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Expo LeadTrack

Product Overview

Expo LeadTrack was a mobile app created for sales representatives to collect potential leads' information, demonstrate products and services, and follow up with leads in a timely manner. The app provides real-time data on lead interactions and sales performance to help sales reps prioritize their follow-up efforts, while sales managers can monitor their team's performance and provide coaching and support. Marketing teams can also use the app to measure the ROI of exhibitions and events and optimize their marketing strategies

Motivation

As a strategist deeply engaged in the analysis of exhibition data, my motivation to develop this product was fueled by the valuable insights we gleaned from a thorough analysis of post-expo lead conversion. The analysis was to identify the key metrics that influence the rate of converting leads into customers following the expo. Through this comprehensive analysis, a critical finding emerged: an astonishing 50% of leads were lost if not engaged within a week after the expo. This revelation highlighted the paramount importance of timely follow-up in mitigating lead attrition and maximizing conversion rates. Inspired by this pivotal insight, our product development efforts are focused on minimizing lead loss and optimizing lead conversion, empowering businesses to capitalize on their expo-generated leads effectively.

Value Proposition

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Increase Lead Conversion Rate

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Accurate ROI Calculation

Customer Segmentation

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Sales Representative

Sales Manager

Marketing Manager

Persona 1 - Sales Representative

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Dylan

Sales Representative

Pain Points

  • We grapple with the difficulty of managing and organizing customer information, which limits our visibility into customer interactions and the sales pipeline. This hampers our ability to gain comprehensive insights, make informed decisions, and effectively nurture customer relationships for successful sales growth.

  • Time-consuming note-taking deprives us of valuable opportunities to engage with more leads and maximize our productivity.

Current Solutions

  • Uses spreadsheets and emails to track customer details, along with a combination of messaging and phone calls for communication.

  • Jots down notes manually and then manually enters them into the CRM system.

Expected Solutions

  • Expects an intuitive customer management tool that streamlines data entry and administrative tasks.

  • Looks for integration with communication channels and automation features to improve efficiency.

  • Seeks a centralized platform that provides a holistic view of customer interactions, tasks, and sales pipeline.

Persona 2 - Sales Manager

Lisa

Sales Manager

Pain Points

  • When it comes to effectively managing and tracking the performance of our sales reps, we find ourselves grappling in the dark. It's tough to get a clear view of their effectiveness and identify areas where they might be facing hurdles, making it challenging to take proactive action and keep the sales process running smoothly.

  • Pinpointing bottlenecks in the sales process feels like searching for a needle in a haystack. We need better insights to uncover where things are getting stuck and optimize our strategies to drive efficiency and success.

Current Solutions

  • Relies on manual tracking and reporting through spreadsheets.

  • Uses email and meetings to communicate with sales reps.

  • Relies on individual updates from sales reps for performance tracking.

Expected Solutions

  • Expects a sales analytics and reporting tool to gain insights into team performance and identify areas for improvement.

  • Seeks a system with sales pipeline visibility and forecasting capabilities.

  • Expects a communication platform that enables easy collaboration and provides real-time updates on sales activities.

Persona 3 - Marketing Manager

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Sarah

Marketing Manager

Pain Points

  • It's frustrating when we can't accurately track and analyze how visitors interact and what interests them in real-time. This makes it tough to adjust our strategies on the spot and create follow-up plans that actually work to convert leads.

  • And let's talk about the numbers – without precise data and a clear understanding of visitor behaviors, it's like we're shooting in the dark when it comes to evaluating our strategy and calculating the event's ROI. We need solid insights to know if we're hitting the mark or just spinning our wheels.

Current Solutions​

  • Uses basic data collection methods, such as forms for visitors to fill out or manual entry of visitor information, which can be time-consuming and prone to errors.

  • Relies on sales team to proactively report whether clients who place orders acquired from the expo, which can be subjective and unreliable. 

Expected Solutions

  • Expects a real-time analytics platform that tracks visitor behaviors and interests during the event.

