CREATING
IGNITIONS
SALES
PIPELINE
PIPELINE
PROCESS
Delivery
The delivery phase was where designs were brought to life. Additionally scope to be refined, bugs to be captured and feedback to be collected.
Lead-up to launch: Collaboration for success
In the final stretch, I collaborated with marketing to craft go-to-market communications that resonated with our users. Simultaneously, I worked with support and education teams, providing them with clear content, FAQs, and imagery to ensure users had everything they needed to adopt the new experience seamlessly.
Post-release feedback
sentiment_very_satisfied
With Pipeline for the new proposal editor I am much more inclined to move…”
sentiment_very_satisfied
“Thank you!!!!”
sentiment_very_satisfied
“Thank you! This is a game changer for us!”
sentiment_very_satisfied
“Excellent thank you!”
sentiment_very_satisfied
“Yay! Thank you!! So much better!”
Post-launch feedback validated our approach, highlighting both the value delivered and opportunities for further refinement:
sentiment_very_satisfied
"Love it but we better if we could action proposal in bulk..."
sentiment_neutral
Love it but… not being able to see a list of proposals issued is a nightmare…
sentiment_very_satisfied
“LOVING the new Pipeline, Thank-you!!”
sentiment_very_dissatisfied
"We're paying for an online platform so exporting is a pain. Also I'd like the proposals page to show awaiting proposals like it used to. Fail to see why it is under client tab now. Makes no sense to me."
sentiment_very_satisfied
“Second that!! Me too! Me three!”
sentiment_neutral
“It’s great indeed…Just need the 90-day expiring one…”
Additional Improvements
Enhancing Table Usability
Monitored filter usage and conducted follow-up interviews to focus on the data displayed and its density.
This came with a redesigned quick filter pattern and contextual data per segment.
Strategic Impact
Patterns developed for Pipeline were successfully scaled across the product (Client list, Library, Settings, and Billing).
This established a foundation for consistency, efficiency, and further innovation across the platform.
What a team!
A huge thank you to the entire team—design, engineering, marketing, education, and support—for their incredible collaboration, creativity, and hard work. This project’s success was a true team effort, and I’m proud of what we achieved together for our users and the business. 🚀
I managed to miss the team photo evey year!
That's the end but feel free to browse:
IGNITIONS
SALES