CADI app

Problem

• Lack of optimized data-driven features to streamline visit planning, notifications, and UX consistency across the product variations.
• The need to enhance off-trade market relevance through improved survey processes, ordering, and prospect management.

Goal

• To optimize data-driven features for more efficient visit planning, to better integrate task management personalization, and to get an unified UX through design system integration.
• To increase off-trade market relevance through ordering improvements, enhanced prospect management and refined survey processes.

Challenges and Constraints

• Research and development prioritization amidst evolving market needs.
• Design system integration while ensuring seamless UX across varied trade channel customizations.
• Addressing limitations in the survey filling process and reporting of negative responses.

Key Metrics

• Order processing time reduction and campaign performance enhancement.
• Enhanced prospect management efficiency and visit planning optimization.
• Improvement in survey completion rates and feedback analysis.

Methodology

Simplified pilars of the method to ensure a comprehensive understanding of user needs, validate design concepts through iterative processes, and provide detailed and structured design deliverables for a seamless transition from design to development phases.

1. UX Research and Strategy Mapping: The UX research phase had a strategic planning, outlining of methodologies and approaches for a deep understanding of user needs, encompassing pain points, preferences, and workflow challenges. Aligned findings with design strategies, forming the basis for user-centric solutions.
2. Iterative Ideation Phase: During the iterative ideation phase, we crafted wireframes and prototypes informed by research insights, validating design concepts. Usability testing and validation sessions were conducted to ensure designs met user expectations. Continuous refinement iterations incorporated feedback, enhancing both usability and functionality iteratively.
3. Detailed Design Files for Handoff: Crafted detailed design files with technical references, design specs, and guidelines for a seamless handoff to the development team. Comprehensive documentation supported accurate implementation of design elements. Organized files for a smooth transition from design to development, ensuring efficient and accurate execution of design concepts.

Deliverables

• Ordering and campaign improvements for enhanced sales rep experience.
• Prospect Management 2.0 iterations and automated visit planning logic optimization.
• Notification center integration and Malty design system for UX consistency.
• FIT Survey Refactor addressing limitations and improving creation and filling processes.

User-Friendly Platform

The improvements made the platform more user-friendly, simplifying complex tasks like visit planning, surveying, and ordering. This user-centric approach enhanced usability and reduced the learning curve, ensuring sales reps could navigate the platform more intuitively.

Better Customer Engagement

The improvements in CADI positively impacted customer engagement. Sales reps could better understand customer needs, address concerns, and provide more personalized service, leading to improved customer satisfaction and loyalty.

Enhanced Effectiveness in the Field

With a more efficient platform, sales representatives became more effective during field operations. The streamlined processes allowed them to focus more on engaging with customers and less on administrative tasks, improving their overall effectiveness in driving sales and customer relationships.

Adoption and Recognition

The improvements garnered positive feedback from sales reps and stakeholders, leading to increased adoption of the platform. This recognition of the platform’s effectiveness further cemented its role as an indispensable tool in Carlberg’s sales strategies.