Quarterly Business Review: helping sellers find data insight
Summary
The sales team has been using various resources to create their Customer Insights/Quarterly Business Review (QBR) presentations to customers. One of these is the Business Analytics (MBA) tool, which has several insights built in. However, this is often supplemented with reports/information from other teams, such as minimum commitments, discounts, VBCOGs, and more. This project's scope is to integrate this information into a single platform so that the sales team has a single location with all the information they need to create a comprehensive QBR.
My role
As a Senior User Experience designer, I helped map the flows of the current platform, understand possible ways to improve the experience on the new platform, collect information from the sales team, build wireframes, prototypes and flows.
People involved
2 VP of Sales
2 Project Owners.
2 Project Managers
2 UX/UI
3 Developers
Mapping the experience on the current platform
There was an existing platform already used by the sales team, the platform had some limitations on interactions and did not allow them to save reports for future editions.
A blueprint journey was used to map the physical evidence and the steps that users took.
Designing a new experience
With the previous journey mapped out, we held an ideation session with the team to better understand how we could adapt our journey to the new platform.
And also integrate new features that will come with a future product roadmap.
Initially, it was decided that the platform would bring 7 dashboards that would provide data to its users, in addition to export functions in CSV, PPT, PDF.
Wireframing
During the wireframing stage, we decided to better design the customer selection experience and how users could interact with the platform's filters.
We also understood the limitations of Looker, and how the dashboards would fit on the page, sharing space with the functions of the WebApp, the platform we use to manage Looker.
High Fidelity Interface
When creating the wireframes, we understood the limitations of Looker - a Data Visualization platform. We built #3 dashboards for the MVP. The dashboards came with filters and an expanded view of each chart.
The flow went from creating the report to selecting clients, finally arriving at the dashboards that could be navigated through the sidebar.
Prototyping
The prototyped flow was created to help the sales team understand how navigation on the new platform would work.
Este site Web utiliza cookies.
Utilizamos cookies para analisar o tráfego do site Web e otimizar a sua experiência de utilização do mesmo. Ao aceitar a nossa utilização de cookies, os seus dados serão agregados com os de todos os outros utilizadores.