About Social Places

Social Places is a MarTech company that specialises in location-based marketing and reputation management for multi-location and/or franchised brands. They are a leading SA martech agency, operating in over 40 countries and working with 300+ global enterprise brands.

Project Overview

The project entails the transformation of the Reputation Suite's CRM tool, currently accessible on desktop, into a mobile-friendly interface within a Social Places app. The primary goal is to simplify user experience while retaining essential functionalities as a companion tool to the desktop web app.

Centralised Customer Feedback On The Go!

Centralised Customer Feedback On The Go!

Centralised Customer Feedback On The Go!

Nourish Camps Bay

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@alice_cooper added a comment on your instagram post.

Nourish Camps Bay

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@alice_cooper added a comment on your instagram post.

Nourish Camps Bay

Now

@alice_cooper added a comment on your instagram post.

The Problem

The primary problem addressed by this project is the lack of mobile accessibility for the Social Places Suite focusing on the Reputation Suite's CRM tool. Currently, the tool is only accessible via desktop, limiting not only  users' ability to manage their reputation and engage with customers while on the go. This presents a significant inconvenience for businesses and professionals who rely on timely responses to customer reviews, efficient case management, and constant communication with clients.

The Opportunity

By transforming the desktop CRM tool into a mobile companion within the Social Places app, the project aims to address this need for mobility and convenience, ensuring that users can access essential functionalities wherever they are. Additionally, simplifying the user experience on mobile devices can improve overall usability and efficiency, leading to increased user satisfaction and engagement with the tool. Thus, presenting an opportunity to enhance the value proposition of the Social Places Suites and better meet the evolving needs of its users in today's mobile-centric business environment.

The Target Audience

Business owners and managers and Franchisees managing reputation and client communication.

Business owners and managers and Franchisees managing reputation and client communication.

Small business owners seeking to establish their online presence to enhance visibility.

Small business owners seeking to establish their online presence to enhance visibility.

Marketing and customer service professionals handling online feedback.

Marketing and customer service professionals handling online feedback.

Marketing teams and customer service representatives in large companies.

Marketing teams and customer service representatives in large companies.

Design Process

01

Discover

User Research/ In-Depth Interviews

01

Discover

User Research/ In-Depth Interviews

02

Define

Persona/Key Insights

02

Define

Persona/Key Insights

Explore

IA/Wireframing/Ideation

03

Explore

IA/Wireframing/Ideation

03

Design

Hi-Fi Designs/Mockups

04

Design

Hi-Fi Designs/Mockups

04

Deep Dive

Initially, I conducted a brief dissection pulling out key facts to consider from the client. Moreover I gained access to their desktop web app to dive into the current patterns that are being utilised within the Reputation Suite's CRM tool. This approach provides insight into the existing user processes and identifies areas for enhancement to streamline specific actions into a mobile interface.

Business Interviews

Gain insights from business stakeholders to align the mobile CRM tool with organisational goals and priorities.

Objectives and User Engagement

Drive mobile adoption, especially among operational managers, for enhanced engagement.

Objectives and User Engagement

Drive mobile adoption, especially among operational managers, for enhanced engagement.

Outcomes and Performance Metrics

Measure success for improved operational efficiency and enhanced internal collaboration.

Outcomes and Performance Metrics

Measure success for improved operational efficiency and enhanced internal collaboration.

Strategic Vision and Branding

Ensure the mobile tool aligns with inclusivity goals, maintaining a simple interface.

Strategic Vision and Branding

Ensure the mobile tool aligns with inclusivity goals, maintaining a simple interface.

Budget and Resource Constraints

Align mobile tool with desktop roadmap, ensuring equal or greater value within allocated budget.

Budget and Resource Constraints

Align mobile tool with desktop roadmap, ensuring equal or greater value within allocated budget.

User Interviews

Understand the user's current experience and requirements to tailor the mobile CRM tool to their workflow.

Management and Customer Response

Daily engagement with CRM involves monitoring feedback, resolving complaints, tagging responsibilities, and responding to reviews.

Management and Customer Response

Daily engagement with CRM involves monitoring feedback, resolving complaints, tagging responsibilities, and responding to reviews.

