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Challenge Summary

Challenge Summary
Welcome to the "(FAST) Salesforce Dashboard Design Challenge". In this challenge, we want you to design Dashboard page for Sales and Service for these 2 different type of users:
  • Sales User
  • Service User
This dashboard will build on Salesforce. Make sure you are following general Salesforce Lightning Design System on this web site: https://www.lightningdesignsystem.com/getting-started/

Read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. Let us know if you have any questions in the challenge forum!

 
Background
We will be designing the  screens for a telecom company. This company has 2 types of user profiles
1. Sales: These folks sell phone/mobile connections/SIM to customers (customers here are companies (B2B) whose employees use these services hence the money generated by each customer is high).
  • They look for “My Opportunities” to find new customers and track existing customers contracts. Hence the opportunities will have information like:
  • customer name, contract value etc in opportunities screen.
  • They look at My Cases to see if there are any conversations they had made with customers, or if customers had raised any complaints/Questions etc. The conversations of emails, phone calls can be recorded here as a case
  • The sales folks track meetings in Events. This is nothing but their outlook calendar integrated to salesforce
  • Next Best Actions: This is where we need your creativity. While we have created the above 3 screens, how do we combine the data we get from the above 3 screens and derive insights?
  • Whole of Customer View: This is the parent dashboard. It will just display information from the above 4 screens in 1 place. With ability to filter.
2. Service: These folks manage relationships with customers.
  • They look at My Cases to see if there are any conversations they had made with customers, or if customers had raised any complaints/Questions etc. The conversations of emails, phone calls can be recorded here as a case.  Conversations can be made by sales and service folks with the same customer, but each team will see its own data.
  • Track meetings in Events. This is nothing but their outlook calendar integrated to salesforce.
  • Next Best Actions: This is where we need your creativity. While we have created  the  above 2 screens, how do we combine the data we get from the above 2  screens and  derive insights?
  • Whole of Customer View: This is the parent dashboard. It will just display information from the above 3 screens in 1 place. With ability to filter.

Submission Requirements
A. Sales User Role
1. Whole of Customer View
  • Show us what design elements Sales user role should see on this Dashboard
  • The dashboard should have filtering based on customer
  • Suggest what the inputs/fields need displayed in page to help users drill down data they need to use.

a. My Opportunities b. My Case c. Events
  • Simply an integrated view of outlook calendar

2. Next Best Action - Sales
  • The objective for this component is to recommend potential sales based on certain criteria and should operate something like this:
  • Propose a list of potential sales
  • Allow the user to open the recommendation for further information and either accept it or deny it
  • Denying will prompt the user on why the recommendation isn’t valid close the recommendation
  • Accepting the recommendation will create an opportunity and launch the user into the opportunity creation flow
  • Some initial criteria for next best action will be:
    • Customer due for renewal/contract nearing expiry – message something like “Customer A has a mobile contract due for expiry in the next 4 weeks”
    • Product portfolio gaps - message “Customer B doesn’t have any mobile products”
    • Product end of life - message “Customer C has a product that is coming to end of life and requires migration”

B. Service User Role
1. Whole of Customer View
  • Show us what design elements Service user role should see on this Dashboard
  • The dashboard should have filtering based on customer
  • Suggest what the inputs/fields need displayed in page to help users drill down data they need to use.

a. My case b. Events
  • Simply an integrated view of outlook calendar        

2. Next Best Action - Customer Health
  • As per above NBA for sales, but with a focus on customer health and satisfaction:
  • Alert user that an action is required to maintain or remediate customer health
  • Allow the user to open the alert for further information and recommended action plan with the ability to accept and initiate the activity(s) or deny
  • Denying will prompt the user on why the recommendation isn’t valid close the recommendation
  • Activities and follow on actions will vary based on the scenario, some examples are below
  • Potential scenarios and actions:
  • Previous customer NPS score is below 7 – Launch action to contact customer and capture interaction notes
  • Customer hasn’t been contacts in over 60 days - Launch action to contact customer and capture interaction notes
  • Customer support request is greater than 30 days old – Escalate case for urgent remediation

IMPORTANT
  • Keep things consistent. This means all graphics styles should work together.
  • All of the graphics should have a similar feel and general aesthetic appearance

Target Device
  • Desktop: 1366px(w) x Height up to your design

Target Users:
  • Sales Users
  • Service Users

Marvel Prototype
  • We need you to upload your screens to Marvel App.
  • Please send your marvel app request to lunarkid@copilots.topcoder.com
  • You MUST include your Marvel app URL as a text file in your final submission labeled “MarvelApp URL” (in your marvel app prototype, click on share and then copy the link).

Branding Guidelines
Judging Criteria
  • How well you plan the user experience and capture your ideas visually.
  • Cleanliness of your graphics and design.
  • Overall design, UI and user experience.
  • Does your design follow the Salesforce Lightning Design System? And possible to build using the Salesforce system?
  • How well you interpret the features (business relevance) and show us new ideas and concepts.

SUBMISSION AND 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 image files based on Challenge submission requirements stated above
MarvelApp link for review and to provide feedback

Source Files
All source files of all graphics created in either Adobe Photoshop, Illustrator, XD, or Sketch and saved as an editable layer

Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors.

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.

Stock Photography

Stock photography is not allowed in this challenge. All submitted elements must be designed solely by you. See this page for more details.

How To Submit

  • New to Studio? ‌Learn how to compete here
  • Upload your submission in three parts (Learn more here). Your design should be finalized and should contain only a single design concept (do not include multiple designs in a single submission).
  • If your submission wins, your source files must be correct and “Final Fixes” (if applicable) must be completed before payment can be released.
  • You may submit as many times as you'd like during the submission phase, but only the number of files listed above in the Submission Limit that you rank the highest will be considered. You can change the order of your submissions at any time during the submission phase. If you make revisions to your design, please delete submissions you are replacing.

Winner Selection

Submissions are viewable to the client as they are entered into the challenge. Winners are selected by the client and are chosen solely at the client's discretion.

ELIGIBLE EVENTS:

2020 Topcoder(R) Open

Challenge links

Screening Scorecard

Submission format

Your Design Files:

  1. Look for instructions in this challenge regarding what files to provide.
  2. Place your submission files into a "Submission.zip" file.
  3. Place all of your source files into a "Source.zip" file.
  4. Declare your fonts, stock photos, and icons in a "Declaration.txt" file.
  5. Create a JPG preview file.
  6. Place the 4 files you just created into a single zip file. This will be what you upload.

Trouble formatting your submission or want to learn more? ‌Read the FAQ.

Fonts, Stock Photos, and Icons:

All fonts, stock photos, and icons within your design must be declared when you submit. DO NOT include any 3rd party files in your submission or source files. Read about the policy.

Screening:

All submissions are screened for eligibility before the challenge holder picks winners. Don't let your hard work go to waste. Learn more about how to  pass screening.

Challenge links

Questions? ‌Ask in the Challenge Discussion Forums.

Source files

  • Layered PSD files created in Adobe Photoshop or similar
  • AI files created in Adobe Illustrator or similar
  • Sketch
  • Adobe XD

You must include all source files with your submission.

Submission limit

5 submissions

ID: 30117050