The Sales Workforce Management System application, developed by PT. Royal Medicalink Pharmalab in collaboration with 62Teknologi, is a project aimed at enhancing the efficiency and productivity of the company’s field sales team. This application is designed to provide a comprehensive solution for managing various aspects of field sales work, including call (Visit) planning, reporting, administrative support, and call (Visit) management.
Royal Medica is facing the need to improve transparency and optimize the performance of their field sales team. Currently, managing customer visit schedules, daily reporting, customer management, and call target monitoring are crucial aspects of ensuring superior customer service. This application is expected to serve as an integrated solution that will enable the field sales team to achieve maximum performance and deliver better service to customers in the Indonesian pharmaceutical industry.
Project Goals
This Sales Workforce Management System application is designed to enhance the efficiency and transparency of field sales operations. Featuring real-time monitoring, customer visit planning, reporting, as well as administrative and technical support, the application streamlines the management of sales activities. Additionally, it integrates seamlessly with other company systems and supports mobile access with offline capabilities, creating an efficient ecosystem for field operations.
My Responsibilities
I collaborated with UX Designers and Business Analysts to design user flows, sitemaps, and wireframes as the initial steps in the application development process. Following this, I created a comprehensive design system that included typography, color schemes, and visual elements. Additionally, I developed high-fidelity designs and prototypes for the mobile application using Figma, and also designed the necessary icons and illustrations. Throughout the project, I iterated on designs and worked closely with the development team to address needs such as design adjustments or application flow changes.
Design Process
As the Product Design team at 62 Teknologi, we structured the design process by breaking it down into several distinct stages. This approach allowed us to manage the complexity of the project more effectively and ensured that each phase received the attention and focus it required. By dividing the process into stages, we were able to systematically address different aspects of the design, from initial concept development to final execution.
Discovery
At this stage, our product team at 62Teknologi held several meetings with Royal Medica to understand the requirements for the application they wanted to build, to learn about the current workforce system, to set deadlines, and to agree on the MVP (Minimum Viable Product) for the project.
Analysis
Using insights gained after the Kick-Off Meeting, we conducted several brainstorming sessions, workshops, and analyses to map out the issues faced by the client. We identified several fundamental problems
Inefficient task management: Sales representatives struggled with manual scheduling, reporting, and customer follow-up, resulting in inconsistent performance.
Lack of real-time monitoring: Management had limited visibility into field operations, making it difficult to assess progress toward key performance indicators (KPIs) and sales targets.
Manual reporting processes: Time-consuming daily reports and a lack of immediate feedback on sales activity hindered decision-making and response time.
No integrated solution for sales operations: Tools were fragmented, creating workflow inefficiencies and miscommunication among field agents, administrators, and sales managers.
Concepting
Together with UX designer, I began formulating the Information Architecture for the Workforce Management System application. We structured it into:
User Flow
Sitemap
Wireframe
Outcome
The expected MVP is a comprehensive design for a mobile app aimed at optimizing the management of sales representatives in the field. The app will feature real-time location tracking, an attendance management system to record their check-ins and check-outs, and a scheduling function to plan and assign customer visits. Additionally, the app will support detailed visit reporting, enabling sales reps to log their interactions with customers, ensuring accurate data collection and improved operational oversight for the company.
