Our team was asked by Principal Financial to create a series of interactive demos for their sales team to easily use for potential customers. The demos needed to be easily navigable by sales professionals and contained in individual prototypes.
Customizable demo experiences
Because each company that a salesperson would be speaking to may be looking for different things, the salesperson needed the ability to customize each demo and personalize it to the company or group they were speaking to.
Seamless demo transitions
Each demo contained varying screens and features, and needed a seamless way to navigate between each one and navigate back and forth.
Roles & Responsibilities:
Creating a navigable demo system
Creating comprehensive prototypes to show how demos would be used and navigated
Including visuals and microanimations that align with Principal Financial’s branding
Projects & Features:
Demo navigation
Prototyping all demo screen and feature combinations
Prototyping a demo creation form for salesperson use
Some pieces of this project may be confidential & won’t be displayed here. If you’d like to see more of my process and design contribution, let me know and we can set up a portfolio presentation.