Aloha

WHAT IS IT
‍‍Aloha is an application that allows salespeople who work at car dealers to work through their mobile phones. They will be able log in customers into system, scan driver absence, check inventory and set up appointments anytime anywhere.

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Type
UX Case Study
Timeline
‍Sep 2021 – Dec 2021
Tool
‍Figma, Illustrator, Miro
Role
User Research, User Interaction, Sketching, Wireframing, Prototyping, Visual Design
APP OVERVIEW
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THE PROBLEM


‍Salespeople are not at their computers most of the time. They go test drive with customers, show customers inventory and walk around all the time. They need a tool that can help them on the go.

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APP OVERVIEW
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THE SOLUTION


‍Aloha is an application that allows salespeople to log in customers into system, scan driver absence before a test drive, check inventory and share to contacts, and also manage appointments anytime anywhere.
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solution
RESEARCH
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INTERVIEW SCRIPT


‍In order to get better understanding how salespeople work at dealerships, I designed three learning goals for interviews:
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01 To understand how salespeople work at dealerships.‍


1. What’s your daily work as a salesperson/sales manager at a dealership?  
2. Which tool(s)/system(s) do you use at work? Is it for mobile phones or computers?
3. What do you do when you are using the tool/system?

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02 To understand how salespeople communicate with customers.‍


1. How do you follow up with your customers?
2. Which way do you prefer to contact your customers?
3. What kind of questions do customers usually ask you?

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03 To understand how salespeople achieve their sales goals?.‍


1. What are your monthly sales goals?
2. What do you do to achieve your sales goals?
3. What’s the most challenging thing to get your goals?

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RESEARCH
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USER QUOTES
5
Interviews
Experienced Sales
5
Interviews
Inexperienced Sales
“Following up with the customers is the most important thing when it comes to the car business.”
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“I check the vehicle inventory and my appointments very often on my computer.”
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“I can not remember my customers sometimes.”
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“Customers get frustrated easily when I keep them waiting too long.”
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“I lost some customers because I missed their messages or calls.”
RESEARCH
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SYNTHESIZING RESULTS


‍I noted down the most important quotes from my users and structured them down in synthesis using Miro. And I group them into key themes.

note1 note2
RESEARCH
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Quantitative Research


‍To learn more about car business and sales people’s daily work. I created an online survey. 50 sales people did the survey. It helped me to start visualizing the application experience and the need to make it simple and clear.
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survey
RESEARCH
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KEY LEARNING


‍As I took together all the insights from both my quantitive research and my user interviews I was able to list down learnings from my assumptions. These learnings were really important as they  gave me the end-to-end vision for my product.
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key_learning
RESEARCH
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PERSONA


‍From my interviews and problem-mapping, I was able to see that salespeople were experiencing their frustrations in different ways. In order to keep these diverse perspectives in mind, I created two personas.
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DESIGN PROCESS
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SKETCH & BRAINSTORM


‍To visualize the final product I sketched down possible solutions.

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DESIGN PROCESS
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WIREFRAME


‍I designed the wireframes based on a series of user testing and key learning goals. I conducted the usability tests and A/B tests with these wireframes. I developed them into different versions and marked down the changes I have made on each version.

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DESIGN PROCESS
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EXPLORATION
HOMEPAGE
Can users see important information at a glance?
CHANGES
01 Simplified the nav bar with a lighter color
02 Organized the display of appointments
03Replace the clock with a sales goal chart
04 Added unread messages and missed calls
ADD CUSTOMER PAGE
Can users easily add a customer?
CHANGES
01 Replace camera icon with big scan button
02 Reduced fill out forms
03 Marked  up the required fieldsChanged BACK button
CHECK INVENTORY PAGE
Can users check inventory in different ways?
CHANGES
01 Organized inventory numbers
02 Added a filter and a voice command
03 Removed the big center buttonRemoved MSRP and mpg
BRANDING
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LOGO CONCEPT
Aloha is a Hawaiian word used when greeting to someone. Salespeople provide their service to their customers. They greet customers every day.
A big smile is the way salespeople greet their customers and their positive work attitude.
BRANDING
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DESIGN SYSTEM
BRANDING
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COLORS
FINAL DESIGN
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ONBOARDING
EDUCATE USERS WHILE ONBOARDING


How might I help users to get familiar with this tool? I allow users to learn about what features have been built in and how to use them while onboarding.

FINAL DESIGN
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ADD A CUSTOMER
SCAN DRIVER LICENSE


How to input the customer's information a a quick way? Users can easily log in customers into the system by scanning their driver license without typing in their names, which can save them a lot of time.

FINAL DESIGN
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SET UP AN APPOINTMENT
SET UP AN APPOINTMENT AND CHECK SCHEDULE


‍Users can set up an appointment with date and time, the customer they are going to meet, and the purpose of the appointment. They can also check their appointments in schedule page by day, week or month.

FINAL DESIGN
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CHECK VEHICLE INVENTORY
CHECK INVENTORY AND SHARE TO CUSTOMERS


How to get the inventory or vehicle information in a quick way? Users can check the inventory by filter, voice command and typing in the vehicle stock number or model name. They can also share the vehicle information to their customer with auto edited messages.

TAKEAWAYS
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WHAT I LEARNED
Testing with as many potential users as I can is the most important part of my design process. The feedback from testing allows me to constantly improve my design.
My assumptions are just my personal thoughts. User research will take my ideas to another level. For example, what they really need and what can I do for them.
I learned a lot from my potential users, like the ways they sell cars, the ways they communicate with customers. The knowledge about the car business made me realize that UX design can run through every corner of my life.