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In order to gain a thorough understanding of user pain points, I undertook extensive foundational research for my project. This involved conducting interviews with users to gather valuable insights into their day-to-day business operations.
Considering the time constraints, I chose to focus on qualitative research, enabling me to explore the subjective experiences and perspectives of users in depth. This approach yielded a wealth of rich and nuanced data, facilitating detailed analysis and informed decision-making.
Time consumed
The interviews are estimated to last between 15 to 30 minutes each.
# of interviewee
A total of six individuals, including owners, managers, and front-line staff.
Set of questions
A set of 10-15 questions will be prepared to gather their insights and feedback.
location
The interviews will take place at the participants' company in a designated private room.
" What does you expect a CRM system impact your daily workflow ?
" Can you describe any specific functionalities that you find lacking ?"
" What challenges do you face when using current CRM system ?"
Problem statement
Calvin lee is a professional businessman working in his trading shelf company business. He is looking for ways to better oversee the company and manage the data of the shelf company and client.
By creating user journey maps, I wanted to illustrate the process of how Calvin Lee behaves, feels, and what she thinks while accomplishing her goals to address pain points or provide moments of delight.
Use a flat structure and a hierarchy layer sitemap for our ERP for several reasons.
Firstly, making it easier for employees to navigate and access the relevant features and functionalities of the ERP system. Additionally, the hierarchy layer sitemap provides a logical organization of information, with different levels of access and permissions based on roles and responsibilities.
Moodboard & Paper wireframes
Starting with paper wireframes, I captured thr ideas and then moved on to digital wireframes. I focused on three key parts: the company module, inbox module for task assignment, and role module.
By conducting wireframing for these specific parts, I prioritized essential functionality and refined the user experience before proceeding to the final design phase.
I have adopted an effective approach by creating a low-fidelity prototype from the user flow diagram and wireframes. This allows me to test the functionality of the system before finalizing the design.
By focusing on key parts such as the task assignment, company module, and role module, I can ensure that these elements are thoroughly evaluated for usability and accessibility.
View prototype:
Low-fidelity prototype
Time consumed
The interviews are estimated to last between 25 to 30 minutes each.
# of interviewee
A total of three individuals, including owner, manager, and front-line staff.
Study type
Moderated usability study will be held in this usability study
Location
The interviews will take place at the participants' company in a designated private room.
" There is modules from the navigation bar for the left side, would you open a company profile call "test" ?"
" Can you add a new role in to the system with all the access right except the edit right in inbox module ?"
" In the inbox module, there are two types of view for the task assigned. Can you try to view both ways?"
Based on the usability study findings, I have made several redesigns to enhance the user experience. One example is the addition of dividers and placeholders in fields.
By adding dividers, I visually separate different sections or groups of related fields, improving the overall clarity and organization of the form. The inclusion of placeholders provides users with hints or examples of the expected input, guiding them in filling out the fields correctly.
These design enhancements help users navigate the form more easily, reducing confusion and improving the overall usability of the interface.
This status bar allows users to easily navigate to specific parts of the entry form. By providing a clear visual indicator of the user's progress and current location within the form.
Individual with multiple roles
To address cases where a character may have more than one role, I have introduced a search field with category tags in the ERP system.
This feature allows users to search for specific characters and filter the results based on their roles. By typing in the search field and selecting relevant category tags, users can quickly find and access characters with multiple roles.
To address the pain point of users having numerous fields for each role in the ERP system, I have designed a draft function that allows users to input information at different stages.
This feature enables users to stop entering data at any stage and resume later without losing progress.
In the high-fidelity prototype, it is important to leverage the logo's lively colors while also incorporating grey tones to create a professional image. By using vibrant shades from the logo's color palette, the design can exude energy and capture attention.
Meanwhile, the strategic use of grey color adds a sense of sophistication and professionalism. The prototype should also ensure the inclusion of all necessary important parts, such as key features, essential functionalities, and relevant user interactions.
By combining lively logo colors, a touch of grey for professionalism, and a complete representation of crucial elements, the high-fidelity prototype can effectively showcase a visually appealing and functional design.
Obtain valuable feedback from senior stakeholders to gain fresh perspectives and identify potential improvements. Incorporating their insights refines the CRM system to better meet stakeholder needs and expectations.
After design approval, prepare clear documentation with instructions, design assets, and guidelines for programmers. This ensures their understanding of specifications and facilitates a smooth and efficient development process.
Plan a usability study to assess whether the outcome meets user expectations. This study involves observing users interacting with the design to gather feedback.
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