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Catalina: from excel sheets to a tailored CRM
UI/UX Startup Social App
The client, a leading actor in the field of retail marketing, mandated our team to develop an internal tool to cover most of their needs.
Previously handled with Excel sheets, the new solution has to streamline to agents process to plan, target and monitor marketing campaigns for their clients.
Challenges
- Objective designing from scratch an ERP for the company
- Unknown client, Unknown product, Unknown industry
- Bringing value to employees and customers with the same product
- The project has to be developed internally. Therefore it's important (in a short laps of time) to hand off a clean project documentation to ease their development
- Doing it in one week
Organisation
One week, one team
The design sprint method
describe method
Research
Being in charge of the UX research
- Understanding users painpoints and potential needs
- Test the solution
- Organise the insights
- Provide recommendations & support the design
- Test the optimised version
Insights
cooperative mindset
list insights
Co-conception
protoyping & characteristique of the solution
User testing
First phase
- tests screening
- interview guide / consent
- setup: filmed + followed
- feedback
Second phase
- test ** online and remote
- feedback and V2
- delivery: research + prototype
Conclusion
customer satisfaction as well as IT team + new project for further improvement
fast and intense: personal feedback on the method