3 → 1
systems, becoming one deal flow
One deal crosses three systems before it becomes revenue.
The brief said
Design an AI quote assistant for sellers, and a self serve portal for their customers.
What was underneath
Sellers lost time stitching three systems together. And once a contract was signed, customers lost sight of their order: what happens now, and when.
What changes
One flow from lead to cash. For sellers, an agent drafts, checks and routes quotes, and they approve anything that matters. For customers, a self serve portal that answers “where is my order?” before they have to ask.
Experience strategy and design direction, with two designers.