Usability solution: drilldown view
Product: mo-data.com
Task: "The tasks requires you to build a structure, which shows history of a particular opportunity. The tasks describes all sort of things that can happen to an opprotunity in its lifetime. It gets created its attributes (like amount, deal stage), get updates, edits, get assigned to different sales reps. All in the description. Your task is to show this information history informaiton.
Again the starting point is a list of opportnitties either on the page page or on a modal. Thats the task."
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Workflow.
Phase 1.
Upon receipt of documentation I've read it and set aside for some time. To think about general compilation.
Once developed in mind the idea about how it should look in general, then I've read it once again more carefully to details. And delivered on the paper next for UX/UI design:
1. Pain-point of customer - lack of capability to detail opportunity records.
2. Value is in details of the history of activities (events) happened to the opportunity during its lifetime.
3. Solution: details of every record of activity/event with the opportunity.
3.1. Advanced solution (not reflected in mockup, yet just the ideas):
a) marker-notes if opportunity trajectory moved aside from its projected plan of "win" outcome;
then b) note "performer&superviser previously in this sircumstances in __% of cases got to "win" and in __% of cases got to "lost".
AND c) note "company&representative person of opportunity previously in this sircumstances came in __% to "win" and in __% to "lost" "
Obviousely this might have sense only when there are recurring opportunities with all the same players at both sides, not one with one client. And, if they are recurring, then it would help to make managerial decision immediately to move trajectory of opportunity back to its plan to "win".
As well, this then might allow developing company to grow faster as general manager will feel that still keep fingertips on pulse to react when necessarily even if dlegates to fully run opportunities to other people (staff). And to devote more time to growth of organization, expantion to markets, etc.
It might help to get more accurate probability of opportunity, to avoid overspending resources on antipersons, toxic opportunities.
Phase 2.
Having above mentioned, I've drawn the mockup on paper first. Experimented with the data structures.
I've separated data on 3 layers:
- low-fluid data about opportunity (like the name of opportunity, its performer, its expected value, its start date, its end date);
- middle-fluid data (stage, probability, days count-down);
- and statistical records data, what have been happening as fluid-data that are fitting value mentioned in Phase 1.
As well, worked with the persona described. In matter what data looked first. And what is the reading hierarchy of data on view of the persona.
Phase 3.
Read the documentation about the task once again, got clearance on the questions.
I've transfered some examples from document to my worksheet with UI.
Made the mockup. Then reviewed it referring the documentation, fixed errors and exported visuals.
Finally, delivered the mockups that you see.