Healthy Collective, a network of citizens, businesses, health professionals and other stakeholders to bring a healthier lifestyle and support for all the members, wants to digitalize the operations. The organisation is looking for a customer relationship management system like HubSpot but it wants customisable and comprehensive system without sales function. Further, the users of the system are classified so that ready-to-use solutions are complex and hard to meet the business requirements. This presentation will demonstrate how a mobile app can help the organisation to integrate the users and meet the intended requirements.
This app is an all-in-one customer service or relationship management app. It is focused on business aspects and requirements and avoids unnecessary functionalities to improve user productivity. It can be utilized by all kind of users such as consumers, citizens, businesses and businesses. It allows the business to share the documents with stakeholders while enable them to manage their documents with effective configuration. Through the app, the organisation can ensure that all the users, regardless of their location can access the data and services easily and communication and coordinate with other members.
The organisation has diverse set of requirements. Some are more specific to profiling of the users while others are diverse from document management to contract management. However., some of the things are clear. First, the mobile application is using modern technologies so that the mobile app can be used on android and iOS which are two popular mobile operating systems across the world. Through mobile application, the organisation can reach a greater number of clients and businesses and enhance the operations. Second, the app is versatile. It means it can present the data and functions as per the user type and enable access to the required functions and features. For instance, it can present different profiling page for a citizen and a business. However, it has a centralized document sharing system so that all kind of users can share documents and retrieve the information securely. Third, in-built chat and electronic direct email allow the users to send messages and files to others without knowing their personal contact details. It helps to manage privacy and enable effective data sharing and communication. Forth, there is focus on only required functions and features while the overall application is highly customizable and comprehensive in design. In this way, the app fits in the business context.
The organisation has defined following major functional requirements:
There are some non-functional requirements that are addressed through the app:
The clients such as citizens, businesses and practitioners can use their Google or other accounts to sign up and sign in the system. They also can use their email ID and password for login and sign up. However, staff members can login only using their employee ID or code which is a unique code provided by the organization. They cannot sign up to the system because email and password is given by the admin.
Once, the user is doing sign up, there is a form to ask the type of the client. Considering the type of the client, the next page is loaded. There is also an option to get help if the user is unsure about the options and need consultation and support from business representatives.
In this stage, the dynamic form asks for the more details such as full name, email, date of birth and address. The forms for the different types of the user also provides related options such as upload of the documents and option to add more details such as health status, availability throughout the month and interests for the campaigns and activities.
The sign-up process which helps to complete the profile of the users is almost same for the practitioners and businesses. However, there are some changes regarding type of the documents to upload and details of the person in contact. Practitioners may need to provide details about their education, professional experience and current work location.
All the clients have access to a calendar specific to events in which they have enrolled. The calendar helps them to get information about the events and enable them to manage their participation. There is a section for appointment so that a practitioner can take an appointment when a citizen books an appointment. Both are eligible to delete an appointment if not required or unable to process. There is another section for documents so that they can find all the documents uploaded by them or shared with them through others. However, individual can delete the documents uploaded by self, the shared documents cannot be deleted. There is a section for contacts so that the user can add or remove the contacts. The contact list can be automatically updated considering the recent conversations with professionals and clients. Ut is worth to note that, on each page, there is a button for chat with representatives.
It indicates the major menus accessible to the clients. The client can select further following sub-menu in a menu to meet the requirements:
Profile setting
Contracts
Once a share link ahead of the document name on dashboard is clicked, this screen appears. In this screen, the client or user can select to whom the document should be send. The user can send the document with internal resources such as registered nurses and health professionals who are working in the organisational network. The document also can be shared externally either by selecting external user in contact list or by entering email ID of the receivers.
This dashboard demonstrates how the admin can manage the users and their roles and understand the performance of the marketing campaigns. The dashboard can be used to manage proposal requests and publication of the newsletter. Using the board, the admin can generate the report for individual client to understand participation in campaigns and contribution in the network.
The app is helpful for the organisation to centralise the contract, contact and documents and enable coordination and communication among the members. The app can provide easier access to the functions and features and reduce the complexities by presenting only the required information to the users.
Bødker, S., & Grønbæk, K. (2020). Design in action: From prototyping by demonstration to cooperative prototyping. In Design at work (pp. 197-218). CRC Press.
Healthy-collective, 2023. Home page. Retrieved from: https://healthycollective.com.au/. Accessed on: 19 August 2023.
Johnson, J. (2020). Designing with the mind in mind: simple guide to understanding user interface design guidelines. Morgan Kaufmann.
Shneiderman, B., Plaisant, C., Cohen, M. S., Jacobs, S., Elmqvist, N., & Diakopoulos, N. (2016). Designing the user interface: strategies for effective human-computer interaction. Pearson.
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