Client Insights Mobile App Hi-Fi Mockups
Scrolling through recommended potential leads
Company and Industry context on potential lead
Individual's professional connections and affiliations for networking with potential lead
Individual's business engagements with KPMG for networking with potential lead

KPMG Client Insights

Professional Networking Business Mobile App

Product Type: AI-driven, Professional Business Networking Mobile App

End Users: Firm Partners.

Scope: Interactive prototype design for 1 type of end-user, from concept to interactive prototype.

Pain Points: Firm partners and directors needed a time-saving business networking application to suggest potentially high-value sales leads and facilitate networking with them. The end users expressed the need to discover high-value sales leads by calculating the probability of future sales opportunities with them, based on mutual business connections, past interactions, and mutual industry-related interests. They also expressed the need to quickly get an overview of a potential contact’s past and present professional affiliations before determining whether to reach out to them, recommend them to a colleague, or pass on the opportunity. The users indicated that they needed access to a wide range of information types on each contact in order to quickly make these decisions.

1) They needed to discover high-value sales leads by calculating the probability of future sales opportunities with them, based on mutual business connections, past interactions, and mutual industry-related interests.

2) They needed an overview of a potential contact’s past and present professional affiliations before determining a course of action.

3) They needed access to a wide range of information types on each contact in order to quickly make these decisions.

Challenges:

1) Facilitating navigation of a data-dense UI for the user in a mobile app. 

2) Providing ready access to a broad range of action options while the user is actively navigating through multiple screens of data.

3) Facilitating professional research on industry topics to facilitate conversation with the potential contact within an already complex and busy mobile app.

Timeline: 2 Months

My Role:  I was the Lead Designer from concept to interactive prototype design. I lead daily design workshops for the project team to facilitate collaboration on product design.

Approach to Solving Problems:

1) I conducted my own research on common features of popular professional and social networking mobile apps..

2) I referred to mobile app design best practices for space-efficient navigation, relying on progressive disclosure and contextual navigation to solve space-related design challenges.

3) I referred to Angular-based component libraries and design systems featuring a robust range of data visualization components to identify the most relevant component features to consider including.

Solutions:

1) They needed to discover high-value sales leads by calculating the probability of future sales opportunities with them, based on mutual business connections, past interactions, and mutual industry-related interests:
I designed the first screen of the app to feature a carousel of 10 cards, each featuring summary information on a different potential contact, as well as an action strip on the bottom of the screen. The carousel allowed the user to flip through the suggested contacts and take immediate action using the action strip, or to drill-down into more detailed data by clicking on the card to navigate through different layers of information on the contact. While the user navigated through a potential contact’s information, the action strip remained visible on the bottom of the screen to allow the user to take action at any time during their investigation into the opportunity.

2) They needed an overview of a potential contact’s past and present professional affiliations before determining a course of action.
To fit all this data on a mobile app, the information required multiple screens with a clear and simple order to make navigation intuitive for the user. I simplified navigation through multiple layers of information on the contact for the user by categorizing this information into three tiers – knowledge about the individual, their company, and their industry. I then ordered and prioritized information in the user flow to allow the user to access general knowledge before accessing specialized information within these three categories of research. I also limited data on data heavy screens by listing only the top 3 or 4 records of an information category, using context-specific links to more information to allow the user to drill down as deeply as they need to into any set of records behind the few being highlighted on the screen. This selectivity makes skimming information easier for the user so they can make an efficient decision regarding whether or not to add an individual as a contact before spending unnecessary time researching them.

The action bar on the bottom of the screen presented the user with a range of networking-related actions for the duration of the user journey while researching the contact’s potential business value as a contact.

3) They needed access to a wide range of information types on each contact in order to quickly make these decisions:
I simplified research navigation by structuring individual-level information into three levels of professional networking, ordered by length of involvement: the Contact’s past affiliations indicated by their background (Profile tab), their professional network from within their own company (Leads tab), and their potential network within KPMG based on past business engagements with the firm (Interactions).

On data-heavy screens showing multiple types of records (such as history of business interactions) I limited data on data heavy screens by listing only the top 3 or 4 records of an information category, using context-specific links to more information to allow the user to drill down as deeply as they need to into any set of records behind the few being highlighted on the screen. This selectivity makes skimming information easier for the user so they can make an efficient decision regarding whether or not to add an individual as a contact before spending unnecessary time researching them.

Result:

The prototype design was paused due to limitations in data-infrastructure preventing product development at this time. 

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