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BMS MOBILE
sales my pending followups schedule sms_

BMS: BUSINESS MANAGEMENT SYSTEM

The mobile experience synced with a website that aids in managing the construction site- database and information for Real Estate companies.

THE PROJECT

BMS: Business Management System is a SaaS B2B product of eDynamics

THE USERS

Real Estate Business Owners

MY ROLE

UI Designer, UX Designer, Information architect, UX Researcher

TEAM

Niranjan Kshirsagar

MY RESPONSIBILITIES

Defining product strategy and business objectives

Understanding and designing the Product

Evaluating and validating the product before deployment

SOLUTION

Key features:

  • Dedicated to the identification and planning of the business management direction

  • A set to determine high-level priorities and preferences of the organization

  • The tactical approaches and techniques to the implementation of the business plans 

  • Tool for specifying the strategy and identifying a plan of actions

DASHBOARDS

The main purpose of the Dashboard is to give realistic data to Real Estate Business Owners using which they can set practical goals.

EXPLORING THE PROBLEM SPACE

Due to overwhelming data collected by the sales team, it was difficult for Real Estate Business owners to set realistic goals and ways to influence customers' behavior.  

THE CHALLENGE

For Business Owners: 

  • Can not set realistic goals

  • Spreadsheets are hard to visualize

  • Limited time to comprehend huge data

  • Issues monitoring growth progression

BUSINESS OBJECTIVES OF eDynamics

Bring an element of simplification and transparency

Accessible to all users

Implementation of strategic business decisions realizing current activities,  and tasks

Communicate Information clearly and efficiently

A platform for satisfying customer needs

Understand the significance of data

MOTIVATION FOR eDynamics

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THE PROCESS

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RESEARCH INSIGHTS

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THINGS TO IMPROVE

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Make values more readable

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Burden of each graph

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Give users some whitespace to comprehend the content

MISSING THINGS IN EXISTING PRODUCT

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BUSINESS MODEL CANVAS

Collaborated with business folks and came up with this Canvas

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PERSONAS

Business Owners or Managers

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Goals:

  • Understand the risk

  • Identify areas that need attention or improvement

  • Understand which resources influence customer behavior

Frustrations:

  • Spreadsheets are hard to visualize

  • Prejudgement call

  • Can't set realistic goals

Sales employee

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Goals:

  • Predict sales volume

  • Discover ways to increase revenue

  • Increase in profit margin

Frustrations:

  • Issues monitoring growth progression

  • Limited time to comprehend huge data

VALUE PROPOSITION DIAGRAM

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INFORMATION ARCHITECTURE

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TASK FLOW

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NEW VERSION

Mid-Fidelity Prototype

Report page is specifically designed for showing the data gathered by the sales team. It has various pages like follow up reports, inquiry report etc.

These menus can be accessed by the hamburger icon at the top of the home page.

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A dashboard is designed more for communication purpose. The user to request for various applications through it. And if someone is lead to the team then he or she can also see the request from other team members.

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This page is specifically designed for the sales team. They can access the records like a pending follow-up, inquiry history etc.

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The main page has six menus listed on below the other so that user can access the various submenus from it.

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This feature is for recording the client's call during the follow-up process from the sales team.

Dashboards for Managers and Business Owners

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HIGH-FIDELITY

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HIGH FIDELITY PROTOTYPE TEST RESULTS

What users liked:

  • Right metrics for comparison

  • Accessibility features

  • Simple graphs/charts

  • Enough time to comprehend the data

What users felt needed improvements:

  • Dashboard feature was confusing (make it more precise) 

Changes in the next iteration:

  • Markup palette for graphs

  • Up and Downs of values

  • Two-step secured login

  • Real-time notifications on the smartwatch 

SUCCESS METRICS/ KPI

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LEARNINGS AND TAKE AWAY

  • Collaborative business decisions 

  • Accessibility in Business Environment

  • The product that provide utility and look beautiful 

  • Design is not a one-night process

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I've completed my current project and I'm now seeking new challenges. Feel free to reach out via email.

  • LinkedIn

Copyright © Niranjan Kshirsagar

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