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Dissertation COVER SHEET (TURNITIN) Module Code: INF 6000 Registration Number
140215483
Family Name Liu First Name Lingjia Assessment Word Count _____12657_____________. Coursework submitted after the maximum period will receive zero marks. Your
assignment has a word count limit. A deduction of 3 marks will be applied for coursework that is 5% or more above or below the word count as specified above or that does not state the word count.
Ethics documentation is included in the Appendix if your dissertation has been judged to be Low Risk or High Risk. ü (Please tick the box if you have included the documentation)
A deduction of 3 marks will be applied for a dissertation if the required ethics documentation is not included in the appendix. The deduction procedures are detailed in the INF6000 Module Outline and Dissertation Handbook (for postgraduates) or the INF315 Module Outline and Dissertation Handbook (for undergraduates)
INF6000 Dissertation
• Final Dissertation o Title: A case study: how an app could support
CRM within a furniture shopping mall
o Student: Lingjia Liu
o Supervisor: Miguel Baptista Nunes
Contents
Abstract .......................................................................................................................................... 5 Background ................................................................................................................................................. 5 Aims ............................................................................................................................................................... 5 Methods ........................................................................................................................................................ 5 Results ........................................................................................................................................................... 5 Conclusions ................................................................................................................................................. 5
Acknowledgement ...................................................................................................................... 6 Introduction ................................................................................................................................. 7 1. The competition between shopping malls become intense ......................................... 7 2. How CRM applications support CRM strategies among shopping malls? .............. 8 3. What will be changed once this app is put in practice? .................................................. 8
Research question: ..................................................................................................................... 9 Aim: ................................................................................................................................................. 9 Objective: ....................................................................................................................................... 9 Literature review ..................................................................................................................... 10 1. What is Customer Relationship Management? ............................................................... 10 2. What does CRM do? ..................................................................................................................... 13 • Customer Value .......................................................................................................................................... 13 • Enhance Customer Loyalty ................................................................................................................... 13 • Improve customer satisfaction ........................................................................................................... 14 • Promote interactions between customers and shop owners ................................................ 15
3. CRM models .................................................................................................................................... 16 4. CRM elements ................................................................................................................................ 22 Generic CRM elements: ................................................................................................................................... 22 Elements of QCi model (see the diagram above): ............................................................................... 23
5. CRM technologies in shopping mall ..................................................................................... 26 6. Indoor Navigation ........................................................................................................................ 28 • Why do we need indoor navigation? ................................................................................................ 28 • What kind of indoor navigation technology could be applied for this project? ............. 28
Methodology: ............................................................................................................................ 31 Awareness of Problem ........................................................................................................................ 33 Suggestion ................................................................................................................................................ 34 1. Obtained the requirement specifications ...................................................................................... 34 1) Design of interview questions ................................................................................................ 34 2) Thematic analysis .......................................................................................................................... 35 3) Results of interviews .................................................................................................................... 38
2. Requirement Specifications ................................................................................................................ 39 a. Functional Requirements ................................................................................................................ 39 b. Non-‐functional Requirements ...................................................................................................... 41 c. iBeacon selection ................................................................................................................................ 43 d. Portable device selection ................................................................................................................ 43 e. Prefabricated map making ............................................................................................................. 43 f. Discussion of the functioning range of Estimote beacon ................................................... 43
Development ........................................................................................................................................... 46 Evaluation: Tutorial-‐based method .............................................................................................. 46 Conclusion ................................................................................................................................................ 47
Development ............................................................................................................................. 48 1. Functional requirements development .............................................................................. 48 1) Navigation (Map View) ............................................................................................................. 48 2) Category & searching (Information View) ....................................................................... 50
3) Advertisements (Main Menu View) .................................................................................... 55 Evaluation .................................................................................................................................. 57 User perspective .................................................................................................................................... 57 • Navigation .................................................................................................................................................... 57 • Category searching ................................................................................................................................... 57 • Ads display ................................................................................................................................................... 58 • Visibility of system status ...................................................................................................................... 59 • User control and freedom ...................................................................................................................... 59 • Consistency and standards ................................................................................................................... 59 • Error prevention ....................................................................................................................................... 59 • Recognition rather than recall ............................................................................................................. 59 • Flexibility and efficiency of use ........................................................................................................... 59 • Aesthetic and minimalist design ........................................................................................................ 60 • Help users recognize, diagnose, and recover from errors ...................................................... 60 • Help and documentation ........................................................................................................................ 60
Developer perspective ........................................................................................................................ 61 • Navigation .................................................................................................................................................... 62 • Category searching ................................................................................................................................... 62 • Ads display ................................................................................................................................................... 63
Conclusion .................................................................................................................................. 66 1. Summary of findings ................................................................................................................... 66 2. Response to research questions ............................................................................................ 66 3. Limitations ...................................................................................................................................... 67 4. Future work .................................................................................................................................... 67
Bibliography .............................................................................................................................. 68 Appendix .................................................................................................................................... 74
Ø Appendix 1: Interview questions .......................................................................................... 74 Ø Appendix 2: Coding tables of interviews ........................................................................... 75 Ø Appendix 3: Ethic approval letter ......................................................................................... 81 Ø Appendix 4: Ethic consent form (EN) ................................................................................. 82 Ø Appendix 6: Ethic consent form (CN) ................................................................................. 84 Ø Appendix 5: Access to Dissertation ...................................................................................... 86 Ø Appendix 6: Confirmation of address after completion form ................................... 88
Abstract
Background
The literature reveals an app can support the technology element of CRM in
shopping mall for realizing the functions. Previous work has been done barely on this
aspect we considered.
Aims
This project aimed to provide a proof of concept of the app we supposed, and give
the theory of use of how the app could support and improve CRM in shopping mall.
Methods
The design science research is applied for this project, which can support the app
development and tests, as well as conduct a literature research.
Results
The literature review proved that CRM includes many functions, and they might be
supported by the app. Also the app prototype has been successful developed with
three basic functions.
Conclusions
It is concluded that although the literature review provided the theory of use of the
app, and the prototype has been developed already, still this project has space for
improvement. Further work could include a further literature research, more detailed
requirement specification, and the improvement in app development.
Acknowledgement
I would like to thank my supervisor Dr. Miguel Nunes who supported a lot during this
master dissertation project work, with his wise advices and guidance and also my
colleagues and friends who help me during the project conducting period.
Lingjia Liu
Introduction
1. The competition between shopping malls become intense
The rapid development of technology has changed many aspects of our lives,
including our shopping behaviours; the shopping malls develop with the growth use
of the automobile and the migration of population out from the cities (Feinberg &
Meoli, 1991). Increasingly, many shopping malls emerge, following by an intense
competition of this industry. As Wakefield and Baker (1998) stated “malls have to
compete with stores and shopping centres not only within close geographic
proximity, but also with retailers and malls outside the community”. Nowadays
getting access to the Internet has become much easier than before, the online
shopping websites is becoming another competitor with shopping malls.
Currently, I think shopping malls is not just a place where is mainly for purchasing
behaviours, they are turning to social and entertainment places, where people could
not only shopping but also relaxing. Even though police stations, small hospitals
starts existing in shopping malls, which make them as if “tiny cities” literally.
Additionally, shopping malls starts dividing into two types, one is united shopping
malls, which contain numerous different shops selling various products; the other
one is specific shopping malls, which are made up of amount of shops selling the
particular sort of products. On the other hand, due to the popularity of e-commerce
customers get more choices in purchasing, while lose the face-to-face purchasing
time to make connections with shopkeepers (Chen & Popovich, 2003). In this
situation, the competition between shopping malls get increasingly intense. In order
to gain as many benefits as possible in competition, shopping malls need to know
the demand of customers, and the main advantage of CRM (customer relationship
management) is encouraging repurchase (Izadi Manesh & Hozouri, 2013), thus the
importance of customer relationship management should be concerned.
2. How CRM applications support CRM strategies among shopping malls?
Technology, as an element of CRM, is developed to help with CRM in shopping
malls contemporarily. Shopping malls use web-based platform to collect customers’
preferences, and give recommendations, the rest even develop new CRM strategies
and apply them in their systems. Online data is rich and detailed compared to the off-
line data, one of them is called clickstream, which records customers’ path through a
website. This tech in the Internet shopping mall can provide information to help
owners of understanding shopping patterns or repurchase behaviours of customers
as Cho, J. Kim and S. Kim stated (2002). In addition, smart phones are popular and
affordable for majority of people, with thousands of applications to help with plenty of
aspects of our lives.
3. What will be changed once this app is put in practice?
As there is not so much work has been done within this area, I consider creating a
mobile-based application to help with CRM in shopping mall as my aim of this
project. Nonetheless customers need to know how CRM could be supported by this
app. First, this app would provide indoor navigation function, which could save
customers’ time of looking for a shop in the shopping mall. Second, the catalo
searching function would also be included, which enable customers to find the
particular shop by its name or catalogues. Third, recommendation function might be
developed later on, which benefits merely customers to find more products they like
but shopping mall owners to collect and analyse customers’ purchasing preference
data. Furthermore, once this app has been put into practice, the shopping malls with
this sort of apps would take marginal advantages in the intense competition. In
future, with further development, this app would enable not only more
‘communication’ with customers, but purchasing habits’ data collection and analysis
as well.
