Client:
Client:
Client:
Retailsphere
Retailsphere
Retailsphere
Contribution:
Contribution:
User Interviews
Ideation
Usability Testing
Product Strategy
High-Fidelity Prototype
Interaction Design
User Interviews
Ideation
Usability Testing
Product Strategy
High-Fidelity Prototype
Interaction Design
Contribution:
User Interviews
Ideation
Usability Testing
Product Strategy
High-Fidelity Prototype
Interaction Design
My Role:
My Role:
My Role:
UX/UI Design
UX Research
UX/UI Design
UX Research
UX/UI Design
UX Research
Deals Pipeline Table
Deals Pipeline Table
Deals Pipeline Table
“Date added” Dropdown
“Date added” Dropdown
“Date added” Dropdown
“All teammates” Dropdown
“All teammates” Dropdown
“All teammates” Dropdown
Deals Sidebar
Deals Sidebar
Deals Sidebar
“Add a deal” Modal
“Add a deal” Modal
“Add a deal” Modal
“Manage pipeline” Modal
“Manage pipeline” Modal
“Manage pipeline” Modal
Final Design (but not really):
Final Design (but not really):
Final Design (but not really):
After talking to our customers again, I came up with a “finalish” version for the Deals Pipeline. This is what I came up with.
After talking to our customers again, I came up with a “finalish” version for the Deals Pipeline. This is what I came up with.
After talking to our customers again, I came up with a “finalish” version for the Deals Pipeline. This is what I came up with.
Latest Design:
Latest Design:
Latest Design:
When the “Final Design” went live, I received additional feedback from customers and stakeholders that we should display additional data points in the deal cards to help our customers prioritize deals to focus on. This includes:
When the “Final Design” went live, I received additional feedback from customers and stakeholders that we should display additional data points in the deal cards to help our customers prioritize deals to focus on. This includes:
When the “Final Design” went live, I received additional feedback from customers and stakeholders that we should display additional data points in the deal cards to help our customers prioritize deals to focus on. This includes:
Final Thoughts:
Final Thoughts:
Final Thoughts:
This was a very challenging project that I really enjoyed. It was the first project that I led at Retailsphere and it was a great learning experience for me. One of the coolest parts of the project was getting to talk to our customers.
They really wanted to help and gave us constructive feedback because they believed in what we were trying to accomplish as a company which was awesome to hear. So it was really rewarding to hear that the new feature I released was going to help their workflows on Retailsphere. We also saw a 120% increase in user engagement in the CRM which was something that I am really proud about.
This was a very challenging project that I really enjoyed. It was the first project that I led at Retailsphere and it was a great learning experience for me. One of the coolest parts of the project was getting to talk to our customers.
They really wanted to help and gave us constructive feedback because they believed in what we were trying to accomplish as a company which was awesome to hear. So it was really rewarding to hear that the new feature I released was going to help their workflows on Retailsphere. We also saw a 120% increase in user engagement in the CRM which was something that I am really proud about.
This was a very challenging project that I really enjoyed. It was the first project that I led at Retailsphere and it was a great learning experience for me. One of the coolest parts of the project was getting to talk to our customers.
They really wanted to help and gave us constructive feedback because they believed in what we were trying to accomplish as a company which was awesome to hear. So it was really rewarding to hear that the new feature I released was going to help their workflows on Retailsphere. We also saw a 120% increase in user engagement in the CRM which was something that I am really proud about.
1. Days in stage
1. Days in stage
2. Commission
2. Commission
2. Commission
3. Deal amount (term & rate)
3. Deal amount (term & rate)
3. Deal amount (term & rate)
4. Date created
4. Date created
The latest version of the Deals Pipeline.
The latest version of the Deals Pipeline.
The latest version of the Deals Pipeline.
Concept - 1
Concept - 1
Concept - 1
Concept - 2
Concept - 2
Concept - 2
Concept - 3
Concept - 3
Concept - 3
Concept - 4
Concept - 4
Concept - 4
Concept - 5
Concept - 5
Concept - 5
Concept - 6
Concept - 6
Concept - 6
Company Overview:
Company Overview:
Company Overview:
Retailsphere is a start up that has built a specific database and CRM for the commercial real estate industry. The product is built to help brokers and property managers make strategic decisions to find the best possible retail tenants to fill their vacant spaces.
Retailsphere is a start up that has built a specific database and CRM for the commercial real estate industry. The product is built to help brokers and property managers make strategic decisions to find the best possible retail tenants to fill their vacant spaces.
Retailsphere is a start up that has built a specific database and CRM for the commercial real estate industry. The product is built to help brokers and property managers make strategic decisions to find the best possible retail tenants to fill their vacant spaces.
The Challenge:
The Challenge:
The Challenge:
My challenge over the next 3 months was to increase CRM usage by giving our customers more visibility into the deals they are actively working on.
My challenge over the next 3 months was to increase CRM usage by giving our customers more visibility into the deals they are actively working on.
My challenge over the next 3 months was to increase CRM usage by giving our customers more visibility into the deals they are actively working on.
User Interviews:
User Interviews:
User Interviews:
We spoke to 10 of our customers and these were the takeaways we had from those conversations.
We spoke to 10 of our customers and these were the takeaways we had from those conversations.
We spoke to 10 of our customers and these were the takeaways we had from those conversations.
Concepting:
Concepting:
Concepting:
I started off 6 concepts that I showed to our customers. I wanted to gauge what type of product management tool would be most appealing to our users. I explored a bunch of different companies like Asana, monday.com, and others to see how we could make the Deals Visual Pipeline on our platform.
I started off 6 concepts that I showed to our customers. I wanted to gauge what type of product management tool would be most appealing to our users. I explored a bunch of different companies like Asana, monday.com, and others to see how we could make the Deals Visual Pipeline on our platform.
I started off 6 concepts that I showed to our customers. I wanted to gauge what type of product management tool would be most appealing to our users. I explored a bunch of different companies like Asana, monday.com, and others to see how we could make the Deals Visual Pipeline on our platform.
Customer Feedback:
Customer Feedback:
Customer Feedback:
I received feedback from our users:
I received feedback from our users:
I received feedback from our users:
Users are currently struggling to keep track of prospects
Users are currently struggling to keep track of prospects
Users are currently struggling to keep track of prospects
Customers want to be able to visually see all their deals
Customers want to be able to visually see all their deals
Customers want to be able to visually see all their deals
They want to simplify adding and creating a deals to the Pipeline
They want to simplify adding and creating a deals to the Pipeline
They want to simplify adding and creating a deals to the Pipeline
Liked the “kanban” style product and move cards in the pipeline
Liked the “kanban” style product and move cards in the pipeline
Liked the “kanban” style product and move cards in the pipeline
Prefer adding a deal under a specific stage column
Prefer adding a deal under a specific stage column
Prefer adding a deal under a specific stage column
Did not understand “Queue deal” stage
Did not understand “Queue deal” stage
Did not understand “Queue deal” stage
