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When we first meet Wease, they were a brand new start-up just got invested by the government as one of the bright-coming ideas. The founders were these 2 managers with 12 years of experience in health industry. They spent their time observing the processes and finding solutions to these issues.
So they created Wease, an easy to use lead management platform for health industry, or at least they imagined and presented it so well that got them an investment. They were very passionate about their ideas with big expectations about the design and development process.
It was a huge project starting with user research, user testing and branding in a whole new industry we had never worked for. We had friends working as sales representative in estetical clinics so in our minds user research was guaranteed.
In the project Astro Design’s role was being in charge of branding, product, landing page and presentation designs. Wease had only two clients in their MVP developed platform. It was a very technical setup made by a backend developer so our role was to breake down each function and re-design the whole flow.
The stakeholders also were expecting to include new features to capture new clients who need to use more detailed lead management platform to organize their workers, manage their activity permissons while tracking performance easily.
We started from basic user interviews with our sales agent friends in health industry to understand their process and needs better. They gave us great insights about the lead management process. They needed to use a CRM-like platform just for reports and performance tracking. But, their main sales channel was Whatsapp. So we instantly know the messaging experience should feel like Whatsapp, just as easy and practical.
So we created a persona called Matt, he is an American sales agent living in Istanbul working in estetical clinic. He needed an easier lead management process to earn more from the sales. We created 3 other personas, one for the Turkish sales agent, one for elder Italian sales agent and one sales manager.
Wease would provide a super easy access to all needed things, including platforms, calendar, reports, etc. But for different personas the need sorting was different, permissions were different. So we looked into each of the persona’s daily flows in lead management to connect the needed parts.
Because there was an already coded base back-end, each decision was taken after checking with Wease’s back-end developer and stakeholders.
After all the research, we defined the design solutions of each user problem Wease will solve. The main issue in the process was the potential of Wease and discovering there could be a lot more things solved. But we phased down to reach desired deadlines and made the stakeholders aggree.
As its in brand’s name Wease, ease was the main expectation of this platform. All of our competitors like Bitrix24, Salesforce or Zoho, they were a little bit complicated to use so they needed to create tons of tutorials. Wease would be a platform already known how to use.
Another important issue was the safety of lead information. Because it’s a competitive field, agents could just switch jobs taking all their leads with them. Wease had to solve this by only showing necessary information to agents while giving all the control to the managers. They could track each agent and see their performance easily.
We also wanted agents to track their performance easily to maximize efficiency. For each lead they would track leads urgency with color use and circular bar, so they would know when it’s time to write back.
So, we said ease of use, Whatsapp look-alike messaging interface and the lead response solution.
We also analyzed how the agents and managers can use all the collected data to reach more leads. Reports section challanged us to create easy report charts with only needed information.
Each function would collaborate with another so to create this detailed SaaS platform we first created a very detailed information architecture for each profile.
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We prototyped some main flows with wireframes to test them our our interviewees. Although we had to over explain whose were not designs but just wireframes, we collected a lot of design and color suggestions. The general feedback was positive, main goals were accomplished.
Color suggestions actually made us think how they wanted to color up their workspace. So we deciced on the colors to create 25 different color combinations for the platform. Wease would really be a personal dashboard.
Wease MVP was created as a multi-functional lead management platform to track leads, communicate with leads and team members, to shape teams and inspire to collaborate and to create a follow-your-natural-instinct kinda user flow for each function.
Before the launch, we ran though the subscription flows and redesigned the chat navbar and as the result, Wease was ready to launch.
Wease launched as an innovative new-gen lead management platform in health business. We also build in a feedback area to collect the thoughts of first customers.
After the launch we collected a Beta group of our users and collected opinions and feedbacks.
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