2017
Prologis
Data Analytics
Persona Development
User Journey Mapping
Information Architecture
CRM UX
Dashboard Design
Enterprise Application
Client Management
Project Management
Lead Product Designer
Prologis has been using Salesforce as a CRM for many years. It has been robust in managing the sales pipeline, but lacks functionality and data to provide a single view of a customer.
Integrate, cleanse and consolidate customer data. Create a modern, functional user interface, built on the Salesforce platform, that employees can use to capture, search and view customer information.
Clear hierarchy and structure of site pages and content. Tasks: Define necessary information and hierarchy, layout pages to match IA.
Comprehensive profiles of all system users and their tasks. Tasks: Identify user environments, compare with IA and Site Map, adjust as needed.
Clear flow and structure of data creation and availability. Tasks: Map out data sources and objects, integrate with IA.
Visual representation of user tasks and interactions. Tasks: Create user action flows, identify needed data at each step, compare and adjust with IA and Site Map.
Visual representation of user tasks and interactions. Tasks: Create user action flows, identify needed data at each step, compare and adjust with IA and Site Map.
Low fidelity screen mockups. Tasks: Create basic layout and structure for each screen.
Validation of capabilities and approach. Tasks: Gather feedback from Salesforce, Informatica, IT, and other core teams.
Interactive wireframes demonstrating user interactions. Tasks: Develop interactive screens, review and update based on feedback.
Branded, high-fidelity mockups. Tasks: Apply branding and UI elements to wireframes using the lightning framework.
Approval of design and approach. Tasks: Educate Salesforce architects and developers, review and finalize designs.
Adherence to design throughout the build process. Tasks: Support developers, ensure design fidelity during build.
Successful rollout and user adoption. Tasks: Plan rollout, user education, feedback collection, and success measurement.
