Gartner
Here you can see my work as lead designer for the complete redesign and/or creation of 50+ Variable Compensation dashboards and presenter reports, which display data to over 6,000 associates across multiple business units.
Roles
UX Designer
UI Designer
User Researcher
Deliverables
Sales Dashboards
Sales Tools
User Research
User Stories
User Testing
Site Maps
Wireframes
Prototypes
Tools
Figma
Varicent SPM
Google Forms
SQL
Lucid Chart
The Research
Research was conducted with Business Managers and Sales Representatives to indicate pain points, establish goals, and generate feedback. This was done using various methods including: Surveys, Focus Groups, User Testing & More.
The Pain Points
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Tedious and Busy Interfaces - need to simplify the actions needed to complete complex sales processes.
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Outdated UI - need to update UI to increase intuitiveness and accessibility.
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Uninspiring Data - need to display more motivational data points to encourage Sales Representatives.
The Solution
The goal was to cultivate a user experience that compels high performance and minimizes time waste while displaying metrics and incentives that tie directly to corporate objectives.
See examples of how this solution was implemented below.
Variable Compensation Calculator
A tool sales reps use to calculate their possible future compensation. A sales rep can enter info based on expected deals, bonuses, awards, and more.
ENHANCEMENTS:
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Preloaded User Data - minimizes time sales reps spend entering information.
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Increased Data Points - allows for more personalized calculations.
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Award/Bonus Visibility - boosts sales rep motivation to perform.
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Enhanced UI - data is viewed in a clear and concise manner.
Earnings Statement
A report utilized by Managers during yearly meetings with direct reports to aid conversations about growth, potential earnings, and overall performance.
ENHANCEMENTS:
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One Page Report - Managers previously had to switch between two different reports to discuss prior and potential earnings.
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Direct Report Picklist - allows Managers to easily switch between direct reports. Decreased load time.
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Award/Bonus Visibility - boosts sales rep motivation to perform.
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Data Visualization - the UI and metric presentation are simplified and improved to allow for easy interpretation.
Dynamic Compensation Plan
A new page sales reps will use to view their compensation plan. Previously reps had to scroll through pages of documents to find their role-specific plan information, but now the Dynamic Comp Plan will only load the personalized plan info that applies to them.
ENHANCEMENTS:
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Personalized User Data - minimizes time sales reps spend scrolling through pages of plans looking for their info.
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Dynamic Information - allows for information to be automatically updated, instead of sending out new documents every time changes are made.
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Visibility of Role Info - "Your Information" section allows the sales rep to view critical data relating to their plan metrics.
