Project Details
Client: SUN YANG FOOD CO., LTD
Employment Type: Full-time at Backyard Co., Ltd.
My Role: UX/UI Designer
Timeline: 5 Months
Platform: Mobile Application (Tablet & Smartphone Optimized)
Key Focus: Sales Enablement UX, Offline-to-Online Synchronization, Complex Product Cataloging, Developer Handover & Collaboration
Client: SUN YANG FOOD CO., LTD
Employment Type: Full-time at Backyard Co., Ltd.
My Role: UX/UI Designer
Timeline: 5 Months
Platform: Mobile Application (Tablet & Smartphone Optimized)
Key Focus: Sales Enablement UX, Offline-to-Online Synchronization, Complex Product Cataloging, Developer Handover & Collaboration
Overview
— Challenge:
Field sales agents frequently struggle with tracking daily KPIs on the go, navigating cluttered customer records, and creating sales orders manually while visiting B2B clients. The challenge was to transform disorganized customer data, location tracking (POI), and transactional checkout steps into an all-in-one dynamic sales tool (SY Guide) that functions flawlessly in real-world field conditions.
— Solution:
Designed a robust, data-driven mobile application that integrates real-time sales dashboards, a seamless location-based customer check-in workflow, and an optimized multi-step Sale Order creation loop. The interface empowers agents to view targeted analytics, locate client sites, and submit accurate bulk orders directly from a unified tablet dashboard.
Case Study Highlights
— The Challenge:
B2B sales agents operate in fast-paced field environments where logging client interactions, managing multi-category catalogs, and verifying pricing structures create high cognitive load. The UI needed to facilitate rapid data entry—such as instant customer check-ins and fluid item configurations—while completely eliminating visual clutter and input friction during client presentations.
— The Process (The Strategy):
Analyzed the end-to-end field sales cycle to establish a clean Information Architecture consisting of a dynamic home layout, detailed customer profiles, and a step-by-step transaction workflow. Created high-fidelity user guides and detailed wireframes outlining precise user flows for creating points of interest (POI), viewing customer stock histories, and completing multi-tier sales orders. Collaborated closely with frontend developers to ensure complex dynamic components loaded instantly on mid-tier mobile devices.
— The Solution & Impact:
Delivered a highly structured and optimized digital sales ecosystem that revolutionized field operations. The final layout features clear KPI progress tracking bars, contextual customer dashboards, and a frictionless "Select-to-Order" pipeline with real-time summary cards. This solution drastically reduced time-spent per client visit, eliminated manual calculation mistakes, and enhanced field agent productivity by turning administrative workflows into an effortless digital experience.
— Challenge:
Field sales agents frequently struggle with tracking daily KPIs on the go, navigating cluttered customer records, and creating sales orders manually while visiting B2B clients. The challenge was to transform disorganized customer data, location tracking (POI), and transactional checkout steps into an all-in-one dynamic sales tool (SY Guide) that functions flawlessly in real-world field conditions.
— Solution:
Designed a robust, data-driven mobile application that integrates real-time sales dashboards, a seamless location-based customer check-in workflow, and an optimized multi-step Sale Order creation loop. The interface empowers agents to view targeted analytics, locate client sites, and submit accurate bulk orders directly from a unified tablet dashboard.
Case Study Highlights
— The Challenge:
B2B sales agents operate in fast-paced field environments where logging client interactions, managing multi-category catalogs, and verifying pricing structures create high cognitive load. The UI needed to facilitate rapid data entry—such as instant customer check-ins and fluid item configurations—while completely eliminating visual clutter and input friction during client presentations.
— The Process (The Strategy):
Analyzed the end-to-end field sales cycle to establish a clean Information Architecture consisting of a dynamic home layout, detailed customer profiles, and a step-by-step transaction workflow. Created high-fidelity user guides and detailed wireframes outlining precise user flows for creating points of interest (POI), viewing customer stock histories, and completing multi-tier sales orders. Collaborated closely with frontend developers to ensure complex dynamic components loaded instantly on mid-tier mobile devices.
— The Solution & Impact:
Delivered a highly structured and optimized digital sales ecosystem that revolutionized field operations. The final layout features clear KPI progress tracking bars, contextual customer dashboards, and a frictionless "Select-to-Order" pipeline with real-time summary cards. This solution drastically reduced time-spent per client visit, eliminated manual calculation mistakes, and enhanced field agent productivity by turning administrative workflows into an effortless digital experience.
