
KiteDesk FLOW Prototype
Brining the idea of a game changing sales productivity tool from inception to Prototype

See how it all came together
Take a look at this quick video to see the prototype in action. I'll break down how we got there after that.

How Did we get there?
From initial research to a fully clickable prototype, the road was long, but as you'll see it paid off big time.
challenge
Take a variety of bolted on disparate productivity features we'd been building based on user feedback and bring them together into a productivity tool that users will live in everyday. Trouble was, we needed validation in order to first secure more funding but then to enlist early adapters and beta participants quickly.
solution
Assemble a crack team of Product Management, UI/UX Design, Development, and QA resources in collaboration with Customer Success and Marketing to define and create a prototype for a sales enablement tool that makes users more productive and perform better.
Start by defying personas, developing use cases and user flows then move on and create wireframes, prototypes and animations. Use to prototype to validate and iterate on assumptions. Finally, present prototype and animations to hand selected customers, board members and investors.
responsibilities
personas • use cases • user flows • wireframes • user testing • functional requirements
Since our intention was to penetrate a new market, it was critical that we updated our personas to match the expanded segment of our users who will be using the product.
Through extensive research, internal/external surveys, and customer interviews, we were able to create personas that properly encapsulated the users who would get the most out of KiteDesk.
After defining the personas, we started to look at all the feedback we've been getting from users and stakeholders to establish those features that really make these persona's lives easier while increasing productivity and performance.
This lead to the writing of use cases for each of the themes/epics we uncovered from our research.
With our personas and use cases complete it was time to start creating user flows. These flows were used heavily when considering how the UI could accommodate the use cases.
Wireframing and documenting the use cases in a way that development could easily digest and develop the features. This was no simple task. At last count there were close to 50 different screens that needed one form of wireframe/requirements or another.
For a more detailed look at this wireframe, you can download it here...
Another example of a wireframe for reaching out to a prospect. Users have the ability to send an email via a WYSIWYG editor complete with templates, dynamic fields, and video.
For a more detailed look at these wireframes they can be found here...
Instead of going right into development, it was critical that we secure additional funding and get commitments from current users to be part of our early adopter and beta programs.
Having a clickable prototype allowed us to create a video of how the software would not just look and feel but how it would behave.
The prototype was later used in user sessions to garner priceless feedback.
See how we turned this prototype into the full blown KiteDesk Flow application.
“At PostUp, we’ve found KiteDesk to be the most effective tool on the market. When you have a proven tool that works, it’s essential to our workflow.
With KiteDesk, we’ve been able to mine disparate data sources and quickly distil actionable data. Then, we’ve been able to convert those leads into opportunities and revenue. We’re also utilizing Salesforce.com as our CRM and doing our Outbound direct. We found simplicity in the workflow that KiteDesk offers.”