The document describes plans to implement a gamification system within an existing sales force automation (SFA) system to make performance measurement more engaging. Key aspects include: 1. Developing an app to track performance and enable tasks, challenges and competitions for points and leaderboards. 2. Configuring the SFA system to manage points systems, levels, and rewards based on performance data from the app. 3. Providing performance reports in the app and backend system for managers and salespeople to view goals, rankings and leaderboards.

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SFA V2.0 R3 Gamification Function
Design
Tony Ye (叶明梁）
09/10/2014

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Agenda
2
• Requirement Summary
• System Architecture
• Data Architecture
• Performance Measurement Process
• App Process
• Gamification Reports
• Q & A

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Requirement Summary
Client wants to implement Gamification to SFA system for performance measurement to make performance
measurement process more interesting, attractive, challengeable and competitive to M1’s.
1. Smart phone App processes
① Sales Call
② Performance Tracking
2. SFA configuration management
① Points management
② Levels measurement strategy
③ Rewarding system
3. SFA performance reports management (App & Backend System)
① M2 or other supervisors will be able to review performance reports based on performance levels or M1
group, reports in other format will be optional.
② M1 and (or) M0 will be able to view leaderboards, daily challenges, Luck Day tasks and detailed
personal performance report.

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Agenda
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• Requirement Summary
• System Architecture
• Data Architecture
• Performance Measurement Process
• App Process
• Gamification Reports
• Q & A

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System Interface
System
Backend Module
APP Module
Database
System Architecture
Performance
Tracking
Sales Call
SFA DB
Reports
Configuration
SFA
The new requirements will impact or change three existing modules including smart phone app and backend system
modules, new configuration module will be added to backend system for gamification dictionary configuration.

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Agenda
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• Requirement Summary
• System Architecture
• Data Architecture
• Performance Measurement Process
• App Process
• Gamification Reports
• Q & A

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String = varchar/nvarchar
Date = DateTime
ID = identity, PK, FK
Game Points Table (1)
1. ID (PK)
2. Business Representative (ID, FK)
3. Game Points (INT)
4. Year (INT, Constrain(1965~9999))
5. Month (INT, Constrain(1~12))
6. Day (INT, Constrain(1~31))
7. Task (ID, FK)
Game Levels Table (2)
1. ID (PK)
2. Level (INT)
3. Level Name (String)
4. Points (INT)
5. Create Date (Date)
6. Update Date (Date)
7. Submitter (ID, FK)
Game Rewards Table (3)
1. ID (PK)
2. Level (ID, FK)
3. Badge Name (String)
4. Count (INT)
5. Create Date (Date)
6. Update Date (Date)
7. Submitter (ID, FK)
Data Architecture
Game Task-Routes–Points Table (4)
1. ID (PK)
2. Content (ID, FK)
3. Type (String)
4. Points (INT)
5. Create Date (Date)
6. Update Date (Date)
7. Submitter (ID, FK)
• Points
• Task • Rewards
• Levels
FK(Task ID), Points-Task
FK(Level ID), Levels-Rewards
Reference(Points), Points-Levels

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Agenda
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• Requirement Summary
• System Architecture
• Data Architecture
• Performance Measurement Process
• App Process
• Gamification Reports
• Q & A

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SFA configuration management:
 Points management (New)
There will be a new process for game points statistic and management, every task will be measurable with
game points. Once task is finished, then game points will be updated.
 Levels management strategy (New)
There will be a new process for game level measurement and management, every game level will be
measured based on game points. Once the amount of game points reaches given threshold (refers to game
level or stage of mastery), then corresponding game level will be granted.
 Rewarding system (New)
There will be a new process for game rewarding management, different game levels will be rewarded with
different virtual game treasures such as virtual badges, virtual gifts or virtual diamonds etc.
Performance measurement process

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Start
Luck Day
Daily Tasks
Daily Challenges
Competitions
Take
Success
Failed
Get Game Points
Group Targets
End
The activities listed in the process
are available to all M1’s, but they
are all optional for M1’s except Daily
tasks.
Only if M1 finish tasks successfully,
M1 will get corresponding game
points. If the amount of game points
reaches given level thresholds, M1’s
level will be updated and
corresponding badges will be
granted.
Process – Get Game Points

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Below is POC visit process for M1 staff, and the performance tracking process will be same as
POC visit. However, M1 has one chance to take Luck Day task and gain corresponding game
points if successfully finish it. M1’s are also able to take Daily Challenges, competitions and
Group Targets to compete for more game points other than regular daily tasks.
Start Morning Meeting Daily Tasks
Competitions
Group Targets
End
Daily Challenges
Luck Day
Required Routes
Optional Routes
Process – Game Tasks

