Application UX + process · Design and planning
Product administration, permissions and sales planning
Behind the customer-facing side of an energy business sit product data, marketing permissions and sales processes. We designed the interfaces and processes that connect them.
How it fits together
- permission collected
- CRM record
- mailing list
- campaign
What the work covered
Product database UX
Functional UX for product administration: a product wizard, discounts, add-ons, linked-product views and frontend touchpoints.
UX designOpt-in and permission redesign
Marketing-permission and newsletter-registration process diagrams, system and data-flow documentation, revised with stakeholders.
Process designCRM and email-marketing requirements
Requirements connecting permission collection, CRM records, mailing lists and campaigns across three systems.
RequirementsTele-sales pilot planning
Campaign-potential workbooks, commercial assumptions, a test roadmap and multichannel customer-journey input.
PlanningDigital-sales journey assessment
A technical assessment of journey markup and layout feasibility, including which routes would not hold up.
Assessment