Competitor Tracking System
Creating an internal process for everyone in the organization to document their competitor research in the same place
The Problem
As a growth-stage startup, Preset did not always have establishes processes in place for certain actions. This was especially truly when it came to documenting competitor research. Competitor Research— the act of signing up for other companies’ products and then documenting their user experience, is something multiple teams and individuals did. Product Designers & UX Research were interested in the design and flow of other products. Product Managers were interested in benchmarking some of the features that other products had. Sales & Marketing teams wanted to learn more about these products to get a sense of what we were up against.
All these teams would document their findings in their own documents or Google Drives. As a Designer, I often found myself trying to sign up for competitor products that were already well documented by other people. To prevent this siloed competitor research from happening, I decided to create a Notion template for everyone to document competitors
Competitor Research Notion Template
To address this issue, I created a Notion template with 3 parts
1.
Documentation Guidelines
Firstly, I created a set of instructions for everyone to follow when documenting competitors
2.
Structured Notion Database
Secondly, I created a Notion database with tabs and filters to structure all the different types of competitor artifacts that could be added.
Tabs:
The tabs at the top were based on different product areas that we wanted to know more about
Filters & Views:
Individuals could filter competitor artifacts based on who the competitor was, what type of artifact was featured, who added the artifact etc.
3.
Templatized Artifacts
To ensure that all competitor research artifacts were standardized, I created different templates for every type of competitor artifact (screenshots, videos, marketing material etc.)
