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Health Mobile App

Overview

I partnered with Salesforce in a sales pitch for a prospective client looking to build a mobile application for their health patient portal.

My Process

My first step was to gain an understanding of the user's needs and requirements. This involved reviewing a list of user stories provided by the client. The user stories were grouped into features and also the users pain points, goals, and behaviors.

Once I have a clear understanding of the user's needs, I create a user flow to identify the critical points in the user journey where the sales pitch needs to be made. I created a story to tell to assist the sales pitch presentation. From there, I design wireframes or low-fidelity mockups of the proposed solution that focus on the essential features of the product or service.

Once the wireframes are finalized, I create a high-fidelity prototype that closely mimics the final product. The prototype is interactive, easy to navigate, and include all critical features and functions.

Finally, I conducted user testing on the prototype to gather feedback from key stakeholders. Based on the feedback received, I refined the prototype and made any necessary changes.

In summary, as a UX designer creating a prototype for a sales pitch, my process involves understanding the user's needs, creating a user flow, designing wireframes, creating a high-fidelity prototype, and conducting user testing to create a product or service that meets the user's needs and is easy to sell to the potential client.

The Challenge

The biggest challenge was covering all the user stories and telling a story that would resonate. It was also difficult getting the user stories prioritized from stakeholders and what is considered as a "must have" feature.

Results

The prospective client would be able to leverage their existing Salesforce licenses to launch this mobile app. Utilizing the Salesforce platform for this mobile application would also allow them to connect with Salesforce Health Cloud and pre-existing Salesforce data.

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