Objective
To maintain seamless sales reporting during the Telium to Segment migration and optimize internal sales workflows for increased efficiency.
Project Impact
-93%
Report Generation Time
Improved reporting experience to decrease report generation time from 1hr to 4mins.
-20 hours
Monthly Maintenance Time
Launched new reporting tools with updated tech stack to decrease support time.
5min
Time to Checkout
Self-serve enables easy checkout without the need of a sales rep.
+120
New Prospects
Users requested sales assistance via our form for potential follow-ups.
Upgrading internal sales tools to increase efficiency and drive renewals.
User Research
To address the limitations of our legacy sales reporting tools and facilitate a seamless data management system migration, we needed to update our existing reporting functionalities.
I worked with our UX researcher to launch a comprehensive survey with the sales team to understand their core reporting needs, use cases, and pain points.
The insights gained from this survey directly informed the redesign, resulting in improved usability and optimized workflows that supported existing and future sales strategies.
Designing for Complex Use Cases
Architecting Large Data Tables
Designed a flexible table pattern that enabled users to generate reports based on use case. Features include column configuration, easy filtering, and curated report selections.
Support Sales Collaboration
Drove the creation of a centralized report repository, enabling 100+ sales team members to collaborate and access shared reports, significantly improving team efficiency.
Flexible Report Exports
Developed customizable export options enabling sales to generate client-ready reports and aggregate data, directly supporting sales conversations and campaign configurations.
Data Visualization
Designed data visualizations, including dynamic charts, to clearly communicate customer advertising ROI, enabling clients to easily understand and value their program's performance.