User Experience | UX | Interface Utilisateur

UX Case Study:
Sales App for tablet by Iveco Brazil

Project Overview

The project involved creating a sales app for tablets intended for Iveco salespeople, aiming to solve problems encountered during in-person visits to companies. The goal was to provide an intuitive and efficient tool that allowed salespeople to present Iveco’s entire fleet elegantly and professionally, without needing to resort to bulky printed materials. Additionally, the app should allow the generation of service orders (SO) on-site, offering the customer an immediate delivery date.

The Product

The developed product is a tablet app containing all the photos and technical data sheets of Iveco vehicles. The app also has functionalities for generating service orders, enabling salespeople to finalize sales and provide customers with instant delivery times.

Project Duration

The estimated duration to complete the project was 2 months.

My Role

My role in the project was UX Designer.

The Problem

Iveco salespeople frequently faced difficulties during company visits due to a lack of materials and the complexity of handling printed materials. The need to carry around books and catalogs made the presentations inelegant and impractical, hindering the ability to close sales on the spot.

The Goal

The goal of the case study was to create a digital solution that eliminated the need for printed materials, facilitating the presentation of Iveco’s products and allowing for quick and efficient generation of service orders.

Understanding the User

User Research

To better understand the needs of Iveco salespeople, we used UX metrics such as in-depth interviews, usability tests, and user feedback analysis. We also shadowed salespeople during their visits to observe their interactions with clients and identify areas for improvement.

User Summary

The users are Iveco salespeople who make in-person visits to companies to present the vehicle fleet and close sales. They need an efficient and easy-to-use tool that allows for complete product presentations and on-site sales finalization.

Pain Point

The main pain point faced by users was the difficulty in carrying and handling bulky printed materials, along with the inability to quickly generate service orders during client visits.

Responsibility

My responsibilities included researching and analyzing user behavior, creating wireframes and prototypes, conducting usability tests, and iterating the design based on user feedback.

Persona

Name: Carlos Silva
Age: 35 years
Occupation: Iveco Salesperson
Needs: A practical and efficient solution for presenting products and closing sales during in-person visits.
Frustrations: Losing time handling printed materials and the inability to provide immediate delivery dates to clients.

Problem Statement and Details

Preparation for Visit: Carlos checks the information on the tablet before leaving.

Client Presentation: Uses the app to show photos and technical sheets of the vehicles.

Discussion and Negotiation: Easily accesses all technical details and compares models.

Closing the Sale: Generates the service order in the app and provides the delivery date to the client.

Confirmation and Sending: Client receives SO confirmation by email.

User Research

To better understand the needs of Iveco salespeople, we used UX metrics such as in-depth interviews, usability tests, and user feedback analysis. We also shadowed salespeople during their visits to observe their interactions with clients and identify areas for improvement.

User Summary

The users are Iveco salespeople who make in-person visits to companies to present the vehicle fleet and close sales. They need an efficient and easy-to-use tool that allows for complete product presentations and on-site sales finalization.

App Objectives

1. Efficient Pet Search: Offer an optimized search that allows users to find animals that match their profile and lifestyle.
2. Ensure Ideal Match: Use a detailed questionnaire to identify the adopter’s needs and preferences, ensuring a harmonious match between pet and adopter.
3. Streamline Adoption Process: Simplify the adoption process with clear information and a streamlined flow.
4. Post-Adoption Resources: Provide guidance and support after adoption, ensuring the new home is permanent and happy.
5. Empathy-Driven Engagement: Promote adoption based on empathy and emotional connection, rather than physical characteristics or breed.

Key Challenges Faced

• Lack of Prior Knowledge: Users often do not know which pets are available in shelters before visiting them.
• Insufficient Information: Lack of knowledge about the history and temperament of available animals.
• Adopter’s Needs: Difficulty aligning adopters’ expectations and needs with available pet options.

Mindmap and Prototype Flow

The mindmap helped structure all the features and stages of the app, ensuring a clear view of the project. The prototype flow included:

• Loading / Login / Introduction: User’s first interaction with the app.
• Dashboard / Compatibility Test: Steps of the questionnaire to identify the ideal pet.
• Result / Conclusion: Presentation of results and completion of the adoption process.

Conclusion

The “Adote um Pet” project demonstrated how well-structured, user-centered design can transform the pet adoption experience, facilitating meaningful and lasting connections between people and pets. The agile approach and continuous validation of solutions ensured a final product aligned with the real needs of users and animals.

This case study illustrates the diversity and flexibility needed to create efficient and empathetic solutions in UX Design projects, highlighting the importance of an agile and user-centered process.