Field App Sales

Building a feature for an enterprise application where sales can
be pitched and recorded for 1 millions plus jobs.

Role: User Experience Designer
Year: 2023 - 2024.

Overview

Asurion's enterprise app called Field App primary goal is to achieve delivery, setup, and sales for mobile devices by Experts. With presenting AT&T and Verizon products to both experts and customers, while also recording sales data.This, in turn, contributes to enhancing experts' understanding and confidence as they pitch products and report sales.

My Role

I partnered with another designer to create components to fit the experience and  consistency of the flow for Verizon and AT&T job types in the Field app. We shared all responsibilities for ideation, iteration, and testing.

Impact

Redesigned the sales hub for all Verizon and AT&T jobs to which  1 million jobs have a place in the Field App to pitch and record sales.

Challenge

Seasoned and new experts require enhanced visibility of customer eligibility to determine opportunities before arriving at the job. The current header above the top offers might not be clear enough for experts to know where they need to go to make sales. As our sales offerings expand, a critical challenge arises in creating a unified and scalable system with consistent interaction patterns across various job types and partner networks.  


Flows

The main objective was to add "Top offers", into the "Sales hub" to for Verizon and AT&T jobs. The most important thing is to make sure Field App Sales expert are able to pitch and record sales as efficiently as possible without sacrificing time.

It was a hectic start because the current state of Interaction Design reveals a discrepancy in the ability for experts to edit sales, with
AT&T NDES (New Device) allowing edits until job completion, while& Verizon NDES (New Device) restricts such edits once confirmation occurs within a bottom sheet interface. Plus Verizon jobs need a confirmation number and AT&T.

This inconsistency poses a risk of confusion among experts and hampers operational efficiency. A pressing need exists for a standardized and scalable system to ensure a consistent user experience, addressing this issue is crucial for enhancing the overall effectiveness of our sales offerings. 

Verizon DES and NDES happy path

AT&T DES and NDES happy path

Bottom drawer

The next thing is to the most exciting part of our project, designing a bottom drawer. For both AT&T and Verizon jobs we have to have a way for our sales experts to not only record a sale but also need a way to assist their pitch. I decided a way to present this information is through a bottom drawer.

Balancing out the different assets we would put in the bottom drawer was a problem on its own. So we decided to list out what we want so we can move on to wireframes afterwords.

Wireframes

Verizon products

AT&T Products

Screens and communication

In order for the Devs to build I laid out some documentation so it helps them with rule setting for the different components in the bottom drawer.

- Bottom drawer max height should take 90% of the screen (752 points).
- The drawer should not take up the whole screen.
- The card with the information and image should not be sticky to the bottom drawer and it should be scrollable.

Verizon

AT&T

What happened next?

Establishing consistent interaction patterns and interface elements ensures a seamless user experience across different job types and different clients. Making sure experts can rely on the UI consistency for both clients ensures they can move do
jobs for different clients efficiently .

Introduction to Similar Components.

Developing similar components like layout structures allows users to navigate the sales hub effortlessly. This not only reduces confusion among experts but also improves overall usability and efficiency, contributing to a more cohesive and user-friendly sales hub.

Designing for reusability.

I learned the importance of coming up with a common language and documenting component specifications when working with a team of designers and developers.

While it required a lot of work up front, having a set of patterns means we now have a smooth design, approval, build and launch process. Creating a sales system that can grow and change easily means thinking about how parts of it can be used in different situations.