Sales Rep Experience - NuVasive
Streamlining tasks to simplify and take control of your busy day
2019
UX Design Lead
MY ROLE
Lead designer. My tasks included user research, visual and interaction design, and crafting the design and user experience.
BACKGROUND
The sales tool at NuVasive was powerful, but users struggled to find important information easily. Sales Reps needed a simpler way to organize their daily tasks and track their sales performance without dealing with too many menu options.
TEAM
Product Manager
Software Engineers
Leadership
GOALS
Elevate the most frequently accessed information
Allow Sales Reps to manage their daily tasks in one place
Provide easy access to weekly sales plan objectives, CPD events and sales metrics
PROCESS
Research
Interview Sales Reps to understand current work flows and frequent activities. Analyze existing feature usage data.
Design
Create prototype of the design.
Validation
Test the prototype with users and iterate based on feedback.
RESEARCH FINDINGS
Users found it frustrating to manage their daily tasks because there was too much back and forth in the current app with disconnected features and functionality. They expressed the need for a calendar view to see their daily, weekly and monthly schedule at-a-glance. They also mentioned that their sales metrics and objectives were buried in the app and hard to find.
WIREFRAMES
Using the data collected during the user research sessions, I was able to craft wireframes using Axure Rp.
We then reviewed these with users for feedback.
Users wanted less clicks to view daily tasks and the calendar view
They wanted to be able to click into a date on the calendar to see the full schedule for that day
There should be a way to quickly see what was happening tomorrow
UX DESIGN
Once the wireframes were complete, I created the interactive prototype in Justinmind referencing the NuVasive color palette and Material Design components.
OUTCOME
Due to a company reorganization, the project never went to development. However, through this process I was able to to learn more about our team sales metrics and about data visualization. I was also able reuse many of these components for a future project that detailed user sales metrics and analytics.
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