Challenge Summary
Welcome to the US Foods - UX Design Concepts Challenge 1!
Topcoder is cooking something up for US Foods:
Topcoder has always a fresh approach to tackling design and UX problems and now it’s time to sharpen your skills and dish up some serious designs that will improve user experience for US Foods employees. It starts with you, inspiration, exploration, creation. User Experience design reimagined. From Desktop to mobile we’re going to transform how the US Foods workforce conducts business. We’re talking ideas, applications, and tools that will connect and impact every US Foods employee. It’s going to be fun.
At the end of this challenge, we are looking for the Topcoder Design Community to help us plan and design the user experience of our new application.
Round 1
Submit your initial designs for Checkpoint Feedback01 Territory Manager Dashboard (Desktop)
03 Calendering and Tasks (Desktop)
04 Customer Details (Desktop / Mobile)
05 Customer Workflow (Desktop)
- Please request an InvisionApp link from the Copilot through the challenge forum.
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.01 Territory Manager Dashboard (Desktop)
02 Manager Dashboard (Desktop)
03 Calendering and Tasks (Desktop)
04 Customer Details (Desktop / Mobile)
05 Customer Workflow (Desktop)
06 Calendering & Route Finding (Mobile)
07 Mobile Notifications (Mobile)
08 Digital Sales Template (Tablet)
09 During Meeting Activities (Tablet)
09 Post Meeting Activities (Mobile)
You must upload your submission to InvisionApp, for the final submission - you can reuse the prototype that you shared for checkpoint
- Please request an InvisionApp link from the Copilot through the challenge forum.
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)
About US Foods:
US Foods is one of the USA’s leading foodservice distributors. From the corner diner to the five-star steakhouse, US Foods has helped shape how people eat in America for more than five generations. With a team of more than 25,000 people spanning 60 locations nationwide, they serve independent and multi-unit foodservice operations including healthcare, hospitality, government and educational institutions. They’ve been helping their customers take a fresh approach to food and helping their customers “make it” for a long time, and now here’s your chance to take a fresh approach and help US Foods employees “make it” for their customers.
Challenge Assets:
- See provided branding guideline (USF-BrandGuidelines-V2.pdf)
- See provided design direction brief (USF-Brief-1.pdf)
- See provided stock images (Google Drive)
- Also reference their website: https://www.usfoods.com/makeit/index.html
- Overall Application Flow and Idea sketches (US Foods-Idea Sketches.pdf, USF-Application-Flow.pdf)
Design Guidelines:
- We would like to have designs of size Desktop: 1366 × 768px
- For any tablet designs, please use 2048 x 1536px
- For mobile designs, please use 750 x 1334px
- Make sure to all UI as scalable vectors, so we can resize it any size as required.
- Think about responsive solutions.
User Story:
In this challenge we will be exploring key screens in a flow that start to address some of the pain points outlined in our user personas and will touch on the different devices that they will interact with throughout their day. For this challenge we will focus in on the day in the life of a Territory Manager and the interactions they have with the application as well as other roles within US Foods. A Territory Manager or (TM) works directly with customers in planning, problem solving, and selling US Foods products. They often work with several roles during their day as US Foods deploys a team based selling model approach.
Kaleigh - Territory Manager:
It’s early Monday morning and Kaliegh already knows that it’s going to be a long and busy day. After a well deserved relaxing weekend her mind is swimming to remember all that she needs to accomplish this week. With her morning cup of coffee in hand, she cracks open her laptop and starts to prepare for the day/week. Thankfully her Sous Chef (Salesforce) has been doing the work behind the scenes and has everything laid out for Kaliegh to digest in order to get her day going right.
At a quick glance, Kaliegh reviews her dashboard and is able to see what her day looks like by viewing her tasks, notifications, customers, and day calendar. She is also able to see the status of her customers and any tasks that she has created for her team members, as well as see the status on recent orders.
Next she prepares a quick summary for her Manager by sharing her call plan (list view of her day plan which includes visits to customers), top 10 leads and prospects that she’s working on. She adds a few notes to ensure that she and her Manager are on the same page before she heads out for the day. After a quick 10 minute phone call with her manager, she’s ready to start her day.
