verified_user
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verified_user save the data!

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ui/ux
web
graphic

project summary

Outbound cold-calling agents were losing verified data points (and their research time) to incoming prospect merges, and clients had limited ability to know which prospect demographics fields an agent had updated during their calls. I designed and led development of a prospect data verification and retention system for any field in our database. this feature also contributed to the overall productivity gains realized within the performance enhancement project.

toolkit
css+html+jquery+bootstrapasp.netsql server manager studio

impact

By eliminating data loss, my verification system reduced data entry by 15% across all users, which contributed to the overall success of the performance enchancement project.

An equally valuable but intangible gain was the users' morale boost from not having their research time wasted when data was lost. additionally, client satisfaction increased when receiving prospect notifications that were validated and could be referenced more confidently as they continued to build the prospect relationship.

before

dangerous peripheral verification

Users were limited to a single dropdown to select fields they had verified, but not the fields themselves. When set, this dropdown selection was for reference only and set no integrity on the selected options or their related fields' values. This peripheral verfication method allowed all data fields to be overwritten by new, incoming prospect data when clients would provide new calling lists, so callers' research would be lost.

after

new_releases integrated verification

My redesign moved all verifications to the field level within an integrated, data-backed checkbox (storing the verification datetime on save). This new data point allowed our imports to forcibly retain verified values, only accepting incoming data by forced overwrite or if a verification was not present.

even more...

add_circle_outline ui enhancement

By setting a state-dependent style on each field when verified, the ui now highlights key data fields that had already been verified for any page user. This lets users to quickly scan the page and easily distinguish between reliable intel as well as fields that still need to be researched and/or verified.

add_circle_outline demonstrating value

Demonstrating data verification to client recipients was equally important; one of our key (and most requested) deliverables is prospect data verification. This was easily achieved by applying a field level indicator on all client-facing prospect documents, reinforcing our product's value with each notification.