Considerations
1) Multiple User
2) Inter dependency
Aim
1) Simplified process
2) UI Automation
3) Big Picture
Pattern
1) User Role specific
2) Past-Present-Future view
3) Overview>Work Around>Action driven & Customized Setting
Design Execution
User testing
Refinements
Information Architecture
Quick Solutions
Navigation Pattern
BRANDING
#5D5D5D
DEVELOPMENT & TESTING
UAT & Future Improvisions
SF DISPLAY
TIITLES- 10PT LIGHT
CONTATENT 10 PT REGULAR
Contact: rohan.uplap@gmail.com
User Group?
Usability Issues?
Business Requirements?
Group1- Sales Manager
Group2- Approval cycle
Initiator
Group3- Finance Team
Findings
1) Need easy System
2) Huge data Managements
3) Need Intuitive Architecture
4) Define Tracking
Feedback
1) Fast and easy process
Benefits apple sales & customer relations
2) Improve process performance
Project Kick start
FONT FAMILY
HIGHTLIGHTS
Dynamic Bread crumb to show steps
V-1.1
1) Sales Cycle
2) Approval Management
3) Security & User limitations
Issues
1) Problems in Manage Deals,
Manage Sales process
2) One User Multiple Roles
3) Interdependency with Status Updates
Role Cycle
Start>Process>End>Review
Create>View>Store>Report
Plus Personalized View
Design for usability and visual solutions for Sales and CRM team for iOS and web-based enterprise applications.
Business groups include IS&T, Retail and Sales.
Complete User Experience
User Research, Task flow, Design Strategy, Wireframes, UI/UX, Visual Design, Usability Test
Domain Knowledge?
User Role and
workflows?
SALES EXCEPTION APPROVAL CYCLE (SEA)
Design for usability and visual solutions for Sales and CRM team for iOS and web-based enterprise applications.
Business groups include IS&T, Retail and Sales.
Complete User Experience
User Research, Task flow, Design Strategy, Wireframes, UI/UX, Visual Design, Usability Test
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COLOR THEME
Design Strategy
CSS Styling for Development
Guidlines
Tracking Development progress
Resolve Technical Issues
Design Refinements
Product Testing and
User feedback & quick solutions
01
HELVETICA NUE
TIITLES- 12PT THIN
CONTATENT 9PT REGULAR
Connected History
Email Notifications
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GRAPHICS ELEMENTS
V-1.0
02
SECONDARY
BU vs approval type compare chart
Apple CRM system
Concept + User Feedback
Simple Titles & Naming
Ease of process
Visual Enhancment
Action Specific
Minimalistic
Visual assets
Branding & Typography
Sketch and wireframe
Content and Visual Design
review
Approval in progress card view to track user actions
#8CCC87
PRIMARY
Sales approval management solution for Apple, to maintain products sales and deals with customer and internal finance.
System that inter connect complete management team to keep track of Apple Product sale for Bulk or single deals and allows to select sales exceptions as per customer quotes.
End to End User Experience
Study Business Needs, user study, Wireframes on use cases, Visual Design, Usability Test, iconography and High fidelity mockup.
Concept Creation
Development
Success measurement
and Future management
TEXT
PROCESS
CONCEPT
#B7000E
Exception Details
Identify pain points
Apple CRM system
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