A clear objective of leveraging mobility to transform the way they do business

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Sales 360

The Challenge

“CLIENT” came to us after years of decline with a clear objective of leveraging mobility to transform the way they do business. They looked to us to assist them in maturing into a modern, efficient, cost-saving mobile-enabled enterprise.

Insight

I was chosen by the team at DMI to perform an immersion workshop at client location to assess opportunity, performance and technology before identifying key areas to address.

I was assigned the project Sales-360, which was initially a desktop site for Regional Manager (RM) to use. I conducted workshop to understand the pinpoint by collaborating with Client’s Design Team, Sales Team, Development Team and Project Manager from DMI.

Workshop

Cemex@3xPerformed an immersion workshop at “CLIENT’S” office to assess opportunity, performance and technology before identifying key areas to address.

Method

Printout of entire Sales-360 website flow was presented to the RMs. By using card shorting method RMs were asked to priorities the tasks and the features and also features that they hardly visit or don’t use at all.

To everyones surprise, we discovered more than 50% of the features were of no use to Regional Manager.

There were some features which managers wanted it, and were already available on the desktop site but managers were not aware about it as these features were hidden inside or had different name.

Through user experience design, interface design, interaction design, and development, our goal was to create an app that would be a joy to use. Separate iPhone and iPad hydride apps were designed to cater different business verticals. We took extra care to make sure the target users were comfortable and found this app engaging and rewarding.

 

App Flow

3x

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