01
The Client
Cvent provides event planners and managers online tools to streamline their workflow. I worked with a satallite office in Georgia that was recently acquired by Cvent on their new Lead Scoring and management application for Hotel Managers and Owners
Users
Corporation in the sector
Event Management Software & Online Portal
02
The Work
Working with a project lead and manager in another remote location and providing UX and UI for their complex and indepth application.
CVENT wanted to
Create
Hotel manager App
My strategy
Engage
The Users To Keep Using App
&
Exhibit
Users metrics from past - future
Display
The Content In An Attractive Way Without Losing Important Data
03
The Approach & Exploration
Research
Learning about the ins and outs of being a hotel manager. What type of data was relevent. How to effectively and clearly show data from each hotel to the manager and to keep them engaged and interested in this product.
Finding out how the lead system works, and planning accordingly on how that process will integrate into the application for the managers.
Planning out Lead interactions
The original sketches no longer remain but the following greyscale mockups were first drawn out and wireframed on paper/whiteboard.
Lead Score "Heart of the App"
The Lead Score in short is a calculation(score) of hotel history, rooms booked, events booked, revenue from said event or function, revenue from hospitality extras and so on. Making this score presentable in different parts of the app was a must, and also having the end-user understand at a glance what it all stood for. Here are some diffeent iterations of work that was done for this score.
A system was developed that used letter grades for the overall score, A+ (best possible) to F (worst) was used. In addition, scale, color and weighting of icons for the subsets of information that made up the overall grade was also used to help the end user see how this overall score was composed. Our usability and user testing found that this system worked best and allowed users to assimilate the information correctly and quickly at a glance.
I allowed users to drill down into the Lead Score. This effectively allows them to educate themselves about how the Lead Score was comprised, and how each sub-category is added up into the making of the overall Lead Score.
