Cadi
Carlsberg
2022-2023
Product design
Overview
CADI is Carlsberg Group's vital Salesforce automation tool. The users, however, need to juggle multiple tools resulted in divided attention and decreased focus. Our main mission was to integrate CADI with Carlsberg's design system, Malty, to create a seamless and efficient user experience. We aimed to optimize data-driven features, enhance task management, and unify the UX to support sales reps in their demanding roles.
Challenges
We had to balance research and development priorities amidst evolving market needs while ensuring seamless UX across varied trade channel customizations. Key hurdles included addressing survey process limitations and reports responses improvement.
Methodology
Our methodology involved tree pillars: UX Research and Strategy Mapping to understand user needs, Iterative Ideation Phase for continuous refinement of wireframes and prototypes to ensured designs met markets and users expectation, and Detailed Design Files for smooth design-to-development handoff and a comprehensive documentation to support the integration with Malty, Carlsberg's Design System.
This approach ensured that our solutions were both user-centric and practical.
UX Research and Strategy Mapping
Iterative Ideation Phase
Local library for Design System Integration
Results
Enhanced ordering and campaign processes for a better sales rep experience.
Iterated Prospect Management 2.0 and optimized automated visit planning logic.
Refactored FIT Survey, improving creation and filling processes.
Conclusion
Our efforts resulted in an enhanced CADI platform that simplified complex tasks like visit planning, surveying, and ordering, making it more user-friendly and intuitive. These improvements enabled sales reps to provide more personalized service and dedicate more time to customer interactions, significantly reducing the burden of administrative tasks. Positive feedback from sales reps and stakeholders increased platform adoption and cemented CADI's role in Carlsberg’s sales strategies, significantly boosting Carlsberg's market relevance and industry leadership.
