Context
A commercial organization with agents operating across the country needed a tool that could support real sales activity in the field while keeping data aligned with headquarters.
Confidential Case Study 02
Order entry designed for the sales conversation, not just the final transaction.
A field-oriented order entry product combining structured order capture, real-time product and pricing data, and integrated sales support for a nationwide sales force.
Distributed sales
Tablet-first UX
Live product data
Structured ordering
The situation
Field agents needed one reliable tool for selling and ordering.
What was getting in the way
The challenge was not just collecting orders. The system had to support the sales conversation, work well on tablets, present rich product information, and maintain a structured, always-updated flow of data between agents and central operations.
What was at stake
Any friction appeared in front of the customer, while stale prices or incomplete order data created work for headquarters. Speed in the field and reliability at the centre had to improve together.
The product response
A tablet-first product connecting the conversation to central operations.
I combined structured order capture with current product and pricing data, media-rich catalog information and a workflow designed for repeated use in the field. The same product supported the agent during the conversation and produced dependable information for the organization behind it.
Design tablet-first interactions
Controls, hierarchy and navigation were optimized for fast, repeated use during a live customer conversation.
Keep rules close to each decision
Product availability, pricing and validation appeared where they affected the order instead of after submission.
Unify sales support and order flow
Catalog content and media helped agents present products without switching to disconnected materials.
Align field and headquarters data
Current central information reduced ambiguity and made each captured order more dependable downstream.
My responsibility
One perspective across product, interface and implementation.
- Product designer
- Main developer
- UX/UI designer
Delivery focus
- Tablet-first interaction model
- Realtime product and pricing updates
- Structured order flow
- Integrated catalog with media-rich content
- Alignment between field operations and headquarters
Outcome
A faster ordering flow and a more useful sales environment.
The final product made ordering more reliable and structured while also functioning as a practical sales-support environment, helping agents work with current information instead of disconnected materials.
Current information in the fieldMore reliable order captureOne sales-support environmentStronger field-to-HQ alignment
Have a similar operational problem?
Start with the workflow, even if the final product is not yet defined.
Tell me how the team works today, what is getting in the way, and what needs to become more reliable.