App Design for Mobile&Tablet - FWD Cube

 

Project Brief

This is an All-in-one super app for optimising seller experience and sales managements for improving agents' daily workflow. It is designed and customised for different regions and countries, including Thailand, Philippine, Japan, Malaysia and so on, which will be based on their different cultures, working behaviors and business needs.

Target Users

Users of all ages from the company that will use this app to do the sales activities, manage leads and customers, manage teammates, and other related activities. How they use the app varies from different countries and cultures

 

My Role

  • UX/UI Product Designer
  • Researcher

Main Activities

  • Prototyping & Design mockups
  • Usability testing
  • User testing/ User interview/ Workshop
  • Design system & Design guideline
  • Logical scenario guideline for development

Project Achievements

 

Project Process

Overall Functions

Seller experience

  1. Home page & Dashboard
  2. To-do list
  3. Leads management
  4. Team management
  5. Performance
  6. Policy tracking
  7. Agent profile

Sale tool

  1. FNA (Financial needs analysis)
  2. CFF (Customer fact find)
  3. Quick quote
  4. Sales illustration & Sales proposal
  5. e-Application process
  6. Saved proposal list

Other functions

  1. eRecruit
  2. Affiliates/Marketing
  3. Reports & documents
* Highlighted points are the functions that I mainly focus on

 

Target Audience Study

There are different workflows for different countries based on their different culture.

For Thailand/ Philippine/ Malaysia

  • Managers mainly use CUBE for managing their teammates, leads and customers
  • Agents mainly use CUBE for managing their daily tasks, policies, applications, leads and customers

For Japan

  • Managers mainly use CUBE for managing their solicitors(teammates)
  • Solicitors mainly use CUBE for taking notes for meeting and arranging meetings with agents from different sites, to know about their activities for their customers

 

Prototype for ideation & presentation

Sitemap and userflow coming soon...

 

User testing

We came up a series of questions to interview the participants for better understanding how they think and how they will use for the App.

For Thailand/ Philippine/ Malaysia

  • Managers
  • Agents

For Japan

  • Managers
  • Solicitors

 

Showcase - FNA (Financial needs analysis)

Country Device Description
Thailand Tablet Based on an existing system to enhance the UX of the flow and interaction
Philippine Mobile Created a storytelling flow for better experience
Malaysia Tablet Based on storytelling version to create a tablet one

 

Thailand

The version from Thailand is based on an existing system to enhance the UX of the flow and interaction

Overall flow of UI
Complex scenario flow example

 

Philippine

We aimed to create a storytelling version for better user experience when user going through the long FNA journey. To make it more fun and not like a traditional form filling experience.

Version 1

Version 2

Version 3

 

Usability testing

CFF (Customer fact find) flow for Malaysia version as an example

Coming soon

 

Development file

 

Design guideline & Design system

Design guideline

Guidelines for mobile and tablet device. And categorised 3 main categorise: UI related, Effect related and behaivor related

 

Design system

Usually I will group the same components together but separated them into different devices and countries. It is useful for us designers can view how other countries or devices will do for the same components/UI when we are doing similar functions.

 

UI guide

Logical design guidelines of complicated UI logics of different scenarios for development