Salesforce CRM - AI Scheduler UX UI Design

The tool seamlessly integrates with existing enterprise processes to dramatically improve operational efficiency

Salesforce CRM - AI Scheduler UX UI Design

About

Workbench Scheduler, integrated into the Salesforce ecosystem, is a modern enterprise solution aimed at optimizing the management of all stages of the order lifecycle - from creation to fulfillment

  • Project

    Workbench scheduler


  • Category

    CRM Systems


  • Year

    2024


One of the key features of Workbench Scheduler is the ability for businesses to get a complete real-time view of their inventory. With this tool, companies can effectively track inventory movement, prevent stock-outs and optimize their supply chain.

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Typography

Urbanist - The neutrality of the typeface, created from elemental shapes, makes it a versatile font for print and digital media.

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Color palette

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Timeline

We paid special attention to each step. striving to create an innovative and enjoyable app.

During development, our app went through a variety of phases, starting with the research phase and culminating in the final phase of final design execution.

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User survey

Our team carefully analyzed user feedback and needs to identify key areas that needed attention. We created an action plan including the introduction of new features. interface improvements and process optimization.

Based on the survey findings, we developed a strategy to address the issues identified and improve the user experience.

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Problems

Our team’s research has identified several key issues that users may encounter when using our app.

These research findings will be used to improve the user experience and make the application more efficient.

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Solutions

We analyzed different approaches and methods, researched best practices, and conducted a series of test cases.

These efforts allowed us to arrive at concrete results and identify the best strategies to improve our application and address the problems identified in the research process.

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User Flow

We apply user flows to create visual scenarios that describe the sequence of actions a user needs to take to achieve specific goals or objectives in an application.

Together with our team, we establish an entry point, track user actions, identify decision points and branching path opportunities.

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Adaptation

In the process of creating the mobile version, we emphasized adaptive design, providing easy access to the main functions of the app regardless of the device screen size.

Thus, users can enjoy all the features of our app anytime and anywhere without feeling any limitations or inconvenience when using it on mobile devices.

We paid special attention to the development of the mobile version of our application, aiming to provide full functionality.

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Result

During the development of the app. our team emphasized its usability. which is highlighted by a superior user experience and a pleasing visual style.

This approach to design was not only reflected in the app itself, but also infused into our branding, creating a unified and recognizable look.

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The result of our efforts is a user-friendly and stylish app that meets users’ needs and offers a good level of functionality.

As a result, we have created a product that is not only functional and user-friendly, but also a pleasure to interact with, leaving users with only positive impressions.

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