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CRM Design Proposal.pptx
1. CRM Design Proposal
Mike Martinez
CMGT/555: Systems Analysis and Development
January 09, 2023
Instructor Yen Lee
2. Table of Contents
Design Selection
Reason for Selection
Steps and Processes
Output
Storyboard
Pros
Cons
3. Design Selection
The User Experience Design (UXD) is the most
preferred.
Positive user experience
Focuses on creating a product that meets the
user's needs and expectations.
4. Reason for Selection
• Improved user satisfaction
• Increased efficiency
• Enhanced usability
• Improved business outcomes
5. Steps and Processes
Target User
• The specific group of
people for whom the
product or service is
being designed.
• Allows the design
team to focus on the
needs and wants of
users
User Research
• Involves gathering
information about the
target users
• Guides the design of
the product ensuring
it meets the users'
needs and provides a
positive experience.
Creating Personas
• Identifying the target
users and creating
detailed profiles for
each persona.
• Help designers
understand the users
and design a product
that meets their
needs
User Journey Map
• A useful tool for
understanding the
user's experience
with a product or
service.
• For identifying areas
for improvement in
the UX design
process.
6. Steps and Processes (Continued)
Wireframes
• A low-fidelity visual
representation of a user
interface.
• A cost-saving method used
to explore different design
ideas quickly.
User Testing
• Allows designers to gather
valuable feedback from real
users about the usability
and effectiveness of a user
interface.
Revising and refining
• Allows designers to
continuously improve and
optimize the user interface
based on feedback and user
testing.
7. Storyboard
Welcome to
WeLoveVideo
• Sales
• Marketing
• Tech
User Lands on
Homepage
Welcome to
WeLoveVideo
Sales
• Sales
Platform
to assist
sales reps
User Navigates to
Desired Info Page
Welcome to
WeLoveVideo
Sales
User Clicks on Call
to Action (CTA)
Out
Platform for
Sales Reps
Learn More
Welcome to
WeLoveVideo
User Enters Info
and Starts Trial
Start Free
Trial
Name
Email
Phone
Welcome to
WeLoveVideo
User Interacts
with Product
Customer:
John Doe
Company:
ABC
Contact:
J.doe.com
Welcome to
WeLoveVideo
User Purchases
Product
Buy Now
Pricing
$99/Month
Problems
with this
page
indicate a
traffic
problem
The success of
this page is
determined by
people finding
what they
need
The success of
this page is
determined by
people clicking
on CTA
buttons
Is the correct
information
being asked to
gain new
clients
Is the product
meeting the
customers
needs
Does the
product allow
the customer
to purchase
merchandise
without
assistance?
8. Pros and Cons
Pro
•Improved User
Satisfaction
•Increased User
Engagement
•Enhanced
Usability
•Increased
Brand
Perception
Con
•Increased
Development
Time and Cost
•Limited Flexibility
•Difficulty
Measuring
Success
•Potential for Bias
10. References
Micheaux, A., & Bosio, B. (2019). Customer journey mapping as a new way to teach data-
driven marketing as a service. Journal of Marketing Education, 41(2), 127-140.
Szabó, B., & Hercegfi, K. (2022). User‐centered approaches in software development
processes: Qualitative research into the practice of Hungarian companies. Journal of
Software: Evolution and Process, e2501.
Editor's Notes
The design approach recommended for the WeLoveVideo, Inc. CRM project is User Experience Design (UXD). This approach focuses on creating a positive user experience by designing the product with the user's needs, goals, and behaviors in mind. The UXD approach is chosen over other approaches because it allows user interaction and input while focusing on creating a product that is intuitive, easy to use, and meets the user's needs and expectations.
UX design, or user experience design, focuses on creating products and services that provide a positive and enjoyable experience for users. This design approach emphasizes the importance of user needs and behavior, and creating user interfaces that are intuitive, efficient, and effective. UX design offers several benefits over other design approaches, including improved user satisfaction, increased efficiency, enhanced usability, and improved business outcomes.
Identifying target users is an integral part of the UX design process. Target users are the specific groups for whom the product or service is being designed. Identifying target users allows the design team to focus on that group's specific needs and wants while creating a design tailored to their needs.
User research involves gathering information about a product or service's target users to understand their needs, wants, and behaviors. This information is used to guide the product's design, ensuring that it meets the users' needs and provides a positive experience.
Creating personas in UX design involves identifying the target users, creating detailed profiles for each persona, and using the personas to guide the product's design. Personas are a valuable tool for UX designers because they help them understand the users and design a product that meets their needs and expectations.
A user journey map is a valuable tool for understanding the user's experience with a product or service and identifying areas for improvement in the UX design process (Micheaux & Bosio, 2019). By mapping out the user's journey, the design team can gain a deeper understanding of the user's needs and behaviors. As a result, it can create a design that provides a positive and intuitive experience.
In UX design, a wireframe is a low-fidelity visual representation of a user interface used in the early stages of the design process. Wireframes are used to quickly and cheaply explore different design ideas, test user flows and interactions, and gather feedback from stakeholders before investing in higher-fidelity designs. They typically focus on the layout and structure of the user interface rather than the visual design or aesthetics.
