137. My Page Function Design
My page is not a 'place after logging in.' It visualizes history, progress, benefits, and next actions, designed to encourage continued use and lead to business negotiations.
The main reason the membership site is not growing is that users find themselves in a "nothing to do" state after logging in. If the only option is to download materials, the incentive to return is weak, and ultimately, users do not log in again. Conversely, if too many features are crammed in, the operation will collapse. In this service, we will organize the functions that should be placed on the My Page according to the members' objectives (lead nurturing/agency activities/support for existing customers) and design it to be in a state where users know **"what to do next."** We will design a My Page that functions as the center of the entire portal, including browsing history, reservations, applications, tickets, and pre-quotation hearings, and distill it into requirements that can be handed over for implementation. ■ Provided Content (3 points) 1. My Page information design (display items, navigation, state transitions) 2. Function requirements organization (history/progress/application/reservation/notifications/benefits) 3. Operation and authority design (member rank/RBAC, auditing, exceptions) Deliverable: My Page function requirements document (screen list + item definitions + navigation) *First, please tell us about the "target users (new leads/agencies/customers)" and the "progress" you want to show on the My Page. We will design it with a minimal configuration.*
basic information
■Recommended "Basic Blocks" to Design on My Page 1. Dashboard (Next Actions) Example: "Incomplete: Additional Profile Input," "Confirm Reservations," "Return of Application" 2. Usage History Viewing/Search/DL, Viewing, Participated Seminars, Inquiry History 3. Progress Management (Change by Purpose) Estimate Requests, Business Meeting Reservations, Support Tickets, Applications (Discount/Registration), etc. 4. Benefits/Member Rank Information Current Rank, Available Benefits, Promotion Conditions (Behavior Guidance) 5. Announcements/Notifications Important Announcements, Document Updates, Maintenance Information, Status Updates 6. Account/Organization Management Company Information, Member Invitations, Permissions, Billing Address (as needed) ■Deliverables List of My Page Screens (Page Structure/Transition Diagram) Dashboard Design (Definition of Next Actions) Display Item Definitions (Items by Block, Data Sources) Functional Requirements (Scope of History/Reservations/Applications/Tickets, etc.) State Transition Diagram (Applications, Reservations, Tickets, etc.) Permission/Display Differentiation Specifications (Rank/RBAC Linkage) Notification Specifications (Triggers, Templates, Read Status) Operational Rules (Additions/Changes, Audits, Retention, KPIs)
Price information
■2 million yen to 16 million yen (varies based on scope and collaboration) - Light (screen/item definition + flow design): 2 to 4 million yen - Standard (state transitions, permissions/notifications, operations, up to KPI): 4 to 9 million yen - Extended (integration of multiple portals, CRM/MA integration requirements, implementation support): 9 to 16 million yen *Recommended to indicate "estimate required"
Delivery Time
Applications/Examples of results
■Concerns No activity after login, leading to no return visits Applications, reservations, and inquiries are personalized via email Unable to track document download history, causing issues for both customers and sales Want to differentiate based on membership rank, but there is no design Too many features are causing operational breakdown ■Approach 1. Determine target users (focus on new users/agents/customers) 2. Define "progress" (reservations/applications/tickets/estimates, etc.) 3. Decide on the minimum feature set (MVP) 4. Create screens and transitions (clear navigation) 5. Solidify permissions, notifications, and operations 6. Implement and improve (monthly improvements based on logs) ■Uses Create reasons for return visits after login (visualization of value) Eliminate the personalization of applications/reservations/inquiries Develop members based on rank (promotion pathways) Encourage continued use for agents/customers (visualization of contracts/history) Establish an operational foundation that can be improved with KPIs ■Examples of Achievements (format without company name) No logins → Improvement through a dashboard focused on next actions Lack of visibility in progress → Resolved with status displays for reservations/tickets Operational breakdown → Stabilized operations with MVP design and additional rules
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A site that is just cheap ultimately increases costs and risks." We propose web development that maximizes business results while thoroughly addressing essential requirements. Are you creating a website like this? - It seems that the websites of competitors look better, but you don't know why. - Every update incurs additional costs, and before you know it, expenses have ballooned beyond expectations. - While the appearance is nice, it ignores laws and industry-specific rules, leading to complaint risks... - You want to attract customers and inquiries, but the production company only talks about design. - As a result of choosing a production that is simply cheap, you are overwhelmed with trouble handling and can't focus on your core business. Point 1. Avoid troubles with a design that has no "gaps or omissions." 2. Minimize operational costs with a design that assumes in-house updates. 3. Planning power that pursues business results. "Is the initial cost a bit high?" But in the long run, it's safe and cost-effective. We have prepared a plan to truly deliver results "correctly.