Relayr — UX Case Study
Making enterprise sales workflows actually usable
- Client
- Relayr
- Role
- Product Designer
- Sector
- Industrial IoT / SaaS
- Year
- 2020
Context
Internal enterprise sales tooling for reps and managers at a global Industrial IoT company.
Constraint
Pricing, catalogue and approval workflows were fragmented across regions, product lines and stakeholders.
My move
Mapped workflows, redesigned costing and catalogue surfaces, and validated the tool with real sales scenarios.
Outcome
Cleaner estimation workflows and a shared status language reused across the sales tool suite.
/ 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
- 01
Interviews with reps, managers and operations
- 02
Mapping workflows from lead to signed estimate
- 03
IA and component design feeding into a shared library
- 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.