In 2018, I led the UX design for a major enterprise software's Sales Portal. The existing system suffered from convoluted system lookups, intricate licensing paths, and failed to cater to the diverse needs of its users, leading to frequent errors and widespread frustration.
My first step involved conducting comprehensive user research and in-depth interviews with stakeholders, including sales teams, field engineers, and IT administrators. This phase illuminated critical pain points, including the lack of centralized licensing information and the difficulty of performing offline licensing in the field. These insights became the foundation of our design strategy.
I developed a range of design concepts, each presenting a unique approach to solving the identified challenges. These concepts were presented to stakeholders, fostering a collaborative environment to ensure alignment between business objectives, user needs, and engineering feasibility. We ultimately adopted a mobile-first design approach, ensuring an efficient user journey and a robust information architecture that prioritized user needs.
A detailed customer journey map was crafted, highlighting crucial interaction points and desired outcomes at each stage. These workflows were reviewed through collaborative sessions with business, engineering, and user groups to ensure they were realistic, practical, and effectively addressed the core issues
Adhering to Schneider Electric's brand guidelines, I adapted them to the unique context of this mobile application. Utilizing Figma, we constructed a comprehensive library of master components, complete with interactive states, to facilitate the creation of high-fidelity prototypes. This design system provided a consistent and scalable foundation for the project's visual and interactive design language.
The interaction design evolved from hand-drawn sketches to detailed, interactive prototypes in Figma. Through iterative refinement and reviews with key stakeholders, we fine-tuned these prototypes, ensuring they met project goals and delivered an intuitive user experience that minimized complexity.
Working in close collaboration with the development team, we transformed the design into a fully functional product. Following development, we conducted a rigorous review and pilot phase, incorporating real-world user testing. The results were overwhelmingly positive: a dramatic reduction in licensing issues, improved user satisfaction across all roles, and the creation of a flexible platform to accommodate future licensing system enhancements.
This project provided valuable learning experiences and allowed me to push boundaries. I successfully introduced Figma to the team in 2018, and this project marked the beginning of our design system component library. I also adapted corporate style guidelines effectively for the mobile context. A key challenge involved accommodating a specific request for US-only data access within the global platform. I devised a solution that met this unique requirement while maintaining a streamlined experience for international users. This exceeded initial expectations and demonstrated my ability to deliver innovative solutions to complex, region-specific user needs within a global context.