Challenge Summary
We are looking to concept on a wealth management CRM application that will allow our users to manage lead generation and conversion by showing in-depth client analytics and leveraging automated campaign management. So the user experience will focus on ease-of-use and how much of this can be automated. We will want to look at the ease of inputting leads and how automated the "next steps" can be from capturing client dialogue, triggering automated (email and marketing) campaigns, personalized offers/sales as well as tips on products and services.
We are very excited to provide this cool design opportunity to the TopCoder Design Community - a fun way to showcase your FAST!! design skills!
Round 1
Submit initial designs for a quick checkpoint feedback:
01 Dashboard
02 Leads /Account Management
03 Opportunity Detail
04 Campaign Management
Anything else you would like feedback on?
- Provide a MarvelApp presentation of your design to help us understand your design concept.
- Make sure all pages have correct flow. Use correct file numbering. (00, 01, 02, 03)
Round 2
Submit your Final Designs with checkpoint feedback:
01 Dashboard
02 Leads /Account Management
03 Opportunity Detail
04 Campaign Management
05 Pipeline and Revenue Forecasting
06 Profile:
07 Other Unique Features (open to your suggestions)
08 Application Logo
09 Presentation Screen
- Provide a MarvelApp presentation of your design to help us understand your design concept.
- Make sure all pages have correct flow. Use correct file numbering. (00, 01, 02, 03)
Challenge Details
An automated mobile CRM tool with cross-channel integration, that can apply analytics to come up with relevant content for bolstering sales and marketing initiatives.
We are looking for these types of features/concepts:
Please ask questions in the forum for any additional clarifications.
a) Sales force automation
b) Simple account and lead management
c) Pipeline and revenue forecasting
d) Campaign management, target client list creation, campaign ROI calculation
e) Customer service and communication mechanism
f) Profile-based access mechanisms for data security
g) Analytics engine for calculating profitability, statistics etc.
We want to emphasize these items:
- Cross-channel integration is one of the most important drivers for our client's program. We are looking for your concepts to incorporate this angle in some way.
- Data security, profile-based access mechanisms
- User: The user is a wealth management advisor - they will use this application to work with other advisor and to help manage their customers.
- Automation - (analytics, campaign management, help suggestions etc.)
Design Considerations:
- Looking for a new, futuristic user experience for managing a wealth management sales force
- Needs to be simple, clean and easy to use
- Collaborative interactions… future interactions (adding cognitive features?)
- We will focus on Phone and iPad
Suggested Screens:
01 Dashboard: (Phone and Tablet)
Show us design concepts for Phone and Tablet
The mobile dashboard is going to be key to this application. What are the key navigation needs? What should be the priorities from this page? Remember a dashboard has quick information (and visual!)
- Ability to view messages and reply to messages on the dashboard (where do the messages come from?)
- Ability to view open tasks and activities (what tasks have priority)
- Ability to view nearby accounts/clients (GPS)
- Ability to quickly access client and prospect accounts (displays critical account information as well as take notes, photos, files, and visit recaps).
- Ability to quickly access Contracts (templates, active, closed, in-progress)
- The dashboard might also have high-level metrics and graphs that show calculating profitability, statistics etc.
Key Navigation Items (feel free to edit/add or remove items)
- Leads / Account Management
- Opportunities
- Nearby Accounts/Map (Note: This can be combined within leads/opportunities/accounts)
- Campaign Management
- Pipeline and Revenue Forecasting
- Contracts
- Profile
02 Leads /Account Management: (Phone)
This is a full list of sales leads (A lead or an account is a company or person you are not yet doing business with).
- A user is able to view sales leads, and sales lead details
- Filter to priority items and search their leads or create a new one
- See if a Lead is nearby (on a map?)
- Message feed to collaborate within the sales team
- Access to the Advisor/Coach's Corner that links to an interactive sales coach that has tips and advice about the products and services.
03 Opportunity Detail: (Phone)
This is the detailed view of an opportunity record. An opportunity is the chance to do business with an existing client.
- User will be able to see where the opportunity is at in a visual way
- Review and complete upcoming (automated) tasks
- Collaborate with a sales associate (co-worker) on the account.
- If an opportunity is nearby it alerts the user
- Map view
04 Campaign Management: (Phone and Tablet)
- View the list of campaigns that were created to promote a product through different media, including television, radio, print and online platforms.
- Create a new campaign and manage existing campaigns
- The ability to trigger an existing campaign or assign a campaign to a customer to easily start sending them information
- The user will need to know the ROI (return on investment) they will get through the marketing campaign.
05 Pipeline and Revenue Forecasting: (Phone)
- Looking for concepts on how to show the pipeline and revenue forecasting
- A pipeline is the list of leads (potential customers) that could possibly become an opportunity.
- These opportunities could possibly contribute to the overall revenue, thereby helps to forecast the revenue!
06 Profile: (Phone and Tablet)
- Access to the application is based on a user profiles/login
- Security is important!
07 Other Unique Features (open to your suggestions): (Phone or Tablet)
- Looking forward to some collaboration features such as internal messages, announcements, and client notes make for efficient and positive team collaboration!
- Cross-channel integration is one of the most important drivers for this application. We need to ensure that the final concepts incorporate this angle in some way or the other.
- Cross-channel example: The ability to be able to absorb information from multiple channels (emails, upstream/market feeds, text messages etc.) and be able to make use of it.
08 Application Logo
- Looking for a simple logo for this application (This is not the focus of this challenge)
- Use a simple acronym SLM, SFW etc.
- Come up with something simple and clean that does not distract from your screen designs (adds to the UI design)
09 Presentation Screen
- Big presentation on Friday!
- Provide highlights of your design in 16:9 presentation screen!
MarvelApp Presentation
- Provide a MarvelApp presentation of your design to help us understand your design concept.
- Request a MarvelApp prototype from systic (csystic@gmail.com) or adroc (adroc@topcoder.com).
- Provide the MarvelApp shareable link in your notes during submission upload.
Target Audience:
- The user is the Wealth Management "Client Advisor" a.k.a. "Financial Advisor" a.k.a. "Relationship Manager" a.k.a. "Private Banker"...
- This user will want to leverage this application to help manage his customers and the ability to take quick (automated) actions to engage with them.
Judging Criteria
- How well you plan the user experience and capture your ideas visually
- How well you simplify, refine and improve the overall experience
- Cleanliness of your graphics and design
- Creativity and simplicity are the keys to success as it must be engaging to users.
Submission & Source Files
Preview Image
Please create your preview image as one (1) 1024x768 px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it
Submission File
Please upload JPG/PNG images in a zip file with all requested contest requirements stated above. Number your files (01, 02, 03, etc.) this will help review them in order
Source Files
All source files of the submitted design. Files should be created in Adobe Photoshop and saved as a 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.