RUX - Firefly Lead and Account Management App Design Challenge

Welcome to the "RUX - Firefly Lead and Account Management App Design Challenge". In this challenge, we are looking for you to help us quickly conceptualize and re-design our CRM (Customer Relationship Management) application. We want to make it user-friendly and more intuitive so that we can help our users (employees) manage lead generation and conversion by showing in-depth customer analytics. Your design will need to work on both Web/Desktop and Mobile devices.

Make sure to dig and review the details below and let us know if you have any questions!

What is RUX Challenge?
RUX (Rapid User Experience) challenge uses the same format as our famous LUX Challenge, except it is not "Live" at an event. The RUX Challenge Series provides you with an opportunity to show digital leaders from some of the largest companies in the world just how good your concept and user experience (UI/UX) design skills are.

RUX (Rapid User Experience) challenges are fast, fun, and have more chances for you to capture prize money!

Note: You do not need to have RUX challenge experience to join this challenge - Just jump in and give it a try! Make sure to follow the challenge details, and ask questions in the challenge forum.
BACKGROUND INFORMATION

• For this RUX challenge, we want you to reimagine two of the key pages from our application and provide a more user-friendly and intuitive experience (note: existing app wireframes available in the documentation) 
• The pages we would like you to re-imagine have a specific list of requirements and details that all sit within different sections and tabs on each page 
• The application will provide a 360-degree view of customer information (research this) such as contact details, policy details, claims, quotes, activities, etc
• The Central Dashboard will provide an interface to access other systems as well as information on leads, graph-based reports, tasks, and other critical achievement parameters

RUX CHALLENGE AND TIMELINE

• Submission Start: Saturday, 14th March 2020 at 22:00 PM EST
• Rolling Checkpoint Start: Monday, 16th March 2020 at 10:00 AM EST
• Submission End: Tuesday, 17th March 2020 at 22:00 PM EST

PRIZES PLACEMENTS

• 1st Placement: $2000
• 2nd Placement: $1500
• 3rd Placement: $1000
• 4th Placement: $750
• 5th Placement: $500
• Plus 8 placements for Rolling Checkpoint prizes @ $50 each!

NOTE: Important Rolling Checkpoint Details

• We will answer questions and provide Rolling Feedback as fast as possible.
• You must watch the Forum for your feedback!
• All initial qualifying checkpoint submissions will win $50 (Only first 8 submissions will be awarded $50)

DESIGN CONSIDERATION

• This is an exploratory/concept design challenge. We are looking for your ideas
• Think of best practice for responsive web (we need the design in both Web/Desktop and Mobile)
• The design should be clean and professional. Think about a corporate/employee end-user using this application every day
• Needs the WOW factor! Show us a creative design that works within our Salesforce (SFDC) Design Guidelines boundaries! The design should be creative, able to present a good way to view the data, so we can understand the information easier, and have sharp graphics. Our guiding principle is to use out of box Salesforce Financial Service Cloud (FSC) functionalities and minimum customization
• Easy to understand user flow
• No need to design a logo for this application. You can use a dummy logo or a placeholder. The real logo will be replaced later during final fixes

SCREEN REQUIREMENTS
For this challenge, we are looking for you to create an engaging user experience based on the details provided. Apply modern user interface design techniques and be bold in your decisions - this challenge is about pushing boundaries and trying new things! (Do not copy the wireframes!)

The existing app is created using Salesforce Financial Service Cloud (FSC), where we maintain customer information such as contact details, policy details, claims, quotes, activities, etc. You can see how Salesforce Design System which called "lightning design system" works from the following link, please read and get yourself familiar with the design guidelines because you’re gonna need to make the design work within the Salesforce boundaries/capabilities: https://www.lightningdesignsystem.com/guidelines/overview/  (you can also download their GUI KIT from the “Download” section/tab in that page, to make your work a little bit easier)

