powerup echo webinar series...senior crm technical consultant powerobjects image duane napier meet...
TRANSCRIPT
PowerUp Echo Webinar Series
1
Senior CRM Technical Consultant
PowerObjects
Image
Duane Napier
Meet your Presenters 2
Senior CRM Consultant PM/BA
PowerObjects
Image
AJ Hawley
@JoeCRM
@JoeCRM
513.206.9265 x739 612.339.3355 x294
WELCOME TO
Best Practices for CRM
UI Development
A camel is a horse designed by committee.
4
Image
Sir Alec Issigonis
http://workouttrends.com
UX Design
Form vs. Function 5
http://www.mcescher.com/
Developed
Product
http://www.biggerpockets.com
“Web users spend
69% of their time
viewing the left
half of the page
and 30% viewing
the right half”
F-Shaped Pattern
Image
Keeping in User’s Mind 6
“The Shotgun Effect”
Out with the Old 7
Future state should contain the
same functionality as current
state, but not visually resemble it.
Kinda makes you wanna…..
Forms combine
the elements of
user experience
with the
functional
elements of
architectural and
data design
Forms Usability Data Grids
Intuitive design
leads to better
user adoption,
smaller learning
curve and more
efficient users
Concepts 8
Surfacing relevant
data as it is
needed reduces
form complexity
and increases
system
performance
The un-answer.
Grids are powerful
tools and are
often the first
solution, but
creating effective
grids is difficult
It’s a growing topic
Culture Roles Feedback
“I’m not listening.”
User Experience 9
Image
Many are similar, but
no two are the same
www.prezi.comhttp://www.kingarthurflour.com/http://unhyphenatedamerica.org/
Be Responsive 10
Microsoft Dynamics CRM Mobile Client Breakdown
PowerObjects Blog:
Microsoft Dynamics CRM 2015 Mobile Applications – A Tale of 2 Phone Apps
CRM for Phones and CRM for tablets article:
https://technet.microsoft.com/en-us/library/dn531131(v=crm.8).aspx
Mobile
Mobile is the
future
Key Design Takeaways 11
Know the audience. Focusing on
the end users as well as the
consumer will result in a successful
design.
Audience
Only provide what is needed as it
is needed. Conserving data traffic
allows for better performance.
Surface Data
Obtain the end result with the
minimal amount of effort
possible. Efficiency is key.
Simplify
Data is just as important as the UI.
Performing database and UI design
collaboratively reduces rework and poor
design.
Data Design
Questions?
Thank You!