Improving Adoption of a Global Sales Tool

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(About)

Client:

Dell Technologies

Role:

Product Designer Lead

Timeline:

8 weeks

Date:

Q1 2024

Challenge: PowerSell is an internal Sales tool at Dell. The platform was not performing as expected in terms of recurrence usage and the hypothesis was that low usage may be due to a lack of process understanding and confusion during the journey.

Solution: investigate the challenges users face in the application and identify opportunities for improvement in their journey and pain points (D&F process). Disclaimer: data has been modified as a measure to protect confidential information.

Solution: investigate the challenges users face in the application and identify opportunities for improvement in their journey and pain points (D&F process). Disclaimer: data has been modified as a measure to protect confidential information.

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540 Minutes of Interviews Remote interviews via Teams | 12 People Interviewed Heavy-users, low-users and non-users | 7 Countries Necessary to cover the global tool needs

540 Minutes of Interviews Remote interviews via Teams | 12 People Interviewed Heavy-users, low-users and non-users | 7 Countries Necessary to cover the global tool needs

Leading the research & interface for a global tool

The Sales team needed better context to sell effectively, but they lacked industry knowledge and data. At the same time, salespeople were already busy and often relied on technical colleagues to fill in the gaps. Our challenge was to encourage users to share key information—without adding to their workload. The result was a simple, effective solution that made the sales process smoother and more informed.

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Key Findings

Confidence increase by over 38% after talking to a specialist. By nature, salespeople are very confident individuals. However, when faced with a technical or complex sales opportunity, a specialist is oftentimes needed. Educating and listening to the stakeholders were key for the project success.

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Framing & Testing

The testing phase assesses designs with real users to gather feedback and uncover usability issues. It involves usability testing and sometimes A/B testing to validate design decisions and improve user experience before final implementation. Using the Dell Design System library in Figma, I designed multiple layout iterations —ensuring the design is accessible, inclusive, and useful.

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(Process in a glance)

(01)

Research

During this phase, I conducted research, analyzed user needs, and explored potential solutions. The goal is to gain insights that will inform the design direction and set the project up for success before diving into detailed design work.

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(01)

Research

During this phase, I conducted research, analyzed user needs, and explored potential solutions. The goal is to gain insights that will inform the design direction and set the project up for success before diving into detailed design work.

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(01)

Research

During this phase, I conducted research, analyzed user needs, and explored potential solutions. The goal is to gain insights that will inform the design direction and set the project up for success before diving into detailed design work.

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(02)

Stakeholder Iterations

Because these nine tools had been in use for over 10 years, the project required a careful and collaborative approach with stakeholders. To balance the platform’s history with opportunities for future improvement, I facilitated workshops, presentations, and iterative discussions to align teams and identify the most impactful enhancements.

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(02)

Stakeholder Iterations

Because these nine tools had been in use for over 10 years, the project required a careful and collaborative approach with stakeholders. To balance the platform’s history with opportunities for future improvement, I facilitated workshops, presentations, and iterative discussions to align teams and identify the most impactful enhancements.

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(02)

Stakeholder Iterations

Because these nine tools had been in use for over 10 years, the project required a careful and collaborative approach with stakeholders. To balance the platform’s history with opportunities for future improvement, I facilitated workshops, presentations, and iterative discussions to align teams and identify the most impactful enhancements.

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(03)

Design Considerations for a Global Enterprise Platform

Localization requirements, translation constraints, and regional cultural behaviors were integrated from the early stages to support global adoption. 🏆 This project is recognized internally as one of the highlights of 2023 at Dell due to its complexity (number of tools, users, and financial impact on the company).

(03)

Design Considerations for a Global Enterprise Platform

Localization requirements, translation constraints, and regional cultural behaviors were integrated from the early stages to support global adoption. 🏆 This project is recognized internally as one of the highlights of 2023 at Dell due to its complexity (number of tools, users, and financial impact on the company).

(03)

Design Considerations for a Global Enterprise Platform

Localization requirements, translation constraints, and regional cultural behaviors were integrated from the early stages to support global adoption. 🏆 This project is recognized internally as one of the highlights of 2023 at Dell due to its complexity (number of tools, users, and financial impact on the company).