  • Implementing a tool that includes source tagging to track client acquisition sources accurately and enable accurate ROI calculation.

User Journey Roadmap

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User Story & Corresponding Acceptance Criteria

Sales Reps Story 1 

As a sales representative, I want to efficiently record lead information, so that the assigned salesperson can effectively follow up and increase customer conversion rates.

Sales Reps Story 1 -Acceptance Criteria

Functionality Requirements

  • Lead Information Collection: The app shall l enable sales representatives to gather comprehensive information on potential leads during exhibitions, including their contact details, company information, and specific requests.

  • Integration of Multimedia Tools: The form shall be designed to integrate recording, camera, and sketch boards, allowing sales reps to capture lead information quickly and accurately.

  • Save Incomplete Records as Drafts: The app shall allow sales reps to save incomplete records as drafts. This feature would assist them in keeping track of which records require further attention and completion, thus ensuring that no record is overlooked or forgotten.

  • Cloud Upload Capability: The app shall provide sales representatives with the capability to upload lead records to the cloud, either individually or in bulk. This ensures flexibility and convenience in managing and organizing lead information.

  • Record Update Management: If the sales team modifies a record on their device and uploads it to the cloud, the updated record shall overwrite the existing cloud record to ensure that the most recent and accurate information is stored in the cloud.

Usability Requirements

  • Intuitive User Interface: The app shall offer a simple and intuitive interface, allowing sales representatives to easily input lead information, use integrated recording, camera, and sketch board tools, and manage their records efficiently.

Reliability Requirements

  • Data Consistency: If a record is modified on the device and uploaded to the cloud, the application shall reliably overwrite the existing record, ensuring the cloud storage always contains the most recent and accurate information.

  • Data Loss Prevention: The app shall have robust mechanisms to prevent data loss during operation, including during data upload to the cloud. Incomplete records saved as drafts shall be securely stored and easily retrievable.

Performance Requirements

  • Responsive Interface: The app shall quickly respond to user inputs, load lead records promptly, and upload data to the cloud efficiently without significant delays.

  • Capacity: The app shall be able to handle a large number of lead records without performance degradation, both on the device and when uploading to the cloud.

Supportability Requirements

  • Error Logging and Diagnostics: The application shall have robust error logging and diagnostic capabilities to help troubleshoot and resolve any issues that may arise.

  • Data Backup and Recovery: The application shall support data backup and recovery processes to protect against data loss and ensure quick recovery in case of any system failure.

  • User Support: The application shall provide readily accessible user support, including in-app help resources, user guides, and a dedicated service team to handle queries or problems.

Sales Reps Story 2

As a sales representative, I want to effectively share marketing materials with clients at exhibitions, so that I can assist clients in making informed decisions and increase future business opportunities.

Sales Reps Story 2 - Acceptance Criteria

Functionality Requirements

  • Electronic Material Sharing: The app shall enable sales reps to share electronic exhibition materials displayed in the app at an exhibition with clients through an airdrop, email, or social media platforms such as WeChat, WhatsApp, Line, and Skype.

  • Company Information Access: The app shall provide sales reps with access to the company's information hub so that sales reps can easily retrieve product information beyond the scope of the exhibition.

Usability Requirements

  • Easy Content Sharing: The application shall provide a simple and intuitive process for sales reps to share electronic exhibition materials with clients via airdrop, email, or social media platforms like WeChat, WhatsApp, Line, and Skype.

  • Effortless Information Retrieval: The app shall offer an easy-to-navigate interface for accessing the company's information hub, allowing sales representatives to retrieve additional product information beyond the scope of the exhibition effortlessly.

Reliability Requirements

  • Stable Sharing Feature: The sharing functionality shall be reliable, ensuring that shared electronic exhibition materials are delivered to the intended recipient every time, regardless of the chosen sharing method.

  • Reliable Access to Information Hub: The application shall provide dependable access to the company's information hub, ensuring the availability of product information whenever needed by sales reps.

