Global Sales Territory & Quota Site

Project Overview

Context

As a UX Design Consultant on this project, I provided data-driven recommendations to enhance the web implementation of a new screen for the platform. My role included:

• ‍User Research: Attending user interviews, advising on interview questions, and recommending contextual interviews and usability testing.‍
• UX Recommendations: Assessing features, improving data loading, refining quota display, and optimizing user access requirements.‍
• Collaboration: Working alongside PMs, stakeholders, and development team to refine the optimal user experience.

Challenges & Opportunities

Platform Features – Performance Optimization

• Data Loading ‍
  • Sales Managers: Auto-loads with direct reports.
  • Other Users: Manual loads.‍
  • Recommendation: Implement the same auto-load for Sales Managers while updating load functionality for other users.‍
• View/Edit Access Requirement‍
  • Changes by one user may interrupt another’s work.‍
  • Recommendation: Provide users with an option: ‍
    • Longer load time for direct edit mode.‍
    • Shorter load time for default view mode before entering edit.‍
• Quota Display (Account)‍
  • Users need to see both parent and child quotas.‍
  • Recommendation: Implement a simplified "view/hide" toggle for better usability.‍
• Aggregated Quota‍
  • Users want a save button for confidence in saving progress.
  • Managers like the option to discard changes.‍
  • Recommendation: Implement a soft auto-save, but require manual confirmation ("Save"button) for final submission.‍

Platform Structure & User Flow

The Global Sales Territory & Quota Site operates within an internal quota system, supporting Sales Managers and Incentive Analysts:‍

1. Seller Profile Creation: The system assigns incentive elements.‍
2. Territory & Quota Design Screen: Heavy data processing due to entitlement checks.‍
3. Incentive Plan Letter: Legal documentation.

‍

Pain Points Identified

• Custom-built design site: Lacks IBM Design consistency.‍
• Limited access to end-users: Relationship managed by a global team‍
• Slow data retrieval & entitlement checks: Search performance bottlenecks.‍
• Nested tree grid structure: Hard to sort, collapse, or rearrange data.‍

‍

Design Tools & Wireframing

• Platform: Balsamiq wireframes‍
• Key UI Components:
  • Seller Profile → Assigns sellers to territories.‍
  • Simple vs. Complex Territories→ Rule-based customer assignment.‍
  • Hybrid Territory Model (New)→ A balance between predefined and flexible rule-based territories.

‍

‍

‍