Research question:
Which element of CRM could be supported by a smart app?
How the smart app would be?
Aim:
The main aim of this project is to design and develop a CRM application with indoor
navigation function to help with the marketing in shopping mall.
Objective:
1. To give a proof of concept of the smart app
2. To illustrate the theory of use of the smart app
1) How can an app support CRM in shopping malls?
2) How could this app help with customer loyalty, sales in shopping
malls?
Literature review
1. What is Customer Relationship Management?
Customer Relationship Management (CRM), which emerged in the information
technology vendor community in 1990s, is not a new concept. At the core, CRM is
an integration of technologies and business processes used to satisfy the needs of a
customer during any given interaction (Bose, 2002). Nonetheless, the essence of
CRM is not as simple as just the integration of technologies and business processes,
which might be quite different from our thoughts. Philosophically, the nature of CRM
is to change organizations from a products-centric to customer-centric (Kim, Suh &
Hwang 2003). The focus of business was on products traditionally. Therefore,
literally, the nature of CRM means that getting to know more about customers rather
than products. Knowing more about what customers’ preferences and habits, in
order to specialize products and services to suit customers by all means, the more
details companies get, the more personalized products and services customers
would gain. According to Oracle, “CRM is about knowing your customers better and
effectively using that knowledge to own their total experience with your business,
and to drive revenue growth and profitability” (Stefanou, Sarmaniotis & Stafyla,
2003). To this extent, CRM emphasizes the significance of obtaining customer
information, which could be used to enhance the value proposition of companies
(Jain, 2005).
Due to the nature of CRM, it is an IT concept that is able to work based on IT
support. Consequentially, it has a different meaning in IT industry. In IT terms, CRM
means an enterprise wide integration of technologies working together such as data
warehouse, Web site, intranet/extranet, phone support system, accounting, sales,
marketing and production (Bose, 2002). Seemingly, the CRM in IT concept is more
technology-based. However CRM is not only a tech-supportive component within
companies, but it emphasizes the value of customers in business process, now and
future. To make it clear, the notion of CRM with customer value at its core enables
us to define CRM, which is the practice of analysing and using marketing databases
and leveraging communication technologies to determine corporate practices and
methods that maximize the lifetime value of each customer to the firm (Kumar &
Reinartz, 2012). Seemingly, the value of customers is significant to CRM. While
customers are diversity, the data analysis and communication technologies might not
be suitable for each of them. Consequentially, the data analysis and communication
technology used on CRM is not set in stone and could be various. Furthermore, it
keeps improving along with the technology development. Although the field of CRM
remains under development, CRM consulting firms gave it their own definitions
already, they consider CRM as a strategic process that is used for customers
selection in order to optimize the current value of customers for the company (Kumar
& Reinartz, 2012). To this extent, CRM can be a powerful tool for companies, as long
as they could find a right way of using it.
In order to improve the quality of service and provide products on demand, it is
evident that the aim of CRM is to strength loyalty of customers by offering products
and services that respond to their individual needs (Jain, 2005). With the
development of technology, CRM has changed from its original mode as well.
Basically, there are two types of CRM should be concerned. One is traditional CRM;
the other one is strategic CRM. The former is based on an internal operational
approach to manage customer relationships effectively (Greenberg, 2010). With
technology development, CRM has changed as well, which has grown from a tactical
marketing tool to a strategic element in all marketing decisions as Kumar and
Reinartz stated (2012), so as the latter one emerged. Better understanding of
customer behaviour and the interest of managers to focus on those customers who
can deliver long-term profits becomes a crucial need of market (Winer, 2001). The
importance of getting preference of each customer becomes crucial to both retain old
customers and get new customers. As Parvatiyar and Sheth suggest that companies
are realizing the need for in-depth and integrated customer knowledge in order to
build close cooperative and partnering relationships with their customers (2001). The
customer strategy of CRM involves examining the existing and potential customer
base and identifying which forms of segmentation are most appropriate (Payne &
Frow, 2005). As a result of CRM strategy, the interaction between customers and
companies would help companies retain original customers and attract new ones,
which would also keep the proportion between these two in a specific way for each
company.
Basically, CRM is the management of collaborative and cooperative relationship
between the company and its customers. As I mentioned above, CRM not only
keeps the relationships in between, but also keeps the original customers and
develops potential customers by all means. Parvatiyar and Sheth illustrate a more
detailed and accurate definition of CRM:
Customer Relationship Management is a comprehensive strategy and process of acquiring,
retaining, and partnering with selective customers to create superior value for the company
and the customer. It involves the integration of marketing, sales, customer service, and the
supply-chain functions of the organization to achieve greater efficiencies and effectiveness in
delivering customer value.
According to the definition above, the aim of CRM is to push marketing. Keeping the
company function effectively, and help the company gain more profits via paying
attention to the importance of customer value. All in all, CRM is a set of technologies
and business processes, which are utilized to promote marketing efficiency, aiming
to achieve greater profits.
2. What does CRM do?
• Customer Value
To address what does CRM do, it is important to make one concept clear, that is
customer value. The value would be delivered to customers. Customer value is a
customer’s perceived preference for and evaluation of those product attributes,
attribute performances, and consequences arising from use that facilitate (or block)
achieving the customer’s goal and purpose in use situations (Woodruff, 1997). This
tells us that customer value is about the using experience, preferences, and
consequence during and after using the product or service, rather than the potential
profitable value of customers. Kim, Suh and Hwang suggest that to maintain a long
haul relationship with customers, it is crucial to find new ways continuously for
building customer commitment and loyalty (Kim, Suh & Hwang, 2003). Company
should calculate profitability continuously, in order to adjust the CRM to the market.
To sum up, customer value is a key concept of building and enhancing customer
loyalty.
• Enhance Customer Loyalty
The CRM could improve the loyalty of customers by providing personalized products
and services. Nowadays, the customer-centric business strategy helps the
organization to proactively and consistently offer (and sell) more products and
services for improved customer retention and loyalty over longer periods of time
(Injazz & Karen, 2003). The consistent good quality products and guaranteed
services would attract and actually transfer many of potential/new customers into
repeated customers. People prefer individualized and specific obstacles, like
personalized credit card, which is easy identified and distinguished from others’. Like
Kursunluoglu suggests that customer service is one of the factors that creating
customer satisfaction and loyalty (Kursunluoglu, 2011). Namely, providing high-
quality customer service can improve customer satisfaction, which could potentially
attract and retain customers.
In terms of CRM, it is about building a relationship with the most valuable customers.
As Darrell states the prime driver of customer loyalty is the loyalty of the company’s
employees (Darrell, 2003). Which suggests us to concentrate on the loyalty of
employees at the same time with customers. Also satisfaction strength plays a
crucial role in the translation of stated satisfaction into customer loyalty (Murali,
2003). Concentrating on the factors tightly related to customer satisfaction is the key.
However it is not a simple step to take. Because any resources invested in building
loyalty without focusing on profitability may tantamount to failure over time (Kumar,
2004). Company learns profitable opportunity from market, whilst knowing customer-
satisfying points from customer data analysis. The key is how company is going to
combine these two factors and use them to gain more market share and improve
customer satisfaction.
• Improve customer satisfaction
Both customer loyalty and customer satisfaction are directly and indirectly
connected. Kim, Suh and Hwang provide the explanation of customer satisfaction,
that is the feeling that a product or service meets customer expectations and
determines whether the buyer will become a long term customer or not (Kim, Suh &
Hwang, 2003). CRM provides models and different strategies for shop owners to
meet and improve the customer satisfaction, in order to gain the most profits, attract
potential customers and retain repeated purchasers. In other words,
satisfaction strength is a vital determinant of customer vulnerability because it plays
a crucial role in the translation of stated satisfaction customer loyalty
(Chandrashekaran, Rotte, Tax et al, 2007). As it is important, managers must
constantly measure satisfaction levels and develop programs that help to deliver
performance beyond targeted customer expectations (Winer, 2001).
Seen from the company aspect, there exists the necessity for developing and
establishing long-term relationships with customers aimed at improving customer
service and satisfaction (Stefanou, Sarmaniotis & Stafyla, 2003). Not only can the
quality of products affects the satisfaction, but also the relevant service affects.
Overall, achieving high levels of customer satisfaction and loyalty compared to the
competition is a powerful engine for growth and profitability (Thompson, 2004).
Seemingly, customer satisfaction can be a used to predict and indirectly measure the
profitability of the company.
• Promote interactions between customers and shop owners
CRM is focusing on relationships between customers and the company. Referring to
relationships, another concept should be illustrated first, that is, customer interaction.
