top of page
Evoc1.png

THE PROBLEM

Sales reps and support teams struggled to access a consolidated, contextual view of customer data across different platforms (HD360, InService, DEX). This fragmentation caused:
​

  • Wasted time switching between tools.

  • Reactive rather than proactive customer engagement.

  • Missed sales opportunities and delayed support.

THE GOAL

Create a unified, intelligent dashboard where employees can easily see  customer’s key details, recent activity, machine health, active quotes, and financial status — all in one place.

MY ROLE

As Design Lead, I:

  • defined the design strategy and vision for the solution

  • facilitated stakeholder interviews and workshops

  • mapped current vs future state experiences

  • designed the end-to-end UX and UI

  • managed the design team and aligned efforts with the product roadmap

  • drove collaboration across product, sales, and engineering

  • created a scalable UI pattern for future modules.

RESEARCH

Activities:

  • Conducted 1:1 stakeholder interviews with Sales, Support, Finance, Product.

  • Mapped user journeys and pain points.

  • Audited current tools (HD360, DEX, InService).

  • Ran a future-state vision workshop with stakeholders.

  • Co-created experience principles with cross-functional leaders.

© 2025 by  Julian Gomez.

bottom of page