Streamlined

Design Highlights

• Streamlined and iconographic, task oriented to help salespeople do the specific tasks they need to do today
• Integrated contact information in one place redundant information removed
• Focal points: The best way to contact this person given your history and stage of the relationship, sorted in decreasing order
• Options to save things for later so you can easily have them brought back again

Usability Analysis

1. Learnability
   • Pros
     • Interface is simple at any given step, only a few actions a user can take
     • Animations of elements give visual cues about where to go next
     • Task list is externally consistent with many other task list apps
     • Follows an "email inbox" like metaphor, reading messages, then resolving them sequentially
   • Cons
     • Very iconographic style requires some preconception
     • Notion of focal point is novel and requires introduction

1. Efficiency
   • Pros
     • Built for efficiency, accepting, saving for later, and declining requests is one click
     • Information integrated into one place to prevent redundancy
     • Focal points are hot links to where you want to go most
     • Progress history is stripped of interactivity to allow denser material (more history in one glance)
     • Easy to move through tasks sequentially and quickly
   • Cons
     • Streamlined for one process, difficult to do other things (ie respond to a specific thread)
     • No affordance for a self-tagging process
2. Safety
   • Pros
     • Task tabling is impermanent so it will still come back later
     • Very simple set of tasks, low possibility of confusion
   • Cons
     • Streamlining makes it quick to make mistakes
     • Low visibility on where to fix mistakes
     • Easy to confuse where information might have come from because of integration