The relationships between customers and the company are similar to interpersonal
friendships. As Kim, Suh and Hwang suggest that it is the communication processes,
includes internal processes referring to the handling of the processes in the company
internally, and external processes of the interactions between suppliers and
customers (Kim, Suh & Hwang, 2003).
From the nature of business, the main purpose of each company is trying best to
gain more profits, whilst improving the efficiency of business processes within
company. CRM provides a platform for companies to interact with their customers
indirectly and directly, so that companies could learn of their customers more. The
more accurate and specific customer information they obtain, the more personalized
merchandises and services they could provide.
3. CRM models
After defining CRM and clarify the function of it, there are a number of CRM models
need to be concerned when utilizing CRM in practice. There is a diversity of CRM
models and structures, which enable various implementations of different CRM
strategies. Similar to business strategies in each company, diversity of business
models does exist in companies, so as CRM models. Five generic models would be
introduced here; they are IDIC model, the CRM value chain model, Payne’s five-
process model, the Gartner competency model, and QCi model.
IDIC model suggests four stages interactions with customers, which are identify,
differentiate, interact, and customize (Peppers & Rogers, 2012). This model contains
an integration of key segments of CRM. The first stage is to obtain customer
preferences and demands. The relevant information gathered is linked to individual
customers and to be used for serving them individually to satisfy their needs and
preferences (Ahmadi, Osmani, Ibrahim & Nilashi, 2012). As each customer is
different, diversity of customers leads to variety of customer values. Differentiate
stage aims to distinguish customer value and preferences, so that the company is
able to prioritize personalized products and services for the high-value customers of
the organization. Then the company customizes the products and services to each
customer to do its best to meet the need of each one from the differentiations. The
final stage, interact is to communicate with customers, delivering information to them
in particular. As it is shown on the picture below, the stages have been separated
into two groups, based on their major function. Operational CRM seems like the
process of communicating with customers, while analytical CRM is almost same as
the analyzing process. This model emphasizes the importance of interaction with
customers.
IDIC model
Value Chain model
“CRM Value Chain is a proven model which businesses can follow when developing
and implementing their CRM strategies. The ultimate purpose of the CRM value
chain process is to ensure that the company builds long-term mutually-beneficial
relationships with its strategically-significant customers” (Buttle, 2004). The long-term
frequent and profitable customers are the strategically-significant ones. This model is
suitable for business-to-business and business-to-customer settings of companies
and SMEs. It includes five primary stages (as it is shown below), which are customer
portfolio analysis, customer intimacy, network development, value proposition
development and manage the relationship. At each stage of this model, there are
concepts, tools and processes to help create and implement successful strategy.
First, in order to find out the target customer groups the firm learns of and analyses
customer information. Then firm starts getting to know more on specific groups and
utilizing their preferences as typical ones for production. On the third stage, a
relationship network would be set up; it is going to connect people and organizations
related to the business processes of the firm. An evident proposition would be
figured out on the forth stage. Finally, the last stage of this model is made for
maintenance of processes within this model. Distinguishing from other models,
supporting conditions is essential for it.
Payne’s five-process model divides CRM into five processes, which are strategy
development process, value creation process, multichannel integration process,
performance assessment process, and information management process. It has two
main components, which are key CRM implementation elements and core cross-
functional CRM processes (Payne and Frow, 2005). As it is shown on the picture
below, all the rest four processes are supported by the invisible but existing
everywhere information management process. Thus both information project
management and information change management are required for the use of
model.
Payne’s five process model
Gartner competency model regards CRM as a business strategy, which could
maximize the profitability, revenue, and customer satisfaction by organizing around
customer segments, fostering behaviour that satisfies customers and implements
customer-centric processes (Eko, 2014). CRM requires a framework to be utilized;
here eight building blocks consist of this model as they are in the picture below. They
are CRM vision, CRM strategy, valued customer experience, organizational
collaboration, CRM processes, CRM information, CRM technology, and CRM
metrics. From the picture, it seems this model is more suitable for company owners
and managers. By presenting eight building blocks together, they could have a clear
vision of the current plan. It would assist the CRM strategy changing decision.
Gartner Competency model
QCi model is described as a customer management model, which excludes the term
of ‘relationships’ within CRM. It emphasizes importance of people performing
“customer management activity” processes (Woodcock, et. al., 2003). As a result of
it, the major component of this model is customer management activity that includes
eight recycled steps itself. In terms of people performing, the whole business
environment has been divided into eight components, which are external
environment, customer experience, analysis and planning, customer proposition,
customer management activity, measurement, people and organization, and
infrastructure. Apparently, technology is an assistant of people performing among
this model.
Concerning the application development, technology is significant for the CRM
model of this project. IDIC model concentrates on interaction with customers and
afterwards data analysis. It considers barely the importance of technology. However,
this project focus on an application demo development, it is apparent that this model
is not suitable for it. CRM value chain model helps the company with long-term
beneficial relationships, like business-to-business. Clearly, it is hard to get a clue of
what kind of technology is needed in this model, so that it is not an option of this
project. Information management process is the supporter of Payne’s five-process
model, thus it consider information management as key component. The function of
technology is not as important as we expect in this model. Gartner competency
model is more suitable to use as a CRM strategy maker, which could illustrate an
entire picture of either the current or the following business plan. Of course, it is not
our choice here. Thus, the model, which is going to be applied for this project, is QCi
model (see the diagram above). This model emphasizes the significance of people
performing “customer management activity” processes. Nonetheless technology
support is the assistance of it.
4. CRM elements
Different CRM models have different structures, however a successful CRM program
is built on four elements: the right people in the organization to engage in the right
roles well designed both internal and external processes, the supporting technology,
and reasonable expectations.
Generic CRM elements:
People: Each CRM program will require numerous people working in parts of
organization. The requirements can be various depending on firms. Nevertheless
these roles should be involved for a successful CRM program, which are executive
sponsor, steering committee, implementation team, and administration team
(Kostojohn, Jhnson, and Paulen, 2011). While the rules and regular work processes
are settled, staff work at each position has his own function within the organization.
Various functional departments are made of different or similar positions, and work
compositely. Basically, people is the core element of CRM.
Processes: The processes of CRM program can be simply defined to two
processes, one is operational process, and the other one is maintenance process
(Kostojohn, Jhnson, and Paulen, 2011). The data interaction, data collection, and
data analysis are the main component of operational process. Accordingly, the
continuous controlling and maintaining work contributes to maintenance process.
These two processes function compositely and separately. Even the structure of
CRM can be different; the processes could be defined to these two still.
Technology: For many, CRM is a technology and nothing more. Considering this,
CRM applications, which should be developed to support CRM strategies within
company, might be a significant element. Choosing a suitable application could be
the first step to success (Kostojohn, Jhnson, and Paulen, 2011). Although a CRM
functions mainly depending on people, the technical support could never be ignored.
An unsuitable CRM may lead to business, even organizational failure. Therefore,
how to select a set of suitable technologies to assist customer management activities
is a key question of building up a CRM for an organization.
Expectations: As the program launching, your efforts grows, so as your
expectations. Whereas it’s importation to restrain your expectations, introducing a
new CRM strategy might be a challenge for the entire organization. As a
consequence of it, the yield would be modest early and benefits (Kostojohn, Jhnson,
and Paulen, 2011). Normally, the CRM setting up work will never be finished.
Markets change in seconds, so as the opposite business methods. As a result, the
CRM strategies might not work consistently, once it has been settled, due to the
changeable expectations of organization owners and staff.
Elements of QCi model (see the diagram above):
The elements of QCi model, which is going to be used on this project, are more
specific and detailed. The elements are external environment, customer experience,
analysis and planning, customer proposition, measurement, people and
organization, infrastructure that includes customer information, technology support
and process management, and the main element, customer management activity.
External environment: The external environment of this model includes policies,
laws, social habits, cultural differences, and consuming standard. The changes in the
external and internal environment may affect the result of CRM. Durable customer
relationships are particularly important for maintaining loyalty and satisfaction in
environments where customer preferences and technological changes occur rapidly
(Rapp, Trainor & Agnihotri, 2010). Seemingly external environment is irrelevant to
the CRM exteriorly, it has many direct and indirect connections with CRM in fact.
Customer experience: Customer experience is the internal and subjective response
customers have to any direct or indirect contact with a company (Meyer & Schwager,
2007). From its essence, it is interactions between customers and the company. To
make it simple, direct contacts mostly are the business activities, purchasing
behavior for instance; oppositely, indirect contacts could be ads on TV, emails,
website, news on journals with representations of the company (Meyer & Schwager,
2007). Both of them do affect the experience of customers before, during and after
the business process with the company.
Analysis and planning: Analysis and planning is the internal process within the
company. In this process, company needs to analyse the real and potential demands
of customers, and map the future business process. Unlike game-playing, the minor
error in business can lead to huge loss of the company, because of it, people in
management should usually pay attention to the market. If changes come, they
should make decisions as fast as they could in order to avoid much more loss.
