Customer Engagement App

For this project, I was tasked with improving the overall user experience for tracking customer engagement and marketing campaigns. This project included creating color palettes, new UI components, personas, and user journeys.

Role
Interaction Designer, Visual Designer
Areas
Wireframes, Visual Designs
Challenge
For this project, I was tasked with updating an old user interface to increase usability and visual styling to match a more modern aesthetic.

Goals

The goals of this project were to improve efficiency, upgrade the visual aesthetic, and enhance visual awareness.

Sitemap (alpha)

Before starting on the updated design for the Customer Engagement App (CEA), I first took to creating an updated sitemap. This allowed me to set a basic path for users to navigate through the application, while also separating the pieces of the application into useful areas.

Sitemap for the alpha version of the Customer Engagement App Close Sitemap for the alpha version of the Customer Engagement App

Wireframes

I created a set of wireframes that could be quickly iterated on for presenting ideas to project stakeholders and other interested parties.

Example visual design for the navigation variations in the Customer Engagement App View PDFOpen PDF in new window

Visual Designs

These visual designs are a small sampling of the final screens that were implemented as part of the completion of this project. The Dashboard, Reporting screen, and Settings page were considered the high-value items and contained the majority of the different components that would be used across the project. This set the baseline for future screens and allowed the development team to create a component library in which to build upon.

Application Dashboard

Example visual design for the primary dashboard in the Customer Engagement App Close Example visual design for the primary dashboard in the Customer Engagement App

Engagement Reporting

Example visual design for the engagement dashboard in the Customer Engagement App Close Example visual design for the engagement dashboard in the Customer Engagement App

Settings

Example visual design for the settings page in the Customer Engagement App Close Example visual design for the settings page in the Customer Engagement App

The color palette and simplified component examples were some of the first items created, in order to provide the development team with a baseline in which to build the environment from.

Color Palette

Color palette created for the Customer Engagement App Close Color palette created for the Customer Engagement App

Component Examples

An example of the types of components found in the Customer Engagement App Close An example of the types of components found in the Customer Engagement App

Navigation

Example visual design for the navigation variations in the Customer Engagement App Close Example visual design for the navigation variations in the Customer Engagement App

Final thoughts

I believe that the process used for this project, albeit different, fit within the framework given and met all of the requirements as laid out by the Project Management Team. In the end, a new interface was created that met all of the requirements and was based off of clear steps and proper research. Competitively, this new design met, and often surpassed, expectations when compared to what was in use prior to this project.