1.
CRM Design Proposal
Mike Martinez
CMGT/555: Systems Analysis and Development
January 09, 2023
Instructor Yen Lee

2.
Table of Contents
Design Selection
Reason for Selection
Steps and Processes
Output
Storyboard
Pros
Cons

3.
Design Selection
The User Experience Design (UXD) is the most
preferred.
Positive user experience
Focuses on creating a product that meets the
user's needs and expectations.

4.
Reason for Selection
• Improved user satisfaction
• Increased efficiency
• Enhanced usability
• Improved business outcomes

5.
Steps and Processes
Target User
• The specific group of
people for whom the
product or service is
being designed.
• Allows the design
team to focus on the
needs and wants of
users
User Research
• Involves gathering
information about the
target users
• Guides the design of
the product ensuring
it meets the users'
needs and provides a
positive experience.
Creating Personas
• Identifying the target
users and creating
detailed profiles for
each persona.
• Help designers
understand the users
and design a product
that meets their
needs
User Journey Map
• A useful tool for
understanding the
user's experience
with a product or
service.
• For identifying areas
for improvement in
the UX design
process.

6.
Steps and Processes (Continued)
Wireframes
• A low-fidelity visual
representation of a user
interface.
• A cost-saving method used
to explore different design
ideas quickly.
User Testing
• Allows designers to gather
valuable feedback from real
users about the usability
and effectiveness of a user
interface.
Revising and refining
• Allows designers to
continuously improve and
optimize the user interface
based on feedback and user
testing.

7.
Storyboard
Welcome to
WeLoveVideo
• Sales
• Marketing
• Tech
User Lands on
Homepage
Welcome to
WeLoveVideo
Sales
• Sales
Platform
to assist
sales reps
User Navigates to
Desired Info Page
Welcome to
WeLoveVideo
Sales
User Clicks on Call
to Action (CTA)
Out
Platform for
Sales Reps
Learn More
Welcome to
WeLoveVideo
User Enters Info
and Starts Trial
Start Free
Trial
Name
Email
Phone
Welcome to
WeLoveVideo
User Interacts
with Product
Customer:
John Doe
Company:
ABC
Contact:
J.doe.com
Welcome to
WeLoveVideo
User Purchases
Product
Buy Now
Pricing
$99/Month
Problems
with this
page
indicate a
traffic
problem
The success of
this page is
determined by
people finding
what they
need
The success of
this page is
determined by
people clicking
on CTA
buttons
Is the correct
information
being asked to
gain new
clients
Is the product
meeting the
customers
needs
Does the
product allow
the customer
to purchase
merchandise
without
assistance?

8.
Pros and Cons
Pro
•Improved User
Satisfaction
•Increased User
Engagement
•Enhanced
Usability
•Increased
Brand
Perception
Con
•Increased
Development
Time and Cost
•Limited Flexibility
•Difficulty
Measuring
Success
•Potential for Bias

9.
Conclusion
Design Selection
Reason for Selection
Steps and Processes
Output
Storyboard
Pros
Cons

10.
References
Micheaux, A., & Bosio, B. (2019). Customer journey mapping as a new way to teach data-
driven marketing as a service. Journal of Marketing Education, 41(2), 127-140.
Szabó, B., & Hercegfi, K. (2022). User‐centered approaches in software development
processes: Qualitative research into the practice of Hungarian companies. Journal of
Software: Evolution and Process, e2501.