Calendar Coordinator
Client:
Point of Reference
Team:
PM , UX Director
IMPACT
Role:
UX/UI Designer
Timeline:
10 weeks
Introduction:
The product is a native Salesforce CRM SaaS application for sales and marketing teams. The client requested to design a better experience specific to the Calendar Coordinator feature which included providing more guidance to the clients on how to complete the task and making the experience more intuitive. The client also wanted to diverge from the Salesforce Lightning Design System and update the UI while remaining visually harmonious with Salesforce's visual design.
The feature intends to allow customers and prospective buyers of the software to coordinate calls around the world using Calendar Coordinator. However, the feature hasn't been well-adopted in part because it's not as intuitive or attractive as it should be and salespeople serve as a middleman between customers and prospective buyers and rely heavily on the email to align calendars between parties. Scheduling calls across multiple time zones presents an additional challenge that slows down the sale process.
PROBLEM
SOLUTION
I designed a brand new calendar coordinator feature outside of Salesforce application. The new app present users with a modern interface with vibrant color scheme, updated components, and new interaction patterns. It is simple and intuitive. The prompts guide users through a process and allow to propose or schedule a video conference call in 3 steps.
The new user experience eliminated third parties and automated the process of call coordination, saving time for all parties involved. The bigger impact lies in rebranding the product, updating the interface, and expanding it to other parts of the platform.
RESEARCH
During the research, I identified 3 main personas: Account Executive, Advocate, and Prospective Buyer wich helped me better understand pain points and opportunities for improvement from the user perspective. Next, I mapped out each persona’s user journey, and performed a heuristic evaluation of the product to come up with a list of improvements for each user flow.
Old User Flow
Simplified User Flow and Proposed Improvements
PROGRESS AND ITERATIONS
The first and second revisions of the low-fidelity wireframes of the updated product with the team resulted in a productive discussion of the flow details and solidified the solution direction.
CHALLENGES
The biggest challenge was to find the most intuitive way to present overlapping time zones to the user. I presented four ideas to the team and by testing them with users we found the most optimal one. To add more clarity, I supplemented the table with a legend and a tip on how to use the calendar view to select times.
STYLE GUIDE
To speed up the design and development process, I used a combination of styles, components, and patterns of the Salesforce Lightning design system and the Ant Design system. The final user interface is harmonious with the Salesforce application. More importantly, it is intuitive, attractive, and meets the accessibility requirements.
