Full Project Implementation & Training: Business Analysis, Customization, Data Migration, Workflow Automation, Admin, and regular users Training (8 people).

Full process of Pipedrive implementation.

SUMMARY

Leading UAE cloud technology provider

Specialize in the retail and hospitality industries

Assist businesses to migrate to modern technology solutions

Represent some of the world’s biggest cloud technology systems

CHALLENGE

Wanted small but effective improvements, not wholesale changes

Clouds cape has a lot of experience with Pipedrive

They implement complex cloud solutions- externally tech-savvy

Large amounts of existing data that required a light touch to maintain its integrity

SOLUTION

Upskill senior management- they can get a better understanding of the system

Make changes and improvements to dashboards and reporting

Surface KPIs to simplify management

Refined pipelines and custom fields for easier use

Live training sessions and a focus on upskilling already proficient Users

OUTCOME

A successful consultation that delivered to the client’s brief

Key KPI reports created

A renewed focus on Activities-based selling lifted conversions rates

Management department now can adapt and edit the system themselves without relying on outside consultants

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I was designing marketing and sales processes from scratch. Moreover, I was implementing and configuring Pipedrive for marketing & sales teams; sales funnels, customer success funnel, custom fields, reports & dashboards, preparing integrations with an existing toolset, e.g., HubSpot, Snov.io / Woodpecker, G-Suite, Doc Management, Automation. Ongoing maintenance/adjusting Pipedrive to dynamically changing needs.

Scope:

Setting up and configuring the Pipedrive account
Security and permissions settings
Setting up the marketing and sales funnels
Lead qualification and labeling
Integration with Microsoft Exchange email
Synchronization of Pipedrive database with ERP system
Introduction to analytics inside Pipedrive
Integration with MailChimp
Implementation of customer satisfaction surveying
Integration with Leadfeeder
Training for the team

Effect: Successful implementation and integration of CRM system with a database. Secured information flow and defining permissions.

Zoe Church was looking to redesign their website for something more modern and stylish to fit well, with their LA aesthetic. They needed the website to have a user-centered design and a Content Management System (CMS) that would allow for easy changes and access by the Zoe staff.

SUMMARY

Australia’s leading business brokerage group,

Established in 2004,

More than 100 brokers and staff with representation in all major cities and regional areas,

Over 50,000 registered buyers,

Over 1000 inquiries every month,

Multi-faceted business with business sales, exit planning, franchise services, insurance, finance, and lending all covered.

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CHALLENGES

Finn Group were existing Pipedrive clients, with some of their team using Salesforce and some using Pipedrive,

They were looking to move away from Salesforce entirely to streamline their business, save costs and standardize processes,

Finn wanted to provide the same experience for all their brokers and needed their systems to be infallible,

A large Salesforce migration was always on the cards and everything needed to be planned with that in mind.

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SOLUTION

Plan long-term with a specific goal in mind (Salesforce migration),

Use the Pipedrive to implement a custom business broking solution,

I change the Hierarchical setup in Pipedrive so that the system can be properly used for the business broking industry,

Continually look for solutions to technical challenges,

Provide video-based training manuals to all team members,

I worked to provide a more in-depth integration to Autopilot — Finn’s marketing automation platform,

Fortnightly meetings between Me and Finn management about progress and improvements (which continue until now).

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OUTCOME

Hierarchical issues were overcome with the implementation of the business broking API layer,

A successful Pipedrive/Autopilot integration that deepened the native integration between the 2 platforms,

A successful Salesforce to Pipedrive migration, with more than 100-million individual records, moved,

Leverage the Pipedrive API to simplify processes and ensure that the documentation, contracts, and forms that prospects complete always find the right person (from more than 500,000 records).

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Full Project Implementation & Training: Business Analysis, Customization, Data Migration, Workflow Automation, Admin, and regular users Training (12 people).

SUMMARY

Successful business brokers and exit advisory firm

Skilled Pipedrive users

Boutique business growing rapidly

Offered a wide range of services including, exit planning, valuations, franchise services, and business sales

CHALLENGES

Existing Pipedrive clients, experienced and capable users who knew what they wanted  

Wanted to decrease the complexity of their systems

Many manual processes that were deeply ingrained

Large amounts of existing data needed to be moved as the system changed during implementation

SOLUTION

Introduce Pipedrive workflow automation to remove repetitive tasks and allow staff to focus on the important job

Use Pipedrive to implement a custom business broking solution

Adjust the Hierarchical setup in Pipedrive so that the system can be properly used for the business broking industry

Integrate external systems via Zapier, saving time and money through automation

Adjust permission and visibility settings so that Exit advisory could move down to a lower-level of Pipedrive saving thousands of dollars per annum

Remove system's complexity by eliminating pipelines and refining custom fields

OUTCOME

Many hours per week saved for the founders with the introduction of automation — both workflow automation and Zapier

Cut staff costs by providing training and expertise that speed up internal processes

Decrease in levels of frustration due to a more intuitive and easier system

Hierarchical issues overcome with the implementation

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Full Project Implementation & Training: Business Analysis- Customization, Data Migration, Workflow Automation, Admin and regular users Training (8 people in Thailand — 2 in Vietnam and 2 in Malaysia).

SUMMARY

Davis Lighting supply lighting solutions to the construction industry with more than 1000 clients in 10 countries

Sales teams in Singapore, Malaysia, and Australia

Supply to more than 2,500 projects

Davis has Sales, manufacturing, R&D and maintenance teams

CHALLENGE

Davis came to me with a clear vision of what they wanted to achieve and highly capable teams

I was tasked with turning the vision and processes into something that would work in Pipedrive without overcomplicating the process

Davis’s sales teams across the 3 countries operated separately with different processes

Reporting was not centralizing

Sales forecasts needed to be more accurate

Sub-contractors, builders, architects, specifiers and end-clients all needed to be tracked to determine success rates of individual suppliers

SOLUTION

Migrate teams from excel and other systems onto Pipedrive

The decision made to bring the Singaporean and Malaysia teams into a single Pipedrive instance

The Australian team was keep separate due to the different requirements of the Australian market

Ensure standardization across team processes for reporting purposes

Implement a way to track suppliers success and failure across projects

Implement project IDs, purchase order variance and quote types to make analyzing like-for-like deals easy

I created a custom solution leveraging the Pipedrive API that allowed Davis to easily create new suppliers

OUTCOME

Over a 12-week implementation period, I worked closely with the Malaysian head office and Australian sales division to implement their vision

Implemented custom API work to achieve reporting goals

Created custom filters allowing data to be easily surfaced

Provided team training sessions upon go-live

Provided a video-based training manual

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Full Project Implementation & Training: Business Analysis, Customization, Data Migration, Workflow Automation, Admin and regular users Training ( 6 people), Webforms, Live Chat, and Chatbot.