Performance Requirements

  • Fast Sharing Process: The app shall quickly process the sharing of electronic exhibition materials to provide a smooth user experience, irrespective of the volume of data being shared or the method of sharing.

  • Speedy Information Retrieval: The application shall enable swift retrieval of product information from the company's information hub, ensuring that sales reps can access the information they need without unnecessary delays.

Supportability Requirements

  • Easy Maintenance: The app shall be designed in a way that facilitates easy updates and maintenance, whether it's updating the list of supported social media platforms for sharing or adding new data to the company's information hub.

  • Scalability: The app shall be scalable to handle an increase in data volume in the company's information hub and a growing number of users or sharing requests.

  • Error Logging and Recovery: The app shall have robust error logging and recovery mechanisms, enabling quick identification and resolution of any issues related to sharing functionality or information retrieval.

  • User Support: The app shall provide readily accessible user support, including in-app help resources, user guides, and a dedicated service team to handle queries or problems.

Sales Reps Story 3

As a sales representative, I want to easily coordinate with labs and factories for sample requests and visits, so that I can provide a seamless experience and build long-term relationships with potential customers.

Sales Reps Story 3 - Acceptance Criteria

Functionality Requirements

  • Digital Form for Inputting Lead Details:  The app shall have a digital form for reps to input essential details such as the lead's name, contact information, preferred sample types, and special instructions.

  • Integrated Scheduling System: The app shall allow sales representatives to schedule factory visits for potential leads. This should include a calendar for selecting dates and times.

  • Automated Confirmation System: The app shall have an automated confirmation system to notify both the sales rep and the lead once a factory visit or sample request is scheduled.

  • Real-time Tracking Feature: The app shall provide a real-time tracking feature for monitoring the status of both sample requests and factory visit arrangements.

  • Notification and Alerts System: The app shall have a notifications and alerts system for keeping sales representatives up-to-date on the status of their requests and scheduled visits.

  • Seamless CRM Integration: The app shall seamlessly integrate with the existing CRM system, ensuring all lead information is synchronized and accessible across both platforms.

Usability Requirements

  • User-friendly Digital Form: The app shall present a straightforward and intuitive digital form for sales reps to input essential details such as the lead's name, contact information, preferred sample types, and special instructions.

  • Intuitive Scheduling System: The integrated scheduling system shall include a clear and easy-to-use calendar interface for selecting dates and times for factory visits.

  • Clear Confirmation System: The automated confirmation system shall provide clear and concise notifications to both the sales rep and the lead once a factory visit or sample request is scheduled.

  • Easy-to-use Tracking Feature: The real-time tracking feature shall be intuitive, allowing sales reps to easily monitor the status of sample requests and factory visit arrangements.

  • Accessible Notifications and Alerts: Notifications and alerts shall be timely, noticeable, and clearly communicate the status of requests and scheduled visits.

  • Seamless CRM Integration: The app shall provide an intuitive interface for accessing and managing lead information across both the application and the existing CRM system.

Reliability Requirements

  • Consistent Data Capture: The digital form for reps shall reliably capture and store all input data.

  • Reliable Scheduling: The integrated system shall reliably schedule factory visits without errors or double bookings.

  • Dependable Notifications: The automated confirmation system, real-time tracking feature, and notifications/alerts system shall consistently function as expected without failures.

  • Stable CRM Integration: The app shall consistently synchronize with the existing CRM system, ensuring accurate and up-to-date lead information across both platforms.

Performance Requirements

  • Efficient Data Processing: The app shall swiftly process user inputs, such as form submissions and scheduling requests.

  • Fast Status Updates: Real-time tracking, notifications, and alerts shall provide prompt status updates without significant delay.

  • High-Speed CRM Integration: The integration with the CRM system shall be high-speed, ensuring rapid synchronization of lead information.

