The document provides an overview of the Primerica mobile app for insurance agents. It includes introductory screens that explain the onboarding and qualification process in 3 steps: 1) importing contacts, 2) qualifying contacts based on criteria, and 3) setting appointments with high-scoring contacts. Screenshots illustrate each step and the app's main menu, news feeds, tools, and support features to help agents connect with clients and their team.
The 5 W's of Building and Growing Your Online PresenceDerek Rice
Social media allows people to share instant feedback about companies — positive and negative — with friends and followers. It also allows companies to join the conversation, establish themselves as respected experts and influencers within their fields, and to become a trusted friend. All it takes is an active, engaged, and loyal online community. If you build it, will they come? Probably not. But your chances increase if you build a strong foundation. So how do you do that?
Feedback & Surveys - How to use the Constant Contact Toolkit Part 2Frithjof Petscheleit
Take Marketing To the Next Level with the Constant Contact Toolkit
Finally, with a single login you can engage and grow your audience in all the places that matter: the inbox, mobile, social media, and the web. The Constant Contact Toolkit has beautiful, customizable templates to create your campaign fast. Integrated contact management and real-time reporting insights help you see results with each campaign.
This webinar series introduces all the awesome new Constant Contact tools. With one click you can sign up and take part in all free sessions.
Newsletters and Announcements
Surveys and Feedback
Event Promo & Registration
Deals and Promotions
Auto responders
The MTL Professional Development Programme is a collection of 202 PowerPoint presentations that will provide you with step-by-step summaries of a key management or personal development skill. This presentation is on "Constructive Feedback" and will show you how to give and receive helpful and effective feedback to and from others.
How The Heck Do I Do Social Media Marketing - A Basic 101 LessonLiana "Li" Evans
Wondering how the heck to get started in Social Media Marketing? What are the basics you need to know before diving in with the sharks that swim in these social media waters? View this presentation!
This was a solo presentation given at Search Engine Strategies in New York in March 2010. This session covered the basics of social media, things too look out for, things to do and not to do, what goes into a strategy and how different types of social media communities relate to the types of people that are present in social media.
Check out http://www.socialconversations.com for more!
The 5 W's of Building and Growing Your Online PresenceDerek Rice
Social media allows people to share instant feedback about companies — positive and negative — with friends and followers. It also allows companies to join the conversation, establish themselves as respected experts and influencers within their fields, and to become a trusted friend. All it takes is an active, engaged, and loyal online community. If you build it, will they come? Probably not. But your chances increase if you build a strong foundation. So how do you do that?
Feedback & Surveys - How to use the Constant Contact Toolkit Part 2Frithjof Petscheleit
Take Marketing To the Next Level with the Constant Contact Toolkit
Finally, with a single login you can engage and grow your audience in all the places that matter: the inbox, mobile, social media, and the web. The Constant Contact Toolkit has beautiful, customizable templates to create your campaign fast. Integrated contact management and real-time reporting insights help you see results with each campaign.
This webinar series introduces all the awesome new Constant Contact tools. With one click you can sign up and take part in all free sessions.
Newsletters and Announcements
Surveys and Feedback
Event Promo & Registration
Deals and Promotions
Auto responders
The MTL Professional Development Programme is a collection of 202 PowerPoint presentations that will provide you with step-by-step summaries of a key management or personal development skill. This presentation is on "Constructive Feedback" and will show you how to give and receive helpful and effective feedback to and from others.
How The Heck Do I Do Social Media Marketing - A Basic 101 LessonLiana "Li" Evans
Wondering how the heck to get started in Social Media Marketing? What are the basics you need to know before diving in with the sharks that swim in these social media waters? View this presentation!
This was a solo presentation given at Search Engine Strategies in New York in March 2010. This session covered the basics of social media, things too look out for, things to do and not to do, what goes into a strategy and how different types of social media communities relate to the types of people that are present in social media.
Check out http://www.socialconversations.com for more!
How to Use Feedback and Online Surveys to Drive ActionThe URL Dr.
What do your customers and prospects really think about your business or organization? Do you know? Do you care? You should. What you don’t know could be impacting your sales and donations.
Asking for and getting feedback from your customers or supporters through the use of online Surveys, Polls, or Reviews, can not only be an eye opening experience, it can be a profitable one. This Power Point will reveal simple but highly effective best practices and considerations for how to build a survey that allows you to gather valuable insights and suggestions from your audience.
This presentation covers:
How to set survey objectives
The importance of listening
Developing good questions
Knowing the difference between too much and not enough
When to survey
Who to survey
What to do with the results
Learn great new strategies to help you get insightful and important information from your customers, donors, clients, or supporters about what they really want and need from your business or organization.
View the webinar version of this presentation at: http://www.prescriptionsforonlinesuccess.com/portfolio-item/feedback-surveys-webinar/
Toolkit for Employees: Giving and Receiving FeedbackNext Jump
This is the Next Jump tool kit for employees to get started giving and receiving feedback. This is focused on building the habits of feedback, based on the lessons and insights from Next Jump.