SUMMARY

One of the most successful Real estate investment companies and wholesalers in the USA

Multiple spin-off businesses

More than 25 sales phone lines integrated into Pipedrive

Highly successful high-volume sales team

CHALLENGE

Migrate ZBH from their existing platform to Pipedrive

Integrate a telephony system that allowed for bulk SMS, phone calls, SMS, and other comms to be easily accessible

Provide reporting for both sales teams and management

Integrate multiple platforms and lead sources so the success and/or failure of campaigns can be measured  

SOLUTION

Implement unique real estate platform which makes Pipedrive more useable for real estate teams

Work closely with our telephony partners at JustCall.io to create and implement a custom solution with 25+ phone lines and unique lead sources

Fully utilize all of Pipedrive’s features to create one seamless system integrating email, phone, SMS, marketing, and calendar

Use Pipedrive workflow automation and Zapier to automate processes and eliminate busy work for staff allowing them to focus on the important tasks

Refine and standardize custom field options so that reporting is crisp and accurate

Connect external lead sources to Pipedrive for proper campaign analytics

Provide training on a teams' basis including live sessions and a video-based training manual

OUTCOME

Within 3-years, since I first implemented our Pipedrive solution for ZBH, they have gone from a small business to one of the US’s most successful REI companies

Sales volumes increased due to increased productivity and efficiency

Marketing expenses per lead and per conversion has decreased due to better target campaigns based on the analysis of reporting

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SUMMARY

Town group is a fast-growing agency based in Queensland, Australia

They specialize in prestige properties and development projects

They need a system that covers both standard residential sales and handling large-scale projects

CHALLENGE

Natively, Pipedrive struggles with certain aspects of real estate

Town required vendor reports

The system needed to be built for growth

New staff needed to be onboard in hours, not weeks

Staff KPIs need to be easily measured and available to management at the click of a button

SOLUTION

Create simple reports and dashboards covering each aspect of real estate: listings, residential sales, projects, and settlements

Use Pipedrive forecast view to provide management with accurate settlement figures and the resulting commission amounts

I created beautiful automated vendor reports that can be accessed by vendors, days and night, providing them with all the details they need to know that Town Group is doing the right job with their listing

Refine and standardize custom field options so that they are suitable for the real estate industry

Provide training on a teams' basis including live sessions and a video-based training manual

Add JustCall telephony integration for easy bulk SMS and more visibility of client communication

OUTCOME

A real estate CRM built specifically for the Town’s unique needs

The system is infinitely scalable and is built for growth

5 dashboards with more than 50 reports that break down every aspect of the business

I created custom pipelines that allow Town group to use Pipedrive’s visual sales process to handle high volumes of leads

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SUMMARY

An ASX listed company headquartered in Sydney, Australia

Founded in 1921

Australia’s leading holistic marketing company

Over 2800 clients

CHALLENGE

The IVE Group was previously connected with another Pipedrive partner

When I came on board, we were tasked with refining and streamlining processes

Existing Pipedrive Users were set in their ways

The system has grown organically over time and was becoming unwieldy

Reporting was not at the level management desired

SOLUTION

Simplify the system

Provide team training to bring staff members up to speed

Create reports and dashboards for both salespeople and management

Refine and standardize custom field options

Provide training manuals, so IVE can easily onboard new staff

Prepare the system for additional teams to be migrated from Salesforce to Pipedrive

OUTCOME

The system was simplified with complexity removed

I was able to get the teams all working out of a single Pipedrive instance with a standardized setup

Management is now able to, in seconds, pull up reports and dashboards that give a live overview of the business

Sales teams across different departments are able to seamlessly integrate and work together

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Implemented and automated the sales process, trained 16 users. WhatsApp's integration. Zapier's integration to the warehouse.

Scope:

‍CRM implementation
Training for 16 people team
WhatsApp integration
Warehouse integration
Building custom fields
Structuring sales process

Basic Pipedrive implementation: custom fields, funnels, webforms, lead/opportunity flow management, reports, and dashboards.

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SUMMARY

Novatti is an ASX listed payments company

They make payment processing easier to develop, deploy and manage

Active in 58 countries around the world

More than 20-years experience in payments

CHALLENGE

Novatti is a long-term Pipedrive client with existing processes

Existing Pipedrive Users were set in their ways

The system has grown organically over time and was becoming unwieldy

Six different teams using the system to varying degrees

Reporting was not at the level management desired

Integration to external systems could be improved

SOLUTION

Simplify the system by reducing the number of pipelines by two-thirds

Create reports and dashboards for both salespeople and management

Integrate PandaDocs (digital signing tool) to increase efficiency and conversion rates

Refine and standardize custom field options

Provide training on a teams' basis including live sessions and a video-based training manual

Add JustCall telephony integration for increases communications visibility and efficiency

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OUTCOME

The system was simplifying with complexity removed

Cross-company processes were implementing that standardized reports across teams

Management can now, in seconds, pull up reports and dashboards that give a live overview of the business

Sales teams across continents can seamlessly integrate and work together

Legal and contracts are handled digitally decreasing leads times, increasing visibility, and increasing conversion rates

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SUMMARY

Malaysia’s leading payroll platform

Clients include Petros, Mint, Fama Group, Setel, and 1,000’s of Malaysia’s SMEs

Over 70 staff

Part of the Jibble group

CHALLENGE

Pipedrive had been implemented, but adoption rates could be lifted

The client was already highly skilled in Pipedrive

A complex industry with a large variety of products and solutions

Large amounts of existing data needed to be surfaced and reported on

SOLUTION

Train-the-trainer style consulting assistance

A focus on reporting and results

Create easy to use dashboards that surfaced KPIs for 4 key internal teams

Simplified the system by removing and combining pipelines

Adjusted custom fields so reporting was meaningful

Implemented automation improving productivity

Live training sessions and a focus on upskilling already proficient Users

OUTCOME

A successful consultation

Key reports were created and rolled out across the 4 teams

The focus on Activities-based selling lifted adoption rates

A team that is happy and comfortable with their new system

Management that now has easier access to key data

And the ability to dig deeper into the data to surface important insights not previously available

