Reliance™ has been providing affordable, reliable home heating and cooling systems to Canadians for more than 50 years. Their sales strategy relied heavily on physical marketing materials and spreadsheets. This resulted in it being hard to manage, paper prints overload, proved to be difficult to upgrade in case newer and more sophisticated systems were available.
The solution was to move to digital. Reliance wanted a sales app that would be installed on windows tablets handed to sales representatives. As the UX designer working on the project, I was responsible for delivering the overall experience for the app, focusing on interactivity and ease of use.
Engineering Analysis Section
Engineering analysis is the section of the app where the sales rep inputs data from the client to allow them to pick the best fit heating or cooling systems for their houses. After conducting multiple meetings and workshops with stakeholders, I worked on sketching out the journey and how the interactivity would look like for this section.
When it came to the design, I wanted to give it a timeless feel, the emphasis needed to be on clarity. of the information displayed rather than the visual flare, that’s why I decided to go with a clean design aesthetic.
System Diagram Section
This section of the app showcases the different heating/cooling system parts, provides more information about them and allows for limited video interactivity. I had to recreate all the parts of each system in Illustrator, present them on a house diagram and allow for animation to display the air flow and movement through all the parts
I have also introduced the ability to zoom in and single out specific components to be able to view more details around them, and identify different options available for separate components.
Conclusion
the app launched to great feedback and reception, with many of the Sales team at Reliance™ commenting on how innovative and easy to use it was.