cdw — The d.a.s.h.

Scalable Experience to Engage Clients, Demonstrate Solutions, and Drive Strategic Partnerships

Project Overview

The internal sales and engineering teams of a multinational corporation lacked a robust, interactive platform to effectively engage prospective clients and showcase the company’s diverse technology solutions. Existing methods were static, inflexible, and unable to adapt to the unique needs of each client engagement.

Without a dynamic, customizable demonstration tool, the company risked losing opportunities to communicate its technological expertise, address client-specific challenges, and position itself as a market leader.

Objectives

  • Create a SaaS tool for Engineering to demonstrate technology solutions to IT Clients
  • Create an application used to increase partnerships to offer our client base
  • Create an application to showcase all offerings to customers, solving their business problems
My Role

Lead UX and UI Design

Responsibilities

User Flows, User Research, User Interviews, User Interface Design, Design System Creation

Collaborations

Software Engineers, Software Architects, Business Stakeholder, Graphic Designers, User Researcher, Project Manager, Division Leadership, Executive Leadership, Subject Matter Experts, Partner Evangelists

Timeframe

1.5 years. Project is ongoing.

The Challenge

Version 1.0 of DASH already existed and the UX and UI was cobbled together by the development team in the initial stages. I was brought in to push the project to it's potential and get more buy-in from top decision makers.

I determined the need to satisfy engineering and sales teams for this to be successful. I did not want to abandon either and wanted it to be used by both parties.

business user needs

The C-Suite. This tool is targets our partners and clients. It is to showcase our many solutions for business needs. Demonstrating our modern approach across many platforms.

customer user needs

The Subject Matter Experts. It also is targeted towards our partnership and their clients. Currently they use Powerpoint decks they personally put together.That approach is clumsy and out-dated.

The problem

We needed a flexible, interactive tool to engage prospects and tailor technology demos, replacing static presentations that failed to convey our market leadership.

The planning

step 1

I needed to map DASH, so I could see potential bottlenecks

step 2

Streamline the flows so partners and sales folks can find what they need easily.

step 3

Modernize the interface. Things were put together in haste to get off the ground.

The solutioning

step 1

Map Version 1.0

My Team and I went through every page and mapped out the links to get a visual representation of how the IA and Flow exists in the original state.
Before

step 2

Design Version 2.0

My team and I then created a new IA and User flow based on meetings with stakeholders representing all intended audiences. This flow scaled up the application incorporating new feature requests.
After

step 3

Design for Scale

Screens looked like a typical website, and we wanted more of an application aesthetic. We started to evolve the visuals and functionality from the jump.

Collaborations were utmost importance for design, dev and business strategy teams. Working together we were able to evolve the App's functionality and flows without abandoning it's purpose.

collaborate with engineers

The backend infrastructure had been established. I wanted to preserve as much of that work as possible, without compromising the design solutions we were proposing.

The Front-end UI is built with React, I got alignment for naming conventions, established brand colors, and utilized a component based approach, making the hand-off as smooth as possible.

get leadership buy-in

Showing updated creative would be instrumental to get leadership to understand the value of this project. Timelines were accelerated and I went straight into high-fidelity mock ups and prototypes to present to decision-makers.

initial version

The MVP

Initially a pet project for the Engineering team. The DASH quickly showed promise use for a company-wide SaaS to increase business opportunities. The MVP was developed by back-end and front-end engineers initially.

My Team and I were brought in to increase visibility and present a fully developed application to put in front of clients, partners and sales teams among with engineering teams.

reimagined version

Scale Company-wide

We factored in the work already created. The Flows were approved and we went to work on the dashboard approach for the new interface. This was going to be a showcase for all our SaaS solutions.

I established a Design system and started creating re-usable components. Working with the front-end team on a naming convention for easier hand-off for React Development.
The Takeaways

Things I learned throughout this process.

Global Alignment

Get all Teams to buy in 100% and believe in your goals for the project.

Jump on a Call

A quick 5-minute Teams call can streamline the process and untangle any bottlenecks

Thorough Documentation

Write out your intentions along with prototyping demonstrations to achieve the best outcomes.