Reliance™ is a Canadian home heating and cooling systems provider. Their sales representatives had previously relied on physical marketing materials and spreadsheets, which made the process difficult to manage: paper overload, inefficiency, and challenges when newer or more sophisticated systems became available.
The goal of this project was to design a sales app for Windows tablets that would streamline the process, improve interactivity, and help sales reps better communicate with clients.
Engineering Analysis Section
This section allows sales representatives to input client data and determine the most suitable heating or cooling system for a given house.
After conducting multiple meetings and workshops with stakeholders, I sketched the user journey and designed how the interactivity would work within this section. The focus was on clarity and usability, ensuring that complex information could be communicated simply and effectively.
System Diagram Section
This section visually presents the components of each system, mapped onto a house diagram. All system parts were recreated in Illustrator, then animated to show airflow and movement. The app also allowed for limited video-style interactivity, giving sales reps the ability to demonstrate how systems function in real time.
Key interactive features included:
Zoom and isolate: The ability to zoom into or single out individual components.
Component alternatives: Easy comparison of different system parts.
Visual storytelling: Animations that make the invisible (like airflow) visible.
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.
Design ApproAch
When it came to the overall design, I wanted to give the app a timeless, clean aesthetic. The emphasis was on clarity of information rather than visual flair. By keeping the interface minimal and straightforward, sales reps could focus on guiding customers through the decision-making process without distraction.
Outcome
The app launched successfully and received very positive feedback. Reliance™ sales staff praised it as innovative and easy to use, appreciating how it transformed their process from static paper presentations into an engaging digital experience.