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SUMMARY

Asia’s leading destination management company

29 locally managed offices across more than 10 countries

More than 100 staff

Servicing major markets including the USA, UK, Europe, and Australia

The nature of the industry is extremely long lead times

CHALLENGE

Multiple processes were being used across 10 different countries

Staff set in their ways

Their systems have grown organically over time and were unwieldy

Reporting was not at the level management desired

Different cultures and processes needed to be brought into a single system

SOLUTION

Deliver a simple system that could grow more complex over time if required

Create reports and dashboards for both salespeople and management

Import existing data from each team into the new system

Refine and standardize custom field options so that they can service all countries

Connect external lead sources to Pipedrive for all countries

Provide training on a teams' basis including live sessions and a video-based training manual

Additional management training visibility and efficiency

Weekly and monthly progress reports

Additional training sessions for new staff and staff being left behind

OUTCOME

A successful system launch with 100% adoption from more than 90 staff in more than 10 countries

Processes implemented that standardized reports across teams

Management can, in seconds, pull up reports and dashboards that give a live overview of the business

Sales teams across regions can seamlessly integrate and work together

Data management is vastly improved

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A complete CRM setup, implementation, integration, and support for a local Edtech company.

I was working on a full-scale implementation project on Pipedrive — from the discovery phase, through implementation, the integration, testing to optimization. One of the biggest challenges was the integration strategy to combine multiple lead sources connected via native integrations, Zapier-like tools, and Pipedrive's workflow feature.

These are the tasks that she found to be done in the Custom App:

- Bugs while creating a new trainer to be fixed

- E-sign integration for Document Sign to be completed

- Templates for Documents to be uploaded

- Bugs in the flow for triggering emails to be fixed

- UI​​/​​ UX clean up to be done

Basic Pipedrive implementation: custom fields, funnels, webforms, lead/opportunity flow management, reports, and dashboards.

Tasks:

Setting up analytics and reports,

Integrating CRM with email,

Defining initial CRM setup,

CRM audit and defining areas of improvement,

Review the lead workflows and navigate system,

Initial meeting with you to get details of the project.

A complete Pipedrive implementation for a leading football club; implementation and coordination of Pipedrive CRM system in KKS Lech Poznań sales department

E-Commerce store development on Zoho Platform along with Zoho CRM, Books, Desk, Mail & inventory integration builds and implementation. The entire business platform is set to run on Zoho platform.

In this project, we implemented the CRM system from scratch. We adjusted the individual elements of the system so that the implemented software met all customer specifications. The project was completed in less time than expected. The implementation of the tasks set at the beginning took less than 27 hours.

Scope:

Business process analysis,
Implementation and configuration of Pipedrive CRM,
Creating separate sales funnels (seller/buyer)
Creation of a dedicated application on Azure,
Designing Pipedrive forms automation,
Integration with lead sources,
Integration with GSuite,
Integration with Caller.

SUMMARY

Based on the Costa Del Sol in southern Spain

Servicing a broad base of international clients from more than 20 countries

An already successful agency that was undergoing a growth phase

CHALLENGE

Realista were looking to dealing with large numbers of clients

Needed a way to manage the growth without adding to their cost-base

Set-up of a ‘no-touch fully automated sales and marketing platform

Various lead sources all need to create Deals in Pipedrive and auto-alert salespeople

Create a fully automated marketing process that carried the prospect through a journey over 90-days

SOLUTION

Implementation of Pipedrive along with Autopilot

Create multiple marketing journeys designed to nurture clients

Often elongated sales cycles required low-effort but high-touch marketing

Create reports and dashboards for both salespeople and management for a full visibility

Import existing data from different lists into Pipedrive and then sync that data with Autopilot

Connect external lead sources to Pipedrive for all campaigns

Provide training on a teams' basis, including live sessions and a video-based training manual

OUTCOME

I worked on Realista’s website developed to deliver an integrated marketing platform taking in CRM, automated marketing

A successful system launched that provided the high-touch campaigns Realista

Better coordination between sales team members meant less stress and fewer prospects falling through the cracks

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I was designing marketing and sales processes from scratch. I was implementing and configuring Pipedrive for the sales team (sales funnels, custom fields, lead scoring, reports & dashboards, preparing integrations with an existing toolset, e.g., HubSpot, G-Suite, Doc Management). Ongoing maintenance / Adjusting Pipedrive to dynamically changing acquisition channels, and sales activities.

SUMMARY

South-east Asia’s leading payments platform

Clients range from tech giants to online marketplaces like Lazada, global retailers, airlines throughout the region and fast-growing tech start-ups

Over 400 team members across 10 markets in Asia and Europe

International and local cards schemes

Digital wallets and QR payments providers

400,000+APM payment points

Over 45 currencies and 30 financial institution partners

CHALLENGE

400 staff across more than 10 countries

A complex industry with large variety of products and solutions

Large amounts of existing data needed to be brought into Pipedrive

A requirement to start with a single country before rolling out the successful implementation to other markets

SOLUTION

Keep phase one of the project as simple and as concise as possible

A focus on reports and dashboards

Complete on a single country implementation first

Use the data that is to be migrated to drive the creation of custom fields and processes (this causes the least disruption to staff migrating to use Pipedrive for the first time)

Live training sessions and provide a video-based training manual and written summary of the system

OUTCOME

A simple system that takes covered the requirements of a multi-national workforce

An implementation that went live without causing massive upheaval

A team that is happy and comfortable with their new system

Management that now has easier access to key data

And the ability to dig deeper into the data to surface important insights not previously available

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Project Challenge

A platform that makes it possible to share resources for online collaboration among multiple users of one organization.

Target group

People working remotely and online need access to their files and programs anytime, anywhere. They are mainly people working in project teams: company employees, freelancers, students.

Market research

The first stage was research around applications offering solutions for remote work. I wanted to find useful elements of the interface and create an application in which the user feels familiar from the first use.

