Sales Console Experience Redesign
Enterprise professional services firm
330,000 Global Salesforce Users
Multiple Salesforce orgs with highly customized environments
Lots of “walled garden” data
Custom security predicates
500+ Custom Components
UX Impact and Business Metrics
25% | 13% | 15% | 20 |
|---|---|---|---|
Increased global user adoption | Reduction in support ticket volume | Reduction in manual reporting processes | Redundant CRMA reports eliminated |
Approach
During the course of the project multiple discovery sessions were conducted and took the form of design thinking workshops, readouts, and design feedback sessions.
Data accessibility was a problem and therefore some of our understanding of their environment was constrained.
Multiple iterations over the course of several weeks were common as a workaround.
Accessibility Assessment
During the design of the new Sales Console experience, we were continually assessing whether the designs were accessible to users with different abilities and that they adhered to ADA and WCAG guidelines. We found that the OOTB components and the custom components all passed color contrast guidelines.