VoC — Dynamics 365
Project Brief: Designing th Voice of Customer module
Domain: CRM (Microsoft)
Project Duration: 6 Months (2017)
Project Status: Live
My Role: Ux | Research | Visual
Overview
Customer relationship management (CRM) is what you need for your daily business operations. Customer information databases and sales team tools, along with service and marketing automation tools are all parts of a standard CRM solution. Any tool meant for facilitating interactions with customers and growing sales falls into this category.
Enterprise resource management (ERP) solutions are tools that help you to keep track of financial data, along with powerful tools for accounting, field service tracking, and project resource management. ERP tools allow established businesses and larger organizations to manage extensive networks of resources and information in real time.
Scope:
Providing UI/UX solutions for various modules of the Voice of Customer part of the CRM, where the Survey creation and its life cycle is the crucial one. Considering all the scenarios and accessibility constraints.
Roles and Responsibilities:
- Getting into the existing system and suggestion the possible changes.
- Redesign the structure following the UCI standards.
- Considering various scenarios possible while designing and considering Accessibility issues.
- Creating the UI part along with Redlines.
- Finding the relevant Icons from repository like CRM MDL2 Assets and also suggesting new.
Features:
- ‘What we see is what we get’ statement used for the Survey designer flow.
- Question types were reframed and grouped as per the requirement.
- Properties of each question got optimized
- UCI standard introduced for the portal from webclient standards
