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Big Screen Design

January 21, 2013
Mustafa Alami
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Context

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Questions

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Why would a user allocate the entire screen to SFDC? What are they hoping to gain? What is the value proposition?

Ideas

  • Get my work done faster. Multiple experiences coexisting. Power user looking for efficiency.
  • Example: Working down a list of tasks, writing reviews, eye is on the feed, and my chat is running. Optimize my workspace.
  • See the Big Picture and work on the Detail.
  • Example: Global Sales Graph and Detail Forecast. Tweak detail and see impact.
  • Integrated experiences. Defined business process.
  • Agent Desktop Experience. On the left my work is being pushed. In the middle I am focused on a case. On the right I am researching a solution. All my tools and context in one spot. Minimize jumping and maximize efficiency.
  • Any task that requires the user to pause and do so some research without losing, covering, or window swapping context.

Bring Value

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Guidelines

  • Think of vertical panels on the screen. When you are 12 to 20 inches away from the big screen, you can only focus on one region.
  • Multiple experiences can exist.
  • One experience should not lock the others. Inline errors within the panel.
  • Remove overlays and modals. You have space. Use it.
  • Don't blow out text. People cannot read that wide.
  • Parent and child can coexist on the screen.
  • Refresh in a separate panel for dive links. No for bouncing/pogo. Avoid the click item on list - refresh new detail page - click back reorient - then repeat. Lists and detail can coexist
  • Panels need to be alive, update independently, and interact with other panels.
  • Examples: Drag a person from the people panel and add them to a group. Drag article and attach to case.

Concepts

Sales

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Chatter

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Experiences

Homepage
Agent Console
Performance Reviews

Value

  • Fast
  • Time is money.
    How much faster can task be done on the big screen? How often does it need to be done?
    Time saved = life back.
  • Simple
  • All I need is on one screen. I am not hunting for it. Not wasting time reorienting.
  • Insight
  • Insight through serendipity. Push related information that user might not click/touch to find.

Final Thoughts

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Think Wide Screen

Think Big Screen

Thanks.
Salesforce User Experience
Mustafa Alami