Solution ideation

Horbito comes to your aid, offering virtual desktop directly in your web browser and a wide range of personalization options to suit your needs. In addition to storing files in the cloud, the service allows you to edit and share documents, communicate with the team and visualize specialized programs such as Photoshop, in a web browser. At the same time, it allows you to work together on documents. Horbito on PC version works on every modern web browser. The smartphone version is available for Android and iOS. The basic version of the application is free of charge and provides 15 GB of online space.

Initial market research

I tested many popular applications available on iOS for remote work (Google Drive, Dropbox, Microsoft One Drive, Slack). I selected elements that work similarly like landing pages, creating an account, settings, file sharing. Furthermore, I decided to make these elements of the prototype as close as possible to the standards present on the market.

Map Red Routes/

Most important activity: file sharing and access to online programs.

Indirect activity: communicating with your team and colleagues.

Additional activity: creating a workspace for the team.

Hypothesis/

There is no product on the market that allows access to files and programs from any computer and provides the functionality of a traditional operating system without the need to install additional software.

Inspiration and competition/

Application was inspired by services such as Google Drive, Dropbox, Microsoft One Drive and iCloud. These services are available in Horbito, so they are not competitive. Rather, they expand the capabilities of Horbito by offering multiple Horbito solutions at the same time.

Prototype

The first prototype I created based on the knowledge about the applications currently available on the market. To enable interaction with the prototype, I used the Marvel app program. It is a website, which after uploading paper mock-ups allows adding interactions between application windows. Thanks to that I could revive the paper prototype and present it in the company.

The prototype was created as a Quick and Dirty mock-up. Its functionality includes the ability to create an account (also with the use of plugins for social networks) and a preview of the main submenus: Home, Cosmos, Files, Chat, and Settings. The menu is placed at the bottom of the screen in accordance with Apple's recommendations for iOS applications.

The prototype is available online -> click here

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Development from scratch the site for HBO GO for Asia. I designed the architecture for FE client side over JavaScript and developed all FE. I have created our SPA base on jQuery. Tech lead: been in charge to lead the FE project and communicate with other teams (mobile, backend) to coordinate what was the next step to take.

Technologies used: Gulp, Bower, JavaScript, jQuery, Sass, Html5, AWS. Agile methodology(Scrum)

I built a platform on Sharetribe GO (OpenSource version). Since the day one doing ongoing development in close collaboration with a client we’ve done many features which makes project unique and adapted to its needs.

This is a SaaS website in which I have designed the User interface and user experience. I am also responsible for developing the whole front end and back end. This is an ongoing project, I am currently busy working with the copyright for the website content and the WHMCS Integration. ‍

Project goal

An interactive platform collecting a set of good practices to encourage more female candidates for technical studies.

The name of the project is a word game that is based on the acronym of words representing the 4 fields of science:

Science, Technology, Engineering, and Mathematics in short: STEM and the number 4 read in English (four read: for) Them, i.e., STEM for them: future female scientists; high school girls, future female students.

Vision

Knowing that the roots of the problem are much deeper than what we can reach, we tried to find a way to stay helpful.

That's why we focused on a specific target group, the group we can reach: former high school girls who have to choose what to do next. We started to ask ourselves what is the motivation to make decisions, how is it possible that there is such a gender gap in scientific fields. Of course, we couldn't do it ourselves, so we asked people who have already done it to help us (female STEM students, researchers, professors). Thanks to their input and many theoretical studies, we have narrowed the field of action.

Our efforts were aimed at helping young girls to better understand their capabilities, themselves, and not to let them lose the chance to choose a less frequented path, just because it is easier or there is not enough information at the moment. We wanted to integrate more and better people in key places, in their lives, with institutions that can help them make the right choices.

Interviews

The interviews were conducted with 12 people from different areas of the university: students, professors, employees of the Center for Gender Studies and Orientation Office.

We also contacted the organizers of the Girls Code IT project, which aims to promote coding skills among female students in high schools.

The focus group was conducted with the organizers of Girls Code IT to obtain as much information as possible, which could help in the implementation of the project.

Additional tool — Red Map Routes

Based on our findings, we have created the Red Map Routes. We have also selected 3 activities that have a different priority for our target group:

Most important activity: finding an optimal educational and professional path.

Intermediate activity: communicating with other people considering technical majors and careers in related areas.

Additional activity: online information about orientation practices for future technical students.

Mock-ups

Paper prototypes

Each of the team members proposed 4 alternative mock-ups for the most important features of the prototype. They were:

— Page: About the Project

— Blog

— Forum

— Good Practice Area

Low-fidelity prototype

Based on the created low-fidelity prototype, I designed its equivalent in a high-fidelity version. I have used Axure RP.

Access to the prototype is available at the following address:

https://lw0d8m.axshare.com/#g=1&p=good_practise-papers&c=1

Workshop

To test the hypothesis of STEM 4 them, a workshop was organized in which 8 female participants took part. It was also a chance to get acquainted with the target group, the face 2 face. Workshops were conducted at the university in the so-called Brainstorming Room, which is a room specially adapted to conduct training and research for people dealing with UX and UI. The advantage of the room is its unofficial character: there are comfortable sofas and poufs instead of benches with chairs. The walls are adapted for writing after them with special markers. In addition, there is a lot of stationery tools to use.

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The system allows registered users to book activities with each other to organize and manage work efficiently. Developed in JavaScript and split into frontend React framework and backend NodeJS framework fully connected. Benefits from Ant Design UI library with CSS formatting and utilizes the Koa framework. Data stored in a relational database accessible by SQL through the backend environment. Benefits from the koa-router and secure koa-passport authorization. The application benefits from signup and login pages, allows registered users to create activities, add other members and collaborate with them. Thus, the system aims to help with organizing users’ free time. The frontend framework fully connects to the backend environment through the utilization of the RESTful APIs.

Project around the smart collection and processing solutions for e-waste.

My focus was dedicated to the classification process using tangible interfaces: Design, creation, and testing of tangible and graphical interfaces in the context of the InnoWEEE project.

The InnoWEEE goals

Increase the collection of WEEE by using smart bin and WebApp, information about the valorization of WEEE and EEE by regeneration and re-use of usable devices, and by recycling the materials that can be used again in the production cycle.