Valuable Features for Role

Filtering aids data management. AI-generated responses streamline replies. Integration with CRM systems provides easy customer access.

Valuable Features for Role

Filtering aids data management. AI-generated responses streamline replies. Integration with CRM systems provides easy customer access.

Pain Points and Challenges

Limited mobile access hinders efficiency. Duplicative work occurs due to separate call and email logging. Users express need for a dedicated mobile app.

Pain Points and Challenges

Limited mobile access hinders efficiency. Duplicative work occurs due to separate call and email logging. Users express need for a dedicated mobile app.

Envisioned Benefits of Mobile CRM

Quicker responses to feedback and reviews. Sharing reports becomes more accessible. Handling tasks outside office leads to faster resolution and efficiency.

Envisioned Benefits of Mobile CRM

Quicker responses to feedback and reviews. Sharing reports becomes more accessible. Handling tasks outside office leads to faster resolution and efficiency.

Persona

The Challenge

Balancing simplicity with retaining essential functionalities proved challenging, as users required a streamlined experience without sacrificing key features necessary for effective reputation management.

The Solution

Conducting usability tests and gathering feedback from stakeholders helped refine the mobile interface, ensuring it met users' needs while maintaining simplicity and efficiency.

Information Architecture

Information architecture offers structured organisation and navigation for the app, ensuring seamless user interactions and efficient access to content.

Wireframes

Through continuous improvement, the initial concept developed into detailed high-fidelity wireframes, smoothly transitioning into comprehensive app blueprints.

Wireframes

Through continuous improvement, the initial concept developed into detailed high-fidelity wireframes, smoothly transitioning into comprehensive app blueprints.

Wireframes

Through continuous improvement, the initial concept developed into detailed high-fidelity wireframes, smoothly transitioning into comprehensive app blueprints.

Wireframes

Through continuous improvement, the initial concept developed into detailed high-fidelity wireframes, smoothly transitioning into comprehensive app blueprints.

Wireframes

Through continuous improvement, the initial concept developed into detailed high-fidelity wireframes, smoothly transitioning into comprehensive app blueprints.

Colour & Typography

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UI Design

Feel free to explore all screens by accessing the Social Places Figma.

Future Improvements

Enhanced AI Capabilities

Continuously improving the AI response feature to provide more accurate and contextually relevant suggestions could greatly benefit users.

Enhanced AI Capabilities

Continuously improving the AI response feature to provide more accurate and contextually relevant suggestions could greatly benefit users.

Offline Functionality

Implementing offline functionality would allow users to access and interact with critical data and features even when they don't have an internet connection.

Offline Functionality

Implementing offline functionality would allow users to access and interact with critical data and features even when they don't have an internet connection.

Personalisation Features

Introducing personalisation features that allow users to customise their dashboard, preferences, and notifications according to their specific needs and preferences could improve user satisfaction and engagement.

Personalisation Features

Introducing personalisation features that allow users to customise their dashboard, preferences, and notifications according to their specific needs and preferences could improve user satisfaction and engagement.

User Training and Support

Providing comprehensive user training resources, tutorials, and support materials to help users maximise the effectiveness of the mobile CRM tool could be beneficial. This could include interactive guides, video tutorials etc.

User Training and Support

Providing comprehensive user training resources, tutorials, and support materials to help users maximise the effectiveness of the mobile CRM tool could be beneficial. This could include interactive guides, video tutorials etc.

Gamification Elements

Incorporating gamification elements such as badges, rewards, or leaderboards could help incentivize user engagement and promote adoption of the mobile CRM tool.

Gamification Elements

Incorporating gamification elements such as badges, rewards, or leaderboards could help incentivize user engagement and promote adoption of the mobile CRM tool.

Accessibility Improvements

Continuously refining the accessibility features of the mobile CRM tool to ensure it is inclusive and usable for all users, including those with disabilities or diverse needs, would be important.

Accessibility Improvements

Continuously refining the accessibility features of the mobile CRM tool to ensure it is inclusive and usable for all users, including those with disabilities or diverse needs, would be important.

Thank you for taking the time to read this case study. Looking forward to hearing from you!

Contact: sabrinaletnik@icloud.com

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