Existe uma vasta gama de banco de dados gerenciados além daqueles que rodam no Amazon EC2 por conta própria. Bancos de dados gerenciados diminuem os esforços de implementar, administrar e manter o seu banco de dados e permite que possa focar na suas aplicações. Entenda as opções e suas diferenças, além das melhores práticas para escolha de uma ou mais delas.
Brecha Digital en la construcción de parlamentos abiertosFundacion CD
Compartimos el texto completo de la conferencia "La brecha digital en la construcción de parlamentos abiertos" impartida por @joseraulvp en el VIII Coloquio sobre Brecha Digital realizado en la Universidad Carlos III de Madrid los días 28 y 29 de Septiembre de 2015
How to Use Feedback and Online Surveys to Drive ActionThe URL Dr.
What do your customers and prospects really think about your business or organization? Do you know? Do you care? You should. What you don’t know could be impacting your sales and donations.
Asking for and getting feedback from your customers or supporters through the use of online Surveys, Polls, or Reviews, can not only be an eye opening experience, it can be a profitable one. This Power Point will reveal simple but highly effective best practices and considerations for how to build a survey that allows you to gather valuable insights and suggestions from your audience.
This presentation covers:
How to set survey objectives
The importance of listening
Developing good questions
Knowing the difference between too much and not enough
When to survey
Who to survey
What to do with the results
Learn great new strategies to help you get insightful and important information from your customers, donors, clients, or supporters about what they really want and need from your business or organization.
View the webinar version of this presentation at: http://www.prescriptionsforonlinesuccess.com/portfolio-item/feedback-surveys-webinar/
Toolkit for Employees: Giving and Receiving FeedbackNext Jump
This is the Next Jump tool kit for employees to get started giving and receiving feedback. This is focused on building the habits of feedback, based on the lessons and insights from Next Jump.
Existe uma vasta gama de banco de dados gerenciados além daqueles que rodam no Amazon EC2 por conta própria. Bancos de dados gerenciados diminuem os esforços de implementar, administrar e manter o seu banco de dados e permite que possa focar na suas aplicações. Entenda as opções e suas diferenças, além das melhores práticas para escolha de uma ou mais delas.
Brecha Digital en la construcción de parlamentos abiertosFundacion CD
Compartimos el texto completo de la conferencia "La brecha digital en la construcción de parlamentos abiertos" impartida por @joseraulvp en el VIII Coloquio sobre Brecha Digital realizado en la Universidad Carlos III de Madrid los días 28 y 29 de Septiembre de 2015
This presentation talks about how to unlock the power of content and personalisation using psychology. It explains:
1. Misconceptions about your target audience – the problem with carrying simplistic audience definitions that suited the world of mass marketing over to digital and how to improve your audience research;
2. Optimising personalisation by measuring behaviour – identifying digital measurements that uncover motivations, needs and intentions;
3. Key principles of psychology for behaviour change – how they can be applied to content strategy and personalisation across digital channels to deliver changes in audience behaviour;
4. Real-world examples with practical and experimental approaches.
Reputation Monitoring & Protection: DATA EVERYWHEREJen Jamar
Presentation by Jen Jamar & Michelle Stinson Ross at Zenith Digital Marketing Conference 2016 #Zenith2016
Session description:
There is a nearly zen relationship between a person or company’s actual BEHAVIOR in the world and the ensuing “reputation” which must be monitored, managed, triaged, contained, grown and/or amplified to advantage.
In other words, even if your company is being trolled by idiots and lauded by loyalists, there’s a more DIRECT relationship between how your company IS in the world and what the Internet SAYS IT IS.
This session will support attendees to:
-Self audit by listening to brand, competitor and category keywords on the right spectrum of channels
-Take a closer look inward to parse what the Internet SAYS you are vs. who you really are. B.S.U.R.S.I.M.I.M (Be as you are, as I am I am)
-Appreciate opportunities by way of examples where other companies and individuals benefitted from positive chatter and look for opportunities yourself
-Experience reputation nightmares through the eyes of many failed companies and learn to not repeat their follies
-Handle trolls who don’t care how good your company is and simply want to say bad things about you (and the wisdom to know the difference)
-Discern if a channel-chatter-challenge is above the listener’s pay grade and when to involve stakeholders and legal
-Get A guided tour of our panelists’ favorite listening tools
-BONUS! Repurpose reputation data for psychographic targeting
Join our panel of hardened Internet war heroes and hold onto your lovin’ hats. When this session is over, you may have a new take on reputation and how your company behaves.
A talk given to the Xerox Women's Alliance on social networking. Where do you start? How do you build a positive online brand? How do you be human without getting personal?
The Ultimate Crash Course in eLearning Visual DesignAggregage
Well-designed materials can motivate learners, improve comprehension, and assist optimal retention. If you need rapid, easily actionable ways to improve your eLearning and slides, join this session to learn the power principles that will have the biggest impact on your designs.