Next she glances over at her notifications and alerts to see what is the most important thing that she should be focussing on for the day. Her dashboard has a list of tasks and objectives that Kaliegh is trying to achieve today. This helps her stay organized and focussed. She can click into any task or notification to get more detailed information about it, or quickly edit, move, or re-order her tasks to get the most efficiency out of her busy day.
Looking at her calendar, she realizes that she is double booked with a customer at lunchtime...the same time she is supposed to take an order from an existing customer. She quickly creates a task for her Sales Coordinator to take that call with her customer to take an order and is instantly feeling better about knowing that the customer won’t miss a beat.
She also remembers that this customer would like a new sample of pretzel rolls, so she creates a new task called a service request for her customer, assigns the task to her Sales Coordinator, and adds some notes to the request for her Sales Coordinator to follow up on.
Kaliegh wants to know a little bit more about one of her customers that she will be visiting today. From her calendar she is able to click into an event to navigate to a customer detail screen. Here she is able to view the customer details including customer location, customer information, recent orders, order status, order history, customer status, associated workflows, team members associated with the account, recent activity, tasks and notifications related to the customer.
From the customer detail screen Kaliegh is able to navigate to a collaborative work flow screen that follows a “Trello-like” board that contains steps, tasks, and communications revolving around taking her customer through an established US Foods key routine or “work flow”.
Here she is able to collaborate, communicate, assign tasks, compete tasks, and work thru an established work flow. Each stage of the work flow has associated tasks to complete before moving on to the next stage in the work flow and this interface allows Kaliegh and her team to work together to complete the work flow for their customer.
After finishing up breakfast...it’s time to hit the road. Kaliegh is out to visit her first customer of the day. After climbing into her car she wants to do a quick check of her days appointments and see what is the best route to match her priorities. From a calendar view she can navigate to a particular day and see her calendar events that are ranked and ordered for her. She can make any quick adjustments on the fly and then check the route finder to give her the most efficient path to navigate her day. Feeling confident about how her day is stacking up, she starts driving to her first appointment.
Last week Kaliegh worked with her Food Specialist to prepare a custom presentation for her customer to review on this visit. She pulled together some menu ideas and created a presentation that will walk her customer thru her ideas while showcasing some additonal opportunities for her customer to consider that US Foods has to offer.
Arriving at her customer, Kaliegh receives a note on her mobile device from the Specialist that she collaborated with on her customer presentation. She reads the note on her mobile phone and is feeling confident about her approach now that she’s been able to collaborate w/ her Food specialist. One last look at the agenda, objectives and notes about her meeting and she’s ready to get cooking with her customer.
Pulling out her iPad, Kaliegh walks her customer thru her custom presentation being sure to touch on the talking points about the products while peppering in mentions of the US Foods value added services. The customer likes what he sees and wants to schedule a follow up with the food specialist to learn more about the suggested products. Kaliegh quickly takes down notes on the customer’s thoughts and creates a task for a follow up visit with the customer with the food specialist.
After finishing her presentation, Kaliegh captures some notes on what the customer thought and creates some action items/ next steps for her team to follow up on. Her next agenda item for this customer visit is to ask the customer if there is anything else they need. From her ipad she’s able to take an order, take a service request, or capture quick additional notes about her customers needs.
Everything is smelling sweet until the customer remembers that her last shipment of heavy whipping cream arrived sour. He’d like a replacement. That’s no problem for Kaliegh….she just takes a picture of the spoiled goods to get a service request going. In a short, guided interaction...the service request has been entered and a task has been createed for the Sales Coordinator to take care of.
Leaving the restaurant, Kaliegh has a few ideas and follow up items to capture. Sitting back in her car she creates some tasks for follow up, assigns them to the appropriate team members, and then quickly logs her call notes on her phone and reviews her objectives, tasks, and notes leading into her next appointment.
Screen Details:
01 Territory Manager Dashboard (Desktop):
- This page needs to show the analytics and provide ability to filter by accounts and team performance
- This page provides a quick glance of how the day looks like for the user
- They will see a calendar to know things planned for the day.
- They will see notifications / alerts of the tasks that should be handled in the morning / noon.
- Should have the ability to search for accounts.