Supportability Requirements

  • Easy Maintenance: The app shall be designed for ease of maintenance, allowing for quick updates and improvements without disrupting user experience.

  • Effective Error Logging: The app shall effectively log errors, facilitating quick diagnosis and resolution of issues.

  • Data Recovery: The app should support data backup and recovery processes to protect against data loss and ensure quick recovery in case of any system failure.

  • User Support: The app shall provide readily accessible user support, including in-app help resources, user guides, and a dedicated service team to handle queries or problems.

Sales Reps Story 4

As a sales representative, I want to track and manage exhibition leads efficiently, so that I can promptly follow up with potential customers, ensuring no missed opportunities.

Sales Reps Story 4 - Acceptance Criteria

Functionality Requirements

  • Efficient Digital Workflow: The app shall provide an efficient digital workflow to help sales reps follow up on leads in a timely manner or respond to leads' requests instantly.

  • Access Control for Data Confidentiality: The app shall only authorize sales representatives to view only the records they created and the records of leads assigned to them by their manager for the follow-up to ensure data confidentiality and limit access to only relevant information for their job responsibilities.

  • Multi-device Account Access: The app shall allow users to log in to their accounts from any device and have access to their synced data.

  • Direct Lead Record Transfer to CRM: The app shall allow sales reps to transfer assigned lead records directly to the CRM system when following up with potential clients so that the need to manually create new accounts for each lead is eliminated. 

Usability Requirements

  • Streamlined Digital Workflow: The app shall offer a clear and efficient digital workflow, assisting sales reps in managing and responding to leads swiftly and effectively.

  • Multi-device Login: The app shall provide an easy and secure login process from any device, allowing users to access their synced data effortlessly.

  • Seamless Transfer to CRM: The app shall facilitate a smooth process for transferring assigned lead records directly to the CRM system, eliminating the need for manual creation of new accounts.

Reliability Requirements

  • Consistent Workflow: The digital workflow provided by the app shall function reliably, enabling sales reps to follow up on leads and respond to requests without interruptions or errors.

  • Secure Access Control: The app shall consistently enforce access control, ensuring that sales reps can only view the appropriate records, thereby maintaining data confidentiality.

  • Reliable Data Synchronization: The app shall provide reliable syncing of user data across multiple devices.

  • Reliable CRM Transfer: The app shall reliably transfer assigned lead records to the CRM system, ensuring accurate and complete information transfer.

Performance Requirements

  • Quick Workflow Navigation: The app shall allow quick navigation and operation within its digital workflow, helping sales reps to manage and follow up leads efficiently.

  • Fast Data Retrieval: The app shall quickly retrieve only the relevant records for each sales representative.

  • Fast Data Synchronization: The app shall swiftly sync user data across different devices upon login.

  • Quick CRM Transfer: The app shall quickly transfer lead records to the CRM system to minimize delay in the sales process.

Supportability Requirements

  • Easy Maintenance and Updates: The app shall be designed to facilitate easy updates and maintenance of the digital workflow, access control mechanisms, and data synchronization processes.

  • Effective Error Logging and Resolution: The app shall effectively log errors and provide clear guidance for resolution, facilitating quick recovery from any issues with workflow, access control, data synchronization, or CRM transfer.

  • Scalability: The app shall be scalable to handle a growing number of users, records, and CRM transfers without degradation in performance.

  • User Support: The app shall provide readily accessible user support for dealing with any difficulties related to workflow navigation, data access, synchronization, or CRM transfer. This could include a help section within the app, FAQs, and a dedicated service team.

Sales Reps Story 5

As a sales representative, I want the ability to provide clients with a ballpark price during our initial discussions, along with the potential lead time for their orders so that I can set realistic expectations, facilitate further discussions and negotiations, and provide clients with important information regarding the timeframe for product delivery.

Sales Reps Story 5 - Acceptance Criteria

Functionality Requirements

  • Basic Product Information Input: The app shall allow sales representatives to input basic product information, such as product type, quantity, and any known specifications.

