Case Study #2214

CPay Sales Assistant Workshop

After several successful design sprints conducted in-house, word got around and other companies within our corporate umbrella wanted to take advantage of my team’s capabilities.

We hosted a group of sales team members from Central Payment Corporation — a merchant account provider — for a four-day sprint to understand how to help their team members with prospecting and maintaining clients.

Challenges to solve:

Discover what would be useful to the sales team and how to best implement it in a practical way
Organize the tools needed for the sales team members into one simple tool
Rapidly develop the ideas into something tangible for testing

My role:

Facilitate the design sprint with two other colleagues
Act as the design lead
Collaborate with stakeholders to brainstorm ideas
Lead direction of UX and UI
Design and develop a high-fidelity prototype for later testing

A stack of solutions

Following the Google Ventures Design Sprint methodology , we were able to sketch ideas that emphasized critical thinking over artistry. (I do think these are beautiful though.) We then critiqued each solution and decided which ideas had the best chance of achieving the goal of assisting the sales member’s needs.

CPay sales assistant design sprint sketch — hand-drawn ideation from Google Ventures Design Sprint methodology

CPay sales assistant design sprint sketch — solution concept for sales prospecting workflow

CPay sales assistant design sprint sketch — solution concept for client management workflow

CPay sales assistant design sprint sketch — solution concept evaluated for client value and feasibility

CPay sales assistant design sprint sketch — dashboard concept for sales team daily workflow

CPay sales assistant design sprint sketch — feature concept for prospect lookup and account details

CPay sales assistant design sprint sketch — concept for sales pipeline and deal tracking

Storyboard

I led the group to create a single storyboard, weaving all the winning scenes from our sketches into a step-by-step plan for our prototype.

Time to shine

Next, my job was to take all the collaboration and ideas and make a polished prototype that the client could take back with them and test. Using Ionic Platform resources, I was able to quickly put together a clickable prototype. We were able to review the final product with the team before they flew home.

CPay Sales Assistant high-fidelity prototype — home dashboard screen built with Ionic Platform

CPay Sales Assistant high-fidelity prototype — prospect search and account lookup screen

CPay Sales Assistant high-fidelity prototype — client detail and account management screen

CPay Sales Assistant high-fidelity prototype — sales pipeline and deal tracking screen