Transforming enterprise sales operations through a mobile-first intelligence platform.
To understand how the platform was used in real operational contexts, I conducted an immersion workshop with regional sales managers at the CEMEX office in West Palm Beach.
Since meeting room infrastructure was uncertain, I printed the entire Sales360 website and brought it to the workshop.
This allowed stakeholders to review the complete system together and discuss their daily workflows.
The exercise revealed several usability challenges and uncovered hidden opportunities for improvement.
The workshop revealed several critical insights. These insights guided the direction of the new product strategy.
Rather than redesigning the desktop portal, we proposed a mobile-first enterprise solution.
The goal was to enable regional managers to access operational insights while visiting customers or travelling between sites.
We designed a hybrid mobile application for iPhone and iPad.
This architecture allowed:
The new Sales360 mobile platform allowed managers to access key business workflows instantly.
Core capabilities included:
Dashboard
Real-time operational overview.
Customer Intelligence
Profiles, activity history, and meeting planning.
Financial Data
Ticket lookup and account summary.
Market Navigation
Search for customers, competitors, and plants.
Remote usability testing sessions were conducted to evaluate navigation models and task discoverability, using usertesting.com
Users consistently preferred direct action-based navigation rather than hidden menu structures.
This approach allowed users to access critical workflows faster and reduced cognitive load.
Key outcomes included:
This project required collaboration across global teams.
I worked closely with stakeholders across:
– United States
– Mexico
– India
My responsibilities included:
• Facilitating stakeholder workshops
• Defining product direction
• Designing the mobile experience
• Aligning global product and engineering teams