  • Accommodation of Various Product Types: The app shall accommodate various product types and allow sales representatives to select the appropriate category.

  • Ballpark Price Estimation: The app shall generate an estimated ballpark price based on the provided information, considering the impact of quantity or MOQ on the pricing.

  • Presentation of Price Estimation: The app shall present ballpark price estimation as a range, taking into account potential variations based on specific requirements or customization. The range shall encompass the lowest and highest possible prices, providing the client with an understanding of the pricing spectrum.

  • Estimated Lead Time Provision: The app shall also provide an estimated lead time for the client's order, indicating the timeframe for product delivery.

  • Influence Factors Input: The app shall allow sales representatives to input relevant factors that influence lead time, such as production time, shipping duration, or any other processing requirements.

  • Lead Time Estimation Display: The app shall display lead time estimation alongside the ballpark price, ensuring clear visibility for the client.

Usability Requirements

  • Intuitive Interface: The app shall have an easy-to-understand user interface that allows sales representatives to quickly input product information, select product types, and interpret the generated price estimates and lead times.

  • Flexibility: The app shall accommodate a diverse range of product types and categories, allowing representatives to accurately represent the product offerings.

  • Clear Pricing and Lead Time Estimates: The app shall clearly display the generated ballpark price range and lead time estimation, ensuring that the client and sales representative can easily understand and discuss these figures.

  • Input Validation: The app shall have input validation to ensure that only valid data is entered. For instance, quantity cannot be negative and product type should be selected from a given list.

Reliability Requirements

  • Consistent Performance: The app shall consistently generate accurate and reliable price estimates and lead times based on the input data. It shall not fail or crash during these operations.

  • Accurate Calculation: The algorithm used to generate ballpark prices and lead times shall be tested thoroughly to ensure accuracy. It shall consider all relevant factors such as product type, quantity, and other specifications.

  • Error Handling: The app shall effectively handle any errors or exceptions, providing helpful feedback to the user and preventing any crashes or loss of data.

  • Data Integrity: The data entered into the app and the estimates generated shall be stored securely and accurately, ensuring no loss or corruption of data. The app shall be able to recover the data in case of any failure.

Performance Reuirements

  • Response Time: The app shall promptly process user inputs and generate accurate ballpark price estimates and lead times. The wait time for these calculations should be minimal to ensure a seamless user experience.

  • Load Capacity: The app shall be able to handle multiple simultaneous users without significant performance degradation.

  • Efficiency: The application should use system resources (like CPU, memory, etc.) optimally. It shall not lead to excessive battery drain on mobile devices or high data consumption.

Supportability Requirements

  • Compatibility: The app shall work seamlessly across various device types, operating systems, and browser versions.

  • Scalability: The app shall be designed in a way that allows it to scale with a growing user base or increased data inputs.

  • Error Logging and Diagnostics: The app shall have robust error logging and diagnostic features to identify, troubleshoot, and resolve any issues that might arise.

  • Data Backups: Regular backups of the app data shall be carried out to prevent data loss and enable quick recovery in the event of any system failure.

  • User Support: The app shall provide readily accessible user support options, such as a help section within the app, user guides, and a dedicated customer service team to handle queries and issues. This could include a help section within the app, FAQs, and a dedicated service team.

Sales Manager Story 1

As a sales manager, I want an effective lead assignment mechanism, so that I can allocate leads to sales reps efficiently, considering their skills, experience, and workload.

Sales Manager Story 1 - Acceptance Criteria

Functionality Requirements

  • Lead Assignment: The app shall enable sales managers to assign leads to sales reps.

  • Notification System for Managers: The app shall provide a notification system to alert sales managers of new leads or changes in lead status.

  • Follow-up Reminders for Representatives: The app shall provide reliable lead follow-up reminders and notifications and sent them in a timely manner to sales representatives.

Usability Requirements

  • Intuitive Lead Assignment: The app shall offer an intuitive interface for sales managers to assign leads to sales reps efficiently.

