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.
Details from the user interviews:
View Key Findings
Results from a survey given to experienced Social Marketers for their most desired improvements:
View Wish List Survey
Competitive analysis documentation from 7 other MLM apps:
View Competitive Analysis
Possible Solutions
The data concluded that the SMs need a new tool that combined the available resources 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
App Concept
We made a wireframe 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
Wireframe documentation:
View Presentation
Reduction of Scope
Since the overall scope needed to be reduced, what might be the best way to save the SMs the most time?
Turns out that Reports are the back office's most crucial feature. They give data on earnings, customer info, and product trends. Research revealed that SMs were wasting 4+ hours per week just on downloading reports to Excel for manual data crunching every week alone.
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 of moving platforms.
“It takes our assistant about four hours every week to put everything together.”
“You would need to pull every report for every month individually 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.”
“It'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.”
“I 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.”
“A 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.”
“For us sometimes it's hard to look at the reports because, like for example the Team (Enrollment) Report it just keeps going.”
“It would be nice if I could build my own report.”
“There is a lot in those reports, so to a new person it can be extremely overwhelming.”
- Social Marketers
Survey results specific to the Reports feature:
View Reports Survey
Reporting feature breakdown with proposed ideas:
View Elevated Reporting
New Prototype
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 Hi-Fi interactive prototype!
View Prototype
Outcome
A third-party company was brought on to build the app and was scheduled to be launched in 2025.
To track success and impact once it’s released we would monitor 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!
