Benchmark Potential
Created a tool that visualizes product performance, helping sales representatives spot opportunities and make smarter, data-informed upselling decisions.
Client
Personalized Offerings is a web-based tool that helps the sales team present personalized product recommendations and exclusive deals to restaurant clients. By using customer data and purchase history, it enables more effective upselling, stronger relationships, and increased revenue.
Duration
Total 2 year. This particular project 2 months
Role
Lead Senior Product Designer
Led a team of two UX designers and collaborated closely with the product owner, sales team, UX researchers, and front- and back-end developers through weekly alignments and daily design iterations.
Product
Web-based app in various responsive layout, desktop, tablet, and mobile
Objectives
Design and implement the Benchmark Potential page - a tool that helps sales representatives identify products with low, medium, or high sales potential. The page displays both product groups (e.g., meat, dairy, fish) and individual articles (e.g., Alaska salmon, premium beef steak), allowing salespeople to quickly see which items are most promising for each restaurant.
Challenges
+ Understanding how sales representatives interact with the page in real scenarios
+ Defining clear thresholds for low, medium, and high potential
+ Identifying the essential information to display
+ Designing intuitive filtering and sorting mechanisms
+ Ensuring information is scannable and actionable for salespeople on the go
Process Overview
Discovery & Briefing
Defined the project scope, goals, and challenges in collaboration with the product owner, scrum master, and full stack development team.
Competitor Analysis
Explored how similar tools visualize and communicate comparable information to identify best practices.
User Research & Usability Testing
Conducted 3 rounds of testing with sales team members to evaluate design clarity, navigation, and content discoverability.
Design Iteration
Partnered with the UX team to refine responsive layouts across desktop, tablet, and mobile.
Outcomes
+ Delivered a UX-driven design that provides sales representatives with a quick, clear overview of relevant products and articles.
+ Evaluated and optimized user flows to ensure sales reps can work efficiently while on the go.
+ Collaborated with the full-stack dev team to finalize and implement the design.
+Deployed in 6 languages, English, German, Dutch, French, Polish, and Spanish at Pilot launch. Expanded to 11 languages across 8 countries at full rollout.