  • User-friendly Notification System: The app shall provide a user-friendly notification system, making it easy for sales managers to understand alerts related to new leads or changes in lead status.

  • Efficient Reminder System: The app shall ensure that follow-up reminders and notifications are clear and easy to manage for sales representatives.

Reliability Requirements

  • Reliable Lead Assignment: The app shall ensure reliable assignment of leads from sales managers to sales representatives, ensuring no leads are lost or wrongly assigned.

  • Consistent Notifications: The app shall provide consistent notifications alerting sales managers of new leads or changes in lead status.

  • Timely Follow-up Reminders: The app shall reliably send follow-up reminders and notifications in a timely manner to sales representatives.

Performance Requirements

  • Fast Lead Assignment: The app shall allow quick assignment of leads from sales managers to sales reps.

  • Real-time Notifications: The app shall deliver notifications to sales managers in real time, ensuring prompt updates on new leads or changes in lead status.

  • Prompt Follow-up Reminders: The app shall ensure that follow-up reminders and notifications are sent promptly to sales representatives.

Supportability Requirements

  • Scalability of Reminder System: The app shall be designed to support an increasing number of follow-up reminders and notifications, accommodating growth in sales team size and lead volume.

  • User Support for Managers and Reps: The app shall provide readily accessible support for sales managers and representatives, assisting them in dealing with any difficulties or queries regarding lead assignments, notifications, and reminders. This could include a help section within the app, FAQs, or a dedicated service team.

Sales Manager Story 2

As a sales manager, I want an effective lead-tracking mechanism, so that I can evaluate sales performance, optimize our strategy, and secure resources for future growth.

Sales Manager Story 2 - Acceptance Criteria

Functionality Requirements

  • Leads Update: The app shall provide updates on the number of leads collected by each sales representative.

  • Leads Information View: The app shall enable sales managers to view the leads' information collected by each sales representative.

  • Leads' Follow-up Tracking: The app shall enable sales managers to track the status of leads' follow-up activities.

  • Performance Dashboard: The app shall provide a dashboard to show the overall performance (such as sales order received) of the sales team during an exhibition.

  • Data Export: The app shall allow sales managers to export the collected data for further analysis and reporting.

Usability Requirements

  • Interactive Reporting: The app's reporting capabilities, such as displaying the number of leads collected by each representative, shall be interactive and customizable, allowing managers to sort, filter, and visualize data based on their needs.

  • Streamlined Navigation: The interface shall be organized in a way that allows managers to quickly navigate to a representative's leads, track follow-up activities, and view team performance metrics.

  • Intuitive Dashboard: The dashboard shall use visual cues and easy-to-understand data visualizations to help managers quickly comprehend the sales team's overall performance during an exhibition.

  • Seamless Data Export: The app shall make the process of exporting collected data straightforward, with options for various formats (e.g., CSV, Excel) and the ability to select specific data for export.

Performance Requirements

  • Prompt Lead Count Updates: The app shall provide quick updates on the number of leads collected by each sales representative.

  • Fast Display of Leads' Information: The app shall swiftly display the leads' information collected by each sales representative.

  • Real-Time Tracking of Follow-up Activities: The app shall provide real-time updates on the status of leads' follow-up activities.

  • Quick Performance Reporting: The app shall swiftly update and display the sales team's performance data on the dashboard.

  • Quick Data Export: The app shall enable fast data export for further analysis and reporting.

Supportability Requirements

  • Support for Follow-up Tracking Updates: The app shall be easily upgradeable to incorporate enhancements to the follow-up activity tracking system.

  • Dashboard Maintenance Support: The app shall allow for easy maintenance and enhancements to the performance dashboard.

Marketing Manager Story 1

As a marketing team member, I want to upload and maintain exhibition materials on our app, so that our sales team can easily access and present them, enhancing engagement with potential clients.

