Case Study #2214

CPay Sales Assistant Workshop

After several successful design sprints conducted in-house, word got around and other companies within our corporate umbrella wanted to take advantage of my team’s capabilities.

We hosted a group of sales team members from Central Payment Corporation — a merchant account provider — for a four day sprint to understand how to help their team members with prospecting and maintaining clients.

Challenges to solve:

• Discover what would be useful to the sales team and how to best implement it in a practical way
• Organize the tools needed for the sales team members into one simple tool
• Rapidly develop the ideas into something tangible for testing

My role:

• Facilitate the design sprint with two other colleagues
• Act as the design lead
• Collaborate with stakeholders to brainstorm ideas
• Lead direction of UX and UI
• Design and develop a high-fidelity prototype for later testing

A stack of solutions

Following the Google Ventures Design Sprint methodology, we were able to sketch ideas that emphasized critical thinking over artistry. (I do think these are beautiful though.) We then critiqued each solution and decided which ideas had the best chance of achieving the goal of assisting the sales member’s needs.

Storyboard

I led the group to create a single storyboard, weaving all the winning scenes from our sketches into a step-by-step plan for our prototype.

Time to shine

Next, my job was to take all the collaboration and ideas and make a polished prototype that the client could take back with them and test. Using Ionic Platform resources, I was able to quickly put together a clickable prototype. We were able to review the final product with the team before they flew home.