As UX Lead for ManageGo, I spearheaded the design of an internal platform to streamline data visualization and client management for the Sales and Client Success teams. By addressing inefficiencies in their existing workflows, this project introduced a centralized, user-friendly solution to track metrics, improve collaboration, and support data-driven decision-making.
Key Responsibilities:
• Designed and implemented the “At a Glance” hub to centralize critical client metrics.
• Unified the needs of two distinct teams (Sales and Client Success) through a single, scalable solution.
• Delivered a clear and intuitive interface for managing data, reducing reliance on external tools.
• Laid the groundwork for ecosystem-wide integration by refining navigation and interface consistency.
Design Challenge
Sales and Client Success teams relied on disconnected tools like monthly Excel sheets, on-demand queries to the Support lead, and external platforms such as PipeDrive to track performance metrics. This fragmented process led to inefficiencies, limited visibility into client data, and difficulty prioritizing accounts. The challenge was to design a unified platform that provided essential metrics, user management tools, and note-taking capabilities while balancing diverse team needs.
Solution
• Developed the “At a Glance” feature, providing a global overview of key metrics with the ability to toggle between percentages (for Sales) and raw numbers (for Client Success).
• Centralized key performance data such as payments, units, sign-ups, and client-specific users into one intuitive interface.
• Included customizable notes for Sales to track client interactions and a detailed user directory for Client Success to facilitate direct communication.
• Adopted a data presentation style inspired by stock trading interfaces, enabling users to easily identify trends and fluctuations.
Refined the platform to align with a larger ecosystem, replacing sidebar navigation with a more cohesive integration.
Technical Approach
• Conducted interviews with Sales and Client Success teams to identify critical needs and pain points, then translated insights into actionable personas and user flows.
• Iteratively designed and tested wireframes, incorporating team feedback to address divergent needs (e.g., percentages vs. numbers).
• Built a flexible data visualization system to ensure clarity without overwhelming users.
• Introduced features like real-time data refresh intervals and streamlined navigation for an optimized user experience.
Skills Used
Accessibility
Adobe Suite
Prototyping
GenAI
UI Design
HTML/CSS
User-centered Design
Information Architecture
User Research
Interaction Design
UX Design
JavaScript
Mixed Reality
Outcome
This project streamlined workflows for both the Sales and Client Success teams, consolidating fragmented tools into a unified platform. The “At a Glance” hub provided a centralized view of metrics, allowing Sales to track performance through percentages and Client Success to focus on raw data. By simplifying data visualization and integrating features like client-specific notes and a user directory, the platform enhanced decision-making and efficiency. As one of my earlier projects as a team lead, I honed my ability to prioritize “need-to-have” features over “nice-to-haves” while ensuring the interface remained intuitive and free of bloat. Given the opportunity to revisit this project, I would focus on enhancing internal user identification by incorporating profile photos or color-coding to make collaboration even clearer.
You can view the file here.
