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Bill Gregg's Portfolio

2501 Barclay Dr
Nashville, TN, 37206
615-418-8225
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615-418-8225  •  wrgregg@gmail.com

Bill Gregg's Portfolio

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  • Visualizations & Infographics
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Client Central Mobile App

Essentially a mobile version of the Client Central website.

Client Central Mobile App

Essentially a mobile version of the Client Central website.

A. Early Design

A. Early Design

This interface evolved over the course of the project. Once we talked to users of the website we realized that the vast majority of usage would take place within the Client screens, and it made sense to treat that screen as the starting point for the app. We ditched the concept of a screen named "Home", and three of the buttons shown here, Clients, Alerts (renamed "Notifications") and Reports joined Settings at the bottom of the screen. Search fell out of scope, and the client menu, recast as icons, became the defacto home screen.

 

B. Client Screen

B. Client Screen

Each client button leads to a menu of options for that client. Notifications and Reports take the user to screens that contain info for multiple clients, and Settings to screens that set preferences for the whole app.

 

C. Second-level Screen

C. Second-level Screen

Drilling down into client info...

 

D. Opportunities by Stage Screen

D. Opportunities by Stage Screen

One of many client reports provided, Opportunities by Stage.

 

©Bill Gregg 2018