myday project - dorin gaber ux ui designer portfolio

The myday CRM system is designed for mentors, consultants, and business personas who attend many business meetings daily. With myday, they can document their meetings and organize their workday. It provides a centralized database to store meeting notes, contacts, tasks, and other important information. It also helps users to stay organized and on track with their goals. Additionally, myday offers features such as alerts, reminders, and integration with other business applications.

Individual project

UX UI & Interaction design

2020

Project Info

Challenge

Keeping track of tasks and meetings is challenging, there are lots of tools but they do not interface with each other, and even when they connect and work with each other, in practice you work more in running and managing the tools instead of doing the work itself. The myday app combines three different apps into one.

Solution

A solution that combines meeting log management, meeting documentation, and “to do iist” task management, are integrated in one interface, which relies entirely on automation, such as automatic recording and transcript of the meeting by consent.

Main Goals

1	Documentation of business meetings. Sharing and tracking progress

2	Manage diary, tasks, projects and daily schedule in one interface efficiently and conveniently

3	A simple crm system plus the option of signing a customer to confirm a transaction

User survey & questionnaires

A survey of users and questionnaires was conducted for the target audience, the survey was delivered to 30 participants who matched the target audience, potential users whose meetings are part of their work day as part of their daily routine. 79.3% of those surveyed answered that they document their meetings, and each of them reported that they document the meetings manually by email / word, page and pen and other interfaces.
Over 23 survey participants reported that their time was not utilized optimally. Over 41% of survey participants reported spending between 20 minutes to 3 hours a day summarizing and documenting meetings they performed. When asked what would help them optimize their time and make the most of it, they replied “Synchronize information from all applications related to scheduling / reminders and tasks in one place” “One convenient interface for documenting appointments, tasks and time management that can be connected from both desktop and phone.”

Document there meetings

Share the meeting documentation

Managing there appointments

Spend at least 20 minutes a day documenting an appointment

Spend between 20 minutes to 3 hours on documenting a meetings

Competitive Research

My market research has focused on existing economies today for time management/ tasks/projects such as “any do”, “googele calender”, “monday”, “asana”, “toggl” and more. I learned what exists and what is missing, at the same time I examined crm systems for customer management and call recording interfaces. I was looking for an interface that allows documenting meetings and transcripts but without success.
I also looked at an interface that allows recording and editing of videos that include transcription such as ״descript״.

Below is a comparison of the features on the platforms.


Calendar Management	v	v	v	v	v	x
Task management	v	v	v	v	v	x
Contact Management	v	v	v	x	v	x
Meeting documentation	x	x	x	x	x	v

Personas

Idan Business Consultant 35 years old.

Meet on average with 3-5 clients a day for business meetings. Keeps a log for scheduling appointments, and also uses a task management app. Today he documents the meetings with the customers on the computer – at the end of the meeting he summarizes and sends the customer an email. Need to maneuver between several systems in order to maintain a neat and clear schedule and manage its work. It would be easier for him if he could use one interface that would centralize all his needs, and he could document during the meeting – this way he would save valuable work time afterwards and things would not be missed.

Michal is a 39-year-old consultant and mentor.

Michal meets with clients at the beginning of the process for an initial consultation, at the end of the session sends the client a summary of the meeting and a quote for the continuation of the process. Today she summarizes the meetings during or after the meeting, and prepares the quote after the meeting, which wastes valuable time. She currently uses several platforms to manage her time log and appointments, it will be easier for her if she has the option to use a single interface that will centralize all her needs and give her the ability to document during the session and edit the existing one at the end of the session.

User Flow

I created the main user flow for the product to help display the complete path a user takes when using it.

Wireframes

First, an initial characterization phase and the creation of wire frames for the main screens was done, later in the process, additional screens were designed as part of the design process.

These wireframes show the layout for all the major elements of the user interface on the key screens. At this stage, the appearance of the future app is basically clear. The next step will be to develop the visual part.

For a look at the prototype of the wire frames, click here