UX and Design: Top Tips for Salesforce Apps on Mobile and Wearables

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UX and Design: Top Tips for Salesforce Apps on Mobile and Wearables Mitch Kreaden Director of Product Management

Transcript of UX and Design: Top Tips for Salesforce Apps on Mobile and Wearables

UX  and  Design:  Top  Tips  for  Salesforce  Apps  on  Mobile  and  Wearables  Mitch  Kreaden  Director  of  Product  Management  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

Presenters  

Dominic  Steil  Sales  Engineer  Ap.us  

Mitch  Kreaden  Director  of    Product  Management  Ap.us      

Dan  Reid  Senior  Director  of  Product  Marke:ng  DocuSign  

•  Safe  harbor  statement  under  the  Private  Securi0es  Li0ga0on  Reform  Act  of  1995:  •  This  presenta0on  may  contain  forward-­‐looking  statements  that  involve  risks,  uncertain0es,  and  assump0ons.  If  any  such  uncertain0es  materialize  

or  if  any  of  the  assump0ons  proves  incorrect,  the  results  of  salesforce.com,  inc.  could  differ  materially  from  the  results  expressed  or  implied  by  the  forward-­‐looking  statements  we  make.  All  statements  other  than  statements  of  historical  fact  could  be  deemed  forward-­‐looking,  including  any  projec0ons  of  product  or  service  availability,  subscriber  growth,  earnings,  revenues,  or  other  financial  items  and  any  statements  regarding  strategies  or  plans  of  management  for  future  opera0ons,  statements  of  belief,  any  statements  concerning  new,  planned,  or  upgraded  services  or  technology  developments  and  customer  contracts  or  use  of  our  services.  

•  The  risks  and  uncertain0es  referred  to  above  include  –  but  are  not  limited  to  –  risks  associated  with  developing  and  delivering  new  func0onality  for  our  service,  new  products  and  services,  our  new  business  model,  our  past  opera0ng  losses,  possible  fluctua0ons  in  our  opera0ng  results  and  rate  of  growth,  interrup0ons  or  delays  in  our  Web  hos0ng,  breach  of  our  security  measures,  the  outcome  of  any  li0ga0on,  risks  associated  with  completed  and  any  possible  mergers  and  acquisi0ons,  the  immature  market  in  which  we  operate,  our  rela0vely  limited  opera0ng  history,  our  ability  to  expand,  retain,  and  mo0vate  our  employees  and  manage  our  growth,  new  releases  of  our  service  and  successful  customer  deployment,  our  limited  history  reselling  non-­‐salesforce.com  products,  and  u0liza0on  and  selling  to  larger  enterprise  customers.  Further  informa0on  on  poten0al  factors  that  could  affect  the  financial  results  of  salesforce.com,  inc.  is  included  in  our  annual  report  on  Form  10-­‐K  for  the  most  recent  fiscal  year  and  in  our  quarterly  report  on  Form  10-­‐Q  for  the  most  recent  fiscal  quarter.  These  documents  and  others  containing  important  disclosures  are  available  on  the  SEC  Filings  sec0on  of  the  Investor  Informa0on  sec0on  of  our  Web  site.  

•  Any  unreleased  services  or  features  referenced  in  this  or  other  presenta0ons,  press  releases  or  public  statements  are  not  currently  available  and  may  not  be  delivered  on  0me  or  at  all.  Customers  who  purchase  our  services  should  make  the  purchase  decisions  based  upon  features  that  are  currently  available.  Salesforce.com,  inc.  assumes  no  obliga0on  and  does  not  intend  to  update  these  forward-­‐looking  statements.  

Safe  Harbor  

About  ApAus  

Ap)us,  the  category-­‐defining  Quote-­‐to-­‐Cash  soZware  company,  drives  the  vital  business  process  between  the  buyer’s  interest  in  a  purchase  and  the  realiza0on  of  revenue.  Ap)us  is  delivered  on  the  Salesforce1  pla\orm.    Our  applica0ons  include  Configure  Price  Quote  (CPQ),  Renewals,  Contract  Management  and  Revenue  Management.    

Ap)us  serves  over  70  Fortune  500  customers  and  hundreds  of  mid-­‐size  companies.  

