Relayr

/ 01   Problem

UX and UI for internal enterprise sales tools used by reps and managers at a global IoT company — simplifying complex pricing, estimation and project workflows.

• 01

  Highly complex product structures with many stakeholders.

• 02

  Difficult onboarding for new sales reps.

• 03

  Fragmented pricing logic across regions and product lines.

• 04

  Inefficient workflow management across approval chains.

/ 02   Responsibilities

• —Stakeholder interviews across sales, finance and product
• —Workflow mapping and information architecture
• —UX/UI design for costing, catalogues and estimates
• —Prototyping and user testing with sales reps and managers

/ 03   Approach & process

1. 01

   Interviews with reps, managers and operations

2. 02

   Mapping workflows from lead to signed estimate

3. 03

   IA and component design feeding into a shared library

4. 04

   Validation with real estimates from active accounts

/ 04   Selected screens

Selected work shown under NDA. Full walk-throughs available on request.

/ 05   Outcome

• →

  Cleaner, more scalable workflows that reduced operational complexity.

• →

  A shared status language reused across the sales tool suite.