Prototyping web services on a non-existent budget

How to prototype web serviceson a non-existent budget

TLearn webinar19 February 2014

Tuesday, February 18, 14

Your hosts

Kevin MayEditor & moderator

Gene QuinnCEO & producer


“Low Budget” Prototyping

DESIGN & STRATEGYZACH PERKINS


UX Designer, Strategist, Coffee Connoisseur& First World (Fantasy) Problem Solver


User Experience-DrivenSoftware Design & Development Firm

Director of UX (User Experience)


User Experience-DrivenSoftware Design & Development Firm

Director of UX (User Experience)

We’reHiring!

SF & Austin


DESIGN & STRATEGYZACH PERKINS

“Low Budget” Prototyping


The Tools



+Fireworks Keynote


+Fireworks

Sketch

Illustrator

Keynote


Maintain a low budget…


Lay of the Land



















Construction Zone



















The Story





Validate the idea


Do you use Evernote?


Do you use Evernote for work related notes?

Do you use Evernote?


What if…


You could have Evernote functionality and access to your

Evernotes within Salesforce?

What if…



Users would…


Users would…What about…



Is that…



Is that…When can I…



Is that…When can I…Holy S*#7…


Ideate First


Composevia Salesforce

Publisher

Main Feed Record Detail Feed

Published w/ #MISC tag

Published w/ Info tags (IE: Name, #

of employees, location)

Detail Page

Notes Section

Evernote Editor(Modal Overlay)

Published w/ Info tags (IE: Name, #

of employees, location)

Posts Linkwithin Notes

*Link to Evernote?

Posts Linkwithin Feed

*Link to Evernote?

Posts Linkwithin Notes

*Link to Evernote?

Stores to Evernote - (SALESFORCE NOTEBOOK)

Posts to Salesforce







Conceptualize. Make It Real





Users would…


Users would…When can I…


Users would…When can I…Holy S*#7…


Prototype. See It In Action


Updated: August 30, 2012 UX/Design Lead: Zach PerkinsTuesday, February 18, 14

Evernote for Salesforce

Phase One


Viewing, Creating & Editing Notes





designchemist


designchemist

••••••



Logging in

My EvernotesAttached Notes

Drag notes here



Drag notes here



Drag notes here



Drag notes here

Acme



Drag notes here

Acme

- Search: Acme



Drag notes here

- Search: Acme



Drag notes here

- Search: Acme



Drag notes here

- Search: Acme



Drag notes here

- Search: Acme



Drag notes here



Drag notes here

Create a new note



Drag notes here


Conference Call w/ John, Becky& Ross8/7/2012 10:03 AMLorem ipsum dolor sit amet, consectetur adipiscing elit. Integer a erat lectus, vel congue

Untitled note8/13/2012 2:03 PM


Product pitch meeting

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer a erat lectus, vel congue diam. Mauris sed odio orci. In hac habitasse platea dictumst. Donec aliquet dui eget ligula porttitor in suscipit nisl pretium. Ut fermentum sagittis ultrices. Donec viverra, diam hendrerit mattis interdum, felis libero dapibus sapien, in ultrices dui sem vestibulum velit.

Ut sit amet nibh nunc, non egestas orci. Vestibulum nibh ipsum, laoreet sit amet tempus in, faucibus sit amet tortor. Maecenas vitae purus a enim consequat imperdiet.

In condimentum semper purus, non sollicitudin massa venenatis sed.

• Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae;

• Praesent et lorem orci, ac volutpat sem. Nunc at malesuada orci.

• Nunc sit amet lorem risus, sit amet scelerisque eros.

Quisque egestas dictum velit at fermentum. Aliquam massa nunc, pellentesque nec tempor nec, pharetra et lacus. Quisque aliquam ante velit.


Untitled note8/13/2012 2:03 PM











30Product pitch meeting8/13/2012 2:03 PMLorem ipsum dolor sit amet, consectetur adipiscing elit. Integer a erat lectus, vel congue


Attached Notes My Evernotes
































Contact Detail Record w/ Evernote/s



Attached Notes


Attached Notes


Attached Notes


Attached Notes













Attached Notes


Attached Notes


Attached Notes

zach


Attached Notes

zach

••••••


Attached Notes


Attached Notes


Attached Notes



Acme Up-Sell Plan

8/24/2012 2:13 PM

Acme Up-Sell Plan

8/24/2012 2:13 PM



Acme Up-Sell Plan

8/24/2012 2:13 PM


My Evernotes

Acme Up-Sell Plan

8/24/2012 2:13 PM

Attached Notes


My Evernotes

Acme Up-Sell Plan

8/24/2012 2:13 PM

Attached Notes

Acme Up-Sell Plan

8/24/2012 2:13 PM


Phase Two

Evernote in Salesforce


Third party links in Notes List





Third party links in Chatter







Evernotes in Salesforce(Native Mobile/Tablet)





This is a new note from the iPad

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin facilisis mollis eros, a semper purus laoreet vel. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Curabitur accumsan eleifend erat, ullamcorper fringilla ipsum dapibus nec. Vestibulum cursus sagittis mauris, a tincidunt turpis consectetur ut. In fringilla mollis lobortis. In quis tortor arcu. Morbi nunc neque, lobortis sit amet mollis sed, porta vitae felis.

Morbi metus quam, pellentesque vel lobortis pellentesque, congue vitae nisi. Donec sollicitudin erat vel erat iaculis vestibulum. Duis ultricies sollicitudin porttitor. Mauris et leo et risus scelerisque venenatis. Etiam a tincidunt lacus. Praesent sed lobortis libero. Curabitur mauris tortor, lacinia et facilisis ac, pretium at nibh.

Sed quis quam neque. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec vel erat sit amet nulla pharetra auctor id nec sem.
















Please select a record...

Share to Salesforce







Share to Salesforce

Accounts (1)

Contacts (1)

Acme

Acme - 1,200 WidgetsAcme

Opportunities (3)

Madison Rigsby

Share to Salesforce

Madison







Share to Salesforce

Accounts (1)

Contacts (1)

Acme

Acme - 1,200 WidgetsAcme

Opportunities (3)

Madison Rigsby

Share to Salesforce

Madison























Thanks.



THE END


THE ENDAnd…




Resources


Maintain a low budget…


Thanks.

@designchemist


momentumdesignlab.com/careers


Q & A


Thank you!

Send your questions and comments to [email protected]

Replay and presentation of TLearn webinar will be available on www.tnooz.com


mailto:[email protected]

mailto:[email protected]

http://www.tnooz.com

http://www.tnooz.com

Technology

Prototyping web services on a non-existent budget