Data trapped in Salesforce silos, which needed to be leveraged so internal relationship managers and primary contacts had better visibility on things like training progress, contract details, and accessing events.
Each interaction required our team to dig around to pull reports and provide updates through critical moments of contract life cycles. We were drowning in data but starving for insight - and our network partners deserved better visibility into their transformational journey. The product needed to be self service for key contacts within our Network, and help internal teams have seamless data points of their contacts to foster better relationships.
Working within the digital team alongside our product owner and data engineers (both internal and third-party), we led the discovery process through stakeholder interviews and with network members. Turning insights into user needs. Mapping over journeys and flows across the entire digital footprint, establishing how the portal would connect to our wider ecosystem.
User research, journey mapping, prototypes, design system creation, and cross-functional coordination to deliver a phased release strategy from MVP to full custom solution.
Phase 1 - MVP Foundation: Created testable prototypes, exploring connecting key Salesforce data points through a low-code solution. Focused on core functionality to validate assumptions with real users and made using low-code solution Bubble.
Phase 2 - Custom Evolution: Expanded to include self-service inbox, enhanced course participation data, and advanced organisational management features. Built around an established design system with reusable components for visual consistency across our digital footprint.
The dashboard seamlessly handled diverse user needs:
For Network Partners: Clear visibility into their organisations journey, self-service capabilities, and centralised access to all resources and opportunities.
For Our Operations Team: Cleaner data sets enabling better relationship management, reduced manual reporting, and strategic insights into network engagement patterns.