PRODUCT

Metaline CRM

with Figmints + Jake & Co

Partnering with both Figmints & Jake & Co.’s Development teams, we are establishing a new standard for CRM in the remodeling industry, bringing a clear, efficient, flexible, and human-centered platform for a typically non-tech Industry.

TIMELINE

February 2022 - May 2022 (3 Design Sprints)

SERVICES

User Story Development

User Interviews

Site Map Audit

Information Architecture

User Flow Mapping

Wireframe

Rapid Prototypes

Visual Design

COLLABORATORS

Figmints Jake & Co.

TEAM

Jackie Xia Joshua Vizzacco

THE PROBLEM

An overloaded system

ProEdge uses a cumbersome system with half the functions on the site map obsolete. Interviews show that finding information and tools in the current workflow can be inefficient and confusing.


Users with senior experiences with the software and the company have their own hacks and workarounds in the system which makes cross-team communication and collaboration challenging.

BEFORE & AFTER

INTERVIEW THE USERS

Understanding how the product is used / and isn't

We re-identified the main user groups of the product and involving key stakeholders in the investigation and interview.


Then we created a user flow with the necessary logic and function identified, which led us to a sitemap that’s 60% smaller, and a tiered access of different pages for different users to avoid information overload.

UNDERSTAND THE PRODUCT

Mapping the user flow

We re-identified the main user groups of the product and involving key stakeholders in the investigation and interview.


Then we created a user flow with the necessary logic and function identified, which led us to a sitemap that’s 60% smaller, and a tiered access of different pages for different users to avoid information overload.

SOLUTION

Incentivize the use

We provided data visualization that gamifies the commission earning process for call center representatives and sales representatives, who are the two out of three major user groups of the system.


We also provide easier and more direct access to personalized sections and information for each user by redesigning the information architecture and creating a hierarchy of modules with limited user access by employee positions.

SOLUTION

Establish shortcuts

We identified the pages and features that are frequently accessed by the controller (manager) and created multiple quick access points to these otherwise “hidden” features in different stages of the workflow for them with pre-filled identifiers.


Compared to the current process of generating the monthly commission batch in about two minutes, which needs to be repeated every week for different teams, the new system will make it 3 clicks and 10 seconds away.

DESIGN

Incentivize the use

We provided data visualization that gamifies the commission earning process for call center representatives and sales representatives, who are the two out of three major user groups of the system.


We also provide easier and more direct access to personalized sections and information for each user by redesigning the information architecture and creating a hierarchy of modules with limited user access by employee positions.

SOLUTION

Incentivize the use

To improve the incentive of collaborative use of the system across different departments and create accountability, a project can not move forward without the responsible party updating its status.


Every click prompts action pushing the project to the next step.


This may include: updating call disposition when a call is completed, uploading a contract when a product is sold, clicking the confirm button when an assignment is accepted, etc.

FINAL DESIGN

Metaline CRM

with Figmints + Jake & Co

Partnering with both Figmints & Jake & Co.’s Development teams, we are establishing a new standard for CRM in the remodeling industry, bringing a clear, efficient, flexible, and human-centered platform for a typically non-tech Industry.

PRODUCT

TIMELINE

February 2022 - May 2022 (3 Design Sprints)

SERVICES

User Story Development

User Interviews

Site Map Audit

Information Architecture

User Flow Mapping

Wireframe

Rapid Prototypes

Visual Design

COLLABORATORS

Figmints Jake & Co.

TEAM

Jackie Xia Joshua Vizzacco

Metaline CRM

with Figmints + Jake & Co

Partnering with both Figmints & Jake & Co.’s Development teams, we are establishing a new standard for CRM in the remodeling industry, bringing a clear, efficient, flexible, and human-centered platform for a typically non-tech Industry.

PRODUCT

TIMELINE

February 2022 - May 2022 (3 Design Sprints)

SERVICES

User Story Development

User Interviews

Site Map Audit

Information Architecture

User Flow Mapping

Wireframe

Rapid Prototypes

Visual Design

COLLABORATORS

Figmints Jake & Co.

TEAM

Jackie Xia Joshua Vizzacco

Designing smart, informed, beautiful customer experiences while balancing the needs of our brands, their teams & their customers is an art form.

It's the…

Copyright Vizzacco Design 2024, all rights reserved

info@artofthecart.com

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Designing smart, informed, beautiful customer experiences while balancing the needs of our brands, their teams & their customers is an art form.

It's the…

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Copyright Vizzacco Design 2024, all rights reserved

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