Marketing Manager Story 1 - Acceptance Criteria

Functionality Requirements

  • Material Upload and Maintenance: The app shall allow marketing teams to upload and maintain all relevant exhibition materials such as brochures, electronic company introductions, and product introductions onto the app's backend so that the materials are readily available and can be easily presented through the app during the exhibition.

Usability Requirements

  • User-Friendly Material Upload: The app shall provide a user-friendly interface for marketing teams to upload and maintain exhibition materials such as brochures, electronic company introductions, and product introductions onto the app's backend.

  • Easy Access to Materials: The app shall ensure that uploaded exhibition materials are readily available and easily accessible through the app, enabling smooth and efficient presentation during the exhibition.

Reliability Requirements

  • User-Friendly Material Upload: The app shall provide a user-friendly interface for marketing teams to upload and maintain exhibition materials such as brochures, electronic company introductions, and product introductions onto the app's backend.

  • Easy Access to Materials: The app shall ensure that uploaded exhibition materials are readily available and easily accessible through the app, enabling smooth and efficient presentation during the exhibition.

Performance Requirements

  • Efficient Material Upload: The app shall allow marketing teams to upload and maintain exhibition materials quickly and efficiently, minimizing the time required for this process.

  • Fast Material Access: The app shall provide swift access to the uploaded exhibition materials, ensuring minimal delay when presenting them through the app during the exhibition.

Supportability Requirements

  • Maintenance of Backend System: The app's backend system shall be designed for easy maintenance and updates, allowing marketing teams to manage and update the exhibition materials as needed.

  • Scalability of Material Storage: The application shall be scalable to handle a growing number of exhibition materials, ensuring that the backend can accommodate the increasing storage requirements.

  • User Support for Material Management: The app shall provide user support for marketing teams, assisting them in managing and uploading exhibition materials, and addressing any issues or difficulties that may arise.

Marketing Manager Story 2

As a marketing manager, I want to measure the ROI of our exhibition, so that I can optimize our financial expenditure and improve our customer conversion rate.

Marketing Manager Story 2 - Accpetance Criteria

Functionality Requirements

  • Exhibition Tag Setup: The app shall tag each record with the corresponding exhibition they were acquired from, enabling the marketing team to gather valuable insights about the success of each exhibition. This includes calculating the ROI for each exhibition and determining which exhibitions were most effective in generating leads and sales.

Usability Requirements

  • Intuitive Tag Setup: The app shall provide an intuitive interface for marketing teams to set up a unique tag for each exhibition, making it easy to configure and manage.

  • Automated Tagging: The app shall automatically tag each record with the corresponding exhibition tag, ensuring that data is accurately categorized without manual effort.

Reliability Requirements

  • Accurate Tagging: The app shall reliably tag each record with the correct exhibition tag, ensuring that data is consistently labeled for accurate analysis.

  • Consistent Data Collection: The app shall consistently collect and associate the correct exhibition tag with each record, eliminating errors or omissions in the tagging process.

Performance Requirements

  • Efficient Tagging Process: The app shall perform the tagging process efficiently, ensuring that each record is promptly tagged with the appropriate exhibition tag.

  • Real-Time Tagging: The app shall tag records in real-time, ensuring that data is immediately labeled upon acquisition and minimizing any delays in the tagging process.

Supportability Requirements

  • Tag Management: The app should support easy management of exhibition tags, allowing marketing teams to add, edit, or remove tags as needed for ongoing analysis and reporting.

  • Integration with Analytics Tools: The application should integrate seamlessly with analytics tools or provide built-in analytics features, allowing marketing teams to generate valuable insights and reports on the success of each exhibition based on the tagged data.

  • Data Integrity and Backup: The app should ensure the integrity of tagged data by implementing proper backup mechanisms, preventing data loss or corruption.

  • User Support: The app should provide user support and documentation, assisting marketing teams in setting up and managing exhibition tags, analyzing tagged data, and addressing any issues or questions that arise.

