UX

Exact Synergy Mobile Apps 2.0 review

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Expense Claim
Expense Claim – iPhone

I have been an avid user of Exact Synergy Mobile Apps since the very first release.  2.0 was released in July, 2012 and the user experience has been improved for iPhone, iPad and Android.  In August, Exact released an app for Windows Phone 7 . I have been Exact Synergy desktop browser user for over 8 years and the apps give me the device of my choice.  In the morning, I reach for one of my smartphones or tablet to review my workflow while I shake up my morning green drink.  Within 5 minutes I can review my tasks for the day, respond to any incoming requests, approve as needed, and move on. Synergy Workflow was simplified with a subway map to show you what step you are currently on and what action you need to take.  In the expense claim picture shown (left), you can see that Ralph needs to ‘Approve’ the Expense Claim.  The status is currently ‘Open’, once Ralph approves it, the status will be ‘Approved’.  The subway map also shows that there is one more step in the workflow process after he approves it.  I do think that the subway map gives the UX a visual flow to follow.  A picture has also been added in the workflow process to quickly identify the person on which needs to take action. The account card is simplified, uses less space and icons are used to identify account type, such as a Customer, Prospect or Supplier.  New icons are positioned horizontally to use less space and identify Workflow, Opportunities and Documents.  The phone and email address for the account have  been consolidated into one button with multiple actions.   All contacts now have the new action button to quickly send an email, call the contacts direct line or mobile. While I do like the improved UX, I am waiting for more functionality to be added so I can use more mobile and less desktop. Reference: Exact Synergy App for iPhone 2.0 in the App Store now! Exact Synergy App for Android 2.0 in Google Play now! Exact Synergy for Windows Phone 7 in Marketplace now! I would like to give credit to Henry Beck for his original design of subway maps http://www.20thcenturylondon.org.uk/beck-henry-harry