Social Media Strategies for Freelancers - LaidOffCamp LALaundrylicious
How to get you the projects or business through social media? What strategy to follow? Do I need to be on all social media sites? Which one to pick? What next? This presentation is specifically for freelancers and was presented at LaidOffCamp LA on May 1, 2009
The success of an event lies in the quality of the content presented. Engaging and captivating the audience is the key. CHCI can deliver compelling and insightful keynotes on topics surrounding workforce trends and leadership. There are lot many webinars and podcasts for this.
Finding the Magic: Creating Produce Better Outcomes By Designing Intentional...Sharon Boller
Design thinking, with its focus on human-centered design, can help training, learning, and development professionals create learning journeys rather than "events." The goal of experience design is to positively influence mindset, which, in turn, affects behavior. Behavior is what determines outcomes. This session showcases four tools designers can use to create effective, intentional learning experiences that maximize magical moments and minimize or eliminate miserable ones.
DetailsNOTE Please review the attached document Leadership Rmackulaytoni
Details:
NOTE: Please review the attached document Leadership Reflection, located under course materials, before beginning this assignment.
In 750 words reflect on what you learned from your leadership interview.
Describe what you learned from your interview.
Describe how you will use the information in your own leadership experiences.
Prepare this assignment according to the guidelines found in the APA Style Guide and Typing Template, located in the Student Success Center. An abstract is not required.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
You are required to submit this assignment to LopesWrite. Please refer to the directions in the Student Success Center.
This benchmark assignment assesses the following programmatic competencies: 2.4: Evaluate intrapersonal skills.
Attachment #1:
PSY-693 Professional Capstone
Benchmark Assignment - Leadership Reflection Paper
Step 1:
Chose a leader in your prospective career field to interview. He or she should be someone who is respected and viewed as an effective and/or exemplary leader in their organization or field. The leader must be preapproved by your instructor.
Step 2:
Set a date and time for the interview. This should be, preferably, a face-to-face interview. A phone interview will suffice if your leader lives out of state. Be sure to organize the interview well in advance. An email interview is not acceptable.
Step 3:
From the list below, choose at least four questions you would like to ask your leader. You are also required to
create three of your own questions
, specific to that leader or field. Make sure your questions are open-ended and address the Five Practices of Exemplary Leadership
· How did you enter your career field?
· What were some of the biggest challenges?
· What is your educational background?
· How important is networking?
· What steps/advice do you recommend for those entering the field?
· What strengths do you believe you possess as a leader? Weaknesses?
· What are three to four actions you believe are essential to enable others to be successful?
· What advice do you have for building relationships and trust in an organization?
Step 4:
Conduct your interview using a recording device or taking effective notes. Include the date, time, and location of your interview.
What you will turn in:
three original questions, notes from interview (questions and answers), and reflection assignment. Also, be prepared to share your interview and reflection with other learners in this class.
This benchmark assignment assesses the following programmatic competencies: 2.4: Evaluate intrapersonal skills
Attachment #2: This is the interview
Leadership Reflection Paper
Step 1:
Chose a leader in your prospective career field to interview. He or she should be someone who is respected and viewed as an effective and/or exempla ...
Tone from the Top, Bottom, and Everywhere in BetweenCase IQ
The importance of ‘tone at the top’ is undeniable when it comes to supporting a culture of ethics, compliance, and accountability. However, regardless of your job title or job description, there is an active and important role you can take in setting the tone of your organization. We all have a sphere of influence, – whether formal, informal, or both – and this program will help you identify how you can use your influence in the service of supporting ethics, compliance, and accountability.
Regardless of your job title or level of experience, you will come away from this program with ideas for what you can do both personally and organizationally to shape the ethical tone of your business.
Objective of the Module
- Achieve more in less time
- Work more effectively
- Manage more business tasks and projects
- Contribute more to business results
CNN has estimated that 80% of jobs are never advertised and instead filled through networking and employee referrals! Why is networking important? How do you build and maintain your networking? Check out this presentation to find out the answers to these questions...
Sunshine Coast Business Expo 2013 - Is communication DEAD?Lisa Harrison
Communication is Dead. Right?
What does it mean to say that communication is dead? Surely this can’t be true? Let’s take a closer look…
Part of the philosophy behind what we do at POMO is the idea that certain types of communication are now in a state of decline and because of this, a new form of communication is emerging – what we call engagement.
Take one example – the newspaper industry. It’s a fact that the newspaper publishing industry is shrinking globally.
As Christopher Zara says of the situation in Amercia, “the hemorrhaging of advertising revenue has been the greatest challenge for newspaper publishers. According to the Newspaper Association of America, or NAA, total advertising revenues have declined by more than 50 percent in just five years, going from $49.3 billion in 2006 to $23.9 billion last year.” [2011]
We believe that underlying this decline is a recognition by marketers that today there are more effective ways to communicate a message than placing an ad in a newspaper.
Newspaper ads are, generally speaking, a classic example of a one-way communication. TV ads are another. Both reach a wide range of people from diverse backgrounds with many different interests.
