Docomotion app
Project Description
Product:
Docomotion is an installed package for CRM system which allows you to easily generate any document in PDF, Word, e-mail or HTML form: Quotes/ Proposals/ Contracts/ Orders/ Invoices/ Accounts/ Plans/ Call Summaries/ and much more.
Docomotion is an installed package for CRM system which allows you to easily generate any document in PDF, Word, e-mail or HTML form: Quotes/ Proposals/ Contracts/ Orders/ Invoices/ Accounts/ Plans/ Call Summaries/ and much more.
Goal: We had a challenge to create a new user experience which should close the main user pains (poor architecture and navigation, unintuitive interface...) and based on current CRM design system.
Team: 4 engineers (Tech Lead, Backend, Frontend, QA) and 1 Project Manager/Business Analyst
Technical stack: Salesforce, Apex, Visualforce, JS, Web Services
Timeline: 5 months
Timeline: 5 months
Deliverables: Bundled code components in the form of a merge request
My Role
This project was budget restricted, so I combined roles of Project manager and Business Analyst.
This project was budget restricted, so I combined roles of Project manager and Business Analyst.
As a Business Analyst I was responsible for:
- creation initial visual concept
- gathering fully and well-described requirements form stakeholders
- creation initial visual concept
- gathering fully and well-described requirements form stakeholders
- tech documentation preparation (user stories, test scripts)
As a Project Manager manager I took leadership role on team, formed SOW and financial analysis, prepared project plan which was included:
- delivery strategy
- communication/report strategy
- risk mitigation strategy
Process
Interviews:
I conducted several interviews with stakeholders from different areas to hear needs, views and strategies for the site. This stage was important to understand the main user scenario in this app.
User Flow:
User Flow below was created based on current tech documentation and stakeholders feedback.
UI Design:
The new design which is based on CRM Design System but also contains Docomotion branded attributes (colors, logo) was agreed with customer on initial phase.
Final solution
Document Generator screen
This screen contains basic steps required to generate a simple output.
Pop ups and warning messages
Send an Email and Select File screens
This screens are shown to user if he choose to send the generated document through email.
This screens are shown to user if he choose to send the generated document through email.
Project Result
Before planned UAT phase the team had a risk to not to deliver on time as several developers tasks were underestimated. This risk was mitigated by negotiation and involvement additional developer from customer side.
All components were delivered in 5 month. Client provide a positive feedback about our team job.
All components were delivered in 5 month. Client provide a positive feedback about our team job.
