NECESSITY - Ketan Rajpal UX Design.pdf · Conclusion Necessity help business to organise themselves...
Transcript of NECESSITY - Ketan Rajpal UX Design.pdf · Conclusion Necessity help business to organise themselves...
NECESSITY
NECESSITY
The secret to success.A Customer Relationship Manager
2NECESSITY
Contents
Inspire
About Necessity
Why design in CRM?
Landscape
Persona
User journey
Task analysis
Application map
Initial sketches
Wireframes
Red routes
Identity design
Mockups
User testing
User test reviews
Self evaluation
References
3NECESSITY
Inspire
The biggest management challenge in take new millennium of liberalisation and globalisation of a business is to serve and maintain
a good relationship with the king - “the customer.” The process of developing a cooperative and collaborative relationship between the
buyer and seller is called customer relationship management. My idea would help the small business owners, freelancers and entrepreneurs to make a good relationship with their clients. This application would be a cross platform compatible and will have a rich interface and feature set.
4NECESSITY
About Necessity
Necessity will be a free Customer Relationship Manager Widely known as a CRM. Customer Relationship Management is a technique in
marketing and management where the owner tries to develop a long-term relationship with the clients and customers to develop them as a lifetime customer. Necessity would help business to organise themselves and will help them in giving better services to their customers. Necessity aims to
make the customer climb the ladder of loyalty.
5NECESSITY
Why design in CRM?
ClarityPeople shouldn’t need a user manual or extensive training to interact with the system.
EfficiencyA good user interface should make it easy for users to quickly accomplish their tasks.
ConsistencyAn inconsistent user interface confuses users and increases training time.
User-CentricKeep your users in control with clear actions and intentional direction.
Visual AppealAn attractive interface can make working on CRM a more enjoyable experience.
6NECESSITY
Landscape
ConsUser interface and general experience is cumbersome and unintuitive.User interface starts to break down.
ProsThe CRM pioneer / industry standardIncredibly flexible and customizableEasy to access
Sales Force
7NECESSITY
Landscape
ConsThey could implement some sort of colour status indicator.In-line editing would be a really nice to have.
ProsPrice is very affordable & Free version available.Each page, setting, and layout can be tweaked to your own preferences.
Zoho CRM
8NECESSITY
Landscape
ConsIn-line editing would be very useful.Very Costly.
ProsClean and modern user interfaceThe overall application flow and usability is amazing.Simple
Base CRM
9NECESSITY
Persona
Industry: Education Company Name: Study Smart Education: Master’s Degree
Age: 35 Years Relationship status: Married Experience: 9 Years
Chetan JainEntrepreneur/Business Owner
Identifiers
Works Night and DayKey Decision MakerHighly Social
GoalChetan Jain is a budding entrepreneur and creating a strong client base. He has a small office setup and want to organize all the leads that he gets from different social media networks and websites. He wants to stay ahead in the business by contacting leads as they come through. He is a 24*7 person and want everything on the go.
FrustrationChetan Jain is confused among so many CRM present on the internet. He cannot bear CRM cost as he has just started his business. He wants something quick, easy and ready to use without any manuals or tutorial.
Goals
Growing the BusinessImprove online marketing with content managementTo grow a strong industry reputation
10NECESSITY
Persona
Industry: Lifestyle Company Name: Oriflame Education: Master’s Degree
Age: 30 Years Relationship status: Married Experience: 5 Years
Loveleen SharmaManager
Identifiers
PracticallyFamily OrientedQuick Learner
GoalLoveleen is a manager at Oriflame. She handles all client communications and client details. She want to have all the details of the clients up to date so that she can communicate messages to them on a daily basis. Loveleen wants everything on the go so that she can communicate to clients living in different time zones.
FrustrationShe is currently frustrated with the system she is using. Their are too many options and features. She wants something very simple and easy to use. All her client details are not properly manager and are updated.
Business Motives
Manage company communicationsTo keep track of everythingAcquire new clients
11NECESSITY
User journeyPre-Service Service Post-Service
Research Choose Account Creation Usage Feedback Recommendation
Search
Ask friendsDownload
Create account
Sign in
Lead generation
Client details
Ask for feedback
RegulateTell friendsU
ser A
ctio
nsTo
uch
Poin
ts
Stat
e +
-
Feel
ing • I want a new CRM
• Does this solve the purpose
• Can I rely on this application
• This is so easy
• Need some more customizable option
• I can call any client any time
• I need to tell about this app
• I want to use this application for other business
12NECESSITY
Task analysis
MotivationI want to manage my client relationships
GoalMake my business relations transparent
TaskCheck leads on time
FeatureGet lead notification and contact lead
Primary
MotivationI want to manage my client details
GoalMake my client details organized and upto date
TaskSave all client details
FeatureKeeps all client details in order and updated
Secondary
13NECESSITY
Application map
Welcome
Create accountSign in
Enter phone number
Verify phone number
Account successful
Forgot Password
Enter email address
Change password
Password confirmation
Dashboard
Navigation
Show LeadsSearch Leads Reports
Call Leads
SettingsIntegration
14NECESSITY
Initial sketches
Welcome Sign in Register
15NECESSITY
Initial sketches
Confirmation Dashboard Navigation
16NECESSITY
Initial sketches
Leads Individual Lead Report
17NECESSITY
Wireframes
Welcome Sign in Create account Phone verification Account creation
When user start the application he would
see the welcome screen
The sign in screen asking for email and password and has a link if the user forgot
his passwordThe registration screen asking for user details
The phone verification screen where the user
will enter a confirmation code sent on his
mobile
Confirmation screen for successful account
creation
18NECESSITY
Wireframes
Forget password Email sent confirmation Password reset Password change confirm
If the user forgets his password then he can enter the email to reset
The above screen will be shown as a
confirmation of sending an email
The above screen asks the user to enter a new password and confirm
it
Confirmation screen for successful password
change
19NECESSITY
Wireframes
Dashboard Navigation Search Leads Call a lead
The dashboard will be the first thing the user will see after signing in
This is the navigation menu which would
link to each and every section of the
application
If a user needs to search for a lead he
could search it with the text box
This screen will help the user to make a call
to any of its leads
Leads
The above screen would will give a list of
all the leads
20NECESSITY
Wireframes
Profile/Settings Report Individual lead
The above screen will help the user to change his profile and settings
This screen will give a report of all the leads in
the system
The above screen will give all the information
about the lead
Integration
The above screen would have all the
information to integrate the CRM with the form
21NECESSITY
Red routes
Welcome
Create Account
Forgot Password
Sign in Dashboard Navigation
Leads Show Leads Search
Reports
Sign out Integration Profile
22NECESSITY
Moodboard Functional RequirementsBackground, Icons, Reports, Look & Feel
23NECESSITY
Identity design
NECESSITY
NECESSITY
Logo FontThe main font BalboaPlus, is used in the logo and is the primary font for the application.