Learn  more:  ap.us.com  

•  How  should  you  approach  UX  and  design  

•  Choosing  use  cases  that  make  the  most  sense    

•  Mobile  and  Wearable  App  Demos  

•  Grouping  informa0on  &  the  Impact  of  glance-­‐ability  

•  Lightning  Demo  

•  Lessons  learned  designing  Salesforce  apps    

Focus  Points  

 

•  Smartphone  sales  surpass  PC  sales  since  2012      

•  People  touch  their  phone  up  to  150  0mes  a  day    

•  Mobile  internet  now  exceeds  desktop  internet  usage      •  1.2  m  apps  were  developed  for  iPhone  and  Android  Ø Up  to  87%  of  mobile  apps  are  deleted  within  six  months    

•  Wearables  will  grow  from  19.6  m  in  2014  to  126.1  m  by  2019      

   

Why  Mobile  and  Wearables  

Mobile  Madness  

1.   Know  Your  Audience  •  Designed  for  specific  use  cases  in  mind  

2.   Make  it  Easy  to  Access/Use  •  Simplified  UI    

3.   Make  it  Cool  &  Familiar  •  Converge  Mobile,  Web  &  SFDC  UX  

4.   Enable  Users  •  Designed  to  increase  produc0vity  

5.   Make  it  Reliable  and  Secure  •  Built  on  Salesforce1  Pla\orm  

   

How  to  Approach  Mobile  Design  

InnovaSon  &  SimplificaSon  

Usability

User Adoption

User Adoption

Choosing  Your  Use  Case                              ApAus  Quote-­‐to-­‐Cash  Footprint  

BIG  vs  SMALL  

WIDE  vs  TALL  

CPQ  Approval  

ApAus  CPQ  Mobile  Demo  

Are  You  Ready  For  Wearables?

•  Grow  from  19.6  m  in  2014  to  126.1  m  by  2019      

•  Adop0on  rate  parallels  to  tablets    

•  Most  successful  wearables  are  smart  watches  and  health/fitness  trackers  (i.e.  9  in  10  wearables)    

•  Study:  Increased  employee  produc0vity  by              8.5%  and  job  sa0sfac0on  by  3.5%    

Source:  IDC  Worldwide  Quarterly  Wearable  Device  Tracker,  March  30,  2015    

Source:  PWC  

Differences  between  Mobile  &  Wearables  •  Extension  of  phone  not  replacement  •  Leverage  WK  and  iOS  posted  standards  •  Keep  goal  simple  &  focused  •  Wearables  is  a  revisit  of  early  mobile  days  •  Set  realis0c  expecta0ons  •  Time  factors  &  space  limits  •  iOS  &  SF  Dev  resources  needed  •  Leverage  Glances    

ApAus  Wearable  Demo  ApAus  Approval  Intelligence      

Design  Tips  & Lessons Learned  

DO’S   DONT’S  •  Set  top  3  goals  •  Proper  loca0on  and  size  

for  tap  targets  •  Focus  on  func0on  first,    

then  form  •  Speed  &  caching  •  Post  customiza0on  and  

usability  tes0ng  •  Allow  for  mistake  

recovery      

•  Complicate  feature  set  •  Forget  that  you  are  not                the  user  •  Forget  state  •  Overcrowd  views  •  Keep  user  wai0ng  •  Overuse  push  no0fica0ons  •  Go  big  in  phase  1      

Early  mobile  prototype  

•  h)ps://github.com/developerforce/SalesforceWear-­‐DevPack-­‐For-­‐AppleWatch  

•  h)ps://developer.apple.com/watch/human-­‐interface-­‐guidelines/specifica0ons/  

•  h)p://www.slideshare.net/search/slideshow?searchfrom=header&q=salesforce+mobile+2015&ud=any&Z=all&lang=**&sort=  

•  h)ps://developer.salesforce.com/mobile/services/mobile-­‐templates  •  h)p://www.slideshare.net/developerforce/visualforce-­‐in-­‐salesforce1-­‐op0mizing-­‐your-­‐user-­‐interface-­‐for-­‐mobile  

Wearable  Examples  &  Resources  

DocuSign:    Dan  Reid,  Sr.  Director  of  Product  Marke0ng  

DocuSign Mobile Strategy

•  Free-­‐to-­‐Sign  Growth  Strategy  (Mobile)  –  Need  to  serve  a  consumer  and  enterprise  audience  both  

•  Na0ve  Apps  –  Premium  experience.  Freemium  with  upsell  –  Tablet  Apps  

•  Mobile  Web  –  Breadth  coverage.  Any  device  •  SDK  and  Partners  –  Your  partners  sell  for  you  •  Salesforce  Partnership  –  Key  strategic  alliances  