Customer proposition: Customer proposition, namely customer value proposition,
is a promise of value to be delivered and acknowledged and a belief from the
customer that value will be delivered and experienced. A value proposition can apply
to an entire organization, or parts thereof, or customer accounts, or products or
services (Kaplan, 2004). While the company interacts with its customers, it gains
useful information for future business adjustment. On the other hand, the company
uses customer information to enhance value proposition (Subhash, 2005).
Measurement: It is hard to distinguish whether the CRM is successful or not by
simply implementing it. Particular measurements would help us with measuring the
results of CRM. Cost saving and revenue enhancement, those aspects should be
concerned as measurements. As cost measures and revenue measures can both
present problems, some companies throw in the towel and settle for metrics based
on sales and marketing activity. These can be metrics about the CRM project itself,
or about specific elements of the sales, marketing and customer service process
(Ruth, 2015).
People and organization: People is the basic elements within the company. In this
model, people and organization is one of the key elements of it. It emphasizes
importance of people performing “customer management activity” processes
(Woodcock, et. al., 2003). The importance of people tells us two potential meanings.
First, this model runs mainly by management of people. Second, the technical
support would be required to assist the management activities.
Infrastructure: Infrastructure here is not the facilities; they are the supportive
processes of CRM in QCi model. Three components consist of it; they are customer
information, process management, and technology support. As I mentioned above,
customer information is the data that the company gain from the interactions with
customers. Once this model is put in practice, it could not maintain and run very well
automatically, that is the reason why process management exists. There is no doubt
that the technology support is the assistant and foundation of this model.
Customer management activity: It is the core part of QCi model. It contains
another cycle inside, which includes targeting, conversion, welcoming and getting to
know, delivering the basics, retention activity, value development, managing
dissatisfaction, and win back, these procedures. It repeats within this model, affect
and be influenced by customer experience, customer proposition, measurement,
people and organization. They benefit each other within the model. Nonetheless win
back is a considerable challenge in customer management activity, based on
Woodcock et al.’s theory, win back is a huge ‘lost opportunity’ in general and is
consistently overlooked. (2003)
Considering people and organization as the second main element of this model, it
would need the support of infrastructure. Even people is significant in this model,
they could not function well without support from infrastructure. Concerning this,
technology support is a crucial part of infrastructure.
5. CRM technologies in shopping mall
Technology support is the element, which is going to be supported by this app.
Furthermore this app is designed to support CRM within the particular shopping mall.
Although this model emphasizes the importance of people, technology support is still
crucial. At present most organizations recognize evident benefit of CRM and almost
every enterprise either use certain CRM technologies, supporting their business, or
evaluate specific benefit of CRM technology and plan its future realization as
Urbanskienė, Žostautienė and Chreptavičienė states (Urbanskienė, Žostautienė &
Chreptavičienė, 2008). Especially indoor navigation has not been conducted into
practice broadly.
Within the last decades, technology has changed the way of life today; it will keep
affecting people’s living styles in future. Not only does the Internet become
widespread, but also technical innovations make high-tech useful to daily lives.
Mobile phones have become an important component of people’s lives. The
immense growth in the amount of applications available for smart phones and the
number of downloads per year emphasize the importance of the mobile phone
market and the mobile Internet (Bick, Bruns, Sievert & Jacob, 2011). The massive
mobile applications help many aspects of life, such as navigation, searching, e-
commerce.
Currently, mobile devices are ubiquitous. So do mobile applications. Accordingly,
shopping malls take this new way to attract customers and improve the services.
Krom illustrates that the Location Based Services (LBS) Technology uses several
different technologies to locate a customer geographically, while customer getting
close to the area of the shopping mall could be sent special promotional or discount
ads (Krom, 2010). This direct promotion method may help the shopping mall gaim
customer loyalty by forcing them to look at the promotional ads.
Other technologies with different functions have been used in shopping malls as
well. For instance, Virtual Reality (VR) and communities to create an integrated
framework for the interactive virtual shopping mall on the Internet, customers could
communicate with others in it almost like in the real life (Xu & Yu, 2010). Though
virtual shopping is not as same as shopping in real shops, it is easier for people to
find particular merchant via searching function.
6. Indoor Navigation
• Why do we need indoor navigation?
With the development of smart phone technology, individual navigation, which one
person could navigate from and to a particular location, has been applied on many
areas. Traditionally, users use GPS satellites based applications for outdoor
navigation. It works well on navigation from door to door outside. Nowadays, as the
buildings become increasingly large and more, and people spend most time indoor,
the demand of looking for the exact address in indoor-places starts arising. However
GPS is generally not well suited for indoor use for two reasons: 1. GPS does not
provide a high level of accuracy, and 2. GPS signal breaks down indoors due to line
of sight (Vassilyev, 2014). It is apparent that the existing solutions are unable to
provide reliable location service in indoor areas, as thus a new approach is needed
(Vassilyev, 2014). So we are looking for new ways to meet the demand of indoor
navigation, for example, RFID tags positioning, Wi-Fi positioning system, and
iBeacon positioning.
• What kind of indoor navigation technology could be applied for this project?
There are many approaches to indoor navigation. As our limited investment and
time, we only discuss three main common technologies of indoor navigation, Wi-Fi
positioning system, RFID tags, and iBeacon positioning.
The current Wi-Fi positioning system implementation requires Wi-Fi access points, a
data service that computes location (and keeps track of all the locations at any given
point), and a location specific context (such as a blueprint overlay the building)
(Vassilyev, 2014). Seemingly, this method can be applied for shopping malls based
on its own Wi-Fi, whereas most of the existing approaches need readings from at
least 3 Wi-Fi access points at each location to provide sufficiently accurate estimates
of position (Namiot, 2015). From the economic angle, it may cause a sum of
investment. In addition, Wi-Fi positioning system utilizes the strength of Wi-Fi to
distinguish where the exact location is. Nonetheless heterogeneous mobile devices
measure radio signal strength differently (D, Stojanovic & N, Stojanovic, 2014). It can
be seen that using Wi-Fi positioning system is not quite suitable for our project.
RFID is short for Radio Frequency Identification. In general, the RFID systems are
designed, so that the reader detects the vicinity of a tag and retrieves the data stored
in that tag (D, Stojanovic & N, Stojanovic, 2014). In other words, the RFID system is
based on tagging and called RFID positioning. The main idea is to attach users with
special tags that can be observed with reader and equip base stations with radar
(Vassilyev, 2014). Supposing applying RFID on our project for indoor navigation in
the shopping mall. Each user should have a reader for detecting the surrounding
tags, so that each of them could do navigation while entering the shopping mall.
However the quantity of customers is relatively unpredictable. Also the purchasing
and maintenance of the readers can be an extra expense of the shopping mall.
Result from them, RFID tags is not the best option for our project.
iBeacon is based on Bluetooth low energy function. Apple has been embedding
Bluetooth Low Energy in its devices since iPhone 4s. Since iOS7 release, Apple has
released iBeacon API (Vassilyev, 2014). Knowing it has the existing API, using
iBeacon may save part of our workload. Comparing to Wi-Fi positioning, it has both
advantages and disadvantages. Low power consumption allows to keep battery up
to several years and the small size allows to mount it on any surface. But due to a
lower than Wi-Fi range it needs more base stations to cover an area (Vassilyev,
2014). Because customers are able to look around once they arrive a location, no
needs to cover the entire area in our project. Users only need to know which area
they are in, and to get the routine from an area to the other. Thus iBeacon seems
more suitable for our project while comparing to the other two.
Methodology:
For Information Systems projects, plenty of methodologies could be applied;
traditionally there are two common types, positivist research and qualitative
research. The traditional ways enable both conducting researches and getting
results, which are suitable for conducting studies among existing artifacts and
factors. However IS researches include more, merely studies about existing and
design new artifacts. The latter one matches this project of designing and developing
an app. To this extent, this project needs a different methodology, which should
enable designing new artifacts, i.e. innovative design.
The methodology, which paves a way and is going to be used for this project, is
design science research. The design science research methodology could be used
to many areas. It involves two parts, as Vaishnavi and Kuechler (2013) illustrates:
one is innovative artifacts (things or processes that have or can have material
existence); the other one is analysis of the performance of such artifacts along with
reflection and abstraction to improve and understand the behaviour of aspects of
Information Systems.
It makes researchers focusing on innovations, which may fill the knowledge gaps in
existing studies. By creating innovations, it makes connections between knowledge,
namely inner environment, and reality, i.e. outer environment, thus design research
science is considered as a research methodology, which is neither just design nor
research.
Considering the outputs of it, this could be explained easier. Design research
science has artifacts that are the proof of concepts, and theory of use, two outputs.
Different from traditional IS researches, the research will not stop when results, i.e.
artifacts, comes. After getting results, it will continue testing and observing the
changes that the new artifacts brings. Consequentially an evaluation would be
provided afterwards, which illustrates the strengths and weaknesses of the particular
artifacts. Even the artifacts development fails, this evaluation will make it valuable for
the following researchers.
