Improved average daily physician visit # by 25% in first quarter
Increased sales target of each sales rep by 10% in first quarter
Onboard all 1 Million+ Sales representatives Sales manager in first quarter
UX Case Study
See a detailed case study of this UX project and see how I approached the problem and came up with the solution and the design.
One of the major success of the design was, that it immediately gave the status of the campaign visually, without the user needeing to spend much time. An all inclusive design, that even a colour blind user could use with equal ease.
As part of a large marketing management suit, the Calendar is one of the five applications which a company could use to plan, design and execute a marketing program for a product. The calendar makes working with Salesforce Campaigns easier by generating an interactive Marketing calendar inside Salesforce instance — at a single place to schedule, review and execute your marketing efforts.
I conducted UX workshop, did competitive analysis, headed user research, and worked on the UX design for this project. That included creation of personas, empathy mapping, user journey mapping, IA design, creation of low-fidelity wireframes, designing & creating a functional prototype of the system. Past development handover, I also looked over the development and user testing.
This application was designed to be sold as individual module as plugin to other propraitory systems, or as the part of the entire a large marketing management suit.
Comes with three different views to display the campaign spread across a week, month, or a year.
Comes with four different views to display the campaign spread across a day, a week, month, or a year.
Single click editing, and drag & drop rescheduling.
A complex systme, Simplified!
Reports generation based on different permutation combinations of inputs from user
Dynamically changing Tabular & Graphical view of study results
It was a very complex system, and the biggest challenge was to design a simple application. An application that could not only be used for tons of purposes, but also could be used without much of a training.
The biggest success of this project was not only simplifying user interactions of an overwhelming system, but also making output analysis easy and intuitive.
Matrix is an Excel based tool, that could be used to predict required investment for promotion of a pharmaceutical product. It could do that by predicting drops at various stages of patient journey and suggesting preventive measures.
Named after the famous movie for its complexity and artificial intelligence, it was a large tool, spanning several sheets for data input and two complex output sheets. The main requirement of client was to simplify the user interface. Clearly it was much more than that, I conducted UX workshop understanding the entire system, its purpose and the target users. I redsigned the information architecture, designed input templates, created low fidelity wireframes for concept proposal, and a high fidelity prototype.
The tool being created using VB, we had ample opportunity to come up with creative solutions. I simplified the system by unifying redundant data, and modifying data input process to form based input. I also modified the complex tabular output to infographic representation making it easy for the user to quickly analyse the information.
Graphical representation of complex information for easy analysis
Simple form based input, instead of complex multiple sheets
Investment comparison for multiple permutation combinations of product, regions and scenarios
Integration with outlook for direct booking from email
Real time dashboard, Room utilisation & management reports
Automatic integration with calendar applications for scheduling, notifications and reminders to all the attendees
While this appear to be a very simple project, but as we realised from the user interviews & empathy mapping, that there are a lot of intrinsic problems which none of the other applications in market. Our biggest success to be able to address all these issues successfully!