- Quick Summary of the Today’s Calls: They will be able to share their call plan (includes the top 10 leads and prospects) for the day and be able to add some notes about the plan
- Should be able to send the quick summary to Manager
02 Manager Dashboard (Desktop):
A manager is responsible for managing several Territory Managers. Their primary concern is making sure that their team of Territory Managers have what they need in order to be successful.
- Should be able to view a high level summary of their teams performance
- They will be able to view the territory managers in their team and click into any team member to view their performance, accounts, leads, calendar, and notes
- Would it be good to have a search, that allows them to find territory manager they are looking for
- Should be able to drill-down to view the day to day events of the territory manager
- - - Should be able to see number of open accounts, leads and prospects the TM is working on.
02 Calendering and Tasks (Desktop):
- Territory Manager (TM) would be able to view the list of tasks that are planned for the day’s activities / appointments in the calendar
- They will be able to filter the calendar by clients, priority, team, etc..
- Good to show how their day looks like with all the today’s call with the top 10 leads and prospects...think on how the day's view in a calendar would look like
- Should have the ability to create a task and within a task have a task type UI element where they can select they type of task. An example of a task type would be a “service request” . A TM should be able to create a service request for a customer and assign it to a team member (in this user story it is Sales
Coordinator)...think on how the user will assign it?
03 Customer Details (Desktop / Mobile):
- Territory Manger can click on a customer in the calendar and land on this page
- This page shows the customer details that includes
- - - customer location,
- - - customer information,
- - - recent orders,
- - - order status,
- - - order history,
- - - customer status,
- - - associated workflows,
- - - team members associated with the account,
- - - recent activity,
- - - tasks and notifications related to the customer.
- We are looking for your thoughts on how to plan the user experience for this page, make sure it doesn't look crowded and user finds what they want with ease!
04 Customer Workflow (Desktop):
- From the customer details screen, user can navigate to this page.
- This page follows a “Trello-like” board that contains steps, tasks, and communications.
- Should allow user to collaborate, communicate, assign tasks, complete tasks (all these activites are based on established workflow)
- Each stage of workflow will have associated tasks to be completed, think on how the user will mark a task as complete before moving on to the other.
05 Calendering & Route Finding (Mobile):
- Territory Manager will be able to view the list of appointments in her calendar
- They can choose a particular day and see the events ranked / ordered for them
- Allow them to make adjustments to that events and check the "Route Finder" (show a map?) to find the efficient path.
06 Mobile Notifications (Mobile)
- User will receive a notification when their team mate sends a message.
- This could show the username of the person who sent the message along with date/time
- Should have options to reply
- Looking for your thoughts on how these notification messages can be shown
07 Digital Sales Template (Tablet):
- Using these sales templates, Territory managers create custom presentations for their customers
- This is just a small portion of an idea that will allow US Foods sales team to use sales templates to create custom presentations for their customers.
- Sales team can pull in product information sheets, value added service descriptions, and create presentations that are customized for their customers needs.
- They are able to share, present and send these presentations to their customers as a follow up from their visits
08 During Meeting Activities (Tablet):
- Should be able to take notes while the meeting is in progress.
- Should have the flexibility to create a service request and add images to it from their gallery.and assign it to a team member
- They will have presentations and assets to share with the customer
09 Post Meeting Activities (Mobile):
- After the meeting, should be able to create a follow up request, assign them to appropriate team members and add some notes for them.
- Should be able to add list of action items.
- They should be able to "log a call" which is capturing the notes and next steps coming out of their meeting with their manager
- They should be able to create a service request and assign it to their Sales Coordinator
- They should be able to view the next call that’s planned.
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
- Focus on the user experience! Focus on the navigation experience. Keeping consistent visual elements.
Stock Artwork:
We are allowing stock photos and stock icons for this challenge
- Stock Artwork policies: https://help.topcoder.com/hc/en-us/articles/217481408-Policy-for-Stock-Artwork-in-Design-Submissions
- Latest Design Policies: http://help.topcoder.com/hc/en-us/categories/202610437-DESIGN
Target Audience:
- Territory Manager, Sales Coordinator, Food Specialist, Manager
Judging Criteria
Your submission will be judged on the following criteria:
- Cleanliness of screen design and user flow
- Overall design and user experience
- Simplicity of design/strong, clear design concept
- How well your design align with the objectives of the challenge
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 or as Sketch!
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.