Yallo Sales Portal

Transforming a mandatory UI update into a strategic redesign

SLIDER: Click / Tap & slide the arrow in the middle to Compare Old POS Homepage / New POS homepage

Summary

Led the UX/UI redesign of a mission-critical sales platform for a leading Swiss telecom. Shifted the project from a visual cleanup to a user-centered overhaul of the checkout flow and customer dashboard, delivering a tested prototype and design system.

Led the UX/UI redesign of a mission-critical sales platform for a leading Swiss telecom. Shifted the project from a visual cleanup to a user-centered overhaul of the checkout flow and customer dashboard, delivering a tested prototype and design system.

My Role

Lead UX/UI Designer

Team

· 2 Sr. Product Owners · 1 Jr. Graphic Designer · 4 Client Stakeholders

Responsabilities

· UX Strategy, User Research · UI Design, Design System · Prototyping, User Testing

Timeline

Aug - Nov 2022

The Brief

What was the problem?

Yallo's sales portal was built on a system from the 2000s that was being decommissioned. The initial project brief was straightforward: modernize the user interface and adapt the design for a new backend. However, user feedback and a detailed audit revealed a tool that was actively working against its users.

Yallo's sales portal was built on a system from the 2000s that was being decommissioned. The initial project brief was straightforward: modernize the user interface and adapt the design for a new backend. However, user feedback and a detailed audit revealed a tool that was actively working against its users.

The Core Challengues

Redesign the End-to-End Checkout Experience
Build the 360° Customer Dashboard
Create an Agent-Focused Homepage
Redesign the End-to-End Checkout Experience
Build the 360° Customer Dashboard
Create an Agent-Focused Homepage
Redesign the End-to-End Checkout Experience
Build the 360° Customer Dashboard
Create an Agent-Focused Homepage

My Design Process

1. Discover & Strategy

From UI request to strategic overhaul

A two-week deep dive into user data and system workflows exposed critical flaws, which I synthesized into a strategic wireframe. This successfully pivoted the project from a simple UI update to a fundamental redesign of the core sales experience

Full Dashboard

Original POS interface for mobile plans. Oversized cards and cluttered layout made it difficult for sales agents to scan information and compare options efficiently.

Full Dashboard

Original POS interface for mobile plans. Oversized cards and cluttered layout made it difficult for sales agents to scan information and compare options efficiently.

Full Dashboard

Original POS interface for mobile plans. Oversized cards and cluttered layout made it difficult for sales agents to scan information and compare options efficiently.

Original POS home Dashboard page. Little to no information on sales, or how to proceed. Unnecesary separation between New / Existing Customer,

Original POS home Dashboard page. Little to no information on sales, or how to proceed. Unnecesary separation between New / Existing Customer,

Original POS home Dashboard page. Little to no information on sales, or how to proceed. Unnecesary separation between New / Existing Customer,

Synthesizing 20+ user insights to identify core patterns

Synthesizing 20+ user insights to identify core patterns

Synthesizing 20+ user insights to identify core patterns

A low-fidelity wireframe used as a conversation starter to introduce the vision for the dashboard and new sales flow.

A low-fidelity wireframe used as a conversation starter to introduce the vision for the dashboard and new sales flow.

A low-fidelity wireframe used as a conversation starter to introduce the vision for the dashboard and new sales flow.

Results

5+

Workflows analyzed

5+

Workflows analyzed

5+

Workflows analyzed

20+

Insights synthesized

20+

Insights synthesized

20+

Insights synthesized

100%

Alignment on vision

100%

Alignment on vision

100%

Alignment on vision

2. Design & Prototype

Translating into a tangible solution.

We evolved the wireframes into a high-fidelity prototype, designing the three core experiences: a streamlined checkout, a data-rich customer dashboard, and an agent-focused homepage, all built on a new design system.

The simplified homepage, with a cleaner layout and filters for easier scanning and faster navigation.

