Sales Forecasting Apps 

Research, gather requirements, create wireframes, iterate and refine final designs for desktop and mobile, leading the offshore team enabling a Fortune 50 software manufacturer to forecast $100 Billion in annual sales.

Linda Lane
UX Design Principal and Project Manager

Project Brief

Users are Fortune 50 Global Sales and Management

Complete design modernization of existing sales forecasting tool suite for leading software and computer peripheral manufacturer.

Bi-weekly meetings to gather requirements and check that the designs match users needs, gather more requirements, iteratively create possible designs for 7 pages of financial tracking applications.

Sales team management preferred the desktop interface first and then we ported it to mobile.

Design Philosophy

Microsoft Modern Flat Color Style 

Microsoft Modern design means less is more. Clean, clear design using flat color and white space to provide process information and direct the user’s efforts. Design for color blind users. Add command and controls where they are expected, features such as ability to save and undo. Our development team ported the design to mobile.

Design Process

Interact with users around the world.

 

Test with users iteratively to find and fix design issues. Make the design so intuitive to learn and easy to use that sales team members are eager to enter this application. Final high fidelity wire frames for Web and Windows dashboards, reports, health status.

Evolution of a design - 1st placement of details

2nd add color removing background & details

3rd version in blue develops color side panel per design requests

Wonderlane Studios

1-206-850-4452 PST