123456789 ABCDEFGHIJKLMNOPQRSTUVWXYZGrumpy wizards make toxic brew for the evil Queen and Jack.
Helvetica Neue is the secondary font. It is suitable for large blocks of text as well as titles. It provides the centre a modern looking and flexible typeface.
123456789ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyzGrumpy wizards make toxic brew for the evil Queen and Jack.
24NECESSITY
Identity design
Colour
The Centre’s visual brand orients around light, open layouts with movement and dynamism. They work well together, but good design sense should be used to evaluate when colour pairings—through improper contrast, hue, brightness or similarity—detract from a layout.
#000000 #FFFFFF #FFA900 #CCCCCC
Picture
As the brand name is Necessity, it is necessary for each and every business. The picture shows a road and sun which demonstrate a road to success.
25NECESSITY
Icons
26NECESSITY
Mockups
Welcome Sign in Create account Phone verification
Account creationEmail confirmation Reset password Password confirmation
27NECESSITY
Mockups
Dashboard Leads Individual Leads Navigation
Call a leadProfile Reports Search
28NECESSITY
Live mockup
https://xd.adobe.com/view/8bb6c0e1-294e-4526-9912-4eaf1c212a24/
29NECESSITY
User testingBefore After
Their was no option to search for a lead. User was unable to search anything from the client details that he has.
A search option was added for the user so that user can easily search among the client details that he has.
30NECESSITY
User testingBefore After
Their was no option for a personal photograph in the profile section. Their was no need of notes in the profile section.
An option of personal photograph was added in the profile section and the option of notes was removed.
31NECESSITY
User reviews
ConsNot much customizableNeed some more custom fields to save data
ProsNo tutorial or documentation needed very friendly and easy to useEasy to accessVery clean and bright layout
Necessity
NECESSITY
32NECESSITY
Conclusion
Necessity help business to organise themselves and will help them in giving better services to their customers. Necessity aims to make the customer climb the ladder of loyalty.
Necessity is
Clean
Efficient, Consistent
User Centric
Visual Appealing
Subsequently, it can be concluded that the main aim of this project was accomplished.
33NECESSITY
References
• 2017 reviews of the most popular systems (no date) Available at: http://www.capterra.com/sem-compare/customer-relationship-management-soft-ware?headline=Top%2010%20CRM%20Software%20&gclid=Cj0KEQiAk5zEBRD9lfno2dek0tsBEiQAWVKyuJThl6ttkYnc-CL-DzHWKi2A8PDMVyYsF-pwzcGOzrGMsaArff8P8HAQ
• 528, A. (2010) Mock up vectors, photos and PSD files | freeDownload. Available at: http://www.freepik.com/index.php?goto=2&search-form=1&k=+mock+up
• Advice™Software (2006) Software advice. Available at: http://www.softwareadvice.com/uk/crm/visit-website/?url=uk/crm&account_campaign_id=632918049&account_adgroup_id=28546916706&target=crm&ad_id=163234671566&matchtype=e&headline=Top%2010%20CRM%20Soft-ware&gclid=Cj0KEQiAk5zEBRD9lfno2dek0tsBEiQAWVKyuOQRzbClqbOW5hdEiSpgt4aSUUO-uVictojyuIchw0EaAhGs8P8HAQ.
• crmsoftware (2017) Top 10 best CRM software platform: Reviews, comparisons & pricing. Available at: http://www.crmsoftware.org
• Customer Relationship Management (2017) in Wikipedia. Available at: https://en.wikipedia.org/wiki/Customer_relationship_management (Accessed: 24 January 2017).
• Systems, R.S. (2016) What is CRM? | customer relationship management explained. Availableat: https://www.reallysimplesystems.com/faq/what-is-crm/Posted and Rouse, M. (2013) What is customer relationship management (CRM) ? - definitionfrom WhatIs.Com. Available at: http://searchcrm.techtarget.com/definition/CRM
• Userfocus.co.uk. (2016). How red routes can help you take charge of your product backlog. [online] Available at: http://www.userfocus.co.uk/articles/prioritising-functions.html
• Williams, M. (2016) 10 CRM systems small businesses should know. Available at: http://www.techradar.com/news/software/business-soft-ware/10-crm-systems-small-businesses-shouldknow-1250344
34NECESSITY
Thank you
Ketan Rajpal1633400