01. The Goal
Create a sales tool that the Microsoft sales team could use on the go to sell abstract technical solutions to any size company – speaking to both the business and technical sides of the company.
The problem: The Microsoft sales team was having a hard time selling enough seats for their technical solutions because the concepts were too abstract.
The team: Project Manager, UX Design Lead (me!), UX Designer x2, Software Developer, Software Development Manager
The tools I used: Illustrator, Photoshop, Acrobat, Axure, Balsamiq
The deliverables: Proof of concept prototype, sitemap, personas, application wireframes, mobile/tablet/desktop wireframes, prototype, visual designs including custom illustrations, style tile, redlines
Our client at Microsoft approached us with the problem that he needed to sell a certain number of “seats” for his Microsoft technical solutions – abstract solutions such as Single Sign-on, Multi-factor Authentication, Mobile Device Management, etc. His sales team were having a hard time selling these solutions to companies, so we worked with our client to get a better understanding of how to best approach this problem. As we workshopped, we discovered that these abstract technical solutions were hard to visualize and as such were hard to sell. I worked with the software developer to whiteboard ideas and we settled on creating a sales tool for the Microsoft Sales team that would clearly illustrate how the technical solutions had applications in the real world of employees at a company.