The InnoWEEE tackles an issue of general lack of awareness and knowledge about how to properly take care of electronic and electric waste.

The pilot study

One of the critical stages of the project was the evaluation of created interfaces. For this purpose, a pilot study was organized. It took place on 31.05.2019. It was a full-day workshop with activities related to electronic waste and ways to recycle and reuse it.

The goal was to test and evaluate created interfaces with real users and gather qualitative and quantitative data.

The details about the event and the results can be found in the dedicated article.

I build a Full-stack of a football betting with friends app on iOS and Android — Firebase backend and Slackbot integration.

App functionality and User Needs - app analysis

Using the McDonald’s app, users can get familiar with available promotions and new menus. They can also collect loyalty points when using the application when visiting the restaurant or in-app. Gathered points can be used to pay. People who have special needs can check for locations that meet their criteria. For example, Belgium users can charge their electric car during the meal.

Application is available worldwide, but its functionalities depend on the market.

1. User needs

2. Save money

3. Explore food quickly and easy

4. Find a suitable restaurant

5. Get to know about the new menu

Current app features

Promotions for customers: Special offers of new products, loyalty programs

Food details: Nutrition information, List of possible allergens, List of ingredients

Filtering and navigation: Restaurants locations, available facilities in restaurants, etc.

User problems

1. Browsing coupons available only after creating an account → macro-design choice of app developers (data analysis, content personalization).

2. The prices of the products are not always shown.

3. Lack of possibility to order food from the app and delivery option inside the app.

Considered app features

1. Location and language selection

2. Filtering of facilities

3. Landing page

4. Product selection

Landing page — current and redesigned

Issue: the action button News working as a navigation button.

I was expecting to see more details on the News menu, instead, I was redirected to offers.

Additionally, the home icon is not corresponding to the News category — it causes mental model inconsistency.

The redesigned Landing Page better informs the customer about new menu options and allows them to save money using in-app deals.

First redesign for Landing Page

Newsfeed design → design pattern inspired by social media apps.

Second redesign for Landing Page

+ Sliding to next page → Sense of continuum in the navigation structure.

Job searching application with a Tinder-like swiping feature for selecting jobs previously specified by the user. Swiping left discards the job from the deck of cards whilst swiping right moved the job advertisement into a separate tab where the user can apply for it later. The user logs in through a third-party app using the Firebase authorization. Subsequently, the user selects the job title (or simply inserts the keywords) and enters the job specifications into the appropriate fields. The job advertisements are fetched from the Reed.co.uk API and are presented to the user in the deck of cards form. The selected jobs are saved on Firebase and fetched from there when the user requests to access them. Once the user selects appropriate job advertisements, they can come back and apply for them later.

End-to-end full-stack build of the UK version of a football match booking platform, on iOS and Andriod  - Firebase backend.

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The system utilizes the fusion of the Principal Component Analysis and the Linear Discriminant Analysis algorithm which has been used in a research study investigating the effect of change of the lighting conditions and facial expressions and face wear on the recognition rate of the fusion. The system is capable of recognizing faces with up to 98% of accuracy due to utilizing a fusion of the algorithms. The system takes advantage of the OpenCV Python library and connects to a relational database where the student's attendance records are stored.

- Shopify Gorgias, LiveChat, and WhatsApp chat implementations including customization, user experience, and message flow automation.
- Managing work of developer team for front-end and back-end projects including writing custom apps for improving Shopify user experience. Advanced testing and theme management. Working with Shopify apps development teams.
- Conjured referral marketing program integration, including the custom landing page embedded into the homepage. Customization of landing page CSS, creating referral program marketing and communication strategy, troubleshooting.
- Custom sign-up landing page set-up using Klaviyo forms. From embedded into a Shopify page.
- Klaviyo account set-up and integration with Shopify. Creating automated mailing flows including abandoned cart flow, welcome pop-up flow, browse abandonment flow, reviews flow, etc. Advanced flow splits based on user behavior, cart value & demographics.

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Shopify store for a Diffuser and Essential Oil brand. Technology: StackHTML5, CSS3, JavaScript, jQuery, Liquid.

Their Tiles are sold by the box and Shopify doesn't have any way to deal with measurements out of the box. Buyers didn't know how many boxes they needed to buy. Solution: a custom Shopify extension was written. The extension enables the buyer to enter their space measurements in square feet and the calculator figured out how many boxes are needed. Each Tile had its price per box per measurement. I also implemented the ability to add sample products to the cart.

I have built one feature called quick view which is on the product listing page by this. We can have brief information about A product in a popup.

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I created a simple store for Polish company based on Shopify platform.

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Lone Star Candle Supply serves candle makers all across the country by offering a large selection of high quality candle making supplies.

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Roles & Responsibilities
• Upgraded the Magento 2.1 to 2.3.2 version.
• Worked with global IT team and globally dispersed business functions.
• Monitor and improve quality of web components.
• Participate as part of a global development team to ensure successful and timely technical
implementations and process adherence related to analysis, designs, development, rollout, and
support of ecommerce applications and systems globally.
• Developed the many custom modules for client requirement
• Integrated the third party modules like Mailchimp , Yotpo, ShipperHQ

  Technologies – PHP,  Magento 2, HTML5, CSS, AJAX, JQuery, Bootstrap, Acumatica ERP and              
MySQL

Description

The ParkingZone has been providing products and solutions for all levels of Parking and Traffic Enforcement needs. Private Parking Facilities, Valet Services, Municipal Curb-side, and Traffic Enforcement operations, Airport facilities, Schools, Arenas, Small Businesses, and anything in-between have come to the ParkingZone for help.

Roles & Responsibilities

Interact with the client to understand the requirement.

Customize modules according to client requirements.

Resolve cross-browser compatibility issues.

Write clean structured and well-documented code.

Integrate data with WordPress, Salesforce, and APIs in general and ERP/stock management systems.

Work with the LAMP development environment and version control GIT.

Upgraded the Magento version from 2.1 to 2.3.2

Technologies

PHP, Magento 2.3.2, HTML5, CSS, AJAX, JQuery, Bootstrap and MySQL.

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Tupperware who sells the households across the world.

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We integrated all of the data from Shopify to Salesforce with custom objects, opportunities, leads, contacts, accounts so that the team could get insights from within Salesforce.

