top of page

Daylite CRM - 
Plugins

Ob3  developes online academic study software for Authoring, Publishing, Collaboration and Institutional Networking ( Like Moodle, Incom etc.)

​

OB3 wanted to expand its tech domain making plugins for CRM softwares, especially Daylite because it lacks features related to Quick Lead generation.  

Project landing.png

So what is Daylite CRM ?

  • Daylite CRM supports day to day work, for small business and runs on Mac and ios.

​

  • Manages calendars to sharing tasks and collaborating on projects. 

​​

  • Daylite is productivity-focused design to help team get more done.

CRM-Daylite.png

Lets deep dive and understand the factors

Project Duration : 8 Week - The duration was split into : Task, SWOT, Comparative analysis | Hypothesis testing | Target group primary research | Synthesis of Interview | Finalising opportunity areas | Persona Development | Developing HMW questions | Paper prototyping | High Fidelity wireframes | Final prototyping and user testing

01 Sense Making - Copy of Context.jpg

How does the client current platform works ?

  • Its a web based platform 

 

 

  • Teachers and professors can create online notes for students in a hour

 

 

  • They can simply drag and drop Text, Images, Video, Presentations and create student notes faster.

 

  • Comment and discussion session can also be added. 

OB3 media-rich documents with discussions (2 minute overview)_1.gif

Potentials the platform integration can bring to Daylite...

  • As seen here Daylite CRM is click intensive and a lot of Data is to be entered manually

​

  •  Taking notes about future clients is manual and not multimedia interactive

​

  • Building knowledge and Wiki about future clients is non existent. 

All these pain points can be resolved using web Data parsing, automation & plugging in Litebreeze to Daylite

Daylite 6 - Manage and Nurture Relationships Webinar using Daylite_1.gif
Stakeholders.png

Stakeholders that use Daylite...

Problems faced by stakeholders using Daylite CRM...

stakeholder ki.jpg

Lass uns gehen...

Starting with Task and heuristic analysis of client existing system

Heuristics Ob3.jpg

Also continuing and doing task analysis of Daylite CRM

Heuristics Daylite.jpg

SWOT analysis to understand the capability of the
plugin to be developed...

SWOT.jpg

Secondary research and comparative analysis of other similar services based on...

comparative analysis tag2.jpg
01 Sense Making - Copy of Secondary.jpg

Formulating hypothesis of target group based
on secondary analysis...

5W1H.jpg

Interview with stakeholders and questionnaire

questionnare.jpg

Finding key analysis from the interview

interview insights.jpg

Clustering Interview data and forming synthesis

cluster.jpg
cluster 2.jpg

Finalising opportunity areas based on findings

opportunity areas.jpg

Development of Personas based on the findings

persona 1.jpg
persona 2.jpg

Developing how might we questions based on persona and interview findings

How might we.jpg

Developing Ideating on wireframes reflecting the opportunity areas

wireframes final litebreeze.jpg

Low fidelity wireframes

I started with low-fidelity wireframes to quickly test and gain feedback. This helped me explore a large number of ideas in a short span of time and incorporate the user feedback for each flow.

low fidelity quick prototyping.jpg

Key product screens (Iteration 1)

keyframe 1.jpg
keyframe 2.jpg
keyframe 3.jpg
keyframe 6.jpg
keyframe 4.jpg
keyframe 5.jpg
keyframe 8.jpg
keyframe 7.jpg

Stakeholder feedback on 1st iteration.

For MVP, Due to limited development pipeline, client gave following feedback.

1.

Minimize the product flow to just core customer knowledge documentation features, and linking it to different tasks, relations and schedules inside daylite.

2.

Focus on features related to Browser integration, where potential clients data can be parsed from web, and all their contact informations are auto generated.

3.

It was also suggested to make a native Mac plugin, with HMI native to Mac instead of a web product platform.

Final LiteBreeze plugin Demo...

© 2022 Swapnil Ghutke

bottom of page