Clean CRM

Management product for cleaning service companies. Smoothly administrating all the customers, bookings, quotes and employees on a cleaning service company.

intro crm

Name

Clean CRM

Year

2016 — 2017

Role

Designer

I partnered up with an NYC Cleaning Service company wanting to automate their services. They had a non-functioning MVP and a clear goal before reaching out.


The application that they were using previously failed to adapt to the increasingly complex demands of new features to support a growing cleaning service company.


COMPETITIVE RESEARCH

It is essential to look into other players on the market and understand the products that we are going to compete. We have two main categories in the direct competition, software companies who offer the service and other traditional cleaning service companies.

In the end, we agreed on creating a Saas Product to spread the business goals offering a CRM tool for small-medium size cleaning service companies.

Metrics for the competitive analysis:

• User goals and product goals

• Areas and locations of service

• Customer retention & opinions

• Marketing investment

competitors
competitors
competitors
competitors
competitors

Persona Development

To test our ideas and hypothesis, we asked employees what their pain points were. Testing helped understand possible scenarios and to see which functions could be useful.

We also created profiles of the customers and their needs and goals, even though they are not using the application. Having a perspective of their goals is what is going to drive us to make a useful product.

person cleaner

User Task Flow

Task flows helped us to think through the design before a feature is actually developed. It helped us to interject the user into the flow model of the application to determine if it matches conceptually with what we need.

user task flow

SCOPE

As a small company, time and budget require fast turnaround and control. I worked closely with developers from different parts of the world to bring the platform to life. For that, we needed to manage time and constraints, Manage time and scope is harder than it sounds. We kept spreadsheets of flows and features and Trello boards of the needs and sprints of work.

List of screens from screen map:

• Specify features for each screen

• Assign priorities Must-have (First release) Nice to have (Next Release)

• Fill in development time estimates

Scope spreadsheet

SCREEN MAPPING

Having a whole view of all screens and screen states helps to manage and have everything tidy and organized for next iterations. For that, I use tools like MindNode since is faster and everyone can contribute.

We tried to keep this document alive by keeping it in sync with the Scope of the application and the number of features they represent.

screen maps

GRID SYSTEM

A consistent grid helps designers layout UI quickly and consistently and consequently developers to create components the same way. I used an 8pt soft grid based on Android Material, scaling spaces and components from 4, 8, 16, 24 and alike. Also using a column and height grid to keep a visual rhythm into the application.

24pxGUTTER:70pxCOLUMNS WIDTH:12COLUMNS:TOTAL WIDTH:1920px40pxOFFSET:5pxGUTTER:50pxCOLUMNS WIDTH:TOTAL WIDTH:768px0pxOFFSET:22pxCOLUMNS WIDTH:TOTAL WIDTH:320px
grid interface
screen sizes responsive

INTERACTIONS

Managing all interactions across the application to create a seamless experience will make the product stand out.

modal-warning
modal-warning
Modals

DESIGN LANGUAGE

I helped introducing a new design lenguage to make their product easier to navigate and find information. I created a UI Library and design system to make it easier for designers and developers to continue the work after I leave so they can continue working on the platform without having to worry about getting off track.

component

File structure

Getting proper organization on your files and naming conventions help you to keep sanity on your projects.

component

INTERFACE

The platform helps keeping track of potential and current customers, everything while giving them feedback on the health of the business at a glance.

Recurring payments Dash
Booking_Notes
Quotes_Notes

RESULTS

The client was really happy and we were dog fooding a beta with plans to transform the product into a Sass company.

There are three things I think will have the most impact on my ongoing career and process:

Planning and management

I learned a lot about how to manage design sprints and the expectations at the end of them.

Exploring from early on the project

Every project is different, and the process most adjusts to resources, timeline, and constraints.

Deep research and understanding of the business

Getting to understand the business pains from top to bottom is crucial if you plan to offer solutions to that. Get and clean for a few days if that's necessary.

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