Sales App

Transforming Power BI Reports into a Native iOS Solution

SalesPro+ empowers users with insight, foresight, and action to win with customers and drive sales growth. Initially, the solution relied on Power BI reports, but to enhance usability, speed, and accessibility, we embarked on a transformation journey to migrate it into a native iOS tablet-based application.

SalesPro+ delivers a transformative experience for sales teams by combining intuitive design with powerful features. Its user-centric approach ensures efficiency, adaptability, and scalability, making it a valuable tool for modern sales organizations.

I played a dual role as the UX Architect and Design Manager. When I joined PepsiCo in 2022, this was my first project, marking the kickoff of an innovative sales management platform.

I have been responsible for leading the design vision, creating user flows, and ensuring a seamless user experience. My role extended to managing the design team, collaborating with stakeholders, and ensuring that the platform met business objectives and user needs.

As the Design Manager for SalesPro+, I led the end-to-end design process, overseeing research, prototyping, and the creation of a user-centric platform.

Key Responsibilities

Defined the overall UX architecture and design strategy for SalesPro+.
Created user flows, wireframes, and prototypes to establish a seamless user experience.
Managed the design team, ensuring timely delivery of high-quality outputs.
Collaborated closely with cross-functional teams, including product managers and developers, to align design goals with business objectives.
Established a scalable design system to maintain consistency across the platform.
Oversaw stakeholder presentations and incorporated feedback into the iterative design process.

Problem Statement

Field sales representatives and managers faced challenges using Power BI reports on mobile devices due to:

Slow load times and limited offline functionality
A non-intuitive interface requiring extensive training
Difficulty in navigating complex data structures on smaller screens

Design Challenge

How might we transform SalesPro+ from a Power BI-dependent reporting tool into a seamless, intuitive, and interactive native iOS application that enhances the user experience for field sales teams?

Research & Insights

We conducted extensive user research, including:

Stakeholder Interviews: Understanding business needs and pain points.
Shadowing Sales Reps: Observing how they interact with reports on the field.
Surveys & Feedback Analysis: Collecting insights from existing users.