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Game Configuration 1 – Game Level
Game Level: Level Name: Game Points：
Game Level Game Points Create Date Update Date
1 10000 9/12/2014 9/12/2014
2 30000 9/13/2014 9/13/2014
3 70000 9/14/2014 9/14/2014
4 130000 9/15/2014 9/15/2014
5 400000 9/16/2014 9/16/2014
Game Level: Level Name: Game Points：
Create New Game Level
Operation
Update Delete
Update Delete
Update Delete
Update Delete
Update Delete
Update By
Tony Ye
Tony Ye
Tony Ye
Tony Ye
Tony Ye
Paladin
King
Game Level Configuration
Hunter
Level Name
Giant
Magic Master
SearchNew Level
Submit
UI layout, but style maybe different

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Game Configuration 2 – Game Task
Content: Type: Game Points：
Type Game Points Create Date Update Date
Luck Day 1000 9/12/2014 9/12/2014
Daily Challenge 3000 9/13/2014 9/13/2014
Group Target 70000 9/14/2014 9/14/2014
Paladin Task 1300 9/15/2014 9/15/2014
King Task 4000 9/16/2014 9/16/2014
Content: Type: Game Points：
Create New Game Task
100(Task ID) Tony Ye Update Delete
101(Task ID) Tony Ye Update Delete
45(Task ID) Tony Ye Update Delete
99(Task ID) Tony Ye Update Delete
Content Update By Operation
32(Task ID) Tony Ye Update Delete
Game Task Configuration
SearchNew Task
Submit
UI layout, but style maybe different

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Game Configuration 3 – Game Rewards
Game Level: Badge Name:
Game Level Level Name Badge Name Game Points Count Update By Create Date Update Date
1 Hunter Flower 10000 3 Tony Ye 9/12/2014 9/12/2014
2 Giant Gold 30000 1 Tony Ye 9/13/2014 9/13/2014
3 Magic Master Gold 60000 2 Tony Ye 9/14/2014 9/14/2014
4 Paladin Diamond 300000 1 Tony Ye 9/15/2014 9/15/2014
5 King Diamond 900000 3 Tony Ye 9/16/2014 9/16/2014
Game Level: Badge Name: Count：
Create New Game Reward
Update Delete
Update Delete
Update Delete
Update Delete
Update Delete
Game Rewards Configuration
Operation
SearchNew Reward
Submit
UI layout, but style maybe different

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Agenda
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• Requirement Summary
• System Architecture
• Data Architecture
• Performance Measurement Process
• App Process
• Gamification Reports
• Q & A

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 Sales Call (CR)
The Sales Call process won’t be changed, but bellow two functionalities will be added to this module.
① Daily Challenges (New)
Daily Challenges will be available to all M1’s after morning meeting, every M1 is able to take any challenge
showing on the challenges notice board.
② Luck Day (New)
Before morning meeting, a lottery will be available to all M1’s. Every M1 is able to join this lottery to scramble
for a special task offered with a big package (game points, badges and/or gifts).
 Performance Tracking (CR)
The Performance Tracking process will be changed, current performance tracking process will be remained but one
more performance measurement process will be added to Performance Tracking module. That is, gamification
performance measurement will be a parallel process with current performance tracking.
① Leaderboards (New)
Leaderboards will be available daily, weekly, monthly and yearly. We have top winners daily based, weekly
based, monthly based and yearly based. That is, we will have four reports including Winners Today, Winners
This Week, Winners This Month, Winners This Year.
② Personal Performance Report (New)
Personal ranking report will be available everyday to all single M1, M1 can view where they are in their team
and in the organization.
App Process

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Business flow:
 Compete for more game points:
① M1 launches SFA app, M1 goes to Screen 1.
② Press Sales Call (售点拜访) button, M1 will be navigated to Sales Call screen. (Screen 1, 2)
③ The first screen is Luck Day. M1 will decide by themselves whether to join this game or skip it. If M1s join Luck
Day game, a lottery will be open for gaming offered with a big package (game points and/or gifts) if they finish
the task successfully which may be a regular route or a challengeable task. (Screen 3)
④ Following Luck Day, M1s will be navigated to Morning Meeting screen. (Screen 4)
⑤ After Morning Meeting, Daily Challenges will show on the tab offered with multiple tasks such as special
challengeable routes or tasks. M1s can skip or take this game. Big packages will offer if competitors finish them
successfully. (Screen 5)
⑥ Following Daily Challenges, M1s can go to daily tasks screen including routes internal or external. Game points
will offer to M1s if they finish their daily tasks successfully. Game points will be measured by KPIs. KPIs
measurement process will remain as current existing process. (Screen 6)
Continue -> Next Page

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Business flow:
 Check personal ranks and Top Winner leaderboards:
① M1 launches SFA app, M1 goes to Screen 1.
② Press Performance Tracking (业绩追踪) button, M1 will be navigated to Performance Tracking screen.
(Screen 1, 2)
③ There should be two tabs, one is Personal Performance, the other is Top Winner Leaderboards. (Screen 7)
④ For Personal Performance Report, M1 can view their personal performance such as how many game points
there are, what’s the game level, where we are in our team and organization, top 20% for instance.
(Screen 8)
⑤ Competitions will be placed on Top Winner Leaderboards, M1 will be able to challenge anyone on the
leaderboards to get more game points and to help upgrade their game levels. (Screen 9)

