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ArtLocal


Sales visualization for galleries

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ArtLocal


Sales visualization for galleries

CHALLENGE

Existing CRM tools do not fulfill the unique needs of art galleries. How can art galleries track their sales and relationships visually?

INSIGHT

Art sales directors are asking for a better way to work - where they can curate their collectors' interests and tastes, just as they would an exhibition.

SOLUTION

ARTLOCAL CRM helps galleries cultivate relationships. Working with multiple stakeholders, we utilized a collaborative and agile design process to build a custom solution art galleries couldn't wait to use.

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Process


Process


ROLE: UX Designer, cross-functional 9 person team

TEAM MEMBERS: Chara BuiAmy Lin & ARTLOCAL team

PROJECT DURATION: 2.5 week client project; 1 day solo visual design

SKILLS:  Project Management, Client Management, Remote Communication, Collaborative & Agile Design

TOOLS: Audio Recordings, Trello, Sketch3, Sketch Mirror, Avocode, InVision, Bootstrap 3 Framework

DELIVERABLES: Storyboard, Feature Prioritization, Desktop & Mobile Wireframes and Interactive Prototype, HiFi Mockup, Presentation

CUPS OF COFFEE: 30

 


When building a consumer app for art lovers to discover galleries and exhibitions, ARTLOCAL made a surprising discovery: art gallery staff were buried in notebooks, and they wanted a better way to track their relationships and artwork sales.

Pivoting directions, ARTLOCAL engaged our team of three General Assembly UX Designers to design a user experience customized to the workflow of art galleries. 

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METHODS

DEFINING THE MVP

With a limited 2.5 week engagement, we set out to design the MVP - a mobile first site that would allow gallery owners to track sales relationships dynamically. 

Multiple use cases revealed multiple paths to entry for data into the database- which I mapped out to inform UI needs and priorities.

Designing for the most high-need use case (a chaotic art fair) first ensured that the CRM would be a tool art galleries could not live without

KEY RESEARCH INSIGHTS

REDUNDANCY IS COUNTERPRODUCTIVE

Art galleries use multiple tools to manage their contacts, creating repetitive data-entry, loss of information and the inability to track ROI for sales cultivation and art fairs. There's gotta be a better way to work, and they're asking for it.

"Why didn't I think about them for this piece?"


relying on memory IS MADDENING

No one can remember everything. While incredibly personable, art gallery staff are constantly juggling multiple to do's, follow-ups and relationships, just off the top of their very lovely heads.

"There's no reminder, it's just something I have to check back on."


CULTIVATING RELATIONSHIPS DRIVES SALES

The art sales climate is not your typical sales environment. Relationships are often cultivated over many years and include tracking everything from a collector's dog's birthday (real example), to their recent likes on Instagram.

"Who can I email that might like this work?"


TRANSPARENCY IS KEY TO ADOPTION

The art gallery culture is competitive. While some galleries foster a shared internal environment, many sales directors guard their contacts and relationships closely. (Like locked up on a computer that's never accessed the internet, closely.)

"No one gets these notebooks."

PERSONAS

Gallery staff are devoted Apple users, and they like to surround themselves with beautiful things. It's essential that ARTLOCAL have a clean, simple design aesthetic to meet their high standards.

Futhermore, they love moleskins and post-its almost as much as designers do. ARTLOCAL has to provide real value to their daily workflow if they're going to use it.

DESIGN & IDEATION

An intimate CRM (Customer Relationship Management) user in my past life as a Program Manager, I knew the robust capabilities, as well as frustrating complexity, of various platforms. The unique user needs and use cases inspired us to think beyond standard databases. 

 

What if a CRM had no tables and few form fields?

ARTLOCAL CRM Beta v1

Art galleries are tracking the following data points:

We hypothesized that by using #tags and @mentions, we could connect these content objects in dynamic and visually compelling ways. Entered #tags and @mentions automatically populate contact pages and lists, and connect artworks to contacts.


We presented sketches, paper prototypes and wireframes to the ARTLOCAL team daily, refining with each iteration.

ARTLOCAL then tested our interactive prototype with several partner art galleries, and we integrated their feedback into additional designs along the way.

KEY DESIGN PRINCIPLES

Users default to the easiest solution

There are plenty of CRMs out there that can do amazing things for art gallery sales. But as long as they don't reflect the realities of the industry and require complex back-end customization, users will always opt for the easiest, though not necessarily the best, solution - i.e. Excel, Notepad and emailed notes to self.

  • Instant data entry replaces the beloved post-it note; takes away the pain of looking up individual records and lists and provides motivation to turn to ARTLOCAL over a sheet of paper. 
  • Complex search queries using #tags and @mentions allow immediate list population - for an on-the-go answer to the question “Who might be interested in this piece?”

follow their workflow

Automation and smart features bring stickiness to the experience- making ARTLOCAL the tool galleries wish they always had.

  • Automatic data entry - Contact history is instantly logged and recorded with each interaction. This encourages use for all communications - removing the extra step of entering tasks once completed. Automatically generated contact lists based on tags further reduce workflow.
  • Timeline of client communication visualizes the relationship at-a-glance.
  • Cultivation steps are easily tracked and updated as the relationship matures and changes with time.

 

  • Relationships are tracked around sales activities/individual art pieces. We introduced the artwork as an organizing principle in the CRM so galleries could view potential buyers and communications in the context of a particular art piece. 

 

 

trust is builT one interaction at a time

Our user research found that the art sales climate is highly competitive. Who you know is money, and users have a vested interest in not putting their contacts into a shareable format. This created a challenging obstacle to product design.

  • We strove to reaffirm user confidence in the database throughout the experience - with permission settings and task flows to restrict and request access to contact records, customizable to the gallery's needs.

 

 

 

 

 

 

 

 

A great tool isn't enough —

Your enterprise product may make users' work easier, but if it doesn't integrate seamlessly with the rest of their daily tools and tasks, no one will use it.

  • An easy, simple onboarding flow is the next challenge for ARTLOCAL. The key to success for this product with be its ability to sync and integrate with art gallery's existing tools, driving adoption. No one wants to manually enter 15,000 contacts (seriously).
 

VISUAL DESIGN

Visual design was especially important due to ARTLOCAL's high taste users.

I created a visual design direction for ARTLOCAL - utilizing the principles of material design and the classic clean aesthetic of the high art world as inspiration. A simple, minimal flat background allows key features to standout in the foreground with color and lighting.  

 
 
 
 
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Solution


Solution


Focusing on the cultivation of relationships and mirroring the current workflow of art gallery staff, ARTLOCAL CRM allows users to manage relationships in an intuitive and delightful UI. 

ARTLOCAL was thrilled with the solution, and art galleries couldn't wait to try it.

"WHEN CAN WE HAVE THIS?!" - DAVID ZWIRNER GALLERY

 

"Micah was a joy to work with. With a tight turn-around time from spec-to-prototype Micah was able to quickly understand the problem, break down the inefficiencies in our client's current process and deliver a solution that created a buttery-smooth and delightful user-experience for our target client.

Micah is a great communicator and takes time to understand the goals of your team. She goes above and beyond expectations all to ensure she's bringing value to our end-user."

— Sean Green, Founder at ARTLOCAL APP


 

Working collaboratively produces fantastic results

Despite being spread across LA, NY and SF, having our client's constant participation in the design process drove successful product design, with complete stakeholder buy-in.