Demonstrate
options on page layout and content
Define UI specs for development and layout details
Step-3 Findings & Concepts
Landscape/Portrait
Get sense of space
Step-2 Define Architecture & Concept
Output-card sorting or wireframes iterations
Dashboard
1- Action Items on top priority.
2- View progressive data for future specs.
3- Easy & multilevel Connectivity.
4- User Specific view.
Step-1 User empathy and Business goals-
Output- Documentation
Define Branding
Favorites list
Color
Theme
Effects
Step-5 Design Specifications
Quick Task
Provoking actions
Due task / Upcoming
Intuitive 90%
Derivative 50%
Mobility 90%
Iterate View mode
Usability Test: provide better usability through-
1- Require a platform to create dynamic connectivity between Apple Customer or future customers and apps provide flexible options.
2- This is a repository for Apple products and current market details, but support user-specific workflow to handle performance.
3- The Main dashboard defines user-specific action items, Track customer connections and the ability to create new opportunities.
4- Quick access to business data and connectivity to resources.
5- Quick comparisons and offer editing abilities.
Contact: rohan.uplap@gmail.com
Support 90%
Step-4 UI Features & Feedback
My Role
I led the design of Apple CRM iOS version, by defining the end to end experience, focusing on easy connectivity,
data accessibility and data comparisons.
I proposed the concept of user involvements with services and customer relationship by taking benefits of mobile connectivity.
Create Visual Assets
1- Define system architecture and Iterate navigation pattern
Workflow: Quotes creation and view, Opportunity workflow, Customer Accounts
2- Showcase UI concepts through wireframe.
e.g- Dashboard, User landing page, Account details
3- High fidelity mockup and finalize visual design assets.
e.g. Layout navigation and UI assets like buttons/icons etc.
4 Conducted multiple level testing on concepts iteration and final visual designs.
e.g. Find out the hierarchy of data, along with performance.
Find out the connectivity of workflows.
Collect feedback from the end user.
Accesible 90%
Communication 85%
Connection 85%
Status Notifications
Iterate on Page Content
1- Understand business requirements and usability issues & expectations.
eg.- a) User wants easy connectivity through the app while dealing
with a client on site.
b) The business should enhance and create relationships with
current and new customer through a flexible process
2- Find out user group and understand user roles with the system.
e.g- Type of user: Requestor- Directly dealing with customer
PM: Apple admin or Finance team member
Approver: Sales PM & finance management group
3- Created use cases & design requirements.
e.g.- a) user wants to see quick contact connected to quotes from past or current.
Requirements: Provide contact details upfront with quotes.
b) The user wants to see the related current/upcoming task.
Requirements: Highlight action items on the user profile, maybe include the previous task.
APPLE CRM FOR iOS
New Add Actions
Pro active 90%
Quick Contacts
Define Page Grid and page proportions
Quick Actions
Provoking actions
Due task / Upcoming