Health Mobile prototype

A Healthcare company has recently released a new medication to the market. Their business initiative is to build an experience catered to newly prescribed patients.

Since this Healthcare company already utilizes Salesforce, Experience Cloud is pitched as a technical solution. To win this sale, I lead design, showcasing our design team's case studies and how we can deliver business value to them in Experience Cloud.

Project overview

This project was brought to our team from a Salesforce Sales Representative with a Healthcare Industry account. The Sales Rep wanted to sell Experience Cloud as a technical solution to allow them to connect with their current Salesforce instance and data. In addition, our team would be pitched for the design and implementation. For the pitch, our goal was to tell a compelling story, showcase our design teams skills, and highlight Salesforce Experience Cloud capabilities. We had month deadline to design artifacts and present the sales pitch to Salesforce's client.

The Problem

A new medication to treat hemophilia is being prescribed to patients. Newly prescribed patients lack medication knowledge, require customer support, and need financial assistance.

What I did

Reviewed pre-existing list of user stories provided by the client. The user stories were grouped into features and as well as user pain points, goals, and behaviors.
Created a user flow to identify the critical points in a new patient's journey to curate a story for the sales pitch.
Designed wireframes or low-fidelity mockups of the proposed solution that focused on the essential features of Experience Cloud and services that provided the most business value.
Produced a high-fidelity prototype to closely mimic the final product. The prototype is interactive, easy to navigate, and included all critical features and functions.

Gathered feedback from key stakeholders. Based on the feedback received, I refined the prototype and the story to be told.

The Challenge

Covering all the business objectives and telling a story that would resonate. It was difficult to get business capabilities and epics prioritized from stakeholders. Discovering which features provided the most business value was challenging.

Results

Although the final sale status was unknown, the highlight of the sales pitch was the story being told during the live prototype. The story was memorable while also highlighting benefits of leveraging their existing Salesforce data and licenses, and reduce development effort by utilizing our accelerator library. This pitch strengthened our relationship with Salesforce to more partner opportunities.