Case Study

Data Import Wizard

Salesforce

Before
After
Overview

The Data Import Wizard is responsible for importing customer data into Salesforce objects, including accounts, contacts, leads, solutions, and more.

Problem

The existing tool was a hinderance to new user adoption and was inefficient for existing users.

Role

Sr. UX Designer

Deliverables

Competitve Analysis Strategy Userflow diagrams Wireframes Usability Tests Visual Design Mockups Animated Prototype Visual Style Guide Pitch Deck

Research

By collaborating with a UX Researcher, we were able to divide and conquer during the generative research phase.

Competitve Analysis
Forum Feedback

Wireframes

Iterating quickly and testing often allowed the design to be shaped by data.

Launch Page
Map Data

Prototype

We created an interactive prototype for continued user testing and concept validation.

Final

Contact

Great endeavors start with open communication. Let's chat.

email resume

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