SPICEMONEY
Inventa- A utility module for sales representatives
Internal utility tool
Overview
Spice Money has a network of Sales Representatives or District Leads who serve as points of contact for our Adhikari users. They facilitate daily communication, address issues, and assist in marketing new features. This structured system ensures effective support and timely updates for a seamless user experience. But they often face challenges in efficiently managing their activities, tracking their engagement, and communicating with the team and Adhikaris.
PROBLEM STATEMENT
The lack of a centralized system to capture relevant data and facilitate communication results in inefficiencies and gaps in market activity tracking.
To address these challenges, team developed a SDK Utility ,"Inventa" which will enable our sales representatives to effectively track their activities, receive notifications, capture engagement time and geolocation data, generate daily portfolios, facilitate feedback, and enhance communication with the Adhikaris.
Our high level goals were to :
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Create an easy to use and deeper engagement platform for sales representatives
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Access of necessary data of adhikaris to sales representative
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Track market activities of sales representative
My Role
I led the designs of this SDK utility for a duration of 2 weeks.
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Worked closely with and mentored a design intern throughout the design phase
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Collaborated with the designer of the sales app (Impact App) to facilitate the integration of this flow.
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Engaged with a Data Engineer, Solution Architect, and Product Manager to ensure smooth alignment and implementation.
My Approach
Understanding the requirement
The sales representative activities, such as engagement time, geo-location, daily portfolio, and feedback, will be captured by Inventa. Notifications will be triggered as they enter the Adhikari area, enabling efficient communication and tracking of market activities.
User flow
Upon understanding the requirements from all stakeholders, I initiated the design process to develop a seamless flow for this feature.
Wireframes
Following the flowchart, I proceeded to create rough drafts of low-fidelity mockups. The primary focus was on establishing the structure and navigation of each screen. Once the screen elements were defined, I took it a step further by building a prototype that connected all the screens, creating an interactive user experience.
Visual Designs
Once the wireframes were shared with the stakeholders, we collaborated closely to gather their feedback and make necessary iterations. After multiple rounds of validation, the designs were approved, and we proceeded to work on the high fidelity designs.
Since this flow needed to be seamlessly integrated into the sales app, there was no need to create a separate design system. We maintained consistency by using the same theme and layout as the existing sales app, ensuring a cohesive and familiar user experience.
Problems I counter during designing
TAT FOR NOTIFICATIONS
To ensure a clutter-free experience for sales representatives, it has been decided that notifications will have a specific Time-to-Disappear (TAT). After discussing the matter, the final decision is to display the notification history for a maximum of three days back, ensuring relevant and timely information is available without overwhelming the user
VISUALIZATION OF DATA
For sales representatives, it is crucial to view the necessary data related to adhikaris (officials) based on their current location. To achieve this, the design challenge is to dynamically show more data as the sales representative gets closer to the adhikari's location. We aim to achieve this without drastically changing the structure and layout of the page, ensuring a seamless and intuitive user experience.
FEEDBACK NOTIFICATIONS
Gathering feedback from sales representatives after meetups is essential, but we understand that filling out forms in the field can be time-consuming. To address this, we need to provide an easily accessible interface that allows the sales representative to fill out the feedback form at the end of the day (EOD). By providing a user-friendly interface and streamlining the form-filling process, we aim to simplify the feedback collection process and save valuable time for the sales representatives.