01) Dashboard Screen

• Refer to the “Existing Dashboard.pdf”
• Leads with the highest score - Show lead first name, last name, Status (New, Discovery, Quoted, Converted), x-date, Score (between 1 to 100), mobile number
• Leads by status - A graph to show the number of leads with each status (New, Discovery, Quoted, Converted)
• Conversion rate graph (Month to Date): A graph to show quoted v/s converted rate
• Conversion rate graph (Year to Date): A graph to show quoted v/s converted rate
• Graph of leads by product interest - A graph to show the number of leads with each product (Auto, Home, Umbrella, Bristol west)
• Recently sold quotes, Show lead first name, last name, Line of business (Auto/Home/Umbrella/Bristol west), Product type (Personal Auto, Smart plan home), Premium amount, Date quoted
• Six Links to navigate to other systems, Agency Deep dashboard, Recycle bin, Goals setup, Lead wizard training, WebSR, File a claim or Claims
• List of today’s tasks, Display task name, the name of who the task is pending with
• A graph to show quoted goal v/s actual quotes
• A graph to show policies sold v/s actual sold
• Recent items touched by user:
  • Recent items could be a quote or a lead
  • Quote details: Lead first name, last name, Line of business (Auto/Home/Umbrella/Bristol west), Product type (Personal Auto, Smart plan home), Premium amount, Date quoted
  • Lead details: Lead first name, last name, Status(New/Discovery/Quoted/Converted), x-date, Score(between 1 to 100), mobile number
• Upcoming birthdays of leads/clients

02) Account Details Screen

• Refer to “Existing Account page.pdf”
• Customer basic information – Customer first name, last name <Displayed as hyperlink>, Customer type <Displayed as Icon – Personal/Commercial >, Phone number, Email,  An icon indicating customer is a registered customer or not, A link to our client website, customer date of birth MM/DD
• Customer additional information – Address, Relation to the insured, Additional phone numbers and emails, Marital status, Gender, Occupation, etc.
• Customer recent activity – Recent quotes/claims/policies/claims touched
• Details tab – All customer data is displayed: Customer first name, last name, Relationship to the insured, Address, Phone numbers(up to 3), email address(up to 3), date of birth, SSN, Marital status, Driver’s license, Driver’s license state, Gender, Occupation, etc.
• Activity tab – User should be able to add/view tasks
• Policies tab – List all the policies with details: Policy number, Policy period(Start and end date), Policy term(6/12 months), Line of business(Auto/Home), Renewal date, Billing account number, etc
• Quotes tab – List all the quotes with details: Quote number, quoted date, Line of business quoted, Premium amount, etc.
• Claims tab – List all the claims with details: Claim number, Claim date, Claim amount, etc
• Related tab – Display log history of a customer
• Email tab – Display email activity
• Display Notes/Comments
• Display alerts/tasks/activities

03) Presentation Screen - Important - 1920x1080 (16:9 Ratio)

• In a RUX challenge, this screen is the way to showcase your concept so keep it simple and make it look good!
• If you were walking into a meeting and needed to sell your idea - use this screen to showcase your concept.
• Check this Topcoder Blog post on how you can create a presentation screen for RUX challenge: https://www.topcoder.com/a-guide-for-creating-topcoder-lux-rux-presentations/

BRANDING GUIDELINES

• Please use Firefly Branding for the overall design (colors, font, etc)
• Your design needs to Leverage Salesforce design guidelines rules as much as possible, please see Salesforce design guidelines from this LINK
• Focus on the best UX/UI for the data, interacting with the data

TARGET DEVICES

• Web/Desktop: 1366px width with height adjusted accordingly
• Mobile: 750px width with height adjusted accordingly

 
TARGET AUDIENCES

• Employees (Sales Insurance)

DOCUMENTATION

• Google Drive: https://drive.google.com/drive/folders/1ZpEfJlWGeQXjBajucN4acptUiOMi6Biv?usp=sharing 
  • Screenshot of existing app
  • Firefly Branding Guideline Document

MARVEL PROTOTYPE

• We need you to upload your screens to MarvelApp
• Please request for your MarvelApp prototype in the respective thread in the challenge forum
• Create Marvel Hot Spot to navigate and simulating your proposed flow
• You MUST include your MarvelApp URL (in your marvel app prototype, click on share and then copy the link & share it with your notes/comment this link while you upload)

JUDGING CRITERIA

• Your submission will be judged on the following criteria:
  • Overall idea and execution of concepts
  • How well does your design align with the objectives of the challenge
  • The WOW factor thing! How creative you can be within the Salesforce design guidelines boundaries
  • Your overall design and user experience
  • Cleanliness of screen design and user flow

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, Adobe XD, or Sketch and saved as an editable layer

 
FINAL FIX

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