Estimation sketches

Wire-framing for the larger to the smaller screen

TLDR: Following on from my recent ‘How user personas can help crystallise the early stage design process’ post, here the focusses is on realising wireframes and responsively design. This post looks at providing a snapshot of how to visualise the findings and create an experience for both desktop and mobile.

The Challenge

To re-iterate; the focus here is on strengthening the sales staff understanding, how to cross-sell and provide a tool to effectively push leads through to conversion.

Primary user goal

These wireframes concentrate on the lead generation in the automotive industry but these principles are clearly transferable.

How will this look on the bigger screen?

Providing a quick-view performance metrics dashboard for identifying and engaging leads is an important front-of-store quick fix. Clearly within the automotive industry a speedometer or ‘rev-counter’ makes obvious sense.

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Desktop and Mobile wireframes – From a performance metric My Dashboard, ability to identity and engage leads, Order management to My Delivery

On the smaller screen

Responsively replacing the main four gateways with a ‘Peek-A-Boo’ simple to understand icons is best practice.

For with buttons providing  you start information is also a winning method of mobile design.

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Desktop and Mobile wireframes – From a performance metric My Dashboard, ability to identity and engage leads, Order management to My Delivery

My Dashboard – mobile and desktop side by side

Again, showing the full with the desktop next to the mobile version gives a client a clear understanding of what data goes where and how it can be marshalled out on the small screen.

In retrospect, I still think this page needs one big search button
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Desktop and Mobile wireframes – From a performance metric My Dashboard, ability to identity and engage leads, Order management to My Delivery

My Leads

Using traffic light colour methodology a user can quickly see which leads are hot and which ones can do with more work. Also overview graphs pie charts and stats are better ways of imparting data then providing reams of numbers

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Desktop and Mobile wireframes – From a performance metric My Dashboard, ability to identity and engage leads, Order management to My Delivery

My Orders

Along with chronologically sorted orders, a dealer can quickly see what deliveries are happening in the next hour all day all week as well as, this use a face providing gate way through to summarise contacts contracts and warranties

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Desktop and Mobile wireframes – From a performance metric My Dashboard, ability to identity and engage leads, Order management to My Delivery

My Deliveries

After sales is key, so once the dealer has captured the lead process the sale in needs to move on to warranties and customisation of cross selling to other business units

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Desktop and Mobile wireframes – From a performance metric My Dashboard, ability to identity and engage leads, Order management to My Delivery

Conclusion

Demonstrate a clear segmented portal offering an ABC of how to process a potential lead through sales to delivery.

And so the journey reaches its climactic zenith, unveiling a clear and compelling saga of digital innovation and user-centric design. Through wireframes and responsive interfaces, to a portal of infinite possibilities emerges—an ABC guide, unraveling lead transformation, sales orchestration, and delivery, a transformative user experience for the automotive industry.