It is often only a small fraction of these people who may be interested in the message contained in the ad and a smaller fraction still who are motivated to act because of it.
Marketers have realised that there are far more effective ways to pinpoint markets and deliver messages to people who are genuinely interested.
In our video about engagement we state that the audience has been replaced by the individual. Communities of individuals who we know and understand are ready to engage with brands in ways that were simply not possible just a few years ago.
Our philosophy at POMO is that one way communication is dead. Customer engagement is everything. Create, engage, succeed.
This is published by POMO – a creative agency specializing in customer engagement based in Brisbane and the Sunshine Coast, Queensland Australia
Storytelling For The Web: Integrate Storytelling in your Design ProcessChiara Aliotta
In this slides I explain how I have used storytelling techniques to elevate websites and brands and create memorable user experiences. You can discover practical tips as I showcase the elements of good storytelling and its applied to some examples of diverse brands/projects..
White wonder, Work developed by Eva TschoppMansi Shah
White Wonder by Eva Tschopp
A tale about our culture around the use of fertilizers and pesticides visiting small farms around Ahmedabad in Matar and Shilaj.
Fonts play a crucial role in both User Interface (UI) and User Experience (UX) design. They affect readability, accessibility, aesthetics, and overall user perception.
Technoblade The Legacy of a Minecraft Legend.Techno Merch
Technoblade, born Alex on June 1, 1999, was a legendary Minecraft YouTuber known for his sharp wit and exceptional PvP skills. Starting his channel in 2013, he gained nearly 11 million subscribers. His private battle with metastatic sarcoma ended in June 2022, but his enduring legacy continues to inspire millions.
Can AI do good? at 'offtheCanvas' India HCI preludeAlan Dix
Invited talk at 'offtheCanvas' IndiaHCI prelude, 29th June 2024.
https://www.alandix.com/academic/talks/offtheCanvas-IndiaHCI2024/
The world is being changed fundamentally by AI and we are constantly faced with newspaper headlines about its harmful effects. However, there is also the potential to both ameliorate theses harms and use the new abilities of AI to transform society for the good. Can you make the difference?
Between Filth and Fortune- Urban Cattle Foraging Realities by Devi S Nair, An...Mansi Shah
This study examines cattle rearing in urban and rural settings, focusing on milk production and consumption. By exploring a case in Ahmedabad, it highlights the challenges and processes in dairy farming across different environments, emphasising the need for sustainable practices and the essential role of milk in daily consumption.
Game Concept Presentation for Ukrainian Mythology Based Game With Designs
UX Portfolio
1. Who What Wow
A proven User Experience Lead
who can deliver exceptional solutions
on time, every time.
2. 2
Methodologies
Over five years of experience in Agile,
& a decade in Waterfall.
Backlog
Scrum
Planning
Retrospective
Dev
Review
Next
Whether preparing detailed design specifications and
functional requirements or rapidly generating ideas for a
story wall—whatever the process—I can assure that the
ideas are communicated clearly & effectively.
#Adaptable
3. 3
Hills
Explore Evaluate
Sponsor User
Understand
Playbacks
Prototype
IBM Design Thinking
Paradigms
In the midst of the biggest
paradigm shift in 50 years.
As a life-long learner, I’m fascinated by the shifting world
of design and following the leaders closely. I’ve been to
workshops at IBM’s world headquarters for design in Aus-
tin and follow Google Ventures weekly.
#Learner
Google Ventures Design Sprint
Understand Diverge PrototypeDefine Decide Validate
4. 4
For the Women We Love Wireframes
Version 1.0 published October 24, 2012 by Brian Marczak (brian@elevatorinteractive.com) 4 11of
Home Page as viewed by Persona B
FIND
ANSWERS
GET
SUPPORT
TAKE
ACTION
MAKE
CONNECTIONS
WHO
WE ARE
DONATE NOW
If you have been recently diagnosed with cancer,
lorem ipsum dolor sit amet consectetur adipiscing elit.
START HERE
UPCOMING EVENTS
FIND ANSWERS
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Vestibulum accumsan consequat felis eget ullamcorper
mauris id facilisis nisi.
Learn More
TAKE ACTION
Aliquam posuere vehicula tellus id consequat. Aenean
eros risus, sollicitudin quis ultrices id, varius eget quam.
Praesent eget massa erat, in malesuada enim.
Learn More
GET SUPPORT
Aliquam erat volutpat. Duis eget est et sapien lobor
tis varius. Aenean rutrum odio sed lorem auctor quis
malesuada dolor molestie.
Learn More
RECENT EVENTS
B
User Research
Contextual inquiry, user interviews,
persona development & experience
mapping.
As an independent consultant, I helped For the Women We Love,
an Atlanta-based women’s cancer support center, develop perso-
nas which were used to build an understanding of the needs of
their clients. The personas were used to design and develop their
content strategy, website, and outreach collateral.
