Challenge Summary
Welcome to the Retail Sales Product Tablet App Design Concepts Challenge. In this challenge, we are looking for your initial design concepts that will help us visualize the tablet screens needed for a new product application. This application will be used by our sales team to monitor real-time product and store information. The focus of this challenge is on design concepts for an iPad application that would assist our sales team in managing and tracking products and their locations throughout multiple stores.
We currently do not have any formal requirements beyond the listed use case scenarios. We are looking for you to provide design concepts and click-paths based on the provided information.
Round 1
Submit your initial designs for Checkpoint Feedback
1. Sales Dashboard
2. Retail Floor Product Management, Details and Tracking
Feel free to add any other additional screens which are necessary to explain your concept.
Notes.jpg: Please note any comments about your design for the Client
Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
Round 2
Your Final designs for all the required designs with all Checkpoint Feedback implemented.
1. Sales Dashboard
2. Retail Floor Product Management, Details and Tracking
3. Dashboards and Reports
4. Manage Prospecting/Leads/Opportunities
5. Call Planning and Management Functionality
Feel free to add any other additional screens which are necessary to explain your concept.
Notes.jpg: Please note any comments about your design for the Client
Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
The Purpose of this challenge is to concept initial design direction for a tablet application that will deliver real-time insights in a graphical way that helps us track our company products, analyze store performance and identify opportunities. We are looking for the Topcoder Design Community to help us with planning our new "user experience" (UX).
Our client creates large electronics and appliances and this application will allow the sales team to manage, track and know where a product is located within the retail chain. The sales team will be able to use this iPad application to see if their products are being displayed and sold correctly at each store/retail location.
This application will be a custom Salesforce application (Salesforce is used to manage and supply the data) with a modern and intuitive user interface (what we need you to think about and design!)
Design Considerations:
- Looking for modern, intuitive user interface
- Focus on the design being a great user experience, think simple but effective solutions!
- Give importance to the overall layout and think on how a user would interact with the content on the page.
- We had provided a design guidelines document, please follow colors and grab given in the example links!
- Show all the screens and provide a user flow/click-path and navigation, so we can see how the interactions fit together in the application
- How should this tablet application look?
- What should the priority features be?
- How quickly could you find information?
- Stock Photos: Feel free to use any images related to this concept
Design Size:
iPad Landscape View:1024 x 768px
User Scenario:
Joe, a sales representative is looking to visit some of his retail customers (who sell large laundry and kitchen appliances like washing machines, refrigerators, stoves etc) and check to see if they have the latest and correct products on display, make sure the appliances are displayed correctly and to also find out where his customers are displaying and selling the products within their stores. Joe is able to open his iPad application and locate his customer, the store he is going to visit and check out what products "should" be available and on display.
They key thing that Joe can do with the application is find a customer (retail location) and find what products are being sold there and what products are on display. Joe can then go visit and provide notes about the onsite (customer) experience in the application and also pull up details around how the product should be displayed/sold to help his customer if the products are being displayed or sold incorrectly.
- The application is already installed on Joe's iPad but he still needs to login with his corporate username and password.
- Joe see's his Sales Dashboard that shows him daily sales alerts, current messages, tasks, and customers that are near him (geolocation)
- Joe is able to search and find products and product details (so he can help show a customer a product)
- Joe is able to view a list of his customers a full "360" degree view of their activity and profiles
- Joe taps on one of his customers to see more details about their activities also any messages escalated by that customer
- Joe sees a list of recent products sold by this customer (inventory) which includes other statistics like “the quantity sold by them, etc..
- Joe is able to capture notes, photos and details about a customer and about their store location
- Joe is able to quickly generate reports and email them.
- Joe can view and create tasks
- Joe is also able to import new prospects/leads/opportunities and send a mass email to his customer list.
- Joe can see training content and company news/updates.
Clarification: Joe's Customer, Trade Customer, Retail Customer are all referring to the same thing
Screen Concepts:
We are looking for the below pages to be designed/considered in your concepts.
1. Sales Dashboard:
We would like you to give a thought on what needs to be on the main sales dashboard.
- See the User Scenario
- User should be able to access all the other pages from this page.
- User will see a dashboard of features (Tasks, Opportunities, Messages, Map, Camera, Access to the product catalog)
- Provide a product search feature that allows them to search and have a quick view of product and manage them…
- Search for a product can be initiated by Brand - Product Category (picture view), and model number.
- Salesperson should have a 360 degree view of their customers (trade customer - they are the dealers/stores who purchases goods for resale) by listing all activities their customers had done, any issues escalated by them and also it would be good to indicate the key issues that requires their attention for the day!
- Explore how this page should work (and keep it simple!)
2. Retail Floor Product Management, Details and Tracking:
Note: Key feature of this application
- Should allow the user to search, view and manage products
- The ability to see a product (model number) per account (sold-to level) with details:
-- Price
-- Floor Spot Location (Map of the store and where the products are located)
-- Take and Attach Picture
-- Picture recognition to automatically load data,
-- Voice recognition to load data.
- Need a simple, easy and user-friendly functionality.
3. Dashboards and Reports
- Users will have ability to generate reports on the iPad (visualization of the data)
- These reports would be at a trade customer (dealer) level and also the ability to see a rolled up view for a sales leader of their customers.
- Think on what could be effective in grasping the user's attention and come up with a simple/effective user interface.
4. Manage Prospecting/Leads/Opportunities:
- Allow a user to import 3rd party lead source files..note: lead refers to the list of dealers who could possibly become trade customers.
- This will have the typical pipeline management capabilities, which could include the list of leads, their contact information, possible revenue value and expected close date
- Basic pipeline reporting and easy to use interface for sales person to update lead status and comments.
5. Call Planning and Management Functionality:
- Should have the ability to create recurring call lists for list of Trade Customer (leads) by week, bi-week, monthly.
- While handling the call the salesperson will need the ability to provide notes and statuses for that particular lead who is being contacted and should have the ability to reassign the task to another day/date if the customer doesn’t respond or ask them to call on a later date.
- Should have the ability to send out mass communications to a group of Trade Customers with promotion, product launch and other key information attached.
Target Audience:
- Sales Representative who needs to use this application to help him in his day-to-day sales activities
Judging Criteria:
- How well you plan the user experience and capture your ideas visually
- Cleanliness of your graphics and design
- Your design should possible to build and make sense as a mobile application
Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Submit JPG/PNG for your submission files.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file, or Adobe Illustrator as a layered AI file.
Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.