New Information on Usability User Experience

Transcription

1 Onbarding prcess : hw t enhance user experience Usability Team

2 Tpics 1 Intrductin 2 Ppup tips & Turs 3 Implementatin Guide 4 App dashbards 5 Tltips, Menu tips & Placehlders 6 Actin & stat buttns 7 Settings & Custmizing in the new design 9 Onbarding s 10 Cnclusin

3 Intrductin

4 INTRODUCTION ONBOARDING : the first minutes a user spend n yur sftware. Yu nly get ne chance t make a first impressin Hw t imprve yur nbarding prcess? Use yur COMMON SENSE : Stick t the business needs First, design yur mdule accrding t the needs Then think technically Fcus n the user experience User shuld nt waste time discver it but immediatly be able t create dcuments What the user see shuld lk like what he des everyday Fr example, an n-screen sale rder shuld lk like the paper ne Check what can g wrng in yur prcess and imprve it

5 CRM in V8 CRM related menu entries shuld be under CRM, nt Sales It wuld be nice t be able t lg all activities, nt nly lgged calls

6 CRM in V9

7 INTRODUCTION Hw t imprve yur nbarding prcess? Use ur nbarding tls!

8 Ppup tips & Turs

9 Ppup tips Little tips t help peple ging thrugh d and the prcess they want t explre Breathing bubble that catches the eye When the user clicks n it, the explanatin pps ut Shrt empathic sentences, fcus n the interface element. Triggered fr each users individually Nt a tur! Shuld be used nly if yu cannt imprve usability r t explain sme basic cncepts Fr example : the breadcrumb, the chatter, hw t use the kanban view

10 Turs Turs are available n the frnt end interface Help menu available when yu are a frnt-end admin These are tutrials explaining step-by-step what t d

11 Implementatin Guide

12 Implementatin guide Tl t help the businessman starting his business with Od Fcused n the business requirements Od is a tl t help cmpanies t grw. The planner will help cnfiguring Od t stick t the user business. Lng prcess that can take mnths t finish, it s nt a ne sht tl The businessman can pen it anytime he wants

13 CRM Planner

14 App Dashbard

15 App dashbards First screen f the app It s the gateway t each applicatin functinalities It s instinctive. First time yu see it, yu knw where yu need t click Yu can directly access t all yur dcuments In a glance, yu knw what are the the actins that need t be dne Everything yu need n ne screen Better integratin with the new design Gain f time : n need t navigate thrugh the menus

16 App dashbards Accunting Human Resurces

17 Tltips, Menu tips & Placehlders

18 Tltips, Menu tips & Placehlders Menu tips It guides the user when the screen is empty It explains hw Od can help him managing his business

19 Tltips, Menu tips & Placehlders Tltips Are used t explain a field When yu hver a field, yu expect t get an explanatin Placehlders Simple way t indicate what t type in the field

20 Actin & Stat Buttns

21 Actin & stat buttns Actin buttn : Guide the user thrgugh the prcess Highlights the next step Stat buttn : Quickly g t the linked dcuments Use the breadcrumb t g back and g n in yur prcess

22 Settings & Custmizing

23 Settings & Custmizing Fr the first use, fcus nly n the primary prcess If yu want t add a small feature linked t the applicatin, g t custmize Same thing as we did fr the website but in the backend

24 Settings & Custmizing If yu need t advanced cnfiguratin g t the settings Settings have been simplified and are nw in each apps New dashbard t centralize the main cnfiguratin infrmatin

25 Onbarding Mails

26 Onbarding s sent after a few days t ur SaaS users (administratrs) A few tips and tricks What are the features available t make the experience mre awesme Hw t get help Based n templates : yu can cpy the behavir fr yur wn mdules

27 Cnclusin

28 Cnclusin Never break the user flw It has t be natural, use yur cmmn sense If needed, guide the user withut being invasive Dn t be that guy!