- Shopify viral giveaway campaign setup using Viral Sweep application landing page with points for action contest and newsletter sign-up form.
- Shopify inventory management included product uploading, product SEO optimization, product bundling, collections and tags management, product search improvement, connecting product inventory.
- Mailing workflow automation in Omnisend included cart abandonment flow, welcome flow, and browse abandonment flow. Advanced flows based on audiences, user behavior, and demographics. Tracking mailing campaign performance & recommendations.
- Leveraging the best of the Shopify Prestige theme included hero slider customization, featuring products with call-to-action buttons, layout & navigation planning, HTML & CSS changes & more.

OwnOutDoors.com is a marketplace built on Sharetribe.

Shopify-powered online store for an electric-bicycle brand.Technology StackHTML5, CSS3, JavaScript, jQuery, Liquid, Google APIs.

6th street offers exciting and attractive fashion accessories for men and women. 6th street has 3 different stores for 3 different countries (UAE, Saudi Arabia, Kuwait).

Roles & Responsibilities :

Customize modules according to client requirement
Developed all the pages from the home page to check out at the front-end
Develop and maintain RESTful web services in PHP which support JSON and XML and implemented
Service-Oriented Architecture (SOA) internally to streamline the communication between frontend and backend.

Shopify-powered online store for a children's electric-ATV brand.Technology StackHTML5, CSS3, JavaScript, jQuery, Liquid

The App automatically detects the location of the user and automatically redirects to the International Store if they are not in Canada.

Full Project Implementation & Training:

- Business Analysis- Customization

- Data Migration

- Workflow Automation

- Admin and regular users Training ( 5 people)

From the co-founders’ perspective, the solution was straightforward: an interactive matching platform. Amid video calls and chat options, there would be recommendations to other useful sources.

When I reached out to the team offering our free mentorship help, the MentorMe team confessed they will need assistance with the realization of the project.

I have assessed the needs of the team and the target audience. Based on that, we architected the future solution.

Technical documentation.

Software requirements specification (SRS) will help young founders when raising the next round and employing their developers. They didn’t have any of that before.

Prototyping. The client provided me with initial wireframes to reflect the vision. I revised it and followed up with a clickable MVP. It is a crucial step that many startups skip, although it is a key part of the Discovery Phase. I showed the client how the system will look like and work before delivering the full web development service.

Mobile application development process. The prototype allowed us to gather valuable feedback and adapt the technical requirement and UI/UX design. Then, I proceeded to agile custom app development divided into 6 sprints over one and a half month.

Features:

Video call with the ability to exchange messages

An option to leave a request to find a mentor in any of the proposed subjects

Opportunity to evaluate the call

One of a team of React Native developers working for an innovative new business banking startup. In-App UI development and automated release process (via Slackbot).

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Scope:

Creating an integration workflow and developing it to its most refined and compliant form

Integrating tools with sales lead sources

Developing a dedicated integration for the website, Pipedrive, and ActiveCampaign to acquire new leads

Developing a dedicated integration for Pipedrive, Nexudus, and PandaDoc to support memberships

Developing a dedicated integration between Nexudus and Calendly manage workspace scheduling and manage sales or customer service calls

Testing, troubleshooting, and tailoring integration to client's requirements  

Effect: Bespoke integration of a suite of tools to efficiently and automatically manage sales lead processes and other customer-facing activities such as payments or membership management.

I created the entirely new payment gateway integration with PandaDoc for both CC and ACH Payments via PayTrace. I created a completely custom contact, deal, product form that creates and updates deals in HS, creates a dynamic pricing grid, pushes to an embedded custom PandaDoc for the salesperson to complete in person or to send an email easily to the customer. iPad's functionality.

Design and build of new features for a driving behavior tracking app on iOS and Android; Setup analytics integration with Google Analytics and Big Query (via Firebase).

WiseID is a turn-key solution for ID scanning with a possibility to use real-time data capture to scan ID on mobile devices within ID scanners, passport scanners, etc. apps. Many other identification documents are supported as well: Driver Licenses, Passports, Medical insurance cards, Visas, etc.

SUMMARY

Headquartered in New York

An exciting cutting edge start-up in real-estate/tech space

A fast start needed and immediate results expected

CHALLENGE

I was brought in right from the start as the whole Intrnz team was learning and adapting to an ever-changing business plan and execution strategy

Set-up of a ‘no-touch fully automated sales and enrollment process

Various lead sources all need to create Deals in Pipedrive and auto-alert salespeople

How to get existing lead lists into the system

Create a fully automated marketing process that carried the prospect through a journey over 4-weeks ending in a hot lead with a high chance of closure

SOLUTION

Create multiple marketing journeys integrating content from other agencies into carefully crafted Autopilot journeys

Create reports and dashboards for both salespeople and management for full visibility

Import existing data from different lists into Pipedrive and then sync that data with Autopilot

Refine and standardize custom field options so that they could be used to inform Autopilot of a prospect’s status

Connect external lead sources to Pipedrive for all campaigns

Provide training on a teams' basis including live sessions and a video-based training manual

OUTCOME

A successful system launch with the client’s aim of handling a large (HUGE) volume of leads with minimal staffing achieved

Sales targets met

Successful implementation and integration of CRM< marketing automation platform and telephony system so that email, SMS, salespeople, and data all worked as one

Across regions can seamlessly integrate and work together

Over time as more data settled in the system conversion tastes and cost per lead reduced allowing more targets marketing spend and a self-reinforcing loop that continued until COVID hit in 2020.

- Email automation

- Marketing analysis

- Site tracking

- Lead scoring

- Dynamic content setup

- Audience segmentation

SUMMARY

The Bucha of Byron is a kombucha manufacturing and distribution company based in iconic Byron Bay, Australia

The company manufactures and distributes to over 5000 stores nationally

They have their own sales team on the road, along with having distribution agreements with third-party logistics companies

Clients order weekly or monthly and usually order via third-party logistics partners

The Bucha needs to get that third-party logistics data for their salespeople so when they visit a venue, they have the latest ordering data and delivery information

CHALLENGE

The Bucha has rapidly grown. To meet the increasing demand for its products, it needed a better way to organize client records and target sales opportunities.

They needed a system to streamline the sales process and deliver a 360-degree view of each customer relationship.