Normally for this methodology, it needs a case study, here the case is going to be
used, called Baishijiaju, which is a furniture shopping mall located in Guangzhou,
China. It will be explained further within each process of this methodology according
to the model I used above.
As a general model of design science research, the effort proceeds of this project will
be as follows (see the picture above):
Awareness of Problem
This is the beginning of our research. Via selecting and reviewing the literature
related to our matter, the awareness of the problem was got for our project. As a
result, the literature review can be used to develop both theoretical basis yet
fractional requirement specification of this project.
Through literature selection and review, having a clearer recognition of this app,
which is going to be developed so that the CRM could be supported in this furniture
shopping mall. Clearly known what kinds of functions this app must have, should
have and could have. The proposal should be an output of this phase.
Regarding our research questions and the method we are going to use, we reviewed
the articles relevant to the similar researches the others have done previously. The
recent articles have been reviewed particularly.
In terms of the relevant literatures, numerous articles that are suitable for our project
have been studied to get basic knowledge contribution, CRM definition and models,
for instance.
Gradually by reviewing different generic CRM models, and considering the aim of
our project, we decided to choose the QCi model as the model we would use in our
project.
Suggestion
Having an investigation of customers’ demand in this shopping mall by doing
interviews in order to make sure the app would satisfy customers. Based on the
investigation results, a tentative design, namely the performance of prototype, which
the functions of this app are given based on novelty, should be given at this phase. If
after putting considerable effort on the problems a tentative design still could not
present itself, the idea might be changed.
Regarding the procedure of our project, here are aspects that we need to select the
appropriate method / approach for them:
1. Obtained the requirement specifications
Knowing the fact that we obtained our requirement specification partially from the
literature review/the inner environment, in order to complete the requirement
specification the data of reality/outer environment is necessary yet. Regarding the
case of the shopping mall, we chose interview as the data collection method of our
outer environment.
1) Design of interview questions
One of the outputs of this project is an interactive app based on the CRM model;
initially this app could be applied for both customers and staff in the shopping mall.
Of course, the indoor navigation is the main feature of this app according to
customers’ demands. On the other hand, promotion marketing is the major purpose
of the shop owner and staff. Although the features they demand are distinguished
from each other, we have to learn their requirements to complete and accurate our
requirement specifications.
For the reasons above, we designed two sets of interview questions (see appendice
in regard to shopping mall staff and customers. As far as is concerned on keeping
balance of data quantity of those two groups, we conducted our interviews with 10
staff and 10 customers. The interview questions are provided in appendix. While the
interview transcripts and records will be stored in a university PC.
According to the literature review, we obtained the initial basis of the features that
the app should have. Result from that, the interview questions are based on the
technology component of CRM and indoor navigation the function itself.
2) Thematic analysis
After the data collection, thematic analysis would be conducted for data analysis.
The result of data analysis can be found via the thematic analysis process that
requires researchers repeatedly read the data (Fereday & Muir-Cochrane, 2008).
After that, the data needs to be coded into the coding table. The coding processes
needs to identify the importance priorities of data and then summarise the key
patterns (Boyatzis, 1998).
Diagram 1 illustrates the details of the use of thematic analysis to look for the themes
and match the related codes.
Diagram 1: The procedures of the thematic data analysis
The first stage of thematic analysis is to be familiar with the data; it requires the
researcher to transcribe the interview data into transcription form firstly. In this
project, the transcription of data all comes from the interviews. Then the researcher
needs to read through the transcripts many times to have a better understanding of
the data obtained. It is crucial to keep the consistency of transcription in order to
reduce biases as much as possible. Also researcher should criticize the quality of
raw data by ignoring the useless data and concentrating on the key points. After this
stage, the researcher should be able to recognize the potential patterns in
interviews.
The second stage of thematic analysis is to generate the initial codes, it is the
process of developing the initial list of items from the data set that have the similar
pattern. It seems that the researcher cannot finish the coding in first stage normally.
The data patterns from interview are the answers and maybe the related further
explanations. Thus the researcher has to keep coding repeatedly and add potential
codes when demanded to make the result as accurate as it can be. To make the
data organized, the researcher should catalog the data into different sorts via data
reduction and complication.
The third stage of thematic analysis is to search for themes. The codes from the
second stage enables researcher to find the initial themes, which is the procedure of
summarizing phrases that identify the data in different categories. The themes of
data should summarize the content of the data and illustrate the patterns.
The forth stage of thematic analysis is to review themes, this stage allows revision of
themes as they develop. Consequently the researcher keeps checking if the codes fit
themes and can provide the answers of research questions. Once they are
contradicting to each other, the researcher should recode the data and develop new
themes until it fits to each other.
The fifth stage of thematic analysis is to define and name themes, the research
needs to define and give an explanation of each theme. And the names of themes
should give readers a full sense of the theme and its necessity. Note it is important
the researcher think of the definition of each theme among the theme list, and
identify if the theme contains subthemes. If so, it needs to be divided into subthemes
and named differently.
The last stage of thematic analysis is to produce the report. In this project, the report
from thematic analysis is the theme table and a concept map. The presentation of
the interview story is clear, while the report is provided.
3) Results of interviews
It suggests (see the concept map below) that there are ads and products info
display, category searching, rating, comments, and interactions in between, five
main functions. Even under different views (staff and customers), while regarding
them as the functions of the app, they might be the same.
Diagram 2: concept map of functions customer need
Diagram 3: concept map of functions staff need
2. Requirement Specifications
We chose Swift as the programming language, and decided to build up an app on
iOS platform.
According to the result of interviews and literature review, the expected functions of
this app are shown in the table below.
a. Functional Requirements
ID Requirement Description Priority
(M, S, C)
1 Indoor navigation The function, which enables users to navigate
themselves, by the support of external devices or
hardware, within buildings or other architecture, in
this project, it is a shopping mall. The essence is
similar to Google map, users would see the
routine on their screens, and once they decide
the shop they want to visit.
M
2 Cataloging
Ø Style cataloging
Ø Material cataloging
Ø Price presentation
This function enables users to check the
information of particular shop or product of
different catalogues whilst using the app on their
mobile phones. They could just look up the name
of them by scanning the contents in the app and
get the direction to.
M
ID Requirement Description Priority
(M, S, C)
3 Within app searching This function works together with the cataloging.
It enables the users to search the particular name
of the exact shop or product within this app. It
only supports key words searching, picture
searching is not considered at this moment.
M
4 Shop introduction
presentation
Once the user uses this app, it is natural that they
may not know each shop very well among the
shopping mall. The reason why this function
exists is that an introduction of the shop may give
an impression of it and attract new customers.
M
5 Advertisements Ads can be an indirect way of interaction between
customers and the shop based on the literatures.
However, during the interviews, the shop owners
would like to put ads in this app so that they may
obtain more new customers. This function
enables ads to be presented in the content of the
app.
M
6 Customer review
module
After purchasing, the customers may want to
leave a review of the shop. It could not only
promote service quality of the shop, but also help
the shop to gain customers’ thoughts. This
function enables customer to leave comments
about the service of the shop, also customers is
able to see others’ comments that may affect their
decision.
C
ID Requirement Description Priority
(M, S, C)
7 Customer rating
module
As the result of interviews, both customers and
shop owners want to have kind of ranking module
within this app in order to compete with other
shops. This function would enable customers to
give a rating (1-5) of the shop. Each customer,
who sees the page of the shop, could check the
rating and the rating population of it. This would
be an indirect supervisor of the shop.
C
8 Customer account-
setting module
According to the interviews and the literatures,
gaining customer information is a useful method
to make business adjustment. Here we provide
an account-setting module, enabling customers to
set up an account of this app, via providing name
and mobile numbers for instance. This
information would be stored in the database of
this app, and the shop owners might get access
to this info.
C
b. Non-‐functional Requirements
ID Requirement Description Priority
(M, S, C)
ID Requirement Description Priority
(M, S, C)
1 iBeacon This is the hardware; we are going to use to
support the indoor navigation function of this
app. It is not about exact location of each
product, but only about the location of each shop
M
2 Portable devices with
IOS system
Typically, it should be iPhone 4s, 5, 5s, 6, 6 plus.
It might work on iPad as well.
M
3 Prefabricated map The pre-designed map, which will be installed in
the app and can be seen while using.
M
4 Database The database stores the location data of each
shop, which includes the level info, location info
and the routine info. Also it has the storage of
shop introductions, prices and customer account
setting info.
S
5 WIFI support in the
shopping mall
This would enable customers to download the
app whilst visiting the shopping mall by scanning
the QR code.
S
6 QR code This code would be produced for customers, in
order to enable them download the app easier
via scanning it.
S
7 Server The server connects with the database and could
send information, including location info, shop
info, and price info, to users. The capacity of
server depends on the size of shopping mall and
the data in database.
