Retail Sales Intelligence
Coca Cola
Lead UX Consultant
Redesigned a field sales platform that helped retail representatives make faster, more profitable merchandising decisions during customer visits.
Executive Summary
challenge
The existing platform presented large amounts of operational data but offered little guidance on what actions sales representatives should take. Critical insights were hidden behind unnecessary complexity, limiting adoption and reducing the platform's effectiveness during time-sensitive customer interactions. The challenge wasn't simplifying reports—it was enabling better business conversations in the field.
strategic decision
Rather than optimizing existing dashboards, I restructured the experience around the decisions representatives needed to make during store visits. Through discovery sessions with sales leadership and business intelligence teams, I identified opportunities to reduce cognitive load, prioritize the most actionable metrics, and create clearer relationships between sales performance and profitability. New workflows emphasized speed, contextual insights, and scenario-based decision support, allowing representatives to transition naturally from performance analysis to merchandising recommendations during live retailer conversations. The resulting experience shifted the platform from a reporting tool into a sales enablement product.
