Cisco Sales Console is an analytic dashboard for sales team so that the team can see important decision making arteacts.
Duration
3-4 Months
Role
We worked 95% as a team on this project. My major roles were:
- Persona Identification
- Design Ideation
- Implementation of Design System
- Interaction Design
- Prototyping
- Interaction with Stake Holders & Business Analysts
- Design Critique
- design review & delivery
Background
CLaiR was an existing multiple persona based AI-based tool introduced a year back and it was used by sales team to see important artifacts related to sales.
Cisco came to us with a problem statement:
Despite being such an advanced robust analytic based tool, we are seeing continued decline in the usage by key sales team users like Account Manager and we are concerned we might need to shut down this project.
The Process
Persona
The key persona we identified is Cory Alex who is an account manager and details associated with him are below:
Ideation
We analyzed the complete working of their existing dashboard, pain points mentioned by the persona and presented with:
- New brand e.g., Cisco Sales Console instead of CLaiR
- Complete overhauled work flow
A/B Testing phase
The idea we presented was liked by the Stake holders & the business team but divided the idea into multiple deliverables and showed interest to add only actionability during MVP release.
Option A (The Legacy)
We did empathy mapping and found this design to be:
- Easier as it keeps the existing interface in mind
- Spot on with a lot of the important features for projection
- Introduction of new features like Support Cases & Notifications is a plus plus
- Made life easier with Calculated results
Option B (The new shining star)
We did empathy mapping and found this design to be:
- Easier as it keeps the existing interface in mind
- Spot on with a lot of the important features for projection
- Introduction of new features like Support Cases & Notifications is a plus plus
- Made life easier with Calculated results
Analytic Tools
Cisco used a few analytics tools to track user performance and results were as:
In association with Copan Inc. and Copan Consultancy Services India.