C
c. iBeacon selection
As the discussion of the three mainly used supportive hardware has already been
made in the literature review, we chose iBeacon as our hardware support. To be
specified, we decided to use Estimote beacons.
d. Portable device selection
In this project, iPhone 4s was taken as a test model since this device has the
Bluetooth Low Energy function and can be applied for the beacon based navigation.
The main goal of using this particular device is because the IOS system is running
on it.
e. Prefabricated map making
In this project, we drew a plan map of level 2 in information school according to the
plan structure of level 2. Then utilising it as the navigation map in our app. It was not
relatively precise on scale, as an app prototype. However, the scale control should
be concerned while applying in practise.
f. Discussion of the functioning range of Estimote beacon
Ideally, if the beacon is in a line shape, the magnificent field around it should be
almost like a donut. On the thinner side of the beacon, there is a short wire sticking
out of the CPU: the antenna. It’s broadcasting electromagnetic waves with specific
length and frequency, namely, 2.4 GHz radio waves. If you would open a beacon,
you would notice that the antenna is nothing like the one your old TV set or radio set
had. Not only because is it much smaller, but also because it is twisted and looks like
a zigzag. There’s a reason for that. The electromagnetic field around a straight wire
is shaped like a donut - the waves do not propagate in every direction with the same
strength, leaving out sort of blank areas. The best solution to that is to reshape the
antenna. The desired outcome is to achieve a perfectly spherical field. This,
however, is not possible in real-world conditions, so there’s a lot of data science
going into figuring out the right shape of that wire. There are tons of books available
on antenna theory, and the scientists of Estimote also conducted their own lab tests
to equip Estimote Beacons with an antenna providing the strongest and most reliable
field.
As it is mentioned above that the desired outcome is to achieve a perfectly spherical
field. Nonetheless walls and other obstacles would affect the magnificent field of
beacon in reality. Also the signal strength is a bit weaker than the expectation value.
Thus we decide to change the range of each beacon according to the location of it,
in order to get the most use of them. For the corners, it is easier to use modify the
functioning range of each beacon in order to prevent the undesirable extra
magnificent field as much as we could.
Spherical functioning range in ideal situation
The real functioning range in reality
An imitation picture of ideal functioning range on a corner
Development
The tentative design should be further implemented to a real IOS application at this
phase, and Swift was been chosen for the app development. The development
environment is Xcode. Other software packages and tools related to IOS application
development, like graphic user interface design tools, might be used also. The IOS
application is the output of this phase.
In this project, we only need to produce an app prototype, while there are many
functional and non-functional requirements. For this reason, we merely develop
requirements with the highest priority (must). The detailed are in Development
Chapter.
Evaluation: Tutorial-‐based method
As the app exists at this stage, the evaluation needs to be given, based on both
developers and normal users experience. A kind of criteria should be created before
it, which should be done in the Awareness of Problem phase. And a hypothesis
should be made according to the performance of this app. Considering if the app
could work well or not, having interviews with normal users (can be students within
University of Sheffield) is the way to get feedbacks.
The evaluation has not only the part of criticizing quality of this app, but also
analysing and calculating the quantity, such as the accuracy of navigation, how the
size of searching catalogue is. The tutorial-based evaluation method will be applied
for this project, which provides a pragmatic evaluation of usability of the software in
the form of a reproducible record of experiences (Jackson, Crouch & Baxter, 2011).
It is a mirror, which can reflect the functionalities and weaknesses of the app.
Afterwards, comparing the feedbacks and hypothesis to give a fair enough
evaluation. Typically even if the app development fails, this evaluation about
attempting and experimental results should be given still. The evaluation in real life is
an output of this phase.
Conclusion
This phase could be the end of the research cycle. A finale of research should come
out. It is merely the application itself and the knowledge contribution that the theory
of use, which could be applied repeatedly in future for other shopping malls. For this
aspect, this is not the real end of the research, thus the model of design research
science is a cycle. At the end of the research cycle, a statement of knowledge
contribution should be consolidated in this phase. The output of this phase is the
combination of theory of use and findings.
Development
1. Functional requirements development
Due to the hardware support and expense limitation, we decide to take information
school (level 2 only) as the case for the development and testing of the prototype
app.
1) Navigation (Map View)
As we could see in the screen shot below (red areas), the level 2 of information
school has been divided into 7 areas. Once a person enters in a room, there is no
need for knowing where exactly they are. Thus, based on it, we mapped 7 areas on
our footprint map; they were Lab, Labway, iSpace, Corridor1, Corridor2, Corridor3
and Reception. Using the SDK Estimote provided on its website, we added codes of
“if” for the app to distinguish which area the user is in. While entering the functioning
range of a beacon, the relevant area would turn red until the person walk out.
Knowing the fact that navigating routine instant display is the key function of a
navigation app, thus, we created another two Picker Views (start point and end point)
inside the map view. And listed out all the possibilities of the option combinations in
those two views. While each option combination was referred to one routine. Also in
this project, we stored the option combinations and routines in total in our codes.
Once user select two different options in those two Picker Views, a routine will be
shown on the map instantly.
Screen shot: area division on map
Screen shot: Map View
2) Category & searching (Information View)
A Table View was created so that the categories (names) of existing locations can
be displayed on screen. Additionally, not only the referencing contents of the Table
View, but also the related details of each location have been pre-designed and
installed in the codes of this app. While pressing a name of the location, the details
of it will be shown instantly. Whereas it is not quite convenient for users when there
are numerous location names in the table view. For this reason, we added a
Searching Bar View on top of the Table View, in order to provide a searching
function.
Information View
Screen shot: detailed view of each location
The Searching Bar View was connected to the location names in the Table View.
User could type in the name of a particular location in the Searching Bar View, while
the Table View would keep refreshing the contents on screen according to the words
or letters. It seemed that searching function made this app a bit user-friendly though,
another issue with high occurring likelihood arose. What if the user only wants to
search one type of locations rather than all the location in the Table View. Under the
consideration of this issue, we designed a scope selection function to meet the
demand of potential users.
Screen shot: Scope searching
The scope selection function would only be shown, when the user want to search a
location. While user press the search bar, every scopes/type of location will be
displayed just right beneath the searching bar. It enables users to type in location
names and search under a specific scope by choosing different scopes on screen
during the searching procedure.
Screen shot: Main Menu View
3) Advertisements (Main Menu View)
According to the requirements of shop staff, advertisement display was an
indispensable function for marketing promotion. Supposing ads come from many
shops, i.e. different locations, it should be included in the details of each location.
Nonetheless this app is a prototype only, giving the evidence that this function could
be done, is enough. Based on the reason above, we created an Ads Banner View on
the bottom of the Main Menu View.
This Ads Banner View could display ads when the app has the access of Wi-Fi. It
keeps refreshing the contents in the view while using the app. Furthermore, it can
push different contents while they are coded and stored in the data of the app. In
addition, creating an ads notification remote pushing account would be an easy way
to keep ads updating. In this project, we only put the original Apple ads in, and did
not create our own ads contents.
Screen shot: Ads contents
Evaluation
We cannot let the real users (shop staff and customers) test this app, due to the
necessity of supportive hardware. Tests have been done in information school
though, it can reflect the functionality of the app still. We evaluate this app in two
perspectives and use the usability guidelines from the software sustainability institute
(as below):
User perspective
The evaluation focuses on ease of download, installation and use of the app, with no
programming being required.
For an indoor navigation app based on CRM, we consider three main functions first:
• Navigation
Seemingly the user could see his location only, while entering the range of the
closest beacon. However, the ranges are various adjusted to the location of each
beacon. Thus, an issue arises. While entering the overlapping range, how users
could know where exactly they are. This needs to be considered for future work.
Selecting start and end locations to get the right routine, is a useful function. It runs
well, when the quantity of locations is relatively less. While there are plenty of
locations for selection, picking up them would take more time.
• Category searching
When moving into the information view, all the categories can be seen on the
screen. However, touching the searching bar, while no category is visible under each
scope unless typing something in the searching bar. In addition, fast typing may lead
to app corruption. Those issues are not convenient for users.
Screen shot: using searching function without typing anything in
• Ads display
Currently the ads can be touched and show the detailed content to users.
Nevertheless, it is uncomfortable that users need to search the location names on
ads, after they see them. The users want to get a direct access to the relevant
details on ads in fact.
Then we considered the following usability:
• Visibility of system status
Does it give users response within reasonable time?
Yes, the current location can be displayed on screen within 3-5 seconds after user
enter in.
• User control and freedom
Does it provide clearly marked buttons for switching interface within the app?
Yes, it provides this sort of buttons on each interface/view of the app. However it
might be inconvenient for users that there is no exit button of this app.
• Consistency and standards
Is it consistent within the app, and with platform conventions?
Yes, it is, because it was developed in Xcode environment, which includes the entire
standard set of IOS platform.
• Error prevention
Does it prevent errors in the first place or help users avoid making them?
No, as a prototype, it corrupts sometimes and has no error preventing methods
currently.
• Recognition rather than recall
Does it make objects, actions and options visible and reduce the amount of
information a user has to remember?