THE NEWLY DIAGNOSED
Jenny Reed
I don’t even know where to begin —
I just need answers. I need to know
what to expect.
Level of Experience
Knowledge of Cancer
Extent of Support Network
Frequency of Interaction
Frame of Mind
Jenny has just been diagnosed. She is frightened and extremely anxious —
possibly even frantic — and she may feel emotionally numb.
Goals
Feeling overwhelmed, Jenny may find it hard to formulate questions or
even know which questions to ask. When she can, she may ask some of
the following:
• What is my diagnosis? Where can I learn more about my disease?
• What are my treatment options?
• What is the survivability of the disease?
• How might the various forms of treatment affect me?
• How do I find the best treatment?
• Who can I talk to who will understand what I’m going through?
Jenny needs to know what to expect. She may also be looking for
confirmation of her experience thus far.
Measuring Success
A successful interaction may result when Jenny:
• Makes contact by phone
• Makes contact via email
• Opts in to a mailing list (a newsletter or an upcoming event)
• Downloads a PDF
• Attends an event
”
User Persona
A
Level of Experience
Knowledge of Cancer
Extent of Support Network
Frequency of Interaction
THE PATIENT IN TREATMENT
Karen Butler
I need help, I just don’t know if
there’s anyone who can help me.
Frame of Mind
While she appears stoic, it is apparent that Karen is exceedingly worried
and wants to regain a feeling of control.
Goals
Karen wants to know how she can be actively involved in her own treat-
ment. She’s seeking information regarding:
• Types of treatment
• Efficacy of prescribed treatment
• Side effects
• Integrative or complimentary therapies
• Clinical trials
• Second opinions
Generally, Karen needs resources for a variety of issues that will affect her
life during treatment. She may be seeking assistance with:
• Work-related issues
• Financial issues
• Transportation
• Integrative or complimentary therapies
• Nutrition and excercise
Measuring Success
A successful interaction may result when Karen:
• Makes contact by phone
• Makes contact via email
• Requests financial help
• Opts in to a mailing list (a newsletter or an upcoming event)
• Downloads or prints a PDF
• Attends an event
• Makes a donation
”
User Persona B
Level of Experience
Knowledge of Cancer
Extent of Support Network
Frequency of Interaction
THE SURVIVOR
Suzie Mullane
I want to connect with others who
have faced the same challenges
that I have.
”
User Persona C
Frame of Mind
Suzie is happy, but she still experiences moments of fear and isolation
much like those she experienced during treatment. It is clear that she ben-
efited from the interaction involved in treatment and that she now, at times,
feels lonely. Further, she may experience what is commonly referred to as
“survivor’s guilt” and may show signs of trauma. Suzie may be ready to
reach out to others and listen to the stories of other patients and survivors.
Goals
Depending on whether her medical team has addressed survivor issues,
Suzie may have questions about what to expect after her treatment:
• What comes next? What about follow-up visits?
• How do I prevent a recurrence? What should I look for?
• How can I tell what is a “normal” post-treatment sensation versus
something to be concerned about?
• What are the signs of trauma? Will I recover physically and emotionally?
• What is “normal” now?
to recover emotionally and regain confidence, Suzie needs to share
with others. She may want to give back in some way or
#Empathy
For the Women We Love Website as Viewed by Persona B
5. 5
TaaS Transcoding Profile Creation Wo
Version 4 published March 27, 2009 by Brian Marczak (brian@mul
The Transcoding Profile Creation Workflow
Create Egress
Sub-profile
Create Egress
Sub-profile
Does Source Egress
Sub-profile Exist?
Does Metadata Egress
Sub-profile Exist?
Create Ingress
Sub-profile
Upload
Watermark
Create Metadata
Sub-profile
Create Signaling
Sub-profile
Create Signaling
Sub-profile
Create Output
Sub-profile
Create Egress
Sub-profile
New Transcoding
Profile
Save
Does Ingress
Sub-profile Exist?
Does Watermark
Exist?
Does Metadata
Sub-profile Exist?
Does Signaling
Sub-profile Exist?
Does Error Signaling
Sub-profile Exist?
Does Output
Sub-profile Exist?
Does Egress
Sub-profile Exist?
1
2
3
The r
quick
Conc
to ed
Solution
The tran
guide a
the com
flow. On
And as y
task, ma
Clearly ti
the app
flow and
rate. In
files in a
Concepting
Concept flows serve as a fast
and easy way to present ideas
for stakeholder validation.
As I’ve been using Adobe products for over 15 years, Photoshop, Illustrator,
and InDesign are second-nature to me, so while I’ve tested other products
like Axure and OmniGraffle, concepting and wireframing in Adobe is much
faster. And, with the seamless integration between products, delivering
pixel-perfect wireframes makes the rest of the team much faster too.