Management needed to have easier access to venue numbers, orders, and clients who were ‘at-risk

Sales reps needed to know, in real-time, when the venues had last ordered, what they ordered and what was the previous communication

SOLUTION

Data from third-party partners needed to be surfaced in Pipedrive

A telephony integration was required to ensure all communications, no matter whether phone, SMS, email, or marketing, are recorded inside Pipedrive

The number of venues each salesperson looks after needs to be increased so that the Bucha could continue to grow at pace without having to hire excessive staff

Marketing needed to be automated so that clients and prospects each had their own unique and meaningful interaction with the Bucha

OUTCOME

Leveraging Pipedrive’s workflow automation along with Zapier, I was able to surface the third-party logistics data in Pipedrive, providing The Bucha reps easy access to the information they need

The sales team can have an informed conversation with venue managers

The result is they cover 4-times the number of venues without increasing their salary overhead

With Pipedrive and I, The Bucha of Byron better services its clients through a much more scalable business model

The Bucha is landing larger national clients because now, have additional bandwidth. The implementation has freed up capacity in the sales process for both the reps looking after smaller venues and the managers targeting larger chains.

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PZ Service AS is a construction company of 50 people. Every day they carry out construction projects such as the exterior finishing of Oslo Opera House and Gardermoen Airport. My task was to create a logo, website and advertising materials that will strengthen the company's position in the market and build an even greater level of trust and recognition.

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Develop a website for Miscellany- an interior design agency based in London, UK. Affordable, high-quality interior design help with fashioning your space super fast, select from ready-to-wear / go curated looks.

This is a UK-based firm that is engaged in the business of originating and/or funding mortgages for residential and commercial property. The company works with many brokers around the UK. My role as a designer was to create clean and informative landing pages with contextual hero shots. My goal was to turn visitors into real customers. The website shows the services in the context of use, it demonstrates how it works and makes it easy for people to visualize themselves enjoying the benefits. On this project, I have worked closely with the developers, SEO Specialists, Social media managers, and stakeholders. I was responsible for the User experience and User interface design.

Website for a national student organization, with the possibility for event registration with QR codes, automating the process with MailChimp, Slack, and Zapier, and using Asana to track the progress of the project.

The subject of the project was to code the front-end. It was quite a demanding project, especially in terms of animation and other elements. Project details: created with SCSSCSS Grid used homepage built with parallax library customized accordions framework used all compiled using webpack.

Webflow Development from Figma design with Interactions and custom scroll bar color. Ability to detect and load a website in French, Spanish, or English from the user's browser.

Make It are workspace providers bringing color, enterprise, and social value to London's underused spaces alongside a community of creative industries.

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I implemented a suite of A/B test UX variants for specific high-impact areas of the e-commerce website.

I created a business card website made for the client from Szczecin. He primarily wanted a light, readable, and transparent website. I carried out the work using a premium graphic theme- it is adjusted to the client's needs, optimized, and prepared for proper display on mobile devices.

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Scope:
selection of the provider and hosting solutions

installation on the WordPress server + selected graphic theme

(optional) offline graphic design

live project available on the Internet for optimization of back-end hosting, cache, mailboxes, and forms

transfer of access data to the customer

The subject of the project was to code the front-end layer according to the guidelines. Styles written in .scss, all compiled using webpack, .js scripts written in esnext. The project also required the jQuery library use, and in some elements — cssGrid.

I've taken part in the development of the website for "The Conversationalist" Brand. It is a non-profit organization made to raise social awareness and give a voice to people who are silenced.

Implemented the G-Translate Translation Delivery Network (a translation proxy that mirrors the website in different languages). Then, I added hreflang attributes to the page headers to tell search engines that an alternate version of the content is available in other languages at the links provided.

Creating a website with memberships and events, and connecting everything with Zapier to other systems. Extensive use of Zapier for automating the course enrollment and account creation, and also the conversion of Zoom live lessons to recorded video's on Vimeo through API.

Santara Group is a talent management and activation agency representing world leading athletes, icons and brands.

A growing taxi company asked me to develop a fast and reliable app that the customers would use seamlessly. I helped to revise the design and bring a high-potential project to reality. I had to implement both original UI and widely accepted UX. I analyzed competitors and presented several series of mock-ups to highlight the expertise of the client. Easy-to-navigate map. Based on the initial research, we redesigned the app from scratch to make user interaction with the map smooth and pleasant. Flexible routs. Moreover, I experimented with the prototype to make the app respond quickly to each touch on the screen.

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Features:

Mobile application for users (customers)

Common taxi application features

Automatic search of an individual location

Search and selection of a destination address

Ability to select multiple route points

Ability to search on Google Places

Travel history

Choosing a car according to different criteria

The “around city” function when the order doesn’t specify an address

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I started working on building the website in Webflow. I created are responsive design that looks well not only on laptops but also on mobile phones and tablets. Taking into consideration different screens that the website visitors use is necessary as the general Internet-browsing trends show that the usage of portable devices is growing. What stands out in Webflow is how the software handles animations. This powerful tool allows you to have a real-time preview of the animation that you’re editing. With webflow animations, I created a smooth design that highlights six major features of the Pimetric app in one dynamic view.

I designed and build responsive website in Webflow, also I have made the illustrations & all the promo assets.

Design and full implementation of Magento and later PrestaShop store for 123oczy.pl

- selection of the hosting provider and solution
- installation on the WordPress server + selected graphic theme
- (optional) offline graphic design
- live project available for the client on the Internet
- optimization of the hosting backend, cache, mailboxes, and forms
- providing access data to the client

Since 1974, Ronald McDonald House Charities (RMHC) has created programs that strengthen families during difficult times. RMHC provides vital resources and compassionate care to children and their families being served by leading hospitals worldwide. Core RMHC programs — Ronald McDonald House, Ronald McDonald Family Room, and Ronald McDonald Care Mobile programs — provide access to health care and enable family-centered care. RMHC helped lessen the burden for millions of families in 2018. To fund these programs, they rely on charity. The RMHC Donation Boxes collect a dime here, a quarter there, but when millions of people across the U.S. drop change into a box at a McDonald’s Restaurant, it makes a big impact. The RMHC Donation Box program inside McDonald’s restaurants is their largest ongoing fundraiser. As you can imagine, these boxes and signs for the charity are on almost every table in every McDonald’s across the country. They also have the change collectors at every drive-thru window and in many other non-McDonald’s places. They had a large fulfillment issue, trying to pull in information for ordering and distributing donation boxes between 3 different ordering systems, and asked me to help. I created an eCommerce site that fulfills their charitable giving and signage in stores. The store manages the inventory and availability for all the table tents, flyers, signage, coin collectors for the drive-thru, and more. The new eCommerce store is easy-to-use and streamlines not only ordering for the stores but also fulfillment by RMHC. The streamlined ordering system distributes information out to warehouses across the country for fulfillment. ‍

I had to integrate everything that is in place on their website into easy-to-use and informative mobile apps: hundreds of vendor profiles, each including visual materials, reviews, blog mentions, details about catering, capacity, prices, and so on. I aimed to provide EventSource’s customers with an effective way to plan their special events with the best vendors and to the finest details.