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Step 1 – Go to Sales Call
Luck Day, Daily Challenges,
Competitions and Group
Targets will be here. They will
be integrated into Sales Call
process.
User roles:
The main users of this app are M1 staff, so the new
processes will be used by M1 and it’s only for
Performance Gamification. This module will
produce reports on the backend system for M2 or
other supervisors.
UI Layout and Site Maps
1
Personal Performance Report, Top
Winners (Daily, Weekly, Monthly,
Yearly) Reports will be here. They
will be integrated into Performance
Tracking process.
On holiday?? No, go
to work, I Know
something good
things will happen…

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Step 2 – Luck Day
幸运大抽奖
Luck Day. Please
surprise me!!!
Luck Day:
Luck Day, for fun and for
game points as well. If you
are efficient enough, you are
able to take Luck Day tasks
other than daily tasks to get a
better performance on your
daily work and accumulate
more game points. That’s
what you want? Just go, go….
3

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Step 3 – Daily Challenges
今日挑战
Daily Challenges:
Daily Challenges, for proving
yourself and for more game
points as well. If you are
excellent enough, you are able
to take Daily Challenges other
than daily tasks to get a better
performance and accumulate
more game points. That’s what
you want? Just prove yourself…
Ready??? Go……
Task (4000 points)
Task (1000 points)
Task (7000 points)
Daily Challenges. I
believe it’s my day
today!!!
5

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Step 3 – Morning Meeting
4 6

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Step 3 – POC Visit
Work much harder,
so I can take a
competition or a daily
challenge
6
6

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Step 3 – Personal Performance
That’s my performance.
So far, so good. Let me
check Top Winner
Leaderboards….
Maybe I am top 40%??
8

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Step 3 – Top Winner Leaderboards
Wow…. I
am here….
7 今日龙虎榜

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Step 3 – Competitions 1
Look them. Just so so, I
want to challenge him….
I can beat him….
9

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Step 3 – Competitions 2
Just so so, I want to
challenge him…. I
can beat him….
今日擂台
I’m not afraid
to compete with
anyone.
Level: 2
Role: Magic
master
Game Points:
43030
XXXXXX
Level: 1
Role: Hunter
Game Points:
23000
XXXXXXXX

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Step 3 – More Top Winner Leaderboards
年度龙虎榜本月龙虎榜

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Agenda
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• Requirement Summary
• System Architecture
• Data Architecture
• Performance Measurement Process
• App Process
• Gamification Reports
• Q & A

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SFA performance reports management:
 Reports – Backend system (New)
There will be new reports for performance tracking. Reports produced in backend system are for supervisor
review.
 Reports – App (New)
There will be new reports for business representatives. Business representatives will be able to view personal
performance report in Performance Tracking module. Business representatives will also be able to view daily,
weekly, monthly, yearly leaderboards, and will be able to know their personal ranks and where they are in
their team and organization.
The reports will include but not limited to：
① Personal performance report (For business representatives only)
② Top Winners Today
③ Top Winners This Week
④ Top Winners This Month
⑤ Top Winners This Year

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Gamification Reports
UI Layout and Site Maps
Reports will be
placed under
this tab.
Reports
Reports format could be cascading or hierarchy.
1. Top Winner Reports (Daily, Weekly, Monthly, Yearly).
2. Personal Performance Report based on M1.
3. Group Performance Report based on districts or teams.
Report columns (will contain but not limited to)
1. Game Points
2. Competitor Name
3. Game Level
4. Game Year
5. Game Month
6. Game Day

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Top Winners Reports – Daily Based
Report layout, but style maybe different
Just so so, I want to
challenge him…. I can
beat him….

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Top Winners Reports – Weekly Based
Report layout, but style maybe different
Not bad.

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Top Winners Reports – Monthly Based
Report layout, but style maybe different
Wow….

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Top Winners Reports – Yearly Based
Report layout, but style maybe different
Admirable！！！

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Personal Performance Reports – Based on M1
Report layout, but style maybe different
Game Level: Competitor: Start Date： End Date:
Competitor Game Points Game Level Top - Daily Top - Weekly Top - Monthly Top - Yearly Badges Gifts Rewards
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
Personal Performance Report
Search
Export Report
Backend system
reports for review

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Group Performance Reports – Based on Districts or Teams
Report layout, but style maybe different
Year: Month: Day： District:
Competitor Game Points Game Level Year Month Day District
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx
Top Winner Leaderboards Report
Search
Export Report
Backend system
reports for review

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Agenda
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• Requirement Summary
• System Architecture
• Data Architecture
• Performance Measurement Process
• App Process
• Gamification Reports
• Q & A

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Q & A

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Thank you!