The Context
Overview
Multi-Platform App used by Claro Peru (Telcel presence in south america) to upload, update and manage several type of promotions that were previously distributed with traditional methods to points of sale nationwide. The traditional promotion distribution methods were inefficient and obsolete, by the time the printed material for certain promotions arrived to many points of sale, the promotion was nearly over (and in some cases it was already over).
Assignment
Build a mobile App that will show current promotions and details to Points of Sale representatives nationwide (Peru). Build a Web Administrator so Marketing Team managers are able to upload and manage promotions indicating period of validity, region where they apply and other details.
My Role
- Manage design efforts for Mobile App and Web Admin (from analysis to developer hand-off)
- Analyze personas and user profiles that will interact with the apps
- Architecture Information for content management and navigation
- Defining visual design guidelines
- Prototyping
- Analyze personas and user profiles that will interact with the apps
- Architecture Information for content management and navigation
- Defining visual design guidelines
- Prototyping
Every content shown in Mobile App must be managed from Web Admin
The Team
Production Team
- Product Owner (Claro Perú)
- Fullstack Developer
- Android Developer
- Product Owner (Claro Perú)
- Fullstack Developer
- Android Developer
Design Team
- UX Designer
- UI Designer
- UI Designer
Interaction Flowmaps for Sales Representative use at Point of Sale (Mobile)
Interaction Flowmaps for Sales Representative use at Point of Sale (Tablet adaptation)
The Focus
Business Requirements
- Distribute promotions and other relevant content from the marketing team to every point of sale nationwide in Peru.
- The content should be updated instantly and may be targeted to specific regions, states and cities.
- The content should be updated instantly and may be targeted to specific regions, states and cities.
Users
Web Admin
- Content Managers (manages promotions)
- Entity Managers (manages users, profiles and permissions)
Mobile App
- Point of Sale managers
- Sales Workforce.
- Content Managers (manages promotions)
- Entity Managers (manages users, profiles and permissions)
Mobile App
- Point of Sale managers
- Sales Workforce.
User Goals
- Upload and manage promotions and catalogs
- Access the current promotions to advice retail clients professionaly
- Access the current promotions to advice retail clients professionaly
UX Objectives
- Define straightforward flows for content and image management
- Define easy to use apps to navigate promotions and adopt familiar UI patterns for looking at details through small devices
- Keep coherence in visual style and functionalities between Mobile App (2 form factors) and Web Admin
- Every content shown in Mobile App must be managed from Web Admin
- Define easy to use apps to navigate promotions and adopt familiar UI patterns for looking at details through small devices
- Keep coherence in visual style and functionalities between Mobile App (2 form factors) and Web Admin
- Every content shown in Mobile App must be managed from Web Admin
Challenges
- Interpret requirements from RFP and other documents (rather than stakeholder meetings)
- Stakeholder meetings were mainly phone calls between PM (based in Mexico) and Product Owners (based in Peru)
- Collaborating with a client from a different country and mindset
- Keep track of updates in each detailed wireflow with every feature adjustment, update or addition
- Stakeholder meetings were mainly phone calls between PM (based in Mexico) and Product Owners (based in Peru)
- Collaborating with a client from a different country and mindset
- Keep track of updates in each detailed wireflow with every feature adjustment, update or addition
Interaction Flowmaps (Web Admin)
Visual Style options for Android Tabs, highlighting recommended and not recommended
Unlocking users (options for a certain feature)
Prototypes
Marvel Prototype (Web Admin)
Marvel Prototype (Mobile)
The Outcome
Client Fedback
After some months in the product designing (analyzing, structuring, prototyping and hand-off) the Project Manager and CEO had the opportunity to travel to Peru to hold in-person meetings with the product owners and other stakeholders. We, at the design team, arranged 3 comprehensive prototypes (presented on mobile devices) along with innovative printed material with QR codes for them to present.
They liked a lot the presentation and the results, the whole team received good feedback and we contributed to a professional presentation.
They liked a lot the presentation and the results, the whole team received good feedback and we contributed to a professional presentation.
User Feedback
- After shipping the platform, we received good feedback from users as well as some comments for updates and bug tracking to work on future releases.
- Store managers say they are now able to have all the promotion details at first day of the effective day
- Store sales representatives now have the current promotions at hand and are able to offer good deals to their clients, with confidence of accuracy and validity
- Content Managers had to adapt to some UI patterns at first, but found the tool easy to use. They still reported the need for features that were added later
- Store managers say they are now able to have all the promotion details at first day of the effective day
- Store sales representatives now have the current promotions at hand and are able to offer good deals to their clients, with confidence of accuracy and validity
- Content Managers had to adapt to some UI patterns at first, but found the tool easy to use. They still reported the need for features that were added later
Collateral Benefits
This project helped to set some basis to standardize processes in the Company, some future projects adhered to that workflow, other required less steps and other required more heavy-lifting in different areas.
