Project Overview
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. I took these notes into consideration alongside with Dell's requirements (not able to share), and started to adapt my own designs.
Problem:
The website lacked structure and an efficient flow, making it very difficult to go in and create their incentives and export data.
Goal:
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.
My role:
UX designer leading the incentives simulator designs.
Responsibilities:
conducting research
wireframing
high fidelity prototype
User Research
How might we create an incentives simulator so that users can efficiently create and submit incentives, and export data without any blockers?
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..
Pain Points
Complex Flow
Creates unnecessary friction by forcing users to think harder
Entry and Exit Point
There's no direction for the user's goal
Exporting Data
Users can't find the option to export data
Brainstorm Map
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 and created a brainstorming map.
User Flow
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.
Starting the Design
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.
Wireframes
It's a structured scheme that outlines the pages and content hierarchy of the app.
Next step: creating the application map. My goal here was to make strategic information architecture decisions that would improve overall app navigation. The structure I chose was designed to make things simple and easy.
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.
Outcome
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 white space and organization to benefit the simulator.
Impact:
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.
What I learned:
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.