Meta
The Challenge
Weekly global forecasting was an inconsistent manual process carried out over spreadsheets, emails and text docs in which sales reps formulate a projected revenue total for each client based on existing metrics, trends, and qualitative insights that are then floated up the organizational hierarchy gathering additional insights along the way.
The Solution
Transform the manual inconsistent global workflow into a unified consistent digital flow that will lay a foundation for automation and increase forecasting accuracy.
The Result
We created a multi-phase series of designs that would build up to a complete blue sky feature set in order to transform the entire forecasting journey into a unified digital experience.
The Team
Our team consists of 4 Engineers, a Product Manager, a Product Marketing Manager and myself as Lead Designer owning all UI/UX design.
Forecasting Manager Dashboard
Forecasting Sales Team Member Overview
Submit Weekly Client Forecast
Forecasting Weekly Summary
Weekly Prioritized Metrics
History of Weekly Forecasting Commentary
Usability Testing Feedback
Overview of Key Pages
Wireframe Iterations
UX Research
Sketchbook Ideation
Cross-Functional Ideation Workshops
Forecasting Workflow Map
Forecasting Workflow Map Scaled Up
Forecasting Sales Team Journey Map
Consolidated Research Documentation
The Challenge
I was challenged with what seemed like learning an entirely new language as part of the Sales & Marketing Interfaces enterprise software team. I had to learn a completely new vocabulary of industry terms along with gaining an understanding of how the business works before being able to start designing.
The Solution
I worked with the team to define a comprehensive research and strategy plan designed to uncover the details of a complex forecasting workflow and a shared user journey spanning a global hierarchy from junior sales reps to executive leadership.
The Result
We first identified all stakeholders then collected and reviewed all existing research. Next we scheduled over 15 interviews with stakeholders across the globe which helped us define the forecasting workflow and define a complete forecasting journey. Armed with knowledge, we conducted ideation workshops with engineering and product management to inform the synthesizing of a solution.
