BRIEF
PROJECT OVERVIEW
In a world driven by technology and philanthropy, Salesforce is getting ready to introduce its innovative ‘Pace with Purpose App’ – a revolutionary solution merging corporate wellness initiatives with charitable giving. This app leverages the power of Salesforce, to seamlessly integrate physical activity tracking with donation functionalities, fostering a culture of well-being and social impact within the organisation.
Background
Employees at Salesforce have been tracking their daily activities and donating their steps to a preferred cause via a third-party tool called the "Impact app."
Nevertheless, going forward, the business team for the very first time decided to have an app, within the organisation, which would be completely Salesforce-centric and would be ideal for its employees. It was then that they approached the QBranch Design Team with the core requirements.
The Ask
How might we make a Salesforce centric user-friendly app, for Salesforce employees, that allows users to track their daily steps, convert the steps into charitable donations and in parallel keep them motivated?
Discovery
PROJECT OVERVIEW
A brief study was done in the form of secondary research to churn out insights regarding user expectations, motivations and needs.
Most of the users who have enrolled in similar philanthropic activities, fail to participate not because they don’t want to give back to society but due to lack of motivation or bad time management.
DISCOVERY
Competitive Analysis
To unveil further insights, a competitive analysis was also done. Three similar apps including the ‘Impact app’ itself were studied by listing and comparing the key tasks of each app.
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Studying the competitors also helped to get a faint mind map of a basic user flow for the final app.
PROJECT OVERVIEW
Definition
Persona
After synthesising the data gathered, the persona was defined so as to get a prominent image of the target audience’s goals, pain points and needs, in order to make appropriate design decisions.
DEFINITION
Key Features
Next, features and tasks of the app were penned down and discussed with the business team. Among others, below are the app’s key features that we decided to have:
1. Real-time Activity Tracking:
Employees can sync their mobile devices, fostering a health-conscious workplace.
3. Salesforce Integration:
Seamless integration with Salesforce ensures a unified experience for users and allows employees to track and analyse participation data. It also makes the login process smoother.
5. Daily Target Settings:
Employees can set and customise daily goals and targets, promoting friendly competition and teamwork among employees.
7. Leaderboards and Recognition:
Leaderboards showcase individual and team achievements, fostering a sense of accomplishment and healthy competition.
2. Automated Donation Calculations:
The app intelligently calculates donations based on tracked steps, making the process effortless and transparent.
4. Hub Selection:
Based on the location of the employee, they can select a hub, encouraging team spirit and unity. This would ease hosting and managing events for the business too.
6. Registration for Events:
For upcoming Salesforce events employees can register for themselves and their family members too without any fuss.
8. Auto Reminder Settings:
As soon as an employee registers for any event, a reminder for the event gets active automatically. Employees can set and edit reminders manually too.
DEFINITION
AI Driven features
The development of the "Pace with Purpose App" by Salesforce, is designed to combine corporate wellness and charitable giving. The app allows employees to track their physical activities and convert them into donations for causes they care about. Existing features include real-time activity tracking, automated donation calculations, hub selection based on employee location, daily target settings, Salesforce integration for a unified user experience, leaderboards for recognition, event registration, and automatic reminders for registered events.
We even brainstormed on suggesting few AI features to the development team, which were:
1. Personalized Fitness AI Coach:
Utilizing AI to provide personalized fitness coaching based on the user’s activity data and health goals.
3. Predictive Analytics:
Using AI to predict and suggest optimal donation times based on historical data and global events.
5. Voice-Assisted Tracking:
Integrating voice commands to manage app features hands-free, enhancing accessibility.
2. AI-Powered Matching:
Implementing AI to match users' interests with relevant charitable causes.
4. AI-Driven Challenges:
Creating custom challenges that adapt to the user's progress and encourage increased participation.
6. Emotional Well-being Tracker:
An AI feature that gauges the user's emotional well-being through activity levels and provides support resources.
7. Social Impact Forecaster:
AI to forecast the potential social impact of users’ donations and activities over time.
PROJECT OVERVIEW
Ideation
User Flow
To make our ideas more tangible, the user flow was structured. The objective of structuring the user flow was also to comprehend how users would interact with our content.
Information Architecture
After the user flow was approved by the business team, we stepped ahead to add more details and clarity to our ideas via information architecture. Arranging and aligning the tasks and features of the app according to this architecture would reduce complexities for the users.
Information Architecture also becomes a referring point for anyone who is working in bringing the idea to life like the UI designers and developers.
After structuring the information architecture, handed over for wire framing.
PROJECT OVERVIEW
Design
01
Wireframing
Drawing upon Information Architecture and user flow considerations, we delved into crafting an illustrative representation of a screen interface, emphasising the allocation of space, content prioritisation, available functionalities, and expected user behaviours.
02
Inspiration
The design journey for this interface began with an unspoken dialogue with an existing UI, allowing its spirit to gently inform the creative process. The result is a design that carries the echo of its inspiration through a deep blue colour palette, symbolizing depth and reliability while charting its course with a distinct sense of purpose and clarity.
Collectively, the focus was on crafting a user experience that balances functionality with visual harmony. Deliberate choices in layout, typography, and spacing speak to an understanding of modern user needs, where ease of navigation is paramount. This design stands as a collaborative effort, where the shared vision seamlessly blends the practical with the pleasurable, creating an interface that feels both new and pleasantly familiar, ensuring that users find both comfort and inspiration in their interactions.
03
Final UI Design
Conclusion
Going forward, we received a handful of feedbacks from our senior leadership.
Additionally, we started to brainstorm upon those feedbacks in order to enhance the app.
Overall, it was a remarkable experience where we got the opportunity to boost morale and team spirit by encouraging employees to stay active while contributing to charitable causes. And at the same time, a chance to showcase Salesforce’s commitment to well-being and social responsibility, enhancing brand perception among employees and clients.
We all are looking forward to the Salesforce Pace with Purpose App not just as a tool; but as a catalyst for positive change within the organisation. By seamlessly integrating wellness and philanthropy on the Salesforce platform, we empower the business to create a healthier, more socially conscious workplace.
