Merck
(Southport Services Group)
GATOR is a mobile dashboard product that my company built for Merck on the Microstrategy platform. It is a custom design providing field sales representatives business metrics and visualizations for improving sales and sales management.
Myself and another designer churned out the work for this product, which had an aggressive timeline and furious pace.
My Roles
Visual Design, Prototyping, User Stories
Tools and Technologies
Sketch, InVision, UXPressia, Draw.io (for sitemaps)
The Challenge
On a scale of 1 to 10 for difficulty, this was a 10! It was my first project at the company and the work was performed exclusively remote with dispersed teams.
The task was to design and release 10 dashboard modules within 6 Months. Each module contained roughly 20 screens, not including interactive pieces.
This was my first dedicated BI project ever, so underestanding that language took some research. I interviewed the product teams and learned term, abbreviations and visualizations the best I could within a short window. In addition to BI terminology, Pharma and Merck's product lines have their own language, so I had to pickup that as well.
Design Process
The design had been established, so this was basically a project of working with team leads and developers to distill user stories and sitemaps into presentable content. Based off my sessions with team members, I created hi-fidelity mocku-ups and created prototypes through InVision. We used the comments tool heavily to communicate edits and revisions from both a design and clerical perspective.
InVision Comments - Typical Edits and Collaboration Points for a Dashboard
Screens
Home Screen - Dashboard
Performance Tab Market Opportunity - Product Performance
Performance Tab Market Opportunity - Product Performance
Performance Tab Plan Opportunity - Top 10 Plans
Customer Tab HCP - Overview
Results
- We released on schedule and within budget.
- The company won a MicroStrategy Partner Award for Best Project of the Year - press release
- The client was very happy - testimonial video
- Here is a direct quote from the program manager at Merck…
You have over 1,500 people using an application with more than 90% adoption, it’s still new, and you have more modules being rolled out and they are on time/schedule with no major technical issues. And there is no need to have the standing weekly call today because there are no issues to talk about.