{"id":376,"date":"2023-11-14T04:30:28","date_gmt":"2023-11-14T04:30:28","guid":{"rendered":"https:\/\/kristofferdaniels.com\/?p=376"},"modified":"2024-01-19T04:41:48","modified_gmt":"2024-01-19T04:41:48","slug":"sugar-crm-mobile-app-2","status":"publish","type":"post","link":"https:\/\/kristofferdaniels.com\/?p=376","title":{"rendered":"Sugar CRM &#8211; Mobile App"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"376\" class=\"elementor elementor-376\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-27668c49 e-flex e-con-boxed e-con e-parent\" data-id=\"27668c49\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e6e889e elementor-widget elementor-widget-image\" data-id=\"e6e889e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"612\" src=\"https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Sugar-Mobile-1024x783.png\" class=\"attachment-large size-large wp-image-529\" alt=\"\" srcset=\"https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Sugar-Mobile-1024x783.png 1024w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Sugar-Mobile-300x229.png 300w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Sugar-Mobile-768x587.png 768w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Sugar-Mobile.png 1232w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6beaf378 e-flex e-con-boxed e-con e-child\" data-id=\"6beaf378\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3ebcfbbf e-flex e-con-boxed e-con e-child\" data-id=\"3ebcfbbf\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-72bfc719 elementor-widget elementor-widget-heading\" data-id=\"72bfc719\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Project Overview<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5e92318e elementor-widget elementor-widget-text-editor\" data-id=\"5e92318e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>This is an ongoing project, as we are continually making the mobile experience better. I am the sole designer in charge of the mobile experience.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1df32b13 e-flex e-con-boxed e-con e-child\" data-id=\"1df32b13\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-37c61155 elementor-widget elementor-widget-heading\" data-id=\"37c61155\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Role<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-48e013bb elementor-widget elementor-widget-text-editor\" data-id=\"48e013bb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Sole designer<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4bc07eae e-flex e-con-boxed e-con e-child\" data-id=\"4bc07eae\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-375b386c elementor-widget elementor-widget-heading\" data-id=\"375b386c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Deliverables<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fe5df1f elementor-widget elementor-widget-text-editor\" data-id=\"4fe5df1f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Mobile app mockups, prototypes, user research, and competitive analysis.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-194688d1 elementor-widget elementor-widget-spacer\" data-id=\"194688d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29f80b19 elementor-widget elementor-widget-heading\" data-id=\"29f80b19\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Objective<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-440fe198 elementor-widget elementor-widget-text-editor\" data-id=\"440fe198\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Extend Sugar&#8217;s CRM platform to mobile users<\/strong><\/p>\n<p>Before I joined the mobile team, the needs of our users had been languishing for quite some time. Parity between desktop and mobile was akin to the Grand Canyon, and since joining we&#8217;ve made great strides in module availability while pushing the mobile experience forward for our users.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6edbaa3f elementor-widget elementor-widget-spacer\" data-id=\"6edbaa3f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d566c53 elementor-widget elementor-widget-heading\" data-id=\"7d566c53\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Research<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-59155d58 elementor-widget elementor-widget-text-editor\" data-id=\"59155d58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>User interviews, competitive analysis, internal research of our own desktop offering<\/strong><\/p>\n<p>We begin many of our new features by talking with customers to understand how they&#8217;re currently using it in desktop (if applicable) and working with partners, as well as internal users to smoke test our hypotheses and findings.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-10ab23c2 elementor-widget elementor-widget-spacer\" data-id=\"10ab23c2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22d84edb elementor-widget elementor-widget-heading\" data-id=\"22d84edb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Learnings<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8fbcde0 elementor-widget elementor-widget-text-editor\" data-id=\"8fbcde0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Users crave access to their accounts\/leads\/opportunities on the go, and the ability to easily and quickly interact with them, in the following ways:<\/strong><\/p>\n<ul>\n<li>Creating maps and routes to visit clients in the most efficient manner.<br \/><br \/><\/li>\n<li>Making updates to records while in the field, finding products and quotes, submitting cases on behalf of clients.<br \/><br \/><\/li>\n<li>Creating new opportunities, for example, someone they meet at a conference.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32f3866f elementor-widget elementor-widget-spacer\" data-id=\"32f3866f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-65c4f5ac e-flex e-con-boxed e-con e-child\" data-id=\"65c4f5ac\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-1a6a8cd7 e-flex e-con-boxed e-con e-child\" data-id=\"1a6a8cd7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-32c8992 elementor-widget elementor-widget-image\" data-id=\"32c8992\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"509\" height=\"1024\" src=\"https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Maps-509x1024.png\" class=\"attachment-large size-large wp-image-528\" alt=\"Sugar Mobile Maps - Showing a map pin on an address in California of a selected account with the ability to route to the address.\" srcset=\"https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Maps-509x1024.png 509w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Maps-149x300.png 149w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Maps-768x1546.png 768w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Maps-763x1536.png 763w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Maps-1018x2048.png 1018w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Maps.png 1604w\" sizes=\"(max-width: 509px) 100vw, 509px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2c9ae3ab e-flex e-con-boxed e-con e-child\" data-id=\"2c9ae3ab\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ca2edbb elementor-widget elementor-widget-image\" data-id=\"ca2edbb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"509\" height=\"1024\" src=\"https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Edit-509x1024.png\" class=\"attachment-large size-large wp-image-527\" alt=\"Sugar Mobile editing an account, with fields editable\" srcset=\"https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Edit-509x1024.png 509w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Edit-149x300.png 149w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Edit-768x1546.png 768w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Edit-763x1536.png 763w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Edit-1018x2048.png 1018w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Edit.png 1604w\" sizes=\"(max-width: 509px) 100vw, 509px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-171e276e e-flex e-con-boxed e-con e-child\" data-id=\"171e276e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-237b19a elementor-widget elementor-widget-image\" data-id=\"237b19a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"509\" height=\"1024\" src=\"https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Create-509x1024.png\" class=\"attachment-large size-large wp-image-526\" alt=\"Sugar Mobile Create Account screen\" srcset=\"https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Create-509x1024.png 509w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Create-149x300.png 149w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Create-768x1546.png 768w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Create-763x1536.png 763w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Create-1018x2048.png 1018w, https:\/\/kristofferdaniels.com\/wp-content\/uploads\/2023\/11\/Mobile-Create.png 1604w\" sizes=\"(max-width: 509px) 100vw, 509px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-61b94e73 elementor-widget elementor-widget-spacer\" data-id=\"61b94e73\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6bbd352 elementor-widget elementor-widget-heading\" data-id=\"6bbd352\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Impact<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e5709bd elementor-widget elementor-widget-text-editor\" data-id=\"e5709bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Users have expressed delight in the ongoing updates to the mobile app, and how well we&#8217;ve folded in items that were previously only available on desktop<\/strong><\/p>\n<p>I am currently underway with a full mobile app redesign, now that we have achieved parity with desktop features. A guiding principle of this redesign is one that looks at allowing the user to use the app as little as possible, taking advantage of smart assistants and AI technologies to help lessen the time spent on data entry, while providing more value than ever.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Digital Audit, Market Research, User Experience<\/p>\n","protected":false},"author":1,"featured_media":529,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-376","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=\/wp\/v2\/posts\/376","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=376"}],"version-history":[{"count":16,"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=\/wp\/v2\/posts\/376\/revisions"}],"predecessor-version":[{"id":532,"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=\/wp\/v2\/posts\/376\/revisions\/532"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=\/wp\/v2\/media\/529"}],"wp:attachment":[{"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=376"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=376"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kristofferdaniels.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}