2021.8 - 2021.11
Using PS Assistant to help Dyson's sales experts easily establish online connections with consumers
At first, this was a pure UI design project executed by three UI designers (including me). Until we accidentally found that personal sales didn't believe the new system. After that, we quickly set up a UX design group. While I was responsible for UI design, I was also going deep in optimizing the experience of the 'PS assistant' - how to make people who use the system get real help so that enterprises can benefit from it, is an important topic of this project.
Fast Customer-end UI
Within a month, with Dyson's excellent brand visual guidance, I led a team of three UI designers to collaborate with the client's internal audit designers and operations personnel to complete the rapid design of the "C-end mini program" and built it online using SaaS. The entire mini program has simple functions, but the workload of interface design is not small. Thank you to the team for their joint efforts, which enabled the project to be delivered on time and with high quality as a whole. The complete business chain - customer outreach, traffic attraction, member conversion, consumption, discount distribution, etc. - is clearly presented to the team.
Find the problem
Before the official launch, the design team took a pre built beta version of the mini program page and went to offline stores for consumer testing. The whispers from the store staff successfully caught my interest.
”太好了,又来系统了,这些坐办公室的人,真是「善解人意」。“
The vision of providing convenient mini program services for consumers is not wrong, however, the key bridge to realizing this link is the "sales experts (i.e. guides)" at Dyson stores. They have added a system to their busy daily work such as tallying, inventory, sales, and event taking. Does this new tool add value to their work experience?
Chat with sales experts
The vision of providing convenient mini program services for consumers is not wrong, however, the key bridge to realizing this link is the "sales experts (i.e. guides)" at Dyson stores. They have added a system to their busy daily work such as tallying, inventory, sales, and event taking. Does this new tool add value to their work experience?
Initial version of the "PS Assistant" interface
I noticed that in deeper pages, the sales assistant lacks logical functionality, and the operating habits of sales experts are inconsistent. Visually, the new presentation also lacks hierarchy and priority. I also conducted research on other SaaS companies' shopping assistants, rider assistants, store assistants, and other applications, and the factors that helped them experience better quality include:

1. A well structured functional presentation;
2. actionable information reminders;
3. Optimization of key steps
Main Objectives
In order to alleviate the pain points encountered by sales experts, especially in cases of inaccurate information concepts and redundant functions, necessary upgrades and adjustments are crucial. We have determined that our main goal is to reduce the learning costs of sales experts and increase their efficiency, so that tools can truly assist them in doing business, rather than becoming another burden on their workload.
Kick off
At this point, we brought in the operations and engineers, and through the simplest steps, we began building the beta version of the PS Assistant. We have recruited a preliminary pilot team consisting of 30 sales experts. Every week, we send a survey asking them to provide feedback on the new features and conduct brief interviews with 2-3 people to gain a detailed understanding of their experience.
Further Improvements
Based on the feedback from the first round, we have decided to reconsider the function settings of "data statistics" in the menu bar to help "sales experts" use the software more conveniently. Some sales experts have also provided feedback that the new version of shipping and after-sales reminders are not clear and are easy to miss. Therefore, this feature is actually very helpful in reminding them to carry out daily work. We will use a more obvious way to display it.
Final version
After conducting multiple investigations and optimizing system functions, we made some feasible minor changes to the UI interface in a timely manner to make the PS Assistant more in line with the brand's visual standards. On the occasion of Dyson's new product launch, we collaborated with our customer team to launch this tool to all "sales experts"! This is our final design.
More
Based on the feedback from the subsequent PS users and the changing needs of the business, we have collaborated with the client to conduct a new round of iteration. Seeing the final result, all relevant parties highly recognize the experience design of the "PS Assistant". Seeing the improvement of this product along the way, we are honored to be one of the promoters.