Rewanp of customer overview
Research, conception, tests
Sketch, Abstract, Mixpanel
As Sellsy developed. The customer overview, heart of the webApp, has seen the addition of numerous functionalities and cross-functional actions allowing various actions.
The multiple additions ended up causing many readability problems on the end user side.
So we started thinking about redesigning the customer overview with the aim of improving the overall user experience.
We first spoke to Sellsy's support team in order to collect the various problems reported by our users.
We conducted an audit to evaluate the hierarchy of information on the page as well as an analysis of the page usage data.
This preliminary work enabled us to identify:
The main informations users were looking for were not highlighted.
User data and feedback revealed actions that were rarely, or never, used by the users.
Thanks to all the research work, we have completely rebuilt the layout of the page. The actions considered useless thanks to the data collection and card sorting have been removed
We also introduced some new ways to take action on a customer overview
Activity modules with add and visualization components. They compose the activity timeline, the heart of the customer overview
The customer overview also have deep links with other objects in the the Webapp like the map and an access to all .pdf invoices
Following the release of the new page, support requests concerning the customer file have been reduced by approximately 80%. Only a few users were experiencing difficulties in getting used to the new interfaces. These difficulties allowed us to better support the change for future projects through user Onboarding and more advanced presentations.