Streamlining Deal Entry and Management

Redesigned and optimized deal entry and management processes to improve efficiency, reduce errors, and enhance user experience across the sales organization.

Role

Product Design, UX Research, UX Design, UX/UI Design

Team

Product Manager, Business Analysts, Developers, Business Stakeholders, Pricing, Legal, IT, Marketing, Finance

Tools

Paper, Post-it Notes, Magnetic Boards, HUE HD Camera, LiveScribe, Adobe Creative Suite, Axure, Excel, Google Docs, PowerPoint, Rally

Executive Summary

Deal Management Optimization

Led the redesign and optimization of deal entry and management processes to improve efficiency, reduce errors, and enhance user experience across the sales organization. This initiative streamlined complex workflows and improved data accuracy while maintaining flexibility for different deal types.

80%
Increase in user productivity
2x improvement
in user satisfaction
<2.5 weeks
person-weeks per year saved

The Tension Points

Complex Deal Entry Process

The existing deal entry process was overly complex and time-consuming, with multiple steps and redundant data entry requirements that frustrated sales teams and led to errors and delays in deal processing.

Data Accuracy Issues

Manual data entry from various sources and complex workflows resulted in frequent errors and inconsistencies in deal information, impacting downstream processes and decision-making accuracy.

User Experience Friction

Poor user experience in deal management tools led workarounds, creating inefficiencies and reducing the effectiveness of the sales process.

Strategic Approach

User-Centered Process Redesign

Working alongside users and stakeholder to focused on understanding needs and pain points to redesign the deal entry process from the ground up, ensuring the solution addressed real user challenges and improved workflow efficiency.

Data Validation and Automation

Implemented intelligent data validation and automation features to reduce manual errors and improve data accuracy while maintaining user control and flexibility.

Enhanced compliance without sacrificing user experience

Complex and time-consuming compliance and security requirements were automated and built into the deal entry process, reducing the time and effort required to complete deals.

Process & Methodology

Research & Discovery

Facilitated interviews and workshops with global business stakeholders and users. Conducted Lean UX activities and Google Design Sprints to gather insights. Captured workflows using magnetic boards and Livescribe during Presumptive Design sessions. Created Work Model Maps and detailed personas to inform design direction.

Design & Iteration

Created paper prototypes during Kaizen events and developed functional prototypes in Axure for user testing. Designed visual assets, user flows, and posters using Adobe Creative Suite. Collected usability data using Excel and structured user inputs through Google Docs, which were framed into Axure for testing.

Implementation & Results

Led cross-geo agile teams to deliver the final product based on iterative feedback. All project updates and milestones were communicated via PowerPoint and tracked in Rally. The final My Deals solution met all compliance standards, dramatically improved the user experience, and was successfully adopted across relevant business units.

Impact

Sales Process Transformation

The streamlined deal entry process fundamentally improved how sales teams manage deals, reducing friction and improving efficiency across the entire sales ecosystem.

Before Optimization

  • Complex multi-step process
  • Manual data entry
  • High error rates
  • Slow due to compliance and security requirements

After Optimization

  • Streamlined workflow
  • Automated validation
  • Reduced errors
  • Compliance and security requirements built in

Visual Assets

Deals Design

Redesigned deal entry interface with improved user experience

Deal Entry Process

Streamlined deal entry process with validation and automation

Google Design

Google design system integration for consistent user experience

Setup Process

Simplified setup and configuration process

UX Work

UX design work and process optimization

PRD Wrap

Product requirements document and project wrap-up

Tools & Technologies

Axure

Design & Prototyping

Google Design Sprints

Process Mapping

Rally

Project Management

User Research

User Testing