Likewise, I integrated a large database of available vendors, each with several characteristics: their contacts, types of services, photographs and videos, special offers, awards, mentions in EventSource’s blog.

I added numerous filtering options for users to search for vendors and venues by keyword, event category, capacity, price, location, etc.

I used Google Maps API to enable location-based search and show each vendor on the map. For the map not to seem cluttered, I used powerful geo clustering techniques: several points on the map are combined into clusters as the user changes the scale.

The customer-facing app includes 3 tabs: Explore (to explore the offers), My vendors (to view and manage booked services), and Messages (to communicate with selected vendors). The app covers all the steps of the event planning process from finding suitable vendors to checking their details and from booking and chatting with them to reviewing the experience.

When browsing through lists of offers and checking out vendor profiles, users can add any offer to favorites or share it.

When a user books an offer, they get automatically transferred to My vendors.

Users can use the in-app real-time chat that supports attachments or move to the native calling feature from the app.

If a vendor is mentioned in the company’s blog, the app can redirect a user to relevant blog posts.

Vendor profiles include high-resolution photographs available for a 360 view and may feature videos collected from their YouTube or Vimeo accounts.

The app learns what types of events a user is interested in and what vendors they view and book to provide them with targeted recommendations.

Features:

Flexible vendor search

Secure chat

Ratings and reviews

Photo and video gallery

Interactive map

In-app calendar

Push messages

Personalized recommendations

In this project client required functionality that enables editing as many things as possible from the page builder level. To solve this challenge, the site has been based on the OceanWP template and beaver builder, although some things had to be hardcoded + Advanced Custom Fields plugin was added. A lot of things have been done on the front-end, I'm using esNext and template strings and also rest API to push some stuff to the front-end. Everything is configured for continuous deployment.

Webflow Development from Figma design with Interactions, parallax and custom effects.

The scope of the project included:

- graphic design and implementation

- coding without CMS

- usage of webpack + SCSS + esnext

Webflow Development from Figma design with Interactions and Performance Optimization.

The project aimed to increase interest in the sports team, and gain the local community's support. I was responsible for creating a WordPress website, UX design, and helping with marketing activities.
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The scope of the project included:
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Creating a website on WordPress
Designing the football club website following UX and UI guidelines
Creation of a new logo and emblem to arouse interest in club gadgets.
Building a strategy for the development of the club
Social Media development
Planning and creating promotional, charity, and crowdfunding campaigns
Assistance in creat a business club for financial and marketing purposes

Wordpress website, Web design & implementation for WINESS Sp. z o.o.

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Concept Website, UI and Webflow design.

WordPress website development and web design for NeW Architekci

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- selection of the hosting provider and solution
- installation on the WordPress server + selected graphic theme
- (optional) offline graphic design
- live project available for the client on the Internet
- optimization of the hosting backend, cache, mailboxes, and forms
- providing access data to the client

Tip tap is a food delivery mobile application. The app will take online orders and help people make food purchases easy with just a few clicks. I was responsible for designing the whole user interface and User experience of this product from scratch.

The WW IQ Test aims to assist any individual, regardless of their academic or professional status, to effortlessly self-diagnose their intellectual aptitude where they can better get a glimpse of what their strong points are and which skills can further be developed to help them better face their daily endeavors.

Simple landing page site for broburgers.pl

- selection of the hosting provider and solution
- installation on the WordPress server + selected graphic theme
- (optional) offline graphic design
- live project available for the client on the Internet
- optimization of the hosting backend, cache, mailboxes, and forms
- providing access data to the client

AXJ Media required a website, a central place for potential clients to find out about WHO they are HOW they do things, and WHAT they can actually help them with. The current ecosystem consisted of Social Media channels and word-of-mouth referrals. A central point for customer journey conversions was needed.

Migration from Squarespace 7.0 to 7.1 and leveraged Squarespace Circle support to ensure the 7.0 annual fee was refunded. I designed and built a new website taking advantage of 7.1 design enhancements for a modern, engaging user experience. Second, I sourced and implemented lavendercottagedevon.co.uk domain- Set-up Google Workplace for the domain — including email.
I performed search and trend analyses, implemented SEO considerations throughout the development and implemented Airbnb reviews widget and link to Airbnb booking system.

The system provides a forum facility with the Frequently Asked Questions that each of the registered users can add a comment. The environment adds gamification by assigning points to the users who give reasonable answers to questions and receive positive marks from other team members. Thus, encouraging friendly competition amongst its users. The website takes advantage of handlebars in HTML formatted in CSS with RESTful API connecting the environment to a relational database. Benefits from HTML handlebars and CSS formatting with data fetching in the JSON format. Benefits of a full suite of unit and acceptance testing in Jest. Utilizes koa-router for backend communication between the components. The system comprises a full suite of unit and acceptance testing and numerous UML diagrams thoroughly describing the developed application.

Clovelly Lakes needed to modernize its dated website and introduce an online sales and marketing process. I explored many options and settled on implementing a Squarespace 7.1 website that integrates with the holiday lettings agent holidaycottages.co.uk online booking system. A ‘Check Availability’ button on each lodge description allows the customer to seamlessly navigate to the precise lodge on the holidaycottages.co.uk online booking system. To ensure a frictionless customer journey, I adopted the design principles used on the booking system.

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I was developing the design in Webflow for one of the clients of Run For The Hills studio. I am in the staging process awaiting client feedback before launch.