User testing allows designers to gather feedback from users about the usability and effectiveness of a user interface. User testing involves recruiting a group of users who represent the target audience for the product. This user group performs specific tasks or uses the product in a controlled environment. The users' actions and feedback are then observed and recorded and used to identify any issues or areas for improvement in the user interface.
Revising and refining are essential to the UX design process, as it allows designers to continuously improve and optimize the user interface based on feedback and user testing. These steps involve iterating on the design, making changes and updates based on user feedback, and testing the updated design to gather further feedback and identify any remaining issues.
The storyboard shows a user interacting with the CRM to make a purchase. The user starts by landing on the home page of the CRM and is greeted with a dashboard that shows an overview of the services offered. The user then navigates to the desired page, where they can see more information on the desired service. The user then clicks on Call to Action, which then prompts them to enter their info and start a free trial. This enables the user to interact with the service/product and finally make a purchase.
This storyboard is just a simple example, and the actual design of the CRM may be different depending on the specific needs and requirements of the project. The storyboard can be used to illustrate the general flow and layout of the CRM to stakeholders, and can be revised and refined based on feedback from user testing.
Pros
By prioritizing the user's needs and wants, UXD can help create products and services that are more enjoyable and satisfying to use. A well-designed user experience can help keep users engaged with a product or service, leading to increased usage and loyalty. UXD focuses on making products and services easy to use, which can help reduce the learning curve and make them more accessible to a wider range of users (Szabó & Hercegfi, 2022). By improving the overall user experience, UXD can help increase the likelihood that users will complete desired actions, such as making a purchase or signing up for a service. A positive user experience can help improve how users perceive a brand, leading to increased trust and credibility. Overall, the goal of UXD is to create products and services that are intuitive, enjoyable, and easy to use, leading to increased user satisfaction and engagement.
Cons
Implementing UXD requires a significant investment of time and resources, as it involves conducting user research, designing and iterating on the user experience, and testing the final product or service. XD involves following a specific process and set of guidelines, which can limit the flexibility and creativity of the design team. User experience is a subjective concept, and it can be challenging to measure the success of a UXD approach. UXD relies on user research and testing to inform design decisions, but these methods can be subject to bias. For example, user testing may not accurately represent all users' experiences, and the design team's personal biases may influence design decisions.
Overall, while UXD can provide many benefits, it is essential to carefully consider the potential disadvantages and ensure that the approach is implemented in a way that minimizes these drawbacks.
The design approach recommended for the WeLoveVideo, Inc. CRM project is User Experience Design (UXD) which focuses on creating a positive user experience by designing the product with the user's needs, goals, and behaviors in mind. The UXD approach is chosen over other approaches because it allows user interaction and input while focusing on creating a product that is intuitive, easy to use, and meets the user's needs and expectations.
UX design offers several benefits over other design approaches, including improved user satisfaction, increased efficiency, enhanced usability, and improved business outcomes.
Identifying target users is an integral part of the UX design process allowing the design team to focus on that group's specific needs and wants. User research involves gathering information about a product or service's target users to understand their needs, wants, and behaviors.
Creating personas in UX design involves identifying the target users, creating detailed profiles for each persona, and using the personas to guide the product's design. Personas are a valuable tool for UX designers because they help them understand the users and design a product that meets their needs and expectations.
A user journey map is a valuable tool for understanding the user's experience with a product or service and identifying areas for improvement in the UX design process (Micheaux & Bosio, 2019).
In UX design, a wireframe is a low-fidelity visual representation of a user interface used in the early stages of the design process.
User testing allows designers to gather feedback from users about the usability and effectiveness of a user interface
Revising and refining are essential to the UX design process, as it allows designers to continuously improve and optimize the user interface based on feedback and user testing. These steps involve iterating on the design, making changes and updates based on user feedback, and testing the updated design to gather further feedback and identify any remaining issues.
Pros
By prioritizing the user's needs and wants, UXD can help create products and services that are more enjoyable and satisfying to use. A well-designed user experience can help keep users engaged with a product or service, leading to increased usage and loyalty. By improving the overall user experience, UXD can help increase users' likelihood of completing desired actions, such as making a purchase or signing up for a service. A positive user experience can help improve how users perceive a brand, leading to increased trust and credibility.
Cons
Implementing UXD requires a significant investment of time and resources, as it involves conducting user research, designing and iterating on the user experience, and testing the final product or service. XD involves following a specific process and set of guidelines, which can limit the flexibility and creativity of the design team. User experience is a subjective concept, and it can be challenging to measure the success of a UXD approach. UXD relies on user research and testing to inform design decisions, but these methods can be subject to bias. For example, user testing may not accurately represent all users' experiences, and the design team's personal biases may influence design decisions.
Overall, while UXD can provide many benefits, it is essential to carefully consider the potential disadvantages and ensure that the approach is implemented in a way that minimizes these drawbacks.
UX design, or user experience design, focuses on creating products and services that provide a positive and enjoyable experience for users. This design approach emphasizes the importance of user needs and behavior, and creating user interfaces that are intuitive, efficient, and effective. UX design offers several benefits over other design approaches, including improved user satisfaction, increased efficiency, enhanced usability, and improved business outcomes.