user experience design research

The problem:

No adequate way to track and keep records of customers and equipment.

My role:

1. Research existing software used by company and propose solutions.

2. Implement selected software/hardware and train company employees.

Available Software Comparison

(click to see larger)


The original idea of building out a custom system was not feasible for the company in terms of cost so we began researching existing Saas solutions that we could customize to fit our needs.

The Solution:

We decided to go with ConnectWise due to the ability to perform each item on our list either out of the box, or with some kind of work around. I worked with an onboarding manager to set up the company and then I began creating and filling in all the information. Once the program was ready, I trained the field staff and finally the owner.