Sales Planning & Monitoring SaaS
Rebeca Viana
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Posted Jan 15, 2025
UX/UI collaboration with a data-driven software development team. The end result? A SaaS serving over 200 team members.
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The problem
❌ Problem: The sales team uses an Excel for their weekly and monthly goals planning and monitoring.
The Solution
✅ A SaaS that connects with their existing ecosystem, SAP.
Mobile Low Fidelity Prototype:
Our Team
I collaborate with the team at Cabana Data to offer data-driven services.
The squad for this project:
Data Architect
Data Engineer
Full stack Developer
UX/UI Designer (me)
The Process
Our Figjam during the project:
UX Workshops
Architecture AS IS and TO BE
Low-Fidelity Mockups
Figjam for UX Workshops
From this point on, I collaborated with our developer for a smooth handoff and testing. The data traveled from SAP to Google Cloud (GCP) and consumed by our web app via API. Also embedded to their SAP C4C CRM environment.
The end result impacted managers, supervisors and over 200 sales agents, helping the organization reach one of their 2024 OKRs.
I can help data and software development teams define, ideate, refine and launch SaaS products.