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PROJECT OVERVIEW

User Profile Management

Role: UX design & research, graphic design, prototyping

tablet desktop and mobile view of profile management UX

Objective

To create a profile management section which encompasses a login page, two-factor authentication and user’s editable profile details. This profile management section will be built in Salesforce and seamlessly added to an already existing custom online application which is only accessible to customers through an online portal.

Approach

I worked closely with the company’s Salesforce architects and software developers to gather the type of customer information to be included and to walk through the customer’s journey through the login page to the profile management section. I created a working desktop and mobile prototype using the information I gleaned from these meetings and based on the existing design system. Using this prototype I was then able to gather the specifications and design assets needed to deliver to the Salesforce architects in order to build the application based on the functionality and aesthetics of the design.

Results

A successfully integrated profile management section, where customers are able to log in and have their information and preferences stored. The integration with Salesforce allows the company to access certain information on behalf of the customer and the addition of two-factor authentication creates a safe digital environment that customers will feel confident using.

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