Project Overview
The Product
This portal is an online platform used by international sales partners in countries throughout the world to access sales and marketing resources.
Project Duration
May 2023 – September 2023
The Problem
Partners often do not know how to find product training information or know what resources are available. As a result, partners are receiving different levels of product training and many are missing out on available trainings.
The Goal
Create a feature in the MyUltradent portal where international sales partners can access product trainings
My Role
UX Designer
Responsibilities
- Communicate with stakeholders to understand requirements
- Creating low and high fidelity designs
Understanding the User
User Research
I assisted the project manager with user interviews with stakeholders to better understand the problem.
Pain Points
We identified two main paint points we wanted to address.
Communication
Many trainings were available that partners and their managers did not know about. As a result, fewer people were using the system because of a lack of information
Navigation
Trainings were being managed through a third party site. There were no ways for partners to find the training site without a direct link.
Personas
Based on our findings, I created two personas to represent our users.
Designs
Userflows
Based on our initial findings, we created requirements and userflow diagrams.
- Allow managers to assign trainings to partners
- Allow managers to track partner’s progress through the courses
- All managers to view high level course statistics
- Create an easy way for partners to find and access trainings
- Allow partners to track their progress through courses
Mockups and Prototypes
Once we had a plan mapped out, I created low and high fidelity prototypes which we reviewed with stakeholders and users.
Partner View
An example of one of the high fidelity screens a sales partner would see when they log into training
Manager view
An example of one of the high fidelity screens a manager would see when they log into training
Usability Studies and Findings
We conducted interviews with stakeholders and users and iterated our designs based on feedback. Some of these updates included:
- Listing the languages each course is available in so it would be easier for managers to assign the right course to their sales partners
- Adding the length of each course so partners will know how much time they’ll need to plan to completing the course
- Adding a help link at the bottom of the page where partners can find the contact information for their manager in case they run into questions with the courses
Accessibility
We want to make the portal accessible to as many individuals as possible.
- I designed for multiple screen sizes including desktop and mobile
- We reviewed all colors and font sizes to ensure legibility on all devices
- We are translating the page into multiple languages to allow for a global audience
Going Forward
Impact
The web project is being used by sales partners in countries around the world. We hope that the new product training feature will help users find and access trainings by making it available in a system they are already familiar with.
What I learned
As a UX designer, seeking feedback from stakeholders is extremely important even though it can be challenging. This can be especially true when working with stakeholders in different countries and time zones who may speak different languages. Despite the challenges, feedback is paramount because their input can shed light on cultural nuances and regional preferences which will lead to a better product.
Next Steps
Currently, the product training feature is being built by the development team. Once it’s completed, it will be made available to users. The next step would be to conduct user interviews to get feedback. It can be difficult to speak with users on the other side of the world who live in different time zones and sometimes speak different languages. Because of these challenges, we also plan to send out surveys and will monitor heat maps and analytics to look for usage patterns to identify any future pain points to address.