Project Name:

BUILD

Project Introduction

Build was the first phase of redesigning the Online Business Center used by our Independent Brand Partners. It was the CRM tool used by thousands to help Build their business and generate leads.
Objective:
The objective of BUILD was to create a user experience that was easy to use, proactive, intuitive, responsive, and customized to the users needs yet fulfilled the business goals.
  • 1

    Overview/Dashboard

  • 2

    5-Step Board

  • 3

    Contact List

  • 4

    Resources

  • 5

    Go SOcial

Requirements:
  • 1

    Overview/Dashboard

    • Overview/Dashboard
    • 5 Step
    • Contacts
    • Resources
    • Go Social
  • 2

    5-Step

    • Intrigue Interest
    • 3rd Party Tool
    • Follow-up/Call
    • Invite to Event
    • Sponsor Prospect
  • 3

    Contact List

    • Alphabetical Indexing
    • Search/Filter Contacts
    • Add/Import Contact
  • 4

    Resources

    • One-stop for all assets (videos/audio/flyers)
    • Search/Filter assets
    • Support All Languages
  • 5

    Go Social

    • Share Assets on Social
    • Create Capture Pages

UX Challenge  |  UX Solution

  • Contacts Page

    • How do we serve more information without using popups or new pages?
    • We adopt other common UI interaction patterns such as accordians and quick tips.
  • Resources Page

    • How do we serve different types of resources for different user levels?
    • Organize all assets to appropriate category (training = Learn / prospecting = Build.)
  • 5-Step Page

    • How to auto complete a task when called, texted or emailed from the app? (technoloy/user conflict)
    • Add a notes section to the prospects profile section to detail the conversation or voicemail.

BUILD WIREFRAMES

Wireframes bring BUILD to life

DESKTOP


TABLET


MOBILE


APPLYING UI DESIGN

Adding UI design makes a big difference in the gray world of wireframes ;)

Overview/Dashboard



5-Step



Contact List



Resources



DESIGN MEETS REQUIREMENTS

  • 1

    Overview/Dashboard

  • 2

    5-Step

  • 3

    Contact List

  • 4

    Resources

With BUILD we designed a CRM tool that empowered our independent Brand Partners to be proactive with business initiatives. We created a better User Experience with a platform that was tailored to meet their business goals.


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