SalesView

User Research and Design

Employer: Motorola Solutions | Role: UX Designer/Interaction Lead

PROJECT SUMMARY

Challenge

1) Partners need to be able to monthly submit multiple sale reports to obtain their bonuses and        support from Motorola. They also need to access a history of their report submissions for              submission tracking.
2) Partners want to see any errors in their files clearly and appropriately labeled for faster editing      and resubmission. 

Objective

The objective was to provide a dashboard where Motorola's  partners can see the statuses of their reports and perform the tasks that they need to complete. This includes reminders of the report deadlines, upload capability of two types of reports for specific moths via one interface, access to report templates, access to input errors clearly defined in the files shortly after for resubmission, access to a history of submissions, and the capability to resubmit their reports with incorporated edits. 

Tools

Sketch and Invision

RESEARCH AND ANALYZING REQUIREMENTS

I had no access to users to conduct research. In the absence of end-users, I spoke with Subject Matter Experts and Stakeholders. I was handed a file with background information and technical needs as a requirement list. However, after several workshops to understand the challenge and technical capabilities, I was able help the team create an appropriate list of requirements that helped me and the technical team design and develop the tool.

I also conducted a comparative analysis on websites where users upload files and review its data online such as tax helper tools. 

The workshops and research resulted in the creation of user flows and an initial wireframe that evolved through multiple review sessions with the business and technical teams.

End to end user experience

Simplest manual upload method

Users may access data saved in our records to use a report file with pre-filled data for faster completion and upload.

TESTING ON HI-FI PROTOTYPE

WIREFRMAING AND PROTOTYPING

After finalizing the project needs with the stakeholders and creating user flows, I implemented the requirements into tangible prototypes. I started with sketches of multiple design options on the board and then transferred them to Sketch for design review.

STAKEHOLDERS FEEDBACK

I conducted 5 review sessions with business and technical team to clarify any open questions or address any concerns with the wires. As an outcome, I noted all the current and future edits needed in the wires and then prioritized them with the stakeholders. 

TESTING ON HI-FI PROTOTYPE

REDEFINED HI-FI PROTOTYPE

Working with a Visual Designer, we were able to convert my prototype into hi-fi mocks and annotate the details of the design.

NEXT PHASE

Create a user-friendly mobile experience.
 

Provide the capability to edit data of the file and tag other people in the online interface for faster submissions. 

Provide an administrator view where users can see reports of all the employees in one company and comment on reports. 

Provide scores of the reports on the tool to prevent the user from having to go to a different platform to find the information.