Design Systems for Customer Management
UX Research, User testing, UI Design
UX Techniques Used
Research, user interviews, user flow, wireframing, prototyping, UI design.
Tools I Used
People who work in the professions of coaching and mentoring,
need daily monitoring of appointments, payments.
There is no system specifically designed for them, with options tailored to them.
Objectives & Goals
♦ A system that will centralize all relevant tasks.
♦ Option to send reminders for appointments and payments.
People who work in business consulting, couples, coaching and mentoring in all kinds of fields
I sent a survey to people who are engaged in these professions with questions of using technology
When do you take payment?
What platform do you use to schedule appointments?
Where do you write the meeting summary?
Do you remember every follow-up you did?
Most employees divide the tasks into different platforms, which makes it difficult for them.
They are interested in one neat system that will centralize the relevant tasks for them.
Based on the user research. I referred to them throughout the entire product development process.
I checked the dashboard of WIX.
→ The customer list is conveniently arranged with the relevant details.
→ The notification system opens in a prominent and clear window
I checked the dashboard of Monday.
→ The main board has summary graphs.
→ The division on the main screen.
→ A popup opens when you want to add content.