Big Screen Design
January 21, 2013Mustafa Alami
Context
Questions
Why would a user allocate the entire screen to SFDC? What are they hoping to gain? What is the value proposition?
Ideas
- Get my work done faster. Multiple experiences coexisting. Power user looking for efficiency.
- Example: Working down a list of tasks, writing reviews, eye is on the feed, and my chat is running. Optimize my workspace.
- See the Big Picture and work on the Detail.
- Example: Global Sales Graph and Detail Forecast. Tweak detail and see impact.
- Integrated experiences. Defined business process.
- Agent Desktop Experience. On the left my work is being pushed. In the middle I am focused on a case. On the right I am researching a solution. All my tools and context in one spot. Minimize jumping and maximize efficiency.
- Any task that requires the user to pause and do so some research without losing, covering, or window swapping context.
Bring Value
Guidelines
- Think of vertical panels on the screen. When you are 12 to 20 inches away from the big screen, you can only focus on one region.
- Multiple experiences can exist.
- One experience should not lock the others. Inline errors within the panel.
- Remove overlays and modals. You have space. Use it.
- Don't blow out text. People cannot read that wide.
- Parent and child can coexist on the screen.
- Refresh in a separate panel for dive links. No for bouncing/pogo. Avoid the click item on list - refresh new detail page - click back reorient - then repeat. Lists and detail can coexist
- Panels need to be alive, update independently, and interact with other panels.
- Examples: Drag a person from the people panel and add them to a group. Drag article and attach to case.
Concepts
Sales
Chatter
Experiences
Homepage Agent Console Performance Reviews
Value
- Fast
- Time is money. How much faster can task be done on the big screen? How often does it need to be done? Time saved = life back.
- Simple
- All I need is on one screen. I am not hunting for it. Not wasting time reorienting.
- Insight
- Insight through serendipity. Push related information that user might not click/touch to find.
Final Thoughts
Think Wide Screen
Think Big Screen
Thanks.Salesforce User Experience Mustafa Alami