A laptop displaying the Sales Accelerator experience.

Trapit Sales Accelerator

Year

2016–2017

My Role

Visual and Interaction Design

Platform

Desktop Web

Overview

The initial feature request from product and leadership was to create a dashboard. Initial sketches looked at home in Google Analytics.

Conversations with my product manager, backend engineer, and CEO lead to one of my biggest impacts at Trapit.

A full white board.

Discovery

I conducted stakeholder interviews and cross-functional workshops to clarify project goals and uncover any concerns.

One of the most important parts of any project is the statement and clarification of goals. One element of those interviews really stood out to me: we wanted to help busy professionals make the most effective use of their time. While a dashboard is great for helping you see a brief snapshot of a bunch of data, it's typically not great at helping you leverage that data.

While 'gamification' was something of a bad word at Trapit, we really strived to empower sales teams and marketers by instilling best practices. During exploratory sketching, I looked at the notion of a 'fitness score'; a method of showing users the most effective actions that they could take and a report of how their performance had changed over time.

An early wireframe.

Scope & Polish

Startups move at a different pace than corporations; more fluidly, too. We moved very quickly from initial buy-in to build out of wireframes. After a discussion of which design direction worked best for our intended purpose, product, design and engineering discussed the scope of the MVP. This discussion also gave the engineering team a heads up on what the long-term vision was for this feature.

We are taking this opportunity to refresh the aging visual design of our web app, and unify the look and feel between it and our mobile app. Our front-end team was spread thin, so we worked to scope out a comfortable overlap that leveraged the existing modals.

As part of this redesign, we're introducing a new header with a global notification system, so that users are alerted to time-sensitive actions regardless of where they are in the app.

Designs were built out in Sketch and moved to Invision for clickable prototypes to make sure everyone was on board. Having gained consensus, I moved the designs to Zeplin so that our development team had everything that they needed. Animations were prototyped in Principle.

Animated prototype

Next Steps

Trapit was acquired by ScribbleLive in May 2017, which had a big impact on our roadmap. This feature should move into production soon, and then launch to a select group of customers to inform any refinement before launching to our wider customer base.

Subsequent phases will see the introduction of the fitness tracking, modules that tie into our new reporting interface, and more as we identify customer needs.

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