Xactly Corp
In this collaboration, our team at Brewex helped redesign the world's first Intelligent Revenue Platform. Our collective belief was that high-quality revenue can be driven when starting with sales. This inspired us to push boundaries and challenge the status quo. Our goal was to enable salespeople to achieve remarkable things by equipping them with well-designed tools imbibed with motivation.
01
Project Overview
Role: UI/UX Designer
Duration: Nov 2021 - Jan 2023
Project Scope: Comprehensive reskin and redesign of the legacy suite of products, focusing on enhancing user experience and modernizing the UI.
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Key Contributions
Reskin and Redesign of Legacy Suite
Objective: Modernize the user interface and improve user experience.
Process: Created wireframes and prototypes to visualize the new design. Collaborated with stakeholders for feedback and iteration. Finalized design and worked with developers for implementation.
Outcome: Achieved a more intuitive and visually appealing interface, leading to increased user satisfaction and reduced support tickets.
Design Sprints in SCRUM Format
Objective: Integrate UX design within the SCRUM development process.
Process: Participated in sprint planning meetings to define design tasks and goals. Conducted rapid prototyping and usability testing within each sprint. Iterated designs based on feedback from sprint reviews and retrospectives.
Outcome: Enabled a more iterative and user-centered approach to product development, ensuring continuous improvement and alignment with user needs.
Prism Design System Development
Objective: Establish a consistent and reusable design system.
Process: Identified and designed common UI components (buttons, forms, navigation, etc.). Documented design guidelines and best practices within the Prism design system.
Ensured consistency across different product interfaces.
Outcome: Created a scalable design system that streamlined development and maintained a cohesive
look and feel across all products.
Pivot Table Design
Objective: Enhance data visualization and user interaction with complex data sets.
Process: Designed intuitive pivot table interfaces for easy data manipulation and analysis.
Implemented features like drag-and-drop, sorting, and filtering.
Outcome: Improved user efficiency and satisfaction when working with large data sets.
Toast Messages and Modals
Objective: Improve user feedback and interaction.
Process: Designed toast messages for real-time notifications.
Created modal dialogs for various user interactions (forms, confirmations, alerts).
Ensured accessibility and usability standards.
Outcome: Provided clear and timely feedback to users, enhancing the overall user experience.
Jira Ticket Management
Objective: Streamline project tracking and task management.
Process: Assisted the team in creating detailed Jira tickets for design and development tasks.
Defined clear acceptance criteria and attached relevant design assets, establishing a definition of done.
Regularly updated ticket statuses and facilitated communication between design and development teams.
Conducted backlog grooming and sprint planning sessions to prioritize tasks effectively.
Outcome: Improved project visibility and task management, leading to more efficient and organized workflows.
03.
Cohesive Design
We studied XACTLY's annual attainment and sales rep ranking features and discovered significant usability issues, including complex navigation and inefficient data entry processes. It was important to design an intuitive navigation menu and automate data capture to enhance user experience. We also found that users struggled with interpreting data visualizations, so we prioritized creating clear, interactive charts and enabling dashboard customization. By implementing real-time feedback and personalized insights, we aimed to increase user satisfaction and improve decision-making efficiency.
We evaluated the sales leader's spend scorecard and found that users may be struggling with data access and interpretation. To address this, we designed a straightforward interface with real-time updates and personalized alerts to improve budget management.
The alignment between Plan Designers and upstream decisions (or downstream impacts) posed significant challenges in ensuring comprehensive plans for a rapidly evolving market.
It was important to design solutions that provide domain-specific benchmarks to rationalize the pay and performance implications. Xactly understood these inherent challenges and offered collaboration to design solutions that connect upstream planning and forecasting with downstream plan administration.
Designing for Xactly also meant incoporaring feature robust reporting with potential commission costs for faster modeling, industry-specific benchmarking for competitiveness, and seamless plan administration for efficient operationalization.
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User Feedback and Metrics
"Incent has a user friendly UI. Easy to configure new plan designs and offers effective ways to design the same thing, giving options to simplify the configuration."
-Verified User in Information, Technology and Services
"A very well designed and thought sales compensation tool for both backend and frontend users."
-Ayush S.
source
"A very well designed and thought sales compensation tool for both backend and frontend users."
-Ayush S.
source
"The flexibility of its design, configuration options, the usability from a salesperson's point of view are all excellent."
-Matt R. (Sales Operations Manager)
source
KPIs that demonstrate the success of the design:
99% improved payment accuracy
83% reduction in payment inquires and disputes
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Reflections and Learnings
Challenges faced during the project and how they were overcome:
Cross product integration with AI helped me develop a big picture thinking for SaaS products.
Highlighted key learnings and how this experience has contributed to my growth as a UX designer.
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-Importance of Prioritisation in UX Design
-Quasi Product management (AGILE / SCRUM)
-Maintaining consistent communication across 4 time zones (PST, MST, EST, IST)