#Ideation
6. 6
Primerica App Walkthrough
AT&T 95%12:00 PM
-1:120:01Done
Getting Started Video
Get started by following
these three steps:
1) Import a list of your best
contacts
2) Qualify them (which gives
them a score)
3) Set Appointments with
contacts scoring 4 & 5
Your Field Trainer:
David Turley
(770) 555-5448
tturley@callaltanta.com
Watch the video to learn more:
Get startedSkip
Getting Started
Onboarding Intro*O1
First time
thru?
Yes
Yes
Yes
No
No
No
Use the STEAM method to
remind you of names:
Salesperson
Teacher
Enthusiastic
Ambitious
Most Competitive
Friends, family, neighbors,
sports buddies – don’t leave
anyone out!
Step 1: Import Contacts
Select contactsSkip
Step 1 Instructions*O2
Watch
Continue? Continue?
Video: Getting StartedGSV
Sign In
Need help?
Rep ID
Password
Message
Twitter
Primerica
Calendar
Facebook
Google
Settings
Photos
Contacts
Phone Mail MusicSafari
Monday
Tap the Menu icon in the
top left corner to reveal
the navigation menu.
Home
App Intro 1*I1.1
Connect with your team
instantly via Spark, where
you can chat with your
team, share photos, video &
audio, all in one place.
What’s News 1*N1.1
Use the menu to view
company news, check your
status & standings, access
tools, and get help.
Home
Tools
Financial Calculators
Mobile FNA
Quick Quote
App Intro 2*I1.2
Got questions?
Use the new Support Center
to find answers about sales
tools, applications and more!
?
What’s News 2*N1.2
The Search icon offers easy
access to marketing tools &
training videos, as well as
speeches, stories and more.
Home
App Intro 3*I1.3
The Utilities icon provides
access to Preferences
and functions such as
Print and Email.
Mobile FNA
App Intro 3*I1.3
The Notifications icon
alerts you to items that
need your attention.
Done
Home
App Intro 3*I1.3
Now you can access
Auto & Home
directly from the Tools
section of the main menu.
Done
Home
Tools
Auto & Home
Financial Calculators
Mobile FNA
What’s News 3*N1.3
Now it’s time to qualify your
contacts. You’ll choose
which options apply to each
contact:
Home Owner
Employed
Age 25-55
Married
Children
If nothing applies, choose
‘None.’
Step 2: Qualify Contacts
Qualify contactsSkip Set appointmentsSkip
Now, you’ll work with your
Field Trainer to set appoint-
ments. In the following list,
your contacts are ranked by
their Qualified Score. Tap a
name for phone numbers.
Tap the calendar icon to set
an appointment.
Your Field Trainer:
David Turley
(770) 555-5448
tturley@callaltanta.com
Step 3: Set Appointments
Import
Dalton Abrams
m Adams
Lauren Holden
Lindsey Johnson
Michael Jordan
Carrie Lloyd
Jerry Lowe
Herbert Moog
Import Contacts*O3
Dalton Abrams
m Adams
Credibility Rating
Credibility Rating
Favorite
HomeOwner
Employed
Age25-55
Married
Children
None
Save Qualifications
Dalton Abrams
m Adams
Lauren Holden
Lindsey Johnson
Michael Jordan
Carrie Lloyd
Jerry Lowe
Herbert Moog
5
5
5
5
5
5
4
4
+
+
+
+
+
+
+
+
Done
12 Appointments Scheduled
Keeping your pipeline full
with qualified contacts and
appointments is the best
way to grow your business!
Great Start!
Finish
10+
Step 2 Instructions*O4 Batch Qualify*O5 Step 3 Instructions*O6 Set Appointments*O7 Completion*O8
Continue? Continue?
AT&T 95%12:00 PM
Home
HomeH
Any new
features?
Authentication*A
SYSTEM
New Rep?
Scenario G
The user launches the Primerica App on POL. Upon signing in, an optional on-boarding process begins
for new reps, while existing reps are presented with general information about navigating the app.
Usability Testing
A quick-and-dirty usability test enables
us to validate whether people will be able
to use the product as intended.
When I began prototyping, there weren’t any tools. I hand coded everything
myself in ActionScript. Now, a variety of tools make getting prototypes into the
hands of stakeholders and sponsor users faster than ever. I’ve tested Axure,
Pixate, Proto.io, UXPin, et al., but currently my preferred tool is InVision.
http://invis.io/DM27NCEQC
#Strategic
7. 7
Mobile Registration Workflow
Account
Primerica Online Registration
95%12:00 PMAT&T
You must complete registration for each role that
you hold. Which role would you like to register at
this time?
Continue
It looks like we have more than
one record on file
A rep in Abbey Greene’s base shop
Abbey Greene’s office staff
RVP Antonia Sullivan
RVP Antonia Sullivan’s office staff
I have a specfic solution number
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Which Solution Number would you like to register?
Account
Primerica Online Registration
95%12:00 PMAT&T
What’s your date of birth?
And your SSN/SIN?
Don’t worry—your information will be transferred
through a private, secured connection.
If you run into any problems, you can get help
by tapping the icon or by calling the Primerica
Help Center at 1-888-737-2255.