The simplified homepage, with a cleaner layout and filters for easier scanning and faster navigation.

The simplified homepage, with a cleaner layout and filters for easier scanning and faster navigation.

The redesigned checkout, integrating credit checks and phone bundling into a single, logical flow.

The redesigned checkout, integrating credit checks and phone bundling into a single, logical flow.

The redesigned checkout, integrating credit checks and phone bundling into a single, logical flow.

The new 360° customer hub, centralizing data for cross-selling and service management.

The new 360° customer hub, centralizing data for cross-selling and service management.

The new 360° customer hub, centralizing data for cross-selling and service management.

Results

10+

Design Iterations

10+

Design Iterations

10+

Design Iterations

3

Core flows designed

3

Core flows designed

3

Core flows designed

1

Design System

1

Design System

1

Design System

3. Validation

Testing and refining the solution.

We tested the high-fidelity prototype with 13 agents and stakeholders, gathering feedback on the new flows and interface to validate our design decisions and make final refinements.

Observing Sales Owner interact with the prototype to gather authentic behavioral feedback.

Observing Sales Owner interact with the prototype to gather authentic behavioral feedback.

Observing Sales Owner interact with the prototype to gather authentic behavioral feedback.

User Dashboard Key Improvements Based on User Feedback

1. More prominent "Start New Order" button for faster workflow initiation 2. Streamlined metrics section focusing on most relevant data 3. Enhanced cross-selling visibility with clearer opportunity displays

Side-by-side comparison of the User Profile/Dashboard.

User Dashboard Key Improvements Based on User Feedback

1. More prominent "Start New Order" button for faster workflow initiation 2. Streamlined metrics section focusing on most relevant data 3. Enhanced cross-selling visibility with clearer opportunity displays

Side-by-side comparison of the User Profile/Dashboard.

User Dashboard Key Improvements Based on User Feedback

1. More prominent "Start New Order" button for faster workflow initiation 2. Streamlined metrics section focusing on most relevant data 3. Enhanced cross-selling visibility with clearer opportunity displays

Side-by-side comparison of the User Profile/Dashboard.

Results

15+

Actionable insights

15+

Actionable insights

15+

Actionable insights

96%

User Acceptance

96%

User Acceptance

96%

User Acceptance

13

Tested Users

13

Tested Users

13

Tested Users

4. Deliver & Handoff

Preparing the final assets

We delivered a comprehensive package including the interactive prototype, a complete design system, and all research findings to ensure a smooth transition to the development team.
You can access here the interactive prototype

Yallo POS Desing System Cover

Yallo POS Desing System Cover

Yallo POS Desing System Cover

SLIDER: Click / Tap & slide the arrow in the middle to Compare Old POS Homepage / New POS homepage

Results

1

Final Prototype

1

Final Prototype

1

Final Prototype

1

Scalable Design system

1

Scalable Design system

1

Scalable Design system

100%

Ready for Production

100%

Ready for Production

100%

Ready for Production

Technical Scope

Platform

Native Desktop Application

Tools & Methods

Design Thinking Strategies, Workshops & Interviews, Usability Testing, User Flows, Wireframing, Prototyping

Software

Figma, Figjam, Google Analitics, Miro

Deliverable

Interactive Prototype, Design System, User Research Report

Personal Reflections

Mastering the Language of the Domain
Leading Through Clarity
Designing with Presence
Embracing Intentional Endings
Mastering the Language of the Domain
Leading Through Clarity
Designing with Presence
Embracing Intentional Endings
Mastering the Language of the Domain
Leading Through Clarity
Designing with Presence
Embracing Intentional Endings

Future Opportunities

The delivered platform established a strong foundation for Yallo's sales tool. The natural next steps would be to explore the conceptual "self-check-in" & "waiting line" feature to streamline the in-store experience, and to expand the new design system across other internal tools, creating a unified and efficient ecosystem for all employees.