Reducing the time managers spend on reporting and partner support
In our company, managers spend a lot of time reporting to partners who bring in leads and manually adding those leads into our system. To make this process more efficient, we decided to build a solution that allows partners to add their own leads, track the status of these leads in real-time, and access analytics. For our managers, the system will provide an overview of partner performance, making it easier to monitor results.
Platforms
Web, mobile
Domain
Lead generation
Timeframe
2022
Team
The team consisted of product owner, one front-end engineer, one back-end engineer and product designer (me).
My role as a product designer included:
Initial project scope discovery
User research and analysis
Synthesizing and analyzing research results
Presentation of research findings and solutions
High-fidelity and visual design
Design hand-off
Collaboration with developers at all stages
Problem
Key problems we aimed to cover:
Partners and their agents can’t add leads by themselves, all lead management is done by managers.
Managers need to manually prepare and share reports with partners since partners can't access real-time data.
Partners frequently call managers to get updates on lead statuses.
The process of manually adding leads one by one into the system is time-consuming for managers, especially when partners have large lead bases.
Since managers are often on the move, being able to access the system easily via mobile devices is crucial.
Research stage
At this stage, I conducted stakeholder interviews and defined business requirements.
The next step was conducting user interviews. I defined primary goals of users, their problems and processes that take them time and can be optimized. At all stages, I closely worked with the developer.
Define stage
When all insights were collected I made research results analysis. I defined user roles groups and jobs by roles.
At this stage, I conducted a second round of user interviews to detail my decisions and ask additional questions.
Ideating stage
The ideation stage involved brainstorming ideas, building and validating the product's information architecture, and creating sketches. After that I presented solution to stakeholders and the product owner for feedback and further refinement.
Design stage
The design stage involved the creation of high-fidelity designs, creating styles and components, and preparing for the handoff of the design to the development team.
Results
We developed a web and mobile application that significantly reduced the time managers spend on adding leads and reporting to partners. Now, managers can view analytics by region and partner, while partners can add their own leads, track lead statuses, and access their team’s analytics. In future updates, we plan to include commission information so that partners can easily see their earnings.
