GE - Power Genius Design Concepts Challenge

Welcome to GE – Power Genius Design Concepts Challenge! The goal of this challenge is to help GE design a more contemporary user Interface for a collaborative Account Plan in Salesforce (SFDC). 

This would allow an Account Executive and his account team to see the most relevant and current information first while allowing them to easily access reference information. The type of current information could include Customer strategy, objectives and organization, GE strategy and objectives, opportunities, orders, initiatives, issues, Net Promoter Score (NPS), Chatter, team members and third party news sources. The reference data could include installed base, contracts, historical orders, market and competitive analysis.

The goal is better knowledge and collaboration of customer and GE objectives on the account by a dispersed team and ultimately increased business for GE and higher customer loyalty and satisfaction.

Round 1

Submit your design for a Checkpoint feedback:
2. Dashboard.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).

Round 2

Final Design plus any Checkpoint feedback:
1. Account Selection Screen.
2. Dashboard.
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03).

 

Additional GE Challenge Rules:
- Please refer to GE Official Rules applicable to this challenge.
- To the extent there is any conflict between these Official Rules and additional Topcoder Terms and Conditions of Use referenced off the Website, these Official Rules govern.
- Winners from this challenge need to print, sign and send back to us the IP Rights document from GE before eligible for the prizes.

Design Description:
The base problem GE wants to solve is understanding the account’s business strategies, objectives, needs, and challenges. They then want to collaborate on how GE can help the customer meet these challenges, needs, strategies and objectives.

In designing the Power Genius Account Plan, consider a dashboard for the current information to make it dynamic and interactive. At the same time consider the future that incorporates more account planning functionality. Think through how a user would want to access information that is:
- Current everyday information to update and inform.
- Reference material that educates and influences them.
- Strategic or forward-looking.

Screen Sizes:
- Desktop Resolution: Design for 1280px width and height as required.
- Make sure you create graphic in 'shape' format, so when we resize graphics will still look sharp!

Branding Guidelines:
- Branding Guidelines (GE Branding.zip).
In designing the Power Genius dashboard, please think about a bigger future that incorporates more account planning functionality. Think through how a user would want to access information that is:
- Current everyday information to update and inform.
- Reference material that educates and influences them.
- Strategic or forward-looking.

Lightning Design System:
Make sure you familiarize yourself with the Lightning Design System. Review the Design section and Components. Because this is a new system there is not a UI kit available, so you will need to redesign any components used. It would be great to follow general styles and established components of the system, but it not a requirement. We want the general look and feel to match Lightning, but you can design custom “components” as needed to work with the content.

Design Goals:
- The design should follow GE branding guidelines.
- We are looking for the best UI/UX we can achieve.
- Power Genius is a tab level object in Salesforce.
- Needs to be consistent with Salesforce Lightning Design (design, layout, etc.)
- Users want easy in-line editing for every object. They don't want to have to scroll to the top of a page and hit an edit button.
- Showing Contacts as an org chart (think tree structure) as well as a table is desirable.
- Account Team Members should get automatically added to the list for every sales manager who has an active opportunity for the account. But we'll also want to add manually some team members from supporting groups. The UI should allow easy addition of Account Team Members.
- Anticipate a 2nd phase where a Projects object can be added. Projects will summarize big projects a customer has that represent the potential for opportunities in several businesses. It should be able to mark each opportunity as being part of the project and track metrics against those opportunities over time.
- The future may also include Opportunity Strategy and Project Strategy.
- Need a way to print or export these reports into a file or onto paper.

Required Functionality:
1. Account Selection Screen:

• Another screen that serves as a landing page to select which Account will populate the Dashboard in requirement 2.
   

2. Dashboard:

• Customer Strategy & Objectives. (Text Input Area) (Prioritized)
• GE's Strategy & Objectives. (Text Input Area) (Prioritized)
• Account Executive’s Information:
  • Acct. Exec.'s Profile Photo
  • Acct. Exec.'s Name
  • Title.
  • Division.
  • SSO.
  • Mobile Phone #
  • Office Phone #
  • Location.
  • Email.
• Chatter Area.
• Chatter Files.
• NPS Score (Net Promoter Score) - A number from 1 - 10 representing if the account is very happy with GE and therefor a Promoter, or is unhappy with GE and, therefore, a Detractor:
  • Booked Orders with Graph: Graph with Quarter on the x-axis and orders on the y-axis. Shown in waterfall format with each quarter showing in 1 color the $ below op plan and another color $ above the op plan. Include a line for op plan. Summations shown for op plan and actual total. (Please refer GE Screenshot.png)
  • Pipeline Forecast with Graph: Graph with Quarter on the x-axis and pipeline $s on the y-axis.  Shown in waterfall format with each quarter showing breakdown of active high prob/commit/won in a different color.  Include a line for op plan.  Summations shown for op plan and actual total. (Please refer GE Screenshot.png)
  • Good color differentiation on these graphs.  The current screenshots don’t provide much differentiation between shades of blue.
  • Just below the graphs, the large Account should be broken down into the Divisions Table with following columns:
    • Name.
    • Business.
    • Volume.
    • Expected Close.
    • Status.
• Issues Table with following columns:
  • Type.
  • Status.
  • Severity.
  • Problem Statement.
  • Main Steps.
  • Enablers.
  • Businesses.
  • Owners.
  • Impact.
  • Target Date.
  • Close Date.
• Initiatives Table with following columns:
  • Initiative.
  • Status.
  • Description.
  • Main Steps.
  • Enablers.
  • Businesses.
  • Target Date.
  • Close Date.
• Customer Meetings Table with following columns:
  • Date.
  • Location & Business.
  • Meeting Description.
  • Purpose.
  • GE Attendees.
  • Customer Attendees.
• Contacts Table with following columns:
  • Name.
  • Title.
  • Impression of GE (NPS).
  • Relationship Owner.
• Account Team Members Table with following columns:
  • Name.
  • Role.
  • Sub-Business.
  • Phone.
  • Country
  • Volume.
  • Level 1 Manager.
  • Level 2 Manager.
• Contracts Table with following columns:
  • Link.
  • Status.
  • Start Date.
  • End Date.
  • Tier 2 P&L.
• Installed Base grouped by Technology.
• Case Records.

Important:
- Keep things consistent. This means all graphic styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance

Target Audience:
- People that work directly for GE. These include Account Managers, Sales Representatives, and Project managers that look at the large Account as a whole and also the individual divisions.

Judging Criteria:
- How well you plan the user experience and capture your ideas visually.
- Cleanliness of your graphics and design.
- Your design should be possible to build as a mobile web 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 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.