Back Office Mobile App

The Shifting Retail website as well as the LIFE app are back office tools where Modere’s Social Marketers (SM) get their information and run their direct selling businesses.

To keep up with current trends and the needs of the SMs, something new needed to be made and the technology re-imagined.

December 2022 - February 2025

Click here to watch a demo of the final product for both iOS and Android:

Watch Demo

Major Stakeholders

Modere Sales 

Social Marketers (SMs, Direct Sellers) 

Tools Used

Adobe XD, Microsoft Whiteboard, SwiftUI, Zoom, Survey Monkey, Google Analytics 

My Role

UX, UI, Usability, Remote UX Research, Competitive Analysis, Collaboration, Information Visualization 

This project has been conducted with a team that included one other UX Designer, two mobile developers, two sales representatives, and other specialists in the company were consulted during the course of the project. Credit for the following work is shared among all contributors involved. 

Pain Points

  • The SMs are all using third-party Customer Relationship Management (CRM) apps to communicate with their customers. 

  • Assets are scattered in multiple locations, so it's hard to find what they need. 

  • Reports don't have proper filtering, so they download them into Excel to manipulate the data. 

  • Visual design and features of the current website have usability issues. 

  • Onboarding process for new SMs is overly complicated. 

  • New SMs get quickly overwhelmed. 

Click here to see documentation from the project:

View Reports Survey

Click here to see documentation from the project:

View Wish List Survey

Click here to see documentation from the project:

View Competitive Analysis

Solutions

The SMs need a new tool to give them the greatest ability to be successful.

An app would be most useful to SMs since 70% of them are on the go and access the current website from a mobile device.


The following features would help solve the pain points above:

  • CRM 

  • Asset Consolidation 

  • Bulletin Board 

  • Report Builder

  • Visual and Existing Feature Updates 

  • Onboarding Process 

  • Gamification 

  • Social Influencers Innovation App 

Click here to see documentation from the project:

View Key Findings

App Concepts

We conjured up a prototype to map out the project's grand potential for stakeholders.


This preview helped everyone see the journey ahead and helped IT to scope the project properly.


Realizing the app's grand vision was too hefty for a single launch, we decided to roll out a version that would immediately lighten the load for our SMs. 

Click here to view the Adobe XD concept wireframes!

View Wireframes

Click here to see documentation from the project:

View Concepts

Reduction of Scope

How might we save them the most time?


Reports are the back office's most crucial feature, giving data on earnings and customer trends. Research revealed that SMs were wasting 4+ hours per week downloading reports to Excel for manual data crunching every week.


To fix this, we’ll add a column selector, an improved filter system, and a scheduler, making it a breeze to get the insights they need without the hassle. 

β€œIt takes our assistant about four hours every week to put everything together.” β€‹


β€œYou would need to pull every report for every month and then you're going to have to put it together on a table and graph it in order to get an idea what that information is.”​


β€œIt's super time consuming to pull some reports for recognition. To see who the top recruiter was I have to string every single month together.”​


β€œI download this and go through year by year and create my own Anniversary Date Spreadsheet that I print out and keep on my desk. This is work that the average person is not going to do.”​


β€œA lot of people don’t even know how to use Excel, so we need to spend extra time walking them through it and teaching them how to use Excel in addition to teaching them what data they need and how to put it together.”​


β€œFor us sometimes it's hard to look at the reports because, like for example the Team (Enrollment) Report it just keeps going.” β€‹


β€œIt would be nice if I could build my own report.” β€‹


β€œThere is a lot in those reports, so to a new person it can be extremely overwhelming.”

- Social Marketers

Click here to see documentation from the project:

View Elevated Reporting

Result

We crafted a new prototype for the app, tailor-made to deliver customized reports straight to the SMs.


With improved widgets and more features in the works, they'll spend less time poring over raw data in tabled reports and more time getting quick insights they can act on.

Click here to view the interactive prototype!

View Prototype

Outcome

A third-party company was brought on to build the app and it is scheduled to be launched in 2025.

To track success and impact once it’s built we will be monitoring the following: 

  • Elevated app ratings and positive feedback, indicating that the SMs find the new tool useful.

  • Increased app downloads and usage, implying that the SMs are interested in the solution.

  • Decreased number of downloaded reports, indicating reduced need for Excel manipulation. 

  • SMs reporting fewer weekly hours spent manipulating data and more time acting on the data .

Special shout out to my amazing team who worked so hard to make this project a success!