Cortera is a sales analytics database that came to RIT in the Spring of 2020 to help design a new software 'Zembles. After the software was designed and developed I was fortunate enough to join the design team where we were prompted to take the existing 'Zembles software and re-imagine how users interact with their data in order to reach a greater audience.
Within the team, I choose to work with another student to create a browser extension.
C L I E N T
Cortera Software Company
R O L E
Browser Plug-In Product Design
D U R A T I O N
Our Awesome Design Team
B R O W S E R E X T E N S I O N G O A L
To change the paradigm of how users interact with data by formatting complex information into a compact and customizable experience for sales lead research and discovery.
C U R R E N T U S E R F L O W
How might we enable users to discover more companies in real-time?
How might we allow users to easily view, curate, and personalize large lists?
How might we simplify complex business information into a compact pop-up?
C O M P A R I T I V E A N A Y L S I S
E A R L Y I T E R A T I O N S
When on a company page, more information for that company would be available.
The early design featured interchangeable information cards that users could customize in settings.
Feedback From Company
L I M I T I N G
Why are we limiting how much information the user can view?
Typical users won't customize, need new way to view a lot of content
The search feature is important to users and 'Zembles experience
C O M P A N Y P A G E
When a user is on a company webpage that is in the 'Zembles database the extension icon lights up and the user can quickly preview the company in the pop-up and save it to a collection.
A R T I C L E H I G H L I G H T
The extension scans the current page for companies and allows users to quickly save and view lists of companies without having to switch tabs and manually search.
G L O B A L N A V I G A T I O N | SEARCH BAR
Due to the importance, the search feature is always available in the navigation bar. Dropdowns allow users to filter for and select specific locations of a company.
C O L L E C T I O N S
In order to allow users to navigate, save, and curate personal lists of companies, we implemented collections.
S W I T C H I N G B E T W E E N C O M P A N I E S
User clicks on the company name to switch companies. The swiping through companies references the metaphor of swiping through a stack of cards.
SWITCHING BETWEEN COLLECTIONS
User clicks on the drop-down to see a list of collections and clicks on a new collections to view.
E D I T F E A T U R E
Allows users to move a company to another collection
R E M O V E F E A T U R E
Allows user to remove a company and asks for confirmation
C O M P A N Y I N F O R M A T I O N | A B O U T C A R D
I worked to condense complex information into a compact and easily scannable overview card
The extension icon alerts the user when there is more information available on the current page in an unintrusive way.
Users without an account have access to some information in order to see the value of 'Zembles but are prompted to create an account inorder to see more.