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UI/UX Design 2019

Community/Investment Portal with Salesforce

The Salesforce Community Cloud is a digital experience platform that enables companies of all sizes to build beautifully branded CRM-powered portals, forums, sites, and mobile apps faster than ever before.

Challenges

Needed to implement an intranet portal using the Salesforce community and host all internal communication to employees from corporate and all policy-related documents to HR, travel, employee benefits.

Solutions

Provided the Salesforce UI/UX design to managers, employees, and customers facing portal specific to client's investors. Easy overview of organizational structure within the Salesforce community center.

Deliverables

Research, Wireframing, Visual Design, Prototyping

Research

Personas are model users that create to help understand the goals, motivations, and behaviors of the people who will use the product. The persona represents behavior patterns, helping the designer understand the flow of the user’s day and how the interface will fit into it.

Persona

Katrina

HR Manager 34 years old Charlotte, NC
Summary

Katrina is the first point of contact for HR associates, mostly addressing their HR and Benefits questions. She is also in charge of managing the local page content, including newsletter, events, and relevant multimedia.

Golas and Needs
  • Update local events within a reasonable amount of time
  • Provide quick insight to local managers regarding hires and travel
  • Automated tasks and procedures like Chatter, task management
Salesforce Components

Content Management

HR

Analytics

Marketing

Persona

David

Business Analyst 38 years old Charlotte, NC
Summary

As a Business Analyst, his responsibilities are combining strong banking and financial services expertise to reimagine operating models, restructure processes, and futureproof other critical business components.

Golas and Needs
  • Accurate maintenance/transaction history
  • Ability to mass import financial documents and extract quickly
  • Ability to track investment performance
Salesforce Components

Content Management

HR

Analytics

Marketing

Salesforce

It's one integrated CRM platform that gives all departments (including marketing, sales, commerce, and service) a single, shared view of every customer.

Fintech

Today, fintech companies directly compete with banks in most areas of the financial sector to sell financial services and solutions to customers.

Charlotte

Charlotte has become a major U.S. financial center with the second-most banking assets after New York City.

Market Analysis

Market/Competitive analysis is certainly an investment, but by investing a relatively small amount of time and money. Understanding and keeping track of competitors is an essential part of staying relevant in the marketplace of tomorrow.

HULU Community Center

HULU Community Center

TV fans unite! The Community is a place for viewers to connect with other viewers over a shared love for Hulu.


Coveo Community Cloud

Coveo Community Cloud

Deliver the most relevant content to customers, partners and employees, whether to improve sales conversions, boost case deflection, or maximize agent productivity.

Barclaycard Travel Center

Barclaycard Travel Center

sharing travel stories and Learn more about where will be traveling or just gather ideas from the community for next adventure. Plus, users can earn miles for community activity.

Strengths

- Strong customer base more than 500k around the world
- Increasing focus on research and development capabilities

Weaknesses

- High concentration of customer base
- Need more investment in new technologies

Opportunities

- Alliance with Google and Salesforce
- Growing on-Demand market

Threats

- Changing consumer buying behavior from online channel could be a threat to the existing physical infrastructure driven supply chain model.

Salesforce

Feature Analysis

Carrying out a focused and thoughtful UX analysis can help to get valuable insights that can help in multiple ways: generating more profit for the business, changing significant design elements of the product or service, or persuading key team members to innovate or move in a new direction.

Wireframes

Community Center Design

Investment Portal Design

User Testing

First Rule of Usability? Don't Listen to Users.
To design the best UX, pay attention to what users do, not what they say. Self-reported claims are unreliable, as are user speculations about future behavior. Users do not know what they want.

Image Description

Completing a Transaction

  • Task Success
  • Efficiency
  • Issues-Based Metrics
  • Self-Reported Metrics
  • Live Website Metrics
Image Description

Information Architecture

  • Task Success
  • Errors
  • Efficiency
  • Card Sorting Data

Image Description

Comparing Alternative Design

  • Task Success
  • Task Time
  • Issues-Based Metrics
  • Self-Reported Metrics
  • Combined & Comprative Metrics

Improvment

Completeing a Transaction

Reporting the precentage of participants who were successfull is an excelllent measure of the overall effectiveness of the transaction.

Information Architecture(IA)

Evaluating navigation and information architecture is lostness, which looks at the number of steps the participant took to complete a task.

Comparing Alternative Design

This type of study take place early in the esign process, before any one design has been fully developed with semi-functional prototypes.

+60%

UI

+50%

IA

+25%

Sucess Rate

+40%

Time on Site