Search
Welcome
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Let’s start by looking up your IBA
Account
Primerica Online Registration
95%12:00 PMAT&T
Terms of Use
I Agree
One more thing...
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
View PDF
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aut eaquundit, vel et enitatem quasinc
tibearumetus enimust, officaecte sum quis
dem et aut odionec tatio.
Perovidita nonseque volorpos et quam
fugitaque con necepe ommodis sum sedi
dignihil incipis autemqui ut et que ne quo
desto bla elenihit.
Faceat ates aut ligenet as entium la miliquo
eatium harum facepel essinum ilibus estis
ressi optae. Nam necus prent utatesti dolupid
IBA LookupR1
AgreementR4
Account
Primerica Online Registration
95%12:00 PMAT&T
You must complete registration for each role that
you hold. Which role would you like to register at
this time?
Continue
It looks like we have more than
one record on file
A rep in Abbey Greene’s base shop
Abbey Greene’s office staff
RVP Antonia Sullivan
RVP Antonia Sullivan’s office staff
I have a specfic solution number
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Account
Primerica Online Registration
95%12:00 PMAT&T
No problem, a representative at
at the Primerica Help Center can
clear this right up.
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Call 1-888-737-2255
Account
Primerica Online Registration
95%12:00 PMAT&T
Please verify the following information.
That’s correctThere’s a typo
Great, let’s setup your account
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Solution Number
Name
Title
RVP
Home address
Not Assigned
Robin Zaragamba
Associate
Antonia Sullivan
12398 Winona Drive,
Broomfield, CO 80020
Account
Primerica Online Registration
95%12:00 PMAT&T
Please choose a service level
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Primerica
Online ID
Primerica
Email
Virtual
Base Shop
Home Office
Bulletins
Personal
Information
Compliance
Information
Training &
Development
Primerica
Playbook
PFN TV
Millionaires In
Training
Production
Leaders
Business
Essentials
TurboApps
FNA, Quick Quote,
and more
Primerica Online IDs
for your team
Primerica Email
for your team
Your own personal
Primerica website
FULL
SERVICE
$99
PRIMERICA
ONLINE
$49
LIMITED
SERVICE
NO COST
Select
Take advantage of Primerica Online’s amazing
training and development!
Duplicate RecordsR1B
IBA ErrorR2B
VerificationR2 Service LevelR5
Account
Primerica Online Registration
95%12:00 PMAT&T
Next
Choose a username & password
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Username
Password
Strength
And provide your answer
Choose a secret question for password recovery
Account
Primerica Online Registration
95%12:00 PMAT&T
How would you like to pay?
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Pay by credit card
Mail a check or money order
Next
Account
Primerica Online Registration
95%12:00 PMAT&T
Credit Card Info
Billing Address
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Confirm Order
Name on card
Card number
Street address
Street address
Security code
City
Country
Expiration date
State
ZIP code
Account
Primerica Online Registration
95%12:00 PMAT&T
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Submit Payment
Your Visa card will be charged
$99.00 for Full Service access.
Name on card
Card number
Security code
Expiration date
Billing address
Robin Zaragamba
4568 6832 5455 5782
247
08/15
12398 Winona Drive,
Broomfield, CO 80020
Account
Primerica Online Registration
95%12:00 PMAT&T
Congratulations! Your account
setup is complete.
Continue to Login
Your Solution Number is
WIN15
Your Primerica email address is
robin.zaragamba@primerica.com
Account
Primerica Online Registration
95%12:00 PMAT&T
IBA
Lookup
Account
Setup
Service
Level
Payment
Info
Please send your payment of $49.00 to the
address below:
Primerica Financial Services
1 Primerica Parkway
Duluth, GA 30099
Make your check or money order payable to
Primerica Financial Services and include your
solution number in the memo.
Your service level will be limited
until your check or money order
is received and processed at the
Home Office.
Next
Account SetupR3
Payment MethodR6
Credit Card InfoR7B Payment ConfirmationR7C
CompletionR8Pay by MailR7A
No
Yes
Duplicate
Records?
Scenario A
The user downloads the Primerica App, installs it and launches it, then follows a registration link
on the Authentication page to the workflow below to complete the registration process.
User System
Usability Testing
High-fidelity prototypes enable us
to validate the emotional impact
created by the experience.
Towards the end of a project, more refined prototypes are in order.
These provide confidence in the process and enable stakeholders
to preview new features.
http://invis.io/DY25DL5BN
8. 8
Team Stream Appendix B
Matthew Thorpe DEC 31, 2014
Message one, occus core lab ilit
entiosa al in etur, assitatur alitati
untur imperdiet.
3
Yasmin Fleming JAN 2
Message two, suspendisse eu
mollis diam, non maximus metus.
Fusce convallis dictum.
3
Spencer Ellis Yesterday
Message three, eu commodo an
elementum quis.