Yes, currently this app makes all the touchable buttons and options visible. And the
information with the app is quite limited, so is the info for user to remember.
• Flexibility and efficiency of use
Does it offer shortcuts and support macros for frequently- done action sequences?
Currently nope, each action only could be done via a pre-set sequence, there’s no
shortcut. The shortcuts and macro support can be considered as a future
development task.
• Aesthetic and minimalist design
Does it avoid showing irrelevant or rarely-needed information?
As a prototype with limited information, if considering the ads as relevant information,
there’s no irrelevant or rarely-needed information currently.
• Help users recognize, diagnose, and recover from errors
Does it make errors clear, comprehensible, precise and suggest solutions if
possible?
Nope, in current situation this app couldn’t help users recognize, diagnose, and
recover from errors. Even it corrupts sometimes, users can only reopen it. And they
wouldn’t be able to know what errors they meet. Additionally, after corruption, the
app provides no recovery currently. While the data of the app goes larger, a recovery
function would be required definitely. Those three functions can be developed in the
later on projects.
• Help and documentation
Does it provide concise, accurate, clear, easily-searchable task- oriented doc
centered around concrete lists of steps?
No, the app looks quite simple. Seemingly it can be used without doc.
Considering supporting resources provided for users since these will form part of a
user’s experience (especially if running into problems or having queries):
• Release packaging
Is the app release packaged for immediate use in a suitable archive format?
Yes, it is an instant app file currently.
Is it clear how to install the app? Does it have version numbers?
No, there’s no need for knowing how to install the app on IOS, because the app can
be simply downloaded from the app store.
Yes, this app has a version number in case of further development.
Is it clear what the copyright is in the app?
Yes, the copyright information has been put into the development files.
• How to get started
If the package is an app, is it clear how to start using it?
No, now no user manual exists. The only thing users could do is to attempt and to
guess the functions within the app via both touching and reading the contexts on
views.
Developer perspective
The evaluation should be focused on development tasks relating to changing the app, to
extend it, improve it or fix it.
For an indoor navigation app based on CRM, we evaluate three main functions first:
• Navigation
The accuracy of navigation is not a big issue now. However the overlapping beacon
range cannot be simply avoided. Triangulation method might be used in further
development in order to give user a correct location display while entering overlapping
area.
Also the non-‐beacon range area can be a problem. The user may lose the way when
entering this kind of ranges. It is crucial to map the beacons, so that the non-‐beacon
ranges are as less as possible. Putting more small range beacons in corridors, while
adjusting the beacon in room with a covering range of the room, can be a solution for
future work.
The Picker Views of start and end locations are simple to use right now. Imagine the
locations in the list is 100, picking up the desirable ones is relatively difficult. Thus, we
will need a database for location storage, and a typing searching function of both start
and end location selection in future work.
• Category searching
Although the table keeps refreshing, while user uses the searching function, it only
display location names until typing in something. This is inconvenient for users. It should
be displayed all the time according to the selected scope. It would be done in future
work. The developer needs to figure out why fast typing could cause app corruption in
further development.
The details of each location should be able to display texts and pictures. While the
location pictures can replace their names as well. In that case, the app might be user-‐
friendlier. And it is considerably easy to find a picture rather than a text name on
screen.
• Ads display
The current ads is independent with no connection to other functions in the app.
Nonetheless the user may be interested in the content of ads, and want to see more
details. It is paranoid that the user needs to search the location name after watching the
ads. Ideally the ads should provide a direct access to the detailed information.
The ads content is embedded in the app, but ads changes a lot with time goes by. So
having an ads notification pushing account would be under consideration in further
development. A related database may be required.
Then generally evaluate and comment on:
• How easy is it to set up development environment to change the app?
The development environment needs to be installed on OS system. Just simply do an
installation of Xcode, the app could be modified afterwards.
• How easy is it to understand the structure of the source code repository? Is there information
that relates the structure of the source code to the app’s architecture?
The source code has comments and explanations in each file. Also, detailed explanations are
written for the codes with different functions. There’s no information relates the structure
of the source code to the app architecture, it can be figured out once seeing the original
project file of the app only now.
• Is it clear what third-‐party tools and software you need, which versions you need, where to get
these and how to set them up?
No, for this prototype development, there’s no need for any third-‐party tool or software.
• How easy is it to compile the code?
Once all the views, buttons and user control actions are mapped in the storyboard,
compiling the code is almost a routine work in Xcode.
• How easy is it to build a release bundle?
The release bundle can be built via a development account only; a registered development
account is the essential condition of it.
• How easy is it to validate changes you’ve made? This includes building the app, getting, building
and running tests.
It is straightforward in Xcode, while keep the testing device connecting with it. While
finishing modifications, rerun the app on the device by rebuilding the app via stimulation.
• Is there design documentation available? How accurate and understandable is it?
No, no design documentation for this app currently. Instead, it provides comments in codes
to give further developers a better understanding. The comments are blur to some extent,
thus they are not relatively understandable to all the developers.
• Are there tutorials available for developers? Are they accurate, and understandable?
No, there is no tutorial at all.
• How readable is the source code? Well-‐laid out with good use of white-‐space and indentation?
The source code is not hard to read, but the comments inside are difficult to understand
somehow. There should be an extra development documentation of this app.
• How accurate or comprehensive is the source code commenting? Does it focus on why the code
is as it is?
The comments are blur sometimes, which makes the source code hard to comprehend.
Parts of the comments focuses on why the code is as it is except the blurring comments.
• Is the copyright of the app and third-‐party dependencies clear and documented so you can
understand the implications on changes you develop?
The copyright of the app is clear and documented only in the code files, so as the open
source code used in the app. However still it is difficult to understand the implications on
changes without a clear documentation file.
Conclusion
1. Summary of findings
As we created a prototype and tested, it is clear that a beacon based navigation app
could work to support the CRM in shopping mall. In short, we have succeeded in
realizing the most basic function of CRM in an indoor navigation app. The app
revealed the possibility of this sort of app. While the literature review revealed that
the app could help many functions of CRM, as long as having a connection with the
functions embedded. Although this app has problems as a prototype, it proves that
the hypothesis is possible.
2. Response to research questions
The first research question “Which element of CRM could be supported by a smart
app?” was answered in the literature review chapter. It is clear that technology is the
element supported. According to the functions of CRM in literature review, it is
apparent that almost all the CRM functions can be supported by this app. And parts
of the functions (the most basic functions) are already developed successfully in the
app.
The second question “How the smart app would be?” was answered in development
chapter as well as the screen shots of the app. The prototype contains three main
functions; there are navigation, category searching, and ads display. Still the app has
development space for further work.
This project can be seen as an attempt towards beacon based indoor navigation app
in shopping mall. The app itself can be regarded as a combination, including both
CRM functions and beacon based navigation functions.
3. Limitations
The time is quite limited for a developing project. While as a non-programmer, all the
coding technique, testing skills, and evaluating methods used in this project, were
learned by myself during the conducting process. Thus the stability of the app would
be not as good as the completed version ones.
The navigation routine could not be shown properly due to the lack of programing
knowledge. Also this app has only been tested on iPhone 4s, other problems may
occur running on other versions of iPhone, such as the locations of buttons changing
on different devices.
4. Future work
This app is just a prototype. Future work could possibly improve the development of
the app and try to use algorithm to realize the instant navigation function. In this
project, we only gave the possibility of our hypothesis. In other words, we only
considered the roots of terms. We will do further research of terms in future. For the
CRM model we used in this project, we will develop our own model in future
research.
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Appendix
Ø Appendix 1: Interview questions
Pre-condition:
Once we have an in-door navigation app on our mobile phones…
Questions for Staff:
1. What contents do you need to present in the app for customers? Why?
2. What kind of information do you need from customers? Why?
3. What could we do to promote repurchasing?
4. What could we do to improve satisfaction of customers?
5. What could we show new customers in the app to impress them?
6. What should we do if wondering who’s the potential customer?
7. Any suggestions?
Questions for Customers:
1. Except navigation, what other functions do you need, or contents do you expect
to get via this app? Why?
2. Do you expect to see others’ review for stores?
3. What do you wonder of the stores before you start purchasing?
4. What makes you go to the same store to repurchase?
5. What makes you want to have a look at the store?
6. Any suggestions?
Ø Appendix 2: Coding tables of interviews
Theme Sub-theme Codes Quotation
Functions staff need
Promote
marketing
Ads display
“Of course, we want
to sell as more
products as
possible, if this app
could promote it,
we’d like to use.”
“Well, as you can
see, this shop is not
popular in the
shopping mall. But
our quality is
considerably good.
Therefore could this
app help us sell
more products?”
Category searching
“I think customers
want to learn more
about the furniture
under the category
they prefer.”
Product detailed
info
“Customers want to
get a brief
introduction of the
product they like. If
they could get those
info from the app,
they may come to
have a look.”
Attract new
customers
Ads display
“As a shop, we
cannot just sell
products to the
same customers.
