PROJECT OVERVIEW:
Defining a next-generation customer and business insights platform powered by content and business intelligence, that delicately balances information overload with on-demand insights, collaboration and context that is well ahead of any existing enterprise CRM.
Informed aggregates business intelligence and user-centric interface (UI) to elevate a static CRM by tying in publicly available insights and in-house data sources into existing customers and newly targeted prospects.
By offering a full-breadth of proprietary insights, information and data across executive leadership, company, procurement, strategy and spend, Informed makes certain the intelligence you have on your customers is up to date and relevant.
Within an intuitive and highly curated interface, Informed ensures you are not simply viewing the latest CRM entry, but have the content and data needed to better formulate your business and sales strategies in real time.
THE GOAL:
Our ultimate deliverable was a click-path prototype, showcasing a highly intuitive user interface and a holistic customer and business insights application that pulls in CRM, procurement, and forecasting. It also integrates, social media, events, news, trends, and specific matters of interest.
The experience empowered end users to concentrate on consumption of pertinent content and data in real-time, rather than being forced to search for the data points you depend on.
MY ROLE:
Lead UX Designer. This was a rapid prototype engagement. I worked hand-in hand with a digital strategist and visual designer to quickly execute a click-path prototype for our potential client.
WIREFRAMES
The STory
When a user launches Informed, they are given a log in screen. They are then directed to a global search where they can search for names, companies, etc. It’s a smart search so keywords would be picked up. Across the top, the user has a sticky toggle to move back and forth between views for people and groups. Selecting people would show all of the people who’s profiles are within Informed as well as a glimpse of recent searches.
The Details
Selecting on a specific person’s profile would show a summary of where that individual works, financial information, their power score, metrics and trends. From the profile you can click different links to dig deeper into sections of information. You can also download the information, send it to others, print, or add the individual to a group. This view would be ideal for a manager who is about to go into a meeting with a lot of executives from other companies and they want to save and reference information about them.
If a user selects a category to dive deeper into, the tab of new information would overlay the profile screen. This allows for quick reference. Profiles can be dragged and dropped into groups that are only visible to the user who is signed in. Within groups, users can add notes and edit information that the have saved about the different profiles.
