The Problem
The current navigation system occupies a significant amount of valuable screen space. As certain components of the application will be restructured into optional add-ons, the existing navigation layout will need to be revised to accommodate these changes effectively.
Defined Goals (HMW)
How might we…
Create a navigation experience
For the user
To provide a great experience navigating the app regardless of their role
By simplifying the navigation and keeping it off screen once a user has entered an account, opportunity etc.
So that the valuable screen space currently occupied by the navigation can be used to display important data tailored to users’ needs based on their specific tasks
The Research
Following a user survey, we discovered that sales team members typically log in and immediately access an account, remaining there for extended periods without needing to return to the main navigation. Additionally, our survey revealed that the majority of users are familiar with and find the hamburger navigation easy to use.
The Solution
I proposed implementing a slide-out navigation system that will maintain consistency across both desktop and mobile platforms. This system will allow navigation items to drill down from the primary categories—Sales, Marketing, Analytics, Calendar, and Dashboard. This approach will free up valuable screen space, enabling a redesign of the account and subpages to prioritize important data above the fold. Additionally, we plan to submit a ticket for a future project to develop a comprehensive search field. This feature will enable users to search across all sales data, retrieving specific accounts, opportunities, contacts, or projects within their permission settings.
The Solution User Interface
