Duration

8 Months

Project Description

Salesforce.com acquired Jigsaw in April 2010. Jigsaw is the leading provider of accurate business contact data, kept up to date in the cloud by a community of over 1.6 million sales and marketing professionals. The project's goal was to integrate Jigsaw.com's data and management tools natively into the Salesforce.com CRM application.

The primary mission is to ensure Salesforce.com customers with Jigsaw have access to the most accurate, complete, and unique account, contact, and lead data possible so that sales reps and marketing professionals worldwide are able to sell to the right person at the right company 100% of the time.

Process

1. User Research

   Did interviews with 6 external sales people. The objective was to 1. Understand the needs and pain points of current application. 2. Understand how sales people use other tools for data management and understand their pain points. Debrief

2. Design Studio

   Did a 2 hour sketching exercise as a whole team (PM, devs, QA, internal sales people), to quickly generate ideas around redesigning Jigsaw experience.

3. 1 Hour Sales People Crash Course

   The objective was to 1. Understand the differences between different sales roles and their processes. 2. Understand how each role does data management and understand their pain points. Debrief

4. Competitive Research

   Looked at Jigsaw's main competitors and analyzed their feature set. Debrief

5. Wireframing

   Started with low fidelity wireframes, after design direction was set, started to incorporate some visual design. See some iterations above.

6. Prototyping & Usability Testing

   Before each usability testing, created interactive prototypes using HTML, CSS and jquery. Use the task list to navigate the interactive prototype.

7. Executive Demos

   Created a lot of demos, prototypes for executives. Dreamforce 2010 video

8. Design Specification

   8 different specs delivered to the developers. See the filter panel spec.

* All the activities are done by myself unless noted.

Final Solution

Created a Jigsaw tab within Salesforce. Using that tab, users can search for contacts and accounts. Users start with entering search criteria for title, website, location and/or industry. After they get search results, they can further slice the results with dynamic filters. When they're happy with the results, they can add those records to Salesforce.

Duration

1 Month (current project)

Project Description

Two front end developers and I decided to create an iPad (and maybe an iPhone) version of the Jigsaw feature. The goal is to create a kick ass proof of concept prototype to demo to executives.

Prototypes

See the iPad executive presentation Google Preso.
See the iPad clickthrough prototype.
See the iPhone clickthrough prototype.

Duration

8 Months

Project Description

Allow users to create useful and actionable list views to analyze and react to deals in the pipeline. Sales managers can: Slice and dice their team's pipeline, zoom from the macro to the micro to follow up on deals that need attention the most, and instead of juggling multiple screens, have complete control in a single tool and spend time helping their team win deals.

Process

1. User Research

   Did persona analysis to understand the needs and expectations of the sales users from this tool. Also analyzed similar features in salesforce, to outline the similarities and differences. Then created a presentation from this research for the scrum team to explain the goal of the project, personas, differences and similarities between other features in salesforce. Debrief

2. Design Studio

   Did a 2 hour sketching exercise with the whole team (PM, devs, QA, internal sales people), to quickly generate ideas around OLVC experience.

3. Wireframing

   Created several iterations of wireframes, see some above.

4. Prototyping & Usability Testing

   Created very interactive prototypes using HTML, CSS, javascript and ext (now sencha). They're in salesforce sandbox, therefore can't be shown here, however created a video using the prototype for Dreamforce 2009, take a look.

* All the activities are done by myself unless noted.

Final Solution

Created an extremely interactive console for sales people. Users can use the dynamic filters on the side to slice their opportunities by amount, owner, stage duration, close date etc. The chart shows the big picture about the deals and it's also interactive, users can click on bars to filter the deals. Users can also customize the filters and create different charts with very few clicks.

Duration

8 Months

Project Description

Quote Template Editor allows admins to create custom templates for Quote PDFs that sales people use. They can customize sections, fields, tables, add images, static and dynamic text, page numbers to header and footer to repeat on all pages. This project was a 2 release effort (1 release = 4 months). We released the first version as beta with limited feature set.

Process

1. Feature Prioritization Exercise

   The goal of this exercise was to help prioritize a list of customization features for quote template editor. We asked 9 participants to place the list of features in 3 buckets: Must Have, Nice to Have and Don't Need. A usability Analyst facilitated this exercise.

2. Wireframing

   Created several iterations of wireframes, see some above.

3. Prototyping & Usability Testing

   Created a click through prototype for usability testing. Did one round of testing using a click through prototype. Usability Analyst facilitated the testing.

4. Design Specification

   This project was delivered in 2 releases, therefore created a scaled back version of the whole vision for the 1st release. Then the project was completed in the next release. See the final spec.

* All the activities are done by myself unless noted.

Final Solution

Designed a WYSIWYG, drag and drop template editor. Which users can customize the information, logo and look and feel of their quote PDFs.