Part of them may
only purchase once
especially. Thus we
want to gain new
customers always.”
“For furniture shops,
normally each
customer only
purchases once. We
want to put ads in
the app to get
potential
customers.”
Rating
“If the customers
could give a rating
of our shop after
purchasing, it would
be great.”
“If the app provides
a rating function,
new customers can
make their decision
based on the
ratings. This can
benefit us.”
Comments
“Some new
customers are
friends of my
previous customers,
they hear of our
good quality from
comments on chat.”
Retain
customers
Interaction with
customers
“The repeated
purchasing
customers are
always welcomed.
Because of knowing
each other very well,
we can make the
trade easily.”
“Keeping in touch
with our repeated
customers is a way
to provide them
after-purchasing
services and retain
them.”
Theme Sub-theme Codes Quotation
Functions
customers need
Get discount info
Ads display
“We know the
discounting event
from ads
sometimes, and it
may stimulate us to
have a look.”
Products detailed
info
“I want to know the
price of the product
and if that shop has
a discount on it.”
Know product
quality
Products detailed
info
“The quality of
products is vital for
furniture purchasing.
I want to know more
details before
purchasing in order
to make a right
decision.”
“Comparing the
quality between
shops is a way to
select the proper
products. So it is a
necessity to know
info of products
before purchasing.”
Rating
“Similar to Taobao, if
there’s a rating
function, it is easy
for us to select. Just
go to the high rating
ones.”
Comments
“When shopping
online, I check the
comments of the
product. I only buy
products with good
comments. For
shops, it is hard to
distinguish whether
it has good quality or
not without any
comments from
others.”
“Know what
previous customer
thinks, I can concern
on less options by
reducing the lower
commented ones.”
Interaction with
staff
“While using the
furniture, we may
want to know how to
maintain and repair
it properly.”
“I left my mobile
number to the shop
staff, so that I could
call him and get
products quickly. We
are good friends
now.”
Ø Appendix 3: Ethic approval letter
Ø Appendix 4: Ethic consent form (EN)
The University of Sheffield. Information School
A case study: how an app could support CRM within a furniture shopping mall
Researchers Lingjia Liu, [email protected] Dr. Miguel Nunes, [email protected] Purpose of the research The main purpose of this research is to design and develop a CRM application with indoor navigation function to support the customer relationship management within the particular furniture shopping mall. Objective: To give a proof of concept of the smart app To illustrate the theory of use of the smart app How can an app support Customer Relationship Management in the shopping mall? How could this app help with customer loyalty, sales in the shopping mall? Who will be participating? We are inviting the staff of a particular shop and customers in that furniture shopping mall. What will you be asked to do? We will ask you to complete a brief demographics questionnaire so that we have a profile of our participant group. Then we will conduct a 10-‐20 min interview about what kinds of other functions would be needed if an app with indoor navigation function has been installed on your mobile phone. What are the potential risks of participating? The risks of participating are the same as those experienced in everyday life. What data will we collect? We are audio recording the interviews. What will we do with the data? We will be analyzing the data for inclusion in my masters dissertation. After that point, the data will be destroyed. Will my participation be confidential? We are anonymizing the data and coding the audio files with an arbitrary number. No identifying information will be retained.
What will happen to the results of the research project? The results of this study will be included in my master’s dissertation, which will be publicly available. Please contact the School in six months. I confirm that I have read and understand the description of the research project, and that I have had an opportunity to ask questions about the project. I understand that my participation is voluntary and that I am free to withdraw at any time without any negative consequences. I understand that I may decline to answer any particular question or questions, or to do any of the activities. If I stop participating at all time, all of my data will be purged. I understand that my responses will be kept strictly confidential, that my name or identity will not be linked to any research materials, and that I will not be identified or identifiable in any report or reports that result from the research. I give permission for the research team members to have access to my anonymised responses. I give permission for the research team to re-‐use my data for future research as specified above. I agree to take part in the research project as described above. Participant Name (Please print) Participant Signature
Researcher Name (Please print) Researcher Signature Lingjia Liu Date Note: If you have any difficulties with, or wish to voice concern about, any aspect of your participation in this study, please contact Dr Jo Bates, Research Ethics Coordinator, Information School, The University of Sheffield ([email protected]), or to the University Registrar and Secretary.
Ø Appendix 6: Ethic consent form (CN)
英国谢菲尔德大学 信息学院
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���员 ����, [email protected] Miguel Nunes��, [email protected] ����
这项研究的主要目的是设计和开发⼀一款具有室内导航功能的 CRM 应用程序以支持指
定家具商场的客户关系管理。
目的:
为了给出该智能应用程序可以被实现的证明
为了说明使用的该智能应用程序的理论:
1. 它将如何支持该商场的客户关系管理?
2. 该应用程序将如何在客户忠诚度,销售,这些⽅方面对此家具商场给予支持?
谁����� 我们将会邀请在家具商场中⼀一特定的商店的⼯工作⼈人员和该商场的部分顾客。
���������
我们会要求你完成⼀一个简短的问卷调查,使我们便于统计参与者范围。然后,我们将
进⾏行 10-20 分钟左右的采访,如果有此商场已将带有室内导航功能的应用程序安装在
您的⼿手机上,届时,您还会需要哪些额外的功能。
�������风险� 参与的风险与在日常⽣生活中可能经历的风险相同。
�们�����资�� �们�把采访录音。 �们���处���� 我们将分析好的数据列⼊入我的硕⼠士毕业论⽂文。在这之后,该数据将被销毁。
请问��������吗? 我们将匿名化数据和音频⽂文件,并用任意数编码音频⽂文件。⽆无任何可识别信息将被保
留。
该���产��样�结�? 该���结�������员���硕�论��, 该论���������详��请��������联��
我确认我已阅读并理解该研究项目的说明,我可以询问有关该项目的问题。
据我所知,我的参与是自愿的,我可以在任何时候退出,没有任何不良后果。
我明白,我可以拒绝回答任何特定的问题或问题,或者做任何的活动。如果我在参与
过程中任何时候退出,我的所有数据将被清除。
据我所知,我的回答将被严格保密,我的名字或身份将不会被链接到任何研究资料,
⽽而我在随后的研究报告中将不会被识别。
研究小组成员给了我匿名回复的权限。
我给了上面规定的研究团队重新使用我的数据对未来的研究许可。
我同意上述参与的研究项目。
���姓名 (Please print) ���签�
���员�� (Please print) ���员签� ���
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注意:如果你有任何困难,或想关注你参加这项研究的任何方面,请联系谢菲尔德大学,信息学
院研究伦理协调员,乔·贝茨博士( [email protected]),或联系大学接待处处长和秘书。
Ø Appendix 5: Access to Dissertation
A Dissertation submitted to the University may be held by the Department (or School) within which the Dissertation was undertaken and made available for borrowing or consultation in accordance with University Regulations. Requests for the loan of dissertations may be received from libraries in the UK and overseas. The Department may also receive requests from other organisations, as well as individuals. The conservation of the original dissertation is better assured if the Department and/or Library can fulfill such requests by sending a copy. The Department may also make your dissertation available via its web pages. In certain cases where confidentiality of information is concerned, if either the author or the supervisor so requests, the Department will withhold the dissertation from loan or consultation for the period specified below. Where no such restriction is in force, the Department may also deposit the Dissertation in the University of Sheffield Library. To be completed by the Author – Select (a) or (b) by placing a tick in the appropriate box If you are willing to give permission for the Information School to make your dissertation available in these ways, please complete the following: (a) Subject to the General Regulation on Intellectual Property, I, the author, agree to this
dissertation being made immediately available through the Department and/or University Library for consultation, and for the Department and/or Library to reproduce this dissertation in whole or part in order to supply single copies for the purpose of research or private study
(b) Subject to the General Regulation on Intellectual Property, I, the author, request that this dissertation be withheld from loan, consultation or reproduction for a period of [ ] years from the date of its submission. Subsequent to this period, I agree to this dissertation being made available through the Department and/or University Library for consultation, and for the Department and/or Library to reproduce this dissertation in whole or part in order to supply single copies for the purpose of research or private study
Name: Lingjia Liu
Department Information School
Signed LINGJIA LIU
Date 15th Sep, 2015
To be completed by the Supervisor – Select (a) or (b) by placing a tick in the appropriate box (a) I, the supervisor, agree to this dissertation being made immediately available through the
Department and/or University Library for loan or consultation, subject to any special restrictions (*) agreed with external organisations as part of a collaborative project.
*Special restrictions
(b) I, the supervisor, request that this dissertation be withheld from loan, consultation or reproduction for a period of [ ] years from the date of its submission. Subsequent to this period, I, agree to this dissertation being made available through the Department and/or University Library for loan or consultation, subject to any special restrictions (*) agreed with external organisations as part of a collaborative project
Name
Department
Signed Date THIS SHEET MUST BE SUBMITTED WITH DISSERTATIONS BY DEPARTMENTAL REQUIREMENTS.