–  SF1  

Full  FuncSonality  

NaSve  Apps  

Consumer  Features  

Enterprise  CapabiliSes  

iOS  

Windows  Phone  

Android  

HTML5  

Salesforce1  

Across Mobile Platforms

20%  26%  

iPad   iPhone   Android   Win  Phone/8  

29%  5%  

DocuSign  Consumer  Accounts  (by  OriginaSon  Channel)  

Great Customer Experience Comes First – Native Apps

§  Sign  and  Send  Documents  §  Customizable  Workflow  §  Sign  In-­‐Person  or  Remote  §  Work  in  Offline  Mode  

§  Push  No0fica0ons  §  Navigate  Direct  to  

Document    for  Signature  

§  Manage  and  Filter  All  Documents  in  your  Queue  

§  Access  Documents  Directly  from  Salesforce  

Salesforce1

§  Integrated  with  Salesforce  1   §  Specify  Documents,  Signers,  and  Workflow   §  Post  Updates  to  Cha)er  Automa0cally  

Lightning  

•  Lightning  framework    •  New  UI  layer  for  Salesforce  •  Consist  of  App  builder,  Components,  exchange  &  

design  system  •  Lightning  Design  System  (SLDS)  

•  Collec0on  of  design  pa)erns,  components,  and  guidelines  for  crea0ng  unified  UI  in  the  Salesforce  ecosystem  

•  Pure  CSS  framework  to  use  with  VF,  lightning

What  Is  App  Builder  &  Lightning  Components  

•  New  tools  to  help  Admins  •  Build  apps  (via  App  Builder)  •  Automate  business  processes  (via  App  Builder)  •  Integrate  data  (via  components)  

•  Apps  are  comprised  of  components  •  Components  can  be  created  or  consumed  •  Lightning  uses  an  event  driven  framework/  Arch  

What  Is  App  Builder  &  Lightning  Components  

Why  Lightning  MaAers    

•  Trend  towards  component  frameworks  (Google=Polymer)    

•  Help  unify  UX  across  ISV  Apps  •  Provide  design  system  &  resources  to  leverage  •  New  easy  design  tool  for  Dev  teams    AND  Admins  •  Leverage  components  across  large  product  footprints  •  Lightning  is  device  aware  (responsive  design)    •  Minimize  loading  0me  for  faster  UX    

 

ApAus  Lightning  Demo  

Final  Things  To  Think  About    •  Style  &  Nav  Consistency  

•  App  context  (Russian  Doll)  

•  Needed  (Wearable)  &  doable    

•  Right  delivery  :  S1,  VF  vs  Angular,    Lightning  ,  na0ve  App……  

•  Prototypes  (www.invisionapp.com,  )p://www.axure.com/)    

•  Test  using  real  data  

•  Leverage  exis0ng  pieces  (Wave,  Lightning  exchange,  Lightning)  

Q  &  A  

Later  today…  

 3  -­‐  3:20pm    Build  Apps  Fast  with  Lightning                        Components  from  ApAus          San  Francisco  Marrio.  Marquis  Hotel,            Foothill  E  

Thank  You  &  …..  

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Built  on  the  Salesforce1™  Plaform  

Quote   Contract   Revenue  Opportunity   ERP  

CONTRACT  LIFECYCLE  

MANAGEMENT  

ORDER  MANAGEMENT  CONFIGURE  

PRICE  QUOTE   BILLING  

REBATE  MANAGEMENT  DEAL  MANAGEMENT  

E-­‐COMMERCE  

QUOTE-­‐TO-­‐CASH  INTELLIGENCE  

         X-­‐AUTHOR  

ApAus  Quote-­‐to-­‐Cash  Footprint  

•  Mobile  First  -­‐  Numerous  devices  •  Casual  users  vs  power  users  •  Complex  vs  simple  use  cases  •  OTB  vs  configurable  •  SFDC  UI  vs  new  App  UI  •  Micro  moments  &  deep  info  access  

Approaching  UX  As  A  Salesforce  Partner  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

ApAus  CPQ  Mobile  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

ApAus  Approvals  Intelligence  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

ApAus  Approvals  Intelligence  

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Lightning  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

Lightning  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

Lightning  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

Lightning  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

Lightning  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

Lightning  Component  Exchange  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

Lightning  Design  System  

©  2015  Ap)us  Corpora0on  2015    /    Confiden0al  

ApAus  QTC  Mobile