Overall Product Acceptance Criteria 

Usability

  • The app shall be easy to navigate and require minimal training for users to understand its functionality and use.

Reliability​

  • The app shall have a minimum time to fix any issues of 24 hours.

  • The app shall be able to recover all data in case of a system failure.

Supportability​

  • The system shall be easily configurable for different exhibitions.

  • The app shall be compatible with the latest versions of iOS operating systems.

  • The app shall be easily upgraded to new versions without losing any data.

  • The app shall be able to be installed and updated remotely.

  • Regular software updates and bug fixes shall be delivered in a timely manner.

Potential Risks & Mitigation Plans

Business Risks

Poor User Adoption Rate

Mitigation Plan: Provide comprehensive training to employees on app usage and benefits, and incentivize early adoption through rewards and recognition programs.

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Lack of Executive Support to Secure Necessary Resources

Mitigation Plan: Clearly communicate the benefits and potential ROI of the app to executive stakeholders, and ensure that the app aligns with the company's overall goals and strategies.

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Resistance to Change

Mitigation Plan: Work closely with users to identify pain points and address concerns, and provide regular updates on the benefits and successes of the app to build support.

Technical Risks

Integration challenges with existing systems

Mitigation Plan: Conduct thorough testing and quality assurance to ensure that the app integrates seamlessly with existing systems, and provide documentation and support to troubleshoot integration issues.

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Data security breaches

Mitigation Plan: Implement strict security protocols to safeguard sensitive data, including encryption, firewalls, and regular monitoring, and ensure that all employees are trained on security best practices.

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Technical glitches or downtime

Mitigation Plan: Conduct regular maintenance and testing to prevent technical issues, and have a dedicated team ready to quickly respond and resolve any issues that arise.

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Performance and Usability Challenges in Edge Locations

Mitigation Plan:Leverage edge computing services and Content Delivery Networks (CDNs) to optimize performance in edge locations, incorporate offline functionality and localization, provide comprehensive user support and training, regularly gather user feedback, and form local partnerships to enhance the technical infrastructure and user experience.

8 Groups of Features Need to be Developed

Marketing Material Upload and Event Tagging

  • Event Tagging System

  • Marketing Material Upload Interface

  • Event Analytics Integration

Lead Information Capture

  • Lead Information Capture Form

  • Business Card Scanning

  • Voice-to-text Input

Lead Assignment

  • Drag-and-Drop Assignment Interface

  • Lead Reassignment

  • Criteria-Based Auto Delegation

  • Assignment Notification for Sales Reps

  • Comprehensive Lead Interaction Record

Follow-up Tools

  • Follow-up Notifications

  • Email Template

  • Smart Calendar Integration

Instant Action Suite

  • Factory Visit Request

  • Sample Request

  • Deep Dive Product Session Request

Product & Service Demonstration

  • Digital Brochure

  • Interactive Demos

  • Sharing Capabilities

Live Performance Insight

  • Analytics Dashboard

  • Real-time Lead Journey Monitor

Instant Pricing Estimation Tools

  • Ingredient Cost Database

  • Dynamic Formulation Cost Estimation

  • Automated Quote Generation

  • Quote History and Tracking

Feature Prioritization

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Product Roadmap

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System Desgin

Breakdown of Use Cases and Key Functions

System Architecture

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Product Markup

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Product Metrics

North Star

Lead Conversion Rate

The lead conversion rate is our North Star Metric, representing our primary motivation to enhance post-exhibition lead follow-up and prevent lead loss. While A/B testing is typically crucial for validating product impact, its feasibility in the ODM business model is constrained by the longer lead-to-client conversion time. Lengthy A/B testing could delay app adoption and result in missed conversion opportunities. Therefore, we employ alternative approaches such as Historical Comparison, Segmented Analysis, and User Feedback to assess the effectiveness of our app. These methods provide valuable insights without impeding app adoption and allow us to optimize conversions effectively.

Product Launch Roadmap

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2023 © Jessie Chia Hsuan Lee

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