People
Once we have identified the platform functions and thought over the design structure, we began the project with the main flows. For the People flow, we created various table setups with employees showing the main types of information that are important for developing a marketing strategy.
Information about Activities, i.e. actions and activities of employees within the company was moved into separate tabs. There you can also edit information about each employee and add new employees.
Person details
Person details is a flow with the data of one employee, where you can view his activities by date and other data. The Person Details pages also include Activities and Opportunities, i.e. the possible actions and roles of the employee. The link between the employee and the company and the ability to view its properties have been added to the design. Person Details allows you to launch Workflow, which is a customizable algorithm of actions that performs any type of work by sending a letter to an employee, for example. This feature greatly simplifies and automates the assignment of tasks to employees.
To keep the user’s attention on the main information, we highlighted the selected items, buttons, and some other functional interface elements with yellow or neutral red with the main blue color.