Incentives Simulator
Client
Dell
Timeline
2 months
Industry
Technology
Role
Lead UX/UI Designer
Problem
With referencing one of Dell's incentives portal, I have to understand their user flow and potential pain points that could exist in our simulator. The simulator must be able to have sections of data organized in a way that Dell's internal users will understand so that creating incentives will be a breeze. I'll have to create my own structure and user flow that mimics similar functionalities as well as creating my own capabilities.
How Might We Statement
How might we create an incentives simulator so that users can efficiently create and submit incentives, and export data without any blockers?
Solution
I am going to create the incentives simulator by first focusing on users' pain points that was referenced from one of Dell's incentives portal. This will allow me to understand the blockers that prevent user's activity from continuing further. I will also focus on making the design more modern and simple, following the brand's guidelines to ensure it speaks to Dell's identity.
DISCLAIMER
For privacy reasons, I am not able to share the referenced incentive portal. Their website has clustered data of information laid out in a very unorganized way. It makes it difficult for users to navigate and submit their incentives, thus lowering their costs and activity. The website lacked structure and an efficient flow, making it very difficult to go in and create their incentives and export data. I took these notes into consideration alongside with Dell's requirements (not able to share), and started to adapt my own designs.
BRAINSTORMING
With referencing one of Dell's incentives portal, I gathered my thoughts by creating a list of requirements and notes that were shared from the client.
Next, I was able to create a sitemap that allows me to visually understand the user's flow of activity and functionalities to create and submit incentives, and export data..
USERFLOW
The incentives simulator will have one entry point and one exit point to make the flow simple. By simplifying the entry and exit, this will ensure that all users will have one type of flow, despite how many incentives they need to submit.
WIREFRAMES
Due to time constraints, I dove straight into wireframing hi-fi. I made sure to include the requirements that Dell provided, where certain information is required before submitting an incentive. These allow users to understand there are specific input fields that must be filled before continuing to the next steps.
FINAL MOCKUP
With submitting an incentive, users can submit specific services and revenue to each product they add. Users can add several products at a time, thus making it efficient to submit a surplus of incentives at once if they choose to. Afterwards, they can review their information and export their data table that compares and contrasts each product/service they added into the incentives simulator.
RESULTS
Overall the client loved the incentive simulator designs and quoted "it's genius". We were able to include all the requirements needed, created a simple flow for users to submit incentives, and allowing users to export their information with ease. The incentives simulator speaks to Dell's brand with a modern and simple look of focusing on space and sections to organize the simulator.
KEY TAKEAWAYS
This project was quite a challenge but I adore the output. For next time, I would request more time to work with a user researcher to do an audit that deep dives user's pain points further. With the limited time contraint, I had to quickly do my own research and reference another incentive portal but nontheless, it helped immensely with brainstorming. In the end, we created a functioning simulator that will now go live in Q3 and I can't be more excited for what the future holds of this project.