YF
MT
SE
Team Stream
95%12:00 PMAT&T
Stream View
Base Team Stream Font Styles
font-family: ‘Open Sans’, sans-serif;
font-weight: 400;
font-size: 16px;
App Header
background: #666;
color: #fff;
Author Initials
font-size: 18px;
background: #999;
color: #fff;
Dividing Line
background: #d9d9d9;
Online Status Indicator (See Team Stream Sprites)
Offline Status Indicator (See Team Stream Sprites)
Author Name
font-weight: 600;
color: #666;
Date
color: #999;
Message Body
line-height: 20px;
color: #000;
Like Button (.PRIcons_thumbs-up)
color: #999;
Like Button Active (.PRIcons_thumbs-up)
color: #0c76d7;
Likes Count
color: #999;
Compose Button (.PRIcons_pencil)
background: #0c76d7;
color: #fff;
width: 56px;
height: 56px;
Delete Button
font-size: 18px;
color: #fff;
background: #a00000;
background: -webkit-linear-gradient(top,#a00000 0%,#cc0000 4%,#ef0000 25%);
width: 120px;
height: 100%; //120px if height exceeds 160px
E
F G
K
J
D A
B
C
D
E
F
G
H
I
J
K
L
I
B
C
A
H
Stream Styles
Style Specifications
Yasmin Fleming JAN 2
Message two, suspendisse eu
mollis diam, non maximus metus.
Fusce convallis dictum.
3
Delete
Matthew Thorpe DEC 31, 2014
Message one, occus core lab ilit
entiosa al in etur, assitatur alitati
untur imperdiet.
3
Spencer Ellis Yesterday
Message three, eu commodo an
elementum quis.
MT
SE
Team Stream
95%12:00 PMAT&T
Delete Button
L
Team Stream Appendix A
Smartphone Metrics
Matthew Thorpe DEC 31, 2014
Message one, occus core lab ilit
entiosa al in etur, assitatur alitati
untur imperdiet.
3
Yasmin Fleming
JAN 2
Message two, suspendisse eu
mollis diam, non maximus metus.
Fusce convallis dictum.
3
Spencer Ellis
Yesterday
Message three, eu commodo an
elementum quis.
YF
MT
SE
Team Stream
95%
12:00 PM
AT&T
10
10
auto
10
18px
16
28px
32px
Matthew Thorpe DEC 31, 2014
Message one, occus core lab ilit
entiosa al in etur, assitatur alitati
untur imperdiet.
3
Yasmin Fleming
JAN 2
Message two, suspendisse eu
mollis diam, non maximus metus.
Fusce convallis dictum.
3
Spencer Ellis
Yesterday
Message three, eu commodo an
elementum quis.
YF
MT
SE
Team Stream
95%
12:00 PM
AT&T
11px
11px
16px
22px
11px
32px
16px
56px
28px
Stream View, Horizontal Spacing
Stream View, Vertical Spacing
Metrics
Yasmin Fleming
JAN 2
Message two, suspendisse eu
mollis diam, non maximus metus.
Fusce convallis dictum.
3
Delete
Matthew Thorpe DEC 31, 2014
Message one, occus core lab ilit
entiosa al in etur, assitatur alitati
untur imperdiet.
3
Spencer Ellis
Yesterday
Message three, eu commodo an
elementum quis.
MT
SE
Team Stream
95%
12:00 PM
AT&T
120px
100% of container height unless container height
exceeds 160px, then height should be 120px
Delete Button
Requirements
Work Sample
Detailed functional
specifications
#Focused
When working with a larger team,
functional specifications ensure
no detail is left in question.
9. 9
With built-in source control, we chose a simple MediaWiki to host
our styleguide and design resources which enables the entire design
team to contribute to the effort.
Styleguides
Work Sample
Living styleguides
& custom icon fonts
10. 10
We use Density-independent pixel sprite sheets
to accelerate load times and future-proof our
applications for screens up to 4K.
Styleguides
Work Sample
Future-proofing
/images/sprite.png
/images/iphone/sprite@2x.png
/images/iphone/sprite@3x.png
/images/iphone/sprite@4x.png
/images/android/res-ldpi/sprite.png
/images/android/res-mdpi/sprite.png
/images/android/res-hdpi/sprite.png
/images/android/res-xhdpi/sprite.png
/images/android/res-xxhdpi/sprite.png
/images/android/res-xxxhdpi/sprite.png
@1x @4x
11. 11
For Primerica Now, we used cards to
group together information in an intui-
tive way, enabling the user to easily scan
through a lot of content and pinpoint the
information most relevant to them.
Delivery
Work Sample
Primerica Now
12. 12
Delivery
Work Sample
Primerica Reports
For Primerica’s reports, we tool inspiration
from Google Material and used thumb-
based navigation for standard-sized
smartphones to enable users to navigate
through the app using only one hand.
#Restorative
13. How might we
reduce complexity
foster understanding
eliminate uncertainty
promote innovation
improve efficiency
create value
?
Collaboration
IDEO HMW
Every problem is an opportunity for
design. By framing our challenge as
a How Might We question, we’ll set
ourselves up for innovative solutions.