how customers were managing rooming lists, where the process broke down, and what they needed from an in-product tool.

The key insight

Assigning travelers was the bottleneck. Organizers could create rooming lists, but assigning dozens of travelers—while keeping track of capacity, requests, and who was already placed—was where the process became slow and confusing.

Organizers also needed to: export lists for hotels · capture special requests · collaborate with group leaders · duplicate similar lists.


IDEATION

Finding a way to assign travelers at scale

The core interaction had to work for groups ranging from a handful of travelers to hundreds. I explored different ways to keep travelers and rooms visible while making it easy to see who was assigned, where space was still available, and what still needed attention.

These explorations helped us narrow down the interaction model before I moved into the detailed design.


DESIGNS

From list creation to traveler assignment

For the initial release, designed the experience around three connected tasks: creating a list, setting up rooms, and assigning travelers using booking data already in the platform.


LESSONS

What I took from the project

  • Real usage revealed friction we couldn't anticipate upfront.

  • Interactions that work for small groups don't always scale to hundreds of travelers.

  • Small workflow improvements can remove a lot of repetitive work.

  • Performance constraints are part of the UX, not just an engineering concern.