Native & Web app for Frontline staff to manage Project, Clients & Partners
International Financial Institute
Deliverables
- Wireframes
- Visual Design
- Styleguide
Convert the Responsive Web App to Mobile App across various platforms which will help the users access all the important functionalities on the go, with or without a network.
- Enable users to access application functionalities on mobile and tablet devices.
- Simplify complex tasks to reduce time and focus on essential actions.
- Incorporate mobile-specific features like “Take a tour,” “Scanning a business card,” and data settings.
- Provide offline capabilities for data access on the go.
Why Mobile?
Though we had to convert the Web App to Mobile, Mobile Apps in itself can have some great features which Web App does not cater to.
Briefcase
This feature caters to the offline requirement – User can save a particular project or Partner to the Briefcase along with the Documents and the Forms
Dashboard
The dashboard features the top 5 Projects, Partners, Tasks and Client Interactions
Scan Cards
User can scan the visiting card to create a new contact
Take a Tour
User can see and understand all the new features under take a tour feature
Improved Dashboard
The new dashboard uses the geolocation information from the top five projects and partners to display on the world map, with an option to switch to simpler list view.
Internal Pages
With four main level two landing pages, with list views and option to switch to project/partners tiles. The team screen interactions are improved with parallax animations supported by the fluent design language.
New Team Members Screen
Improved Search Screen
”The participants appreciated the clean, clear and smooth interface and navigation of the application. It was mentioned multiple times during the demo that the app has already started to give tough competition to the web application.
Customer FeedbackFirst Launch
This is the first project in mobility where the customer is insisting on Mobile first approach.
Some of the UI interaction and designs in Mobile App have been later adapted in Web.
Windows App will also be used as Desktop App and not just for mobile devices.