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The Background

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Customer Calls

We met…

Competitive Research

Before starting on wireframes and low fidelity mocks, I looked at what other products were providing for hierarchy including CRMs like Salesforce and Microsoft Dynamics 365, as well as non-CRM products like Bob.

User Flows

After our customer calls, the PM created a feature document with priortized user needs and requirements. I used the document as a starting point for user flows and mocks.

Wireframes and Lo Fi Mocks

After creating user flows, I created wire frames and low fidelity mocks that can be found in the Figma file here.

User Testing

During user testing sessions, I shared with them the first round of mocks here. Talk more…

Final Design & Prototype

After sharing with customers, I iterated on designs and created protoypes that can be found in the Figma file here.