Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early...
Transcript of Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early...
![Page 1: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/1.jpg)
SBD Customer Management 1
Customer Manager OnLine : Early Wireframes
Interaction / Information Architecture
![Page 2: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/2.jpg)
SBD Customer Management 2
User Experience Goals
• Surface key actions & features
• Provide clear feedback
• Be flexible
![Page 3: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/3.jpg)
SBD Customer Management 3
Early Information Architecture
Overarching Framework Smart Blog
Mordecai SBD XD
Framing
Clear catagorization of types of information / actions
Flexible / adaptable to the way people run their business
Lightweight actionable ‘card’ paradigm
Windowing
Master / Detail
Summary views to full details
In context actions - smart tags
Navigat ion
Dynamic transition of view - card rotate,panels slide, tool panel floats over workspace
Hover over to view prior to ‘pinning’
Tool panel can be ‘detached’
Presentat ion
Primary ObjectsNames list
Primary WorkspaceInformation
Primary ActionsTools
Master listrecent or all
Summary info. > full details / actions
CalendaremailRemindersLists - tasks, to do, items
Can be added / viewed from either panel
Calendar Tool
Multiple Levels of Detail
![Page 4: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/4.jpg)
SBD Customer Management 4
Early Wireframes – High Level Summary
![Page 5: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/5.jpg)
SBD Customer Management 5
Early Wireframes – High Level Summary
![Page 6: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/6.jpg)
SBD Customer Management
New User Flow
• Assume – Import of small data file during installation
![Page 7: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/7.jpg)
SBD Customer Management
Reassign Job
Easily scan for information and see a message that requires immediate action Message left for co-worker
![Page 8: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/8.jpg)
SBD Customer Management
Selects Employees
View of Employees to see who is available
![Page 9: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/9.jpg)
SBD Customer Management
Employee quickly found
Defaults to the first item of the list Switch View - Select of a name
![Page 10: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/10.jpg)
SBD Customer Management
Selects to view jobs
Select to view details for that name
![Page 11: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/11.jpg)
SBD Customer Management
Brings up information – and take action
Walk through reassigning in context Create a new assignment
![Page 12: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/12.jpg)
SBD Customer Management
Integration and repurpose data
Message received from the phone and ‘enters’ in system. Create a new job for a customer
![Page 13: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/13.jpg)
SBD Customer Management
Can direct create or create detail
![Page 14: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/14.jpg)
SBD Customer Management
View of details and actions
Customer details
Detailed invoice with summary jobs
![Page 15: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/15.jpg)
SBD Customer Management
Search
![Page 16: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/16.jpg)
SBD Customer Management
Search Results
![Page 17: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/17.jpg)
SBD Customer Management 17
Early Wireframes - Summary
http://www.pbs.org/moyers/journal/08142009/watch.html
http://www.pbs.org/moyers/journal/08142009/watch.html
http://www.pbs.org/moyers/journal/08142009/watch.htm
![Page 18: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/18.jpg)
SBD Customer Management 18
Early Wireframes – ideation on widgets
http://www.pbs.org/moyers/journal/08142009/watch.html
http://www.pbs.org/moyers/journal/08142009/watch.html
http://www.pbs.org/moyers/journal/08142009/watch.htm
![Page 19: Customer Manager OnLine : Early Wireframesmichellebacigalupi.com/CMO/EarlyWireframes.pdf · Early Wireframes – High Level Summary . ... Defaults to the first item of the list Switch](https://reader036.fdocuments.us/reader036/viewer/2022071213/602d9d5e6b63be1c7a485c65/html5/thumbnails/19.jpg)
SBD Customer Management 19
User Object Model – QuickBooks and CMO