Both new and existing RelateIQ users needed a way to import data from other systems. However, only an internal team at RelateIQ had access to a tool that allowed them to import user data. This tool was cumbersome to use, required significant training, and prevented users from having complete control over their data.
Our team created a user-facing import tool that allowed users to directly import several types of data into RelateIQ: contacts, accounts, and fields to add to a list (a collection of contacts and accounts, such as sales leads or opportunities). The process to import data was completely redesigned in order to more clearly support the task and to reduce errors.
I reviewed existing user feedback regarding the existing import process, and interviewed the internal import team to better understand the limitations of the internal tool.
I reviewed competitive research, functional requirements, and success metrics as defined by the Product Manager. I worked with team to define user flows and detailed requirements.
I conducted several brainstorming sessions with both Product and Development team members to identify initial design approaches.
I explored multiple design approaches in the form of an interactive prototype. I discussed with the team the pros and cons of each approach, and iterated based on internal feedback.
I refined the proposed design direction and prototyped detailed interactions using Axure RP. I also worked with a Visual Designer to apply the appropriate visual design patterns in the prototype.
The team interviewed several users in order to validate the design approach. Following those conversations, I identified several usability optimizations and iterated the design based on their feedback.
During the final stages of development I stepped into an oversight role and continued to test and iterate on the product as the team identified edge-cases that weren’t originally accounted for in the design. I stayed involved with the product’s development until (and past) its launch.
Below is the final prototype I created entirely in Axure RP, demonstrating each step of the import tool process and the various interaction states.
The new import tool increased the productivity of our internal team focused on importing customer data by 92%. More importantly, the tool allows users to import their own data in less than 2 minutes on average with a completion rate of over 55%.
“Just got it done and wanted to let you know that it was very easy and I was very impressed with the interface and simplicity.”
“Ahhhh…. This is huge. A feature we so desperately need!!”
