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SMB

Optimizing Appointment Management:

Addressing User Challenges and Introducing Activity-Based Sorting

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Context:

SMB, a versatile B2B and B2C product developed by Engageware, serves as a powerful platform for creating activities with a primary focus on facilitating appointment bookings. Seamlessly bridging the gap between businesses and customers, SMB empowers users to effortlessly generate various types of activities that encompass appointment scheduling. Furthermore, SMB offers the convenience of sending email invitations for these appointments, enriching the user experience with enhanced communication and engagement capabilities.

Problem 1.0:

Optimizing Appointment Management: Addressing User Challenges and Introducing Activity-Based Sorting

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  • Subsequent to a comprehensive user survey, it became apparent that users encountered difficulties in locating specific pre-existing appointments within an extensive list, which frequently encompassed well over a hundred entries.

  • Valuable client feedback emphasized the need for an enhanced sorting mechanism, with a focus on organizing appointments based on their associated activities.

Old Screen:

Solution:

  • I tackled the issue by implementing a structured activity list, providing users with a seamless pathway to access appointments associated with specific activities.

  • This innovative solution enhances appointment management by enabling easy sorting based on the corresponding activities, fostering a more organized and efficient user experience.

  • To empower users further, I introduced a versatile filter option that allows for the simultaneous selection of multiple activities, enhancing flexibility and user control.

  • Additionally, I incorporated a blind search feature, enabling users to swiftly locate any activity by inputting keywords across various fields, enhancing usability and accessibility.

  • Through this comprehensive approach, I not only optimize appointment sorting but also equip users with intuitive tools for effortless activity exploration, elevating the overall user experience.

What went well?

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  • Users are absolutely loving the new and improved user flow that I've introduced.

  • The organized activity list has made finding appointments related to specific activities a breeze, and users are thrilled with the simplicity it brings to their appointment management.

  • Sorting appointments by activities has become a favourite feature, as it saves time and keeps everything neatly organized.

  • The multi-select filter option has been a hit, giving users the power to easily choose multiple activities and tailor their experience to their liking.

  • The addition of the blind search feature has received glowing reviews, with users finding it incredibly handy for quickly pinpointing the right activity they need.

  • It's heartwarming to see users embracing this enhanced experience, and their positive feedback validates the effort put into crafting a user flow that truly resonates with them

mansimg223@gmail.com

  Crafted with Dedication and Passion

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