SOLUTION PROVIDER
CRM AND SAAS MARKETPLACE
Timeline
November 2016
Collaboration starts – client needs analisys
February 2017
Successful major CRM release
ongoing
Marketplace release
THE PRODUCT
Cloud self-provisioning back-office CRM that allows the solution provider employees to manage SaaS clients and their associated cloud accounts and settings
Client-facing marketplace, which gives clients transparency over their SaaS and control into their current server set-up, settings, and server management
CHALLENGES
Unifying the user experience on both back office and aligning to corporate specifications
Meeting time-to-market requirements
Lack of UI/UX expertise
CONTRIBUTION
Defining the IT business strategy of the product and delivery methodology
Providing solutions for carefully thought user experiences according to business needs
Managing the development across the entire cycle
CUSTOMER GAINS
Increased customer experience by enhanced UX design
Shorter release cycles and continuous delivery
Full transparency into the development and budget overview
CHALLENGES
Redesigning an entire CRM and SASS Marketplace experience with a focus on improving the overall efficiency of the user flows and friendliness in usage
Employing a predefined framework and achieving an optimal balance between customizing for particular parts of the interface and using predefined rules
CONTRIBUTION
Discovery
Understanding the users and the business case
Collaboration and prototyping
A collaborative and iterative approach on improving suggested user flows and mockups
Design
Designing user flows for new functionalities
Designing custom UI elements, in line with the client’s brand identity
Contributing to designing new interactions and improved behaviors
CUSTOMER GAINS
KEY PEOPLE
Iulian Iuga
CEO
Paul Hrimiuc
Business Development Manager
Claudia Mascas
UI/UX Specialist