This system measures and compares the company’s commercial marketing campaigns, starting with the call center representatives and ending with sealed deals by the agents.
In this project I had a tight brief, which included the company’s branding, system limitations, and the requirements of the users themselves. Management knew they wanted a dashboard similar to one of their other models, so we needed to maintain the right flow for their users’ favorite objects. Some we kept, but others were changed to better fit the greater purpose.
This model wasn’t very hard for me to adapt to: I have some marketing background, but I did need to learn about insurance processes. I was working on it parallel to the above-mentioned Claims project (section 3), and comparing the differences in how these two businesses analyzed the information they were studying was quite enlightening.
In this model, every user has a long list of filters to choose from, but he or she always starts with the most profitable campaign. From there, s/he can get a good idea of what percentage of scheduled meetings resulted in a purchase. With deeper inspection they learn which teams are fulfilling their quotas, and can review sales team data over the past period (either per year, or by another period of time of their choice). They can further re-sort lists according to best employees, product turnover, and so on.
This was not a regular marketing project. The company sells sensitive products that can sometimes have grave influence on people's lives; for this reason, they have many security protocols for handling client information, both before and after purchase.
On this case, I had a remarkable affinity with the project manager, whose method of work was the opposite of mine: where she was focused, orderly and effective, I was used to dithering over design details. She was cut-and-dry, and yet she relished the variety of design and decorative suggestions I provided her. We parted on excellent terms, and look forward to working together in the future.
