Company
TrackVia

Role
Product Designer

Contributions
Design Research
Product Design
iOS App Design
Android App Design
Copywriting
Developer Documentation

TrackVia is a no-code/low-code application development platform used by citizen developers and IT pros to digitize workflows, create online databases, and build custom apps to fit their unique processes.

Following a sales initiative led by the CEO and the launch of the Free Trials program, TrackVia launched a new feature called FasTrack. FasTrack provides a quick set of tools to App Admins to quickly digitize a paper experience and set the foundation for a new app, or have resources added into an existing use case, through the integration of Optical Character Recognition (OCR) and Machine Learning (ML) technologies within TrackVia in less than 45 seconds.

THE PROJECT FOCUS
Show prospective users the value and capabilities of TrackVia
in the early stages of the evaluation process.

WHAT ARE THE BUSINESS OBJECTIVES?

  1. Show prospects the value of TrackVia sooner
  2. Find new product opportunities and offerings for TrackVia
  3. Highlight the mobile product
  4. Assist sales in securing more new logos

HOW WE GOT THERE
We conducted over 10 key stakeholders about their
daily interactions with prospective customers, the sales process,
and where they were losing people within the sales funnel.

WHAT WE LEARNED

Prospects aren’t shown the relevant value to their unique business problems, because they’re dropping too early in the sales funnel.

Low-code application platforms are a fast-growing industry, but most people are unaware of the true power behind them until they’re shown the value. Our Business Development Representatives (BDRs) have limited information going into calls, which makes it difficult for them to tell a personalized story of how TrackVia can solve their specific problems. In addition, most prospects expect to test a product during the evaluation process prior to signing a contract; however, our Free Trials program is hard to access and could be confusing to learn, which could be preventing prospects from quickly and easily seeing the product’s value

There is a steep learning curve to build a new app, which makes it difficult to show the value of TrackVia quickly.

Currently, there is no clear order or easy path to building a new app or knowing what you need to begin. During a free trial, users are expected to navigate building their app independently with the options to call our Support team for assistance. Making major changes to the app building process and builders would require a large portion of budget and development time. Since we haven’t made the process of building an app easier, the burden of learning and adopting TrackVia is put on new users

The mobile app doesn’t currently meet Admins’ needs, and they’re our sales audience.

The mobile apps have fewer features and are only accessible to users with a TrackVia account, because they are targeted to the Limited User experience. We have been treating the mobile apps as a bonus to the web platform and never considered them as standalone products. We sell to Admins, so the mobile apps haven’t been highlighted on our marketing site or in the sales process. Some prospects are unaware the mobile apps even exist.

OUR SHARED AMBITION
How might we leverage the mobile apps to make
building new apps easier for Admins while introducing
new technology into TrackVia?

 

THE IDEA

FasTrack provides a quick set of tools to App Admins to quickly digitize a paper experience and set the foundation for a new app, or have resources added into an existing use case, through the integration of Optical Character Recognition (OCR) and Machine Learning (ML) technologies.

Enhanced mobile features. We’re introducing the web builders to Admins in a simplified, mobile setting. With the implementation of TexTract, users have the ability to add, edit, and delete new fields within a new form in less than a minute. 

The value of TrackVia in less than 45 seconds. Users get immediate gratification by having the ability to create a new app in less than a minute without a steep learning curve. It’s as easy as taking a photo or uploading a file to the mobile app and letting us take care of the rest. 

A new sales tool. The first ever Admin configured endpoints on mobile generates an opportunity for the Sales team to show prospective users exactly how TrackVia can solve their unique business problems on a mobile device earlier in the sales funnel.

FasTrack Key Screens & Flow

 

 

 

FEATURE HIGHLIGHTS

  • Available on iOS and Android apps
  • Supported by all handset and tablet devices
  • Enabled for new and existing customers
  • Leveraging Platform’s innovative solution for form parsing
  • Integration with OCR and ML technologies
Custom Animation Loading Screens
...

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