An internal automated tool that is built for providing a comprehensive and efficient experience for deal teams, stakeholders, and approvers during escalated deal reviews.

The tool, launched in 2014, needs a redesign due to multiple factors. Firstly, incorporating new features has become difficult. Furthermore, the code base is outdated, and both users and clients perceive the design as outdated.

≫ Collaborate with product managers and business analytics.
≫ Facilitate workshops with stakeholders.
≫ Perform user testing sessions and work with data.
≫ Present design solutions to stakeholders.
≫ Design mockups and branding using internal design system.
≫ Identify and select design components for reusing them.
≫ Create interactive prototypes and design specifications.

≫ Identify true users needs, who are also stakeholders.
≫ Implement documentation and communication functions with encompassing the end-to-end user process within the redesigned tool.
≫ Dynamic and simultaneous submission deal management and streamlined outcomes.
≫ Visual restrictions. All layouts must adhere to company brand guidelines, but must reuse existing components based on developer libraries.

I conducted a kick-off meeting with the customer. This allowed me to gain a deep understanding of their vision, goals, and expectations, ensuring that their requirements were fully incorporated into the design process.

1. The majority of tasks were originated from the listed sources, partly initiated by me. Each task had impact on accomplishing our goals and KPIs or product improvement. Docs: Product Requirements Doc, Technical Design Doc, Deal Configuration File, Guidance for a good Deal Submission Doc.
2. Additionally, we maintained detailed communication with stakeholders, relying on their profound understanding of our users. Weekly they highlighted the most critical issues to development and design, and we solved them.

When the problem was identified, I started working on the design. I studied a lot of valuable data to understand the problem better to find better solution. I conducted the following activities to complete the tasks:

I used requirements gathering workshops as the main methods to gain valuable insights and align stakeholder views. I organized several brainstorming sessions with the team and interviews with stakeholders with card sorting to fully understand their needs and pain points.

A simple information architecture enabled me to accept a variety of potential scenarios, make efficient user flows, take limits into account in my design and ensure easy navigation. Also it reduced the workload on the team and minimized the number of misunderstandings.

This involved selecting appropriate research activities: identifying key user roles, creating the prototypes with user flows and conducting 5 user testing sessions with different roles and departments.

To complement the UX study, I conducted thorough desk research, involved meticulously analyzing relevant reports, articles, case studies to broaden my perspective and inform my recommendations.

I compiled a comprehensive report highlighting the key issues that required attention. The insights enabling me to propose well-informed solutions that catered to both internal team dynamics and user preferences.

Creating 15 interactive prototype flows and deal flow scheme played a crucial role in discovering the optimal design solution. These tools allowed us to visualize and test different ideas, which highlighted for us the most effective and user-friendly approach for our project.

The project required a complete redesign taking into account new requirements and functions. I used design spec of the company to find the optimal UI solutions. The difficulty was that it was necessary to use a design library with selected components specifically for this project to reuse of components or those which were easy to implement.

To optimize resources with minimal costs and developers’ efforts, I decided to create a design system based on the existing internal design system. This allowed us to:

≫ Standardise interface elements that would cover different use cases.
≫ Reuse design components as much as possible in various cases.
≫ Facilitate smoother collaboration between designers and developers.

As a result, the development process speeded, and the need for redundant design solutions decreased, ultimately enhancing overall value of the project.

✓ Hierarchy
✓ Reusability
✓ Cross-connection
✓ Functional prevails visual
✓ Consistency

1. Through diligent research, I ensured that design solutions I provided were backed by data-driven insights, addressing users' most significant pain points effectively.
2. The comprehensive mockups I created were aligned with both internal design systems and user preferences. In addition, I meticulously crafted design specifications and interactive prototypes to guide the implementation process.
3. As a key designer, I organized workflows and collaborated with analysts and developers to translate requirements into real product.

1. Overall, the project achieved successful redesign of the existing tool, addressing the specific challenges, and delivering a comprehensive, efficient, and user-centered solution.
2. We asked users how they felt about new product. According to the survey, 9 out of 10 users said that the tool for working with deals was better. It was more efficient and easier to use.
3. Thanks to this tool, some teams successfully automated their processes entirely, achieving greater efficiency and effectiveness.
4. In 95% cases, it was possible to reuse standard components, which reduced resources for their development.