Briggs&Walker
Field-sales operations platform
- Role
- Senior Product Designer
- Timeline
- 2024 – 2025
- Website
- briggsandwalker.com
Highlights
Impact
- Restructured a field-sales operations platform so planners can understand and manage how campaigns, locations, teams, schedules and agents connect.
- Brought the admin and field experiences into one consistent product, while designing for the very different needs of planners and agents.
What I designed
- Planning workflows that let teams allocate field agents and locations across multiple campaigns with less effort.
- A mobile app for field agents, built around the tasks they complete on the job.
- Field workflows that help agents quickly see what they need to do, log their work and move between tasks.
How I worked
- Started with an audit of the platform, mapping UX problems across campaign planning, location management, scheduling and field operations.
- Worked closely with